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Form 5500 · Employee benefit plan · WESTBURY, NY

JOVIA FINANCIAL CREDIT UNION

JOVIA FINANCIAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is KINLOCH CONSULTING GROUP, INC.. Coverage is written through VISION SERVICE PLAN. The plan's most recent policy period ended in December.

Benefits broker of record
KINLOCH CONSULTING GROUP, INC.
Insurance carrier
VISION SERVICE PLAN
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 11-1644859 · plan 504 · as of Jul 2026

Participants
307
Carriers on file
1
Disclosed commissions
$1,825
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
VISION SERVICE PLANVision293December$1,825

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 VISION SERVICE PLAN.

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.