The People's Credit Union Defined Benefit Plan and Trust
Corporate pension, based in Middletown, Rhode Island, reporting $15.8M in assets, for 130 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 1 Jan 2025, The People's Credit Union Defined Benefit Plan and Trust funded ratio 105.6% -> 107.9% (2024-01-01 to 2025-01-01).
Relationship network
5 connected entities
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
- Sponsor
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Interest-bearing cash 0.9%
- Corporate debt instruments (other) 25.9%
- U.S. Government securities 5.3%
- Registered investment companies 33.5%
- Common stock 34.3%
Consultants and advisers
- The Angell Pension Group, Inc. Actuarythrough Dec 31, 2025 Form 5500
- MG Trust Company DBA Matrix Trust Trusteethrough Dec 31, 2025 Form 5500
People
Manager roster
- Morgan Stanleyplan years 2025
- Morgan Stanleyplan years 2025
What changed
- Jan 1, 2025Funded status changedThe People's Credit Union Defined Benefit Plan and Trust funded ratio 105.6% -> 107.9% (2024-01-01 to 2025-01-01)
- Jan 1, 2024Funded status changedThe People's Credit Union Defined Benefit Plan and Trust funded ratio 101.2% -> 105.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedThe People's Credit Union Defined Benefit Plan and Trust funded ratio 124.2% -> 101.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedThe People's Credit Union Defined Benefit Plan and Trust plan assets $15M -> $13M (-13.6%, 2022-01-01 to 2023-01-01)
Commitments
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2025 to Dec 31, 2025 | 130 | $14.7M | $10.5M | 107.9% | $15.8M | Not disclosed | Not disclosed | Not disclosed |
| 2024 to Dec 31, 2024 | 130 | $14.1M | $10.4M | 105.6% | $14.6M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 131 | $13.1M | $10.1M | 101.2% | $14.1M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 132 | $15.1M | $9.4M | 124.2% | $13.0M | Not disclosed | Not disclosed | Not disclosed |
- Morgan Stanley codes 51 $106,246 PY2025
- The Angell Pension Group, Inc. codes 11 $22,787 PY2025
- Matrix Trust codes 21 62 63 $12,085 PY2025
+13 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Provenance
Provenance
Not yet on record: fund commitments.
Record history
- Funded status changed2025-01-01source on record
- Funded status changed2024-01-01source on record
- Funded status changed2023-01-01source on record
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+5 connections on the graph
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.