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Form 5500 · Employee benefit plan · WESTBURY, NY

JOVIA FINANCIAL CREDIT UNION

JOVIA FINANCIAL CREDIT UNION of WESTBURY, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is KINLOCH CONSULTING GROUP, INC.. Coverage is written through FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
KINLOCH CONSULTING GROUP, INC.
Insurance carrier
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-1644859 · plan 502 · as of Jul 2026

Participants
452
Carriers on file
1
Disclosed commissions
$1,952
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
FIRST RELIANCE STANDARD LIFE INSURANCE COMPANYDisability502December$1,952

Questions

Who is JOVIA FINANCIAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, JOVIA FINANCIAL CREDIT UNION's broker of record is KINLOCH CONSULTING GROUP, INC..

What insurance carrier does JOVIA FINANCIAL CREDIT UNION use?

JOVIA FINANCIAL CREDIT UNION's benefit plan is written through FIRST RELIANCE STANDARD LIFE INSURANCE COMPANY.

When does JOVIA FINANCIAL CREDIT UNION's group plan renew?

The most recent Schedule A policy period for JOVIA FINANCIAL CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from JOVIA FINANCIAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.