Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Nuvision Federal Credit Union
EIN 95-1644517bankingLatest filing 2025
Plans
4
Retirement
3
$96.6M assets
Health & Benefits
1
$3.5M premiums
Participants
1,440
7812 EDINGER AVENUE - HUNTINGTON BEACH, CA 92647714-375-8055nuvisionfederal.orgLinkedIn201-500 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
3 plans aggregated / $96.6M assets / 876 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.5M premiums / 558 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Prescription drug$2.4M
- Dental$630K
- Vision$630K
- Other$410K
- Life$252K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN
401(k)
Assets$80.2M
Participants736
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
NUVISION FEDERAL CREDIT UNION RETIREMENT PLAN
Cash balance
Assets$9.2M
Participants83
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION
Traditional DB
Assets$7.2M
Participants57
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NUVISION FEDERAL CREDIT UNION EMPLOYEES BENEFIT PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.5M
Covered lives558
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | NUVISION FEDERAL CREDIT UNION SAVINGS PLAN | 401(k) | $80.2M | 736 | 2025 |
| #003 | NUVISION FEDERAL CREDIT UNION RETIREMENT PLAN | Cash balance | $9.2M | 83 | 2025 |
| #001 | EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION | Traditional DB | $7.2M | 57 | 2025 |
- #002 · 401(k) · 2025736
- #003 · Cash balance · 202583
- #001 · Traditional DB · 202557
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NUVISION FEDERAL CREDIT UNION EMPLOYEES BENEFIT PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.5M | 558 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025558
Retirement plans
Health & Benefits plans