Centris Federal Credit Union Retirement Plan
Corporate pension, based in Omaha, Nebraska, reporting $34.1M in assets, for 196 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Mar 2025, Centris Federal Credit Union Retirement Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $1M at 2024-03-31; absent from the 2025-03-31 filing).
16 more commitments and 14 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Prin Ldi Intrm Dur Sep Acct-Z2 commitments
- CAP Grp Lng Dur Gov Tr (US) Db2 commitments
- CG Long Duration Credit Trust US2 commitments
- Principal15 commitments
- Capital Guardian Trust Company4 commitments
Relationship network
37 connected entities19 observed commitments6 repeat counterpartiescommitments 2023 to 2025
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.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- 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
- Common/collective trusts 50.2%
- Pooled separate accounts 11.1%
- Registered investment companies 38.8%
Consultants and advisers
- Capital Bank and Trust Company Investment adviser (plan)through Mar 31, 2025 Form 5500
- Grove Point Advisors, LLC Investment adviser (plan)through Mar 31, 2023 Form 5500
- Principal Financial Group Actuarythrough Mar 31, 2023 Form 5500
People
Manager roster
- Principal15 rows, latest Mar 31, 2025
- Capital Guardian Trust Company4 rows, latest Mar 31, 2025
What changed
- Mar 31, 2025Holding endedinferenceCentris Federal Credit Union Retirement Plan no longer reports Principal U.S. Property Sa-Z (Principal) (last held $1M at 2024-03-31; absent from the 2025-03-31 filing)with Principalaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceCapital Bank and Trust appears on Centris Federal Credit Union Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Capital Bank and Trust Companyaskebsa.dol.gov
- Dec 31, 2024Consultant changedinferenceGrove Point Advisors, LLC no longer appears on Centris Federal Credit Union Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Grove Point Advisors, LLCaskebsa.dol.gov
- Apr 1, 2024Funded status changedCentris Federal Credit Union Retirement Plan funded ratio 165.8% -> 159.4% (2023-04-01 to 2024-04-01)
- Mar 31, 2024Holding endedinferenceCentris Federal Credit Union Retirement Plan no longer reports Prin Smcap Value II Sep Acct-Z (Principal) (last held $337,879 at 2023-03-31; absent from the 2024-03-31 filing)with Principalaskebsa.dol.gov
+14 more dated events
Every name, record and relationship behind this count, with the source on each.
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Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Mar 31, 2025 | Prin Ldi Intrm Dur Sep Acct-Zseparate account | Principal | Pooled vehicles | $3.8M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | CAP Grp Lng Dur Gov Tr (US) Dbcollective trust | Capital Guardian Trust Company | Pooled vehicles | $8.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Mar 31, 2025 | CG Long Duration Credit Trust UScollective trust | Capital Guardian Trust Company | Private credit | $8.8M held | Disclosed holding | askebsa.dol.gov |
+16 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Mar 31, 2025 | 196 | $37.3M | $23.5M | 159.4% | $34.1M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Mar 31, 2024 | 195 | $35.8M | $23.0M | 165.8% | $33.6M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Mar 31, 2023 | 196 | $39.0M | $21.5M | 173.7% | $32.0M | Not disclosed | Not disclosed | Not disclosed |
- Principal Life Insurance Company codes 13 50 64 $117,806 PY2024
- Capital Bank and Trust codes 27 50 $30,607 PY2024
- Prin Ldi Intrm Dur Sep Acct-Z Sched. D P $3.8M PY2024
+37 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Centris Federal Credit Union Retirement Plan sits on 2 traced paths of capital across the graphs.
DFX traced 2 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Holding in a pooled vehicle ended2025-03-31source on record
- Consultant changed2024-12-31source on record
- Consultant changed2024-12-31source on record
+16 more changes on this record's ledger
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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
+4 connections on the graph
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