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EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 401k Plan overview

Plan NameEMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION
Plan identification number 001

EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NUVISION FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:NUVISION FEDERAL CREDIT UNION
Employer identification number (EIN):951644517
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TAMARA J. ORTEGA ROGER BALLARD2018-09-29
0012016-01-01TAMARA J. ORTEGA ROGER BALLARD2017-10-08
0012015-01-01TAMARA J. ORTEGA ROGER BALLARD2016-10-08
0012014-01-01TAMARA J. ORTEGA ROGER BALLARD2015-09-03
0012013-01-01TAMARA J. ORTEGA ROGER BALLARD2014-10-08
0012012-01-01TAMARA J. ORTEGA ROGER BALLARD2013-10-10
0012011-01-01TAMARA J. ORTEGA ROGER BALLARD2012-10-12
0012010-01-01TAMARA J. ORTEGA ROGER BALLARD2011-10-11
0012009-01-01TAMARA J. ORTEGA ROGER BALLARD2010-10-05

Plan Statistics for EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

401k plan membership statisitcs for EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

Measure Date Value
2022: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2022 401k membership
Market value of plan assets2022-12-3113,198,882
Acturial value of plan assets2022-12-3113,198,882
Funding target for retired participants and beneficiaries receiving payment2022-12-315,954,581
Number of terminated vested participants2022-12-3150
Fundng target for terminated vested participants2022-12-311,968,671
Active participant vested funding target2022-12-311,325,893
Number of active participants2022-12-3140
Total funding liabilities for active participants2022-12-311,325,893
Total participant count2022-12-31164
Total funding target for all participants2022-12-319,249,145
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01164
Total number of active participants reported on line 7a of the Form 55002022-01-0139
Number of retired or separated participants receiving benefits2022-01-0170
Number of other retired or separated participants entitled to future benefits2022-01-0148
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01161
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2021 401k membership
Market value of plan assets2021-12-3112,997,542
Acturial value of plan assets2021-12-3112,997,542
Funding target for retired participants and beneficiaries receiving payment2021-12-315,581,740
Number of terminated vested participants2021-12-3155
Fundng target for terminated vested participants2021-12-312,419,348
Active participant vested funding target2021-12-311,676,354
Number of active participants2021-12-3142
Total funding liabilities for active participants2021-12-311,676,354
Total participant count2021-12-31168
Total funding target for all participants2021-12-319,677,442
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01168
Total number of active participants reported on line 7a of the Form 55002021-01-0140
Number of retired or separated participants receiving benefits2021-01-0169
Number of other retired or separated participants entitled to future benefits2021-01-0150
Total of all active and inactive participants2021-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2020 401k membership
Market value of plan assets2020-12-3111,975,796
Acturial value of plan assets2020-12-3111,975,796
Funding target for retired participants and beneficiaries receiving payment2020-12-315,590,363
Number of terminated vested participants2020-12-3157
Fundng target for terminated vested participants2020-12-312,197,403
Active participant vested funding target2020-12-311,472,908
Number of active participants2020-12-3142
Total funding liabilities for active participants2020-12-311,472,908
Total participant count2020-12-31170
Total funding target for all participants2020-12-319,260,674
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31397,214
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31419,299
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-0142
Number of retired or separated participants receiving benefits2020-01-0165
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2019 401k membership
Market value of plan assets2019-12-3110,321,819
Acturial value of plan assets2019-12-3110,321,819
Funding target for retired participants and beneficiaries receiving payment2019-12-315,302,759
Number of terminated vested participants2019-12-3160
Fundng target for terminated vested participants2019-12-312,157,911
Active participant vested funding target2019-12-311,569,225
Number of active participants2019-12-3147
Total funding liabilities for active participants2019-12-311,569,225
Total participant count2019-12-31175
Total funding target for all participants2019-12-319,029,895
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31230,362
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31243,585
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31430,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31397,214
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31397,214
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01175
Total number of active participants reported on line 7a of the Form 55002019-01-0142
