DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Tucson Federal Credit Union Defined Benefit Plan and Trust
Corporate pensionTucson, AZ
Assets
$27.8M
Total assets, Dec 31, 2024 reported
Funded
201.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Tucson Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Registered investment companies 100.0%
Consultants and advisers
4 firms
- RBC Wealth Management Investment adviser (plan)through Dec 31, 2024 Form 5500
- Trustage Investment Management Investment adviser (plan)through Dec 31, 2022 Form 5500
- Cmfg Life Insurance Company Actuarythrough Dec 31, 2022 Form 5500
- Cuna Mutual Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
No manager relationship is on the tape for this allocator.
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$23,320 (2023-12) · $21,432 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 186 | $26.3M | $11.5M | 201.2% | $27.8M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 189 | $22.3M | $10.1M | 192.6% | $26.3M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 198 | $24.6M | $9.7M | 219.4% | $22.3M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Cmfg Life Insurance Company codes 11 15 17 38 $59,206 PY2024
- RBC Wealth Management codes 27 51 $27,276 PY2024
- Members Capital Advisors, Inc. codes 27 51 $4,219 PY2024
- Cuna Mutual Group codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $51,304 PY2023
- Members Capital Advisors, Inc. codes 27 51 $23,320 PY2023
- Cuna Mutual Group codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $47,151 PY2022
- Members Capital Advisors, Inc. codes 27 51 $21,432 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceRBC Wealth Management appears on Tucson Federal Credit Union Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with RBC Wealth Managementaskebsa.dol.gov
- Jan 1, 2024Funded status changedTucson Federal Credit Union Defined Benefit Plan and Trust funded ratio 192.6% -> 201.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedTucson Federal Credit Union Defined Benefit Plan and Trust plan assets $22M -> $26M (+18.3%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedTucson Federal Credit Union Defined Benefit Plan and Trust total assets $22M -> $26M (+18.3%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedTucson Federal Credit Union Defined Benefit Plan and Trust funded ratio 219.4% -> 192.6% (2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 860098798-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.