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
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust
Corporate pensionRichland, WA
Assets
$56.2M
Total assets, Mar 31, 2025 reported
Funded
179.4%
Apr 1, 2024
Private markets target
n/a
policy Mar 31, 2025
Commitments
0
none on the tape
Plan sponsor: Hapo Community Credit Union
Allocation policy
Form 5500, as of Mar 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 85.8%
- Registered investment companies 14.2%
Consultants and advisers
3 firms
- Trustage Investment Management Investment adviser (plan)through Mar 31, 2023 Form 5500
- Cmfg Life Insurance Company Actuarythrough Mar 31, 2023 Form 5500
- Cuna Mutual Group Actuarythrough Mar 31, 2023 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
$7,088 (2024-03) · $34,537 (2023-03)
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 Mar 31, 2025 | 536 | $56.5M | $31.3M | 179.4% | $56.2M | n/a | n/a | n/a |
| 2023 to Mar 31, 2024 | 515 | $56.2M | $28.9M | 193.4% | $56.5M | n/a | n/a | n/a |
| 2022 to Mar 31, 2023 | 468 | $60.1M | $27.9M | 214.4% | $56.2M | 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 $9,288 PY2024
- Members Capital Advisors, Inc. codes 27 51 $7,789 PY2024
- Cuna Mutual Group codes 11 PY2024
- Members Capital Advisors, Inc. codes 27 51 $7,088 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $7,088 PY2023
- Cuna Mutual Group codes 11 PY2023
- Members Capital Advisors, Inc. codes 27 51 $34,537 PY2022
- Cmfg Life Insurance Company codes 11 15 17 38 $3,117 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
2 events
- Apr 1, 2024Funded status changedHapo Community Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 193.4% -> 179.4% (2023-04-01 to 2024-04-01)
- Apr 1, 2023Funded status changedHapo Community Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 214.4% -> 193.4% (2022-04-01 to 2023-04-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 911792217-001
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.