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2018 401k membership
Market value of plan assets2018-12-3111,109,733
Acturial value of plan assets2018-12-3111,109,733
Funding target for retired participants and beneficiaries receiving payment2018-12-315,243,031
Number of terminated vested participants2018-12-3165
Fundng target for terminated vested participants2018-12-312,052,321
Active participant vested funding target2018-12-311,401,072
Number of active participants2018-12-3150
Total funding liabilities for active participants2018-12-311,401,072
Total participant count2018-12-31184
Total funding target for all participants2018-12-318,696,424
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31250,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31230,362
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31230,362
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01184
Total number of active participants reported on line 7a of the Form 55002018-01-0147
Number of retired or separated participants receiving benefits2018-01-0162
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2017 401k membership
Market value of plan assets2017-12-3110,419,606
Acturial value of plan assets2017-12-3110,419,606
Funding target for retired participants and beneficiaries receiving payment2017-12-315,376,698
Number of terminated vested participants2017-12-3165
Fundng target for terminated vested participants2017-12-311,846,891
Active participant vested funding target2017-12-311,280,217
Number of active participants2017-12-3152
Total funding liabilities for active participants2017-12-311,280,217
Total participant count2017-12-31188
Total funding target for all participants2017-12-318,503,806
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-0150
Number of retired or separated participants receiving benefits2017-01-0164
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2016 401k membership
Market value of plan assets2016-12-3110,572,879
Acturial value of plan assets2016-12-3110,572,879
Funding target for retired participants and beneficiaries receiving payment2016-12-315,114,408
Number of terminated vested participants2016-12-3177
Fundng target for terminated vested participants2016-12-312,065,360
Active participant vested funding target2016-12-311,363,360
Number of active participants2016-12-3157
Total funding liabilities for active participants2016-12-311,363,360
Total participant count2016-12-31200
Total funding target for all participants2016-12-318,543,128
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31387,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31411,660
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-0152
Number of retired or separated participants receiving benefits2016-01-0167
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2015 401k membership
Total participants, beginning-of-year2015-01-01212
Total number of active participants reported on line 7a of the Form 55002015-01-0157
Number of retired or separated participants receiving benefits2015-01-0162
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2014 401k membership
Total participants, beginning-of-year2014-01-01244
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of retired or separated participants receiving benefits2014-01-0157
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01212
2013: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2013 401k membership
Total participants, beginning-of-year2013-01-01246
Total number of active participants reported on line 7a of the Form 55002013-01-0167
Number of retired or separated participants receiving benefits2013-01-0152
Number of other retired or separated participants entitled to future benefits2013-01-01123
Total of all active and inactive participants2013-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-0167
Number of retired or separated participants receiving benefits2012-01-0153
Number of other retired or separated participants entitled to future benefits2012-01-01123
Total of all active and inactive participants2012-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2011 401k membership
Total participants, beginning-of-year2011-01-01250
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-0150
Number of other retired or separated participants entitled to future benefits2011-01-01125
Total of all active and inactive participants2011-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01247
2010: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2010 401k membership
Total participants, beginning-of-year2010-01-01253
Total number of active participants reported on line 7a of the Form 55002010-01-0169
Number of retired or separated participants receiving benefits2010-01-0152
Number of other retired or separated participants entitled to future benefits2010-01-01126
Total of all active and inactive participants2010-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2009 401k membership
Total participants, beginning-of-year2009-01-01253
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-0152
Number of other retired or separated participants entitled to future benefits2009-01-01124
Total of all active and inactive participants2009-01-01251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

