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
Community First Credit Union Defined Benefit Plan and Trust
Corporate pensionAppleton, WI
Assets
$97.9M
Total assets, Dec 31, 2024 reported
Funded
261.9%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
none on the tape
Plan sponsor: Community First 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
3 firms
- Trustage Investment Management Investment adviser (plan)through Dec 31, 2024 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
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Cmfg Life Insurance Company2 rows, latest Dec 31, 2023
Commitments
2 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2023 | Cmfg Life Insurance Company Psaseparate account | Cmfg Life Insurance Company | Pooled vehicles | $78.4M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Cmfg Life Insurance Company Psaseparate account | Cmfg Life Insurance Company | Pooled vehicles | $76.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
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 | 679 | $78.4M | $29.8M | 261.9% | $97.9M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 633 | $76.3M | $28.0M | 271.3% | $78.4M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 600 | $95.8M | $25.9M | 368.6% | $76.3M | 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 $51,304 PY2024
- Members Capital Advisors, Inc. codes 27 51 $51,303 PY2024
- Cmfg Life Insurance Company Psa Sched. D P PY2024
- Cuna Mutual Group codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 PY2023
- Cmfg Life Insurance Company Psa Sched. D P $78.4M PY2023
- Cuna Mutual Group codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 PY2022
- Cmfg Life Insurance Company Psa Sched. D P $76.3M PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Consultant changedinferenceMembers Capital Advisors, Inc. appears on Community First Credit Union Defined Benefit Plan and Trust's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Trustage Investment Managementaskebsa.dol.gov
- Dec 31, 2024Assets changedCommunity First Credit Union Defined Benefit Plan and Trust total assets $78M -> $98M (+24.9%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedCommunity First Credit Union Defined Benefit Plan and Trust funded ratio 271.3% -> 261.9% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedCommunity First Credit Union Defined Benefit Plan and Trust funded ratio 368.6% -> 271.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCommunity First Credit Union Defined Benefit Plan and Trust plan assets $96M -> $76M (-20.3%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 396264347-001
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.