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Sponsor portfolioTH

NUVISION FEDERAL CREDIT UNION

EIN 95-1644517-banking-Latest filing 2024
Plans
3
Retirement
2
$78.0M assets
Welfare
1
$3.0M premiums
Participants
1,423
7812 EDINGER AVENUE - HUNTINGTON BEACH, CA 92647714-375-8055nuvisionfederal.orgLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#002401k-$69.4M - 792 part#001TraditionalDB-$8.5M - 93 part#501Fully Insured-$3.0M - 792 lives

Retirement portfolio analytics

2 plans aggregated / $78.0M assets / 885 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • CREDIT UNION Savings (#002)89%
  • FEDERAL CREDIT UNION (#001)11%
Total $78.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREDIT UNION Savings (#002)792
  • FEDERAL CREDIT UNION (#001)93
Total 885Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 792 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.0M
  • Dental$520K
  • Vision$520K
  • Other$391K
  • Life$252K
  • +2 more
Total $3.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • KAISER FOUNDATION HEALTH PLAN INC69%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
  • SYMETRA LIFE INSURANCE COMPANY12%
  • AETNA LIFE INSURANCE COMPANY1%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $3.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BURNHAM BENEFITS INSURANCE SERVICES100%
  • LIFE PLANS INC DBA BURNHAM BENEFITS0%
Total $200K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NUVISION FEDERAL CREDIT UNION SAVINGS PLAN

401k

Assets$69.4M
Participants792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

TraditionalDB

Assets$8.5M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NUVISION FEDERAL CREDIT UNION EMPLOYEES BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.0M
Covered lives792
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002NUVISION FEDERAL CREDIT UNION SAVINGS PLAN401k$69.4M7922024
001EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNIONTraditionalDB$8.5M932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NUVISION FEDERAL CREDIT UNION EMPLOYEES BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$3.0M7922024
Retirement plans
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