Measure Date Value
2022 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,133,118
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$593,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$593,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$10,471,912
Value of total assets at beginning of year2022-12-31$13,198,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$287,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$287,846
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Total non interest bearing cash at end of year2022-12-31$53,240
Total non interest bearing cash at beginning of year2022-12-31$52,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,726,970
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,471,912
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,198,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,418,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,146,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,420,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$593,852
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2022-12-31953288054
2021 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$805,173
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$603,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$603,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$13,198,882
Value of total assets at beginning of year2021-12-31$12,997,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$280,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$280,040
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Total non interest bearing cash at end of year2021-12-31$52,607
Total non interest bearing cash at beginning of year2021-12-31$99,633
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$201,340
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,198,882
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,997,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,146,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,897,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$525,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$603,833
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2021-12-31953288054
2020 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,517,499
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$506,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$506,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$12,997,542
Value of total assets at beginning of year2020-12-31$11,986,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$290,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$290,505
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Total non interest bearing cash at end of year2020-12-31$99,633
Total non interest bearing cash at beginning of year2020-12-31$150,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,011,045
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,997,542
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,986,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,897,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,406,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,226,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$430,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$506,454
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2020-12-31953288054
2019 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,215,739
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$557,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$557,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$430,000
Value of total assets at end of year2019-12-31$11,986,497
Value of total assets at beginning of year2019-12-31$10,328,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$473
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$324,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$324,028
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Total non interest bearing cash at end of year2019-12-31$150,085
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,658,263
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,986,497
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,328,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,406,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,631,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$447,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$447,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$473
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,461,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$430,000
Employer contributions (assets) at end of year2019-12-31$430,000
Employer contributions (assets) at beginning of year2019-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$557,476
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2019-12-31953288054
2018 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-169,821
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$611,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$611,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$250,000
Value of total assets at end of year2018-12-31$10,328,234
Value of total assets at beginning of year2018-12-31$11,109,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$3,987
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$303,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$303,435
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-781,499
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,328,234
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,109,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,631,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,561,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$447,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$547,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$547,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-727,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$250,000
Employer contributions (assets) at end of year2018-12-31$250,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$611,678
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2018-12-31953288054
2017 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,219,486
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$529,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$529,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$11,109,733
Value of total assets at beginning of year2017-12-31$10,419,606
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$485
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$284,189
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$284,189
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$690,127
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,109,733
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,419,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,561,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,314,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$547,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$105,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$105,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$934,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$529,359
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2017-12-31953288054
2016 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$665,299
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$826,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$826,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$10,419,606
Value of total assets at beginning of year2016-12-31$10,581,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$94
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$235,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$235,806
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-161,613
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,419,606
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,581,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,314,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,489,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$105,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$672,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$672,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$94
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$429,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$420,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$826,912
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2016-12-31953288054
2015 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,042,325
Total unrealized appreciation/depreciation of assets2015-12-31$-1,042,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$396,961
Total loss/gain on sale of assets2015-12-31$668,446
Total of all expenses incurred2015-12-31$673,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$673,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$420,000
Value of total assets at end of year2015-12-31$10,581,219
Value of total assets at beginning of year2015-12-31$10,857,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$350,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$350,840
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-276,761
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,581,219
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,857,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,489,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,635,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$672,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$222,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$222,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$420,000
Employer contributions (assets) at end of year2015-12-31$420,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$673,722
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$668,446
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2015-12-31953288054
2014 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$287,026
Total unrealized appreciation/depreciation of assets2014-12-31$287,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$844,098
Total loss/gain on sale of assets2014-12-31$194,750
Total of all expenses incurred2014-12-31$646,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$646,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$10,857,980
Value of total assets at beginning of year2014-12-31$10,660,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$362,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$362,322
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$197,540
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,857,980
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,660,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,635,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,040,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$222,150
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$619,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$619,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$646,558
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$194,750
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2014-12-31953288054
2013 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$674,413
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$438,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$438,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$10,660,440
Value of total assets at beginning of year2013-12-31$10,424,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$291,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$291,952
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$900,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$235,639
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,660,440
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,424,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,040,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,426,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$619,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$798,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$798,216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$382,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$438,774
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2013-12-31953288054
2012 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,340,389
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$442,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$442,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$200,000
Value of total assets at end of year2012-12-31$10,424,801
Value of total assets at beginning of year2012-12-31$9,526,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$389,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$389,344
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$898,176
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,424,801
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,526,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,426,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,582,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$798,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$744,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$744,162
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$750,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$200,000
Employer contributions (assets) at end of year2012-12-31$200,000
Employer contributions (assets) at beginning of year2012-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$442,213
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WRIGHT FORD YOUNG & CO.
Accountancy firm EIN2012-12-31953288054
2011 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,091,735
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$453,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$453,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$200,000
Value of total assets at end of year2011-12-31$9,526,625
Value of total assets at beginning of year2011-12-31$8,888,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$316,349
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$316,349
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$637,795
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,526,625
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,888,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,582,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,688,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$744,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$541,451
Net investment gain/loss from pooled separate accounts2011-12-31$33,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$200,000
Employer contributions (assets) at end of year2011-12-31$200,000
Employer contributions (assets) at beginning of year2011-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$453,940
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TURNER, WARREN, HWANG & CONRAD
Accountancy firm EIN2011-12-31954083485
2010 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,303,698
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$496,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$496,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$200,000
Value of total assets at end of year2010-12-31$8,888,830
Value of total assets at beginning of year2010-12-31$8,082,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$83,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$806,701
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,888,830
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,082,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$8,688,830
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,882,129
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Net investment gain/loss from pooled separate accounts2010-12-31$1,020,541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$200,000
Employer contributions (assets) at end of year2010-12-31$200,000
Employer contributions (assets) at beginning of year2010-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$496,997
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TURNER, WARREN, HWANG & CONRAD
Accountancy firm EIN2010-12-31954083485
2009 : EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

2022: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 6186
Policy instance 1
Insurance contract or identification numberSA 6186
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-02-24
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 6186
Policy instance 1
Insurance contract or identification numberSA 6186
Number of Individuals Covered244
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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