Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Ohio Valley Community Federal Credit Union
EIN 34-0871103Finance and InsuranceLatest filing 2025
Plans
4
Retirement
3
$7.4M assets
Health & Benefits
1
Participants
99
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $7.4M assets / 71 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$4.6M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST FOR NON-UNION EMPLOYEES
401(k)
Assets$1.9M
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$844K
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION SOCA BENEFIT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $4.6M | 30 | 2025 |
| #003 | OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST FOR NON-UNION EMPLOYEES | 401(k) | $1.9M | 18 | 2024 |
| #002 | OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $844K | 23 | 2024 |
- #001 · Traditional DB · 202530
- #003 · 401(k) · 202418
- #002 · 401(k) · 202423
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | OHIO VALLEY COMMUNITY FEDERAL CREDIT UNION SOCA BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans