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
Global Defined Benefit Retirement Plan
Corporate pensionAnchorage, AK
Assets
$182M
Total assets, Dec 31, 2024 reported
Funded
166.2%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Global Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Insurance company general account 25.5%
- Registered investment companies 74.5%
Consultants and advisers
3 firms
- 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
$186,499 (2023-12) · $205,700 (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 | 288 | $184M | $111M | 166.2% | $182M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 303 | $176M | $110M | 159.6% | $184M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 339 | $245M | $121M | 203.2% | $176M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Members Capital Advisors, Inc. codes 27 51 $179,485 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $146,011 PY2024
- Cuna Mutual Group codes 11 PY2024
- Members Capital Advisors, Inc. codes 27 51 $186,499 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $174,066 PY2023
- Cuna Mutual Group codes 11 PY2023
- Members Capital Advisors, Inc. codes 27 51 $205,700 PY2022
- Cmfg Life Insurance Company codes 11 15 17 38 $191,987 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedGlobal Defined Benefit Retirement Plan funded ratio 159.6% -> 166.2% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedGlobal Defined Benefit Retirement Plan funded ratio 203.2% -> 159.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedGlobal Defined Benefit Retirement Plan plan assets $245M -> $176M (-28.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 920019874-333
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.