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
Visions Federal Credit Union Defined Benefit Plan and Trust
Corporate pensionEndicott, NY
Assets
$152M
Total assets, Dec 31, 2024 reported
Funded
192.5%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: Visions Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 0.1%
- Insurance company general account 7.3%
- Registered investment companies 92.6%
Consultants and advisers
1 firms
- Cuna Mutual Group Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
2 managers on Schedule C
From Schedule C (investment management, code 28)
- Bestvest Investmentsplan years 2023
- Members Trust Companyplan years 2022
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
32 readings
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 | 881 | $135M | $63.0M | 192.5% | $152M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 786 | $120M | $53.1M | 203.3% | $135M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 746 | $139M | $51.7M | 242.3% | $120M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Members Trust Company codes 28 $36,510 PY2024
- Bestvest Investments codes 28 PY2024
- Cuna Mutual Group codes 11 PY2024
- Members Trust Company codes 28 $70,012 PY2023
- Bestvest Investments codes 28 PY2023
- Cuna Mutual Group codes 11 PY2023
- Members Trust Company codes 28 $69,259 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
7 events
- Dec 31, 2024Assets changedVisions Federal Credit Union Defined Benefit Plan and Trust total assets $135M -> $152M (+12.7%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedVisions Federal Credit Union Defined Benefit Plan and Trust funded ratio 203.3% -> 192.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedVisions Federal Credit Union Defined Benefit Plan and Trust plan assets $120M -> $135M (+12.5%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Manager relationship startedBestvest Investments appears on Visions Federal Credit Union Defined Benefit Plan and Trust's Schedule C as investment manager (plan year 2023 vs 2022)with Bestvest Investmentsaskebsa.dol.gov
- Dec 31, 2023Assets changedVisions Federal Credit Union Defined Benefit Plan and Trust total assets $120M -> $135M (+12.5%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedVisions Federal Credit Union Defined Benefit Plan and Trust funded ratio 242.3% -> 203.3% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedVisions Federal Credit Union Defined Benefit Plan and Trust plan assets $139M -> $120M (-14.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 160920502-001
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.