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
Credit Union National Association Inc. Retirement Pension Plan
Corporate pensionMadison, WI
Assets
n/a
Total assets, Jun 30, 2023 reported
Funded
117.7%
Jan 1, 2022
Private markets target
n/a
policy Dec 31, 2022
Commitments
0
none on the tape
Plan sponsor: Credit Union National Association Inc.
Allocation policy
Form 5500, as of Dec 31, 2022
Actual allocation lines without a target (as filed)
- Insurance company general account 76.7%
- Registered investment companies 23.3%
Consultants and advisers
4 firms
- Trusteed Retirement Program Investment adviser (plan)through Dec 31, 2022 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
18 readings
Plan assets
Funded ratio
Funding target
Discount rate
Form 5500 filings
2 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2023 to Jun 30, 2023 | 199 | n/a | n/a | n/a | $0 | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 208 | $26.9M | $22.9M | 117.7% | $23.0M | 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 $3,245 PY2023
- Members Capital Advisors, Inc. codes 27 51 $3,245 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $6,667 PY2022
- Trusteed Retirement Program codes 20 27 51 $612 PY2022
- Members Capital Advisors, Inc. codes 27 51 $202 PY2022
- Cuna Mutual Retirement Pension Fund Sched. D C PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
2 events
- Dec 31, 2023Consultant changedinferenceTrusteed Retirement Program no longer appears on Credit Union National Association Inc. Retirement Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Trusteed Retirement Programaskebsa.dol.gov
- Jun 30, 2023Assets changedCredit Union National Association Inc. Retirement Pension Plan total assets $23M -> $0 (-100.0%, 2022-12-31 to 2023-06-30)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 237065623-022
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.