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
Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust
Corporate pensionRaleigh, NC
Assets
$60.0M
Total assets, Dec 31, 2024 reported
Funded
136.7%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
2
1 managers on Schedule C
Plan sponsor: Coastal Federal Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Interest-bearing cash 2.4%
- Insurance company general account 6.6%
- Common/collective trusts 42.7%
- Registered investment companies 48.3%
Consultants and advisers
3 firms
- Trustage Investment Management Investment adviser (plan)through Dec 31, 2023 Form 5500
- Madison Asset Management Investment adviser (plan)through 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
- Legal and General2 rows, latest Dec 31, 2024
From Schedule C (investment management, code 28)
- Legal & General Inv Mgmt Americaplan years 2024
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, 2024 | US Credit Citcollective trust | Legal and General | Private credit | $25.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | US Credit Citcollective trust | Legal and General | Private credit | $27.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 readings
Investment management fees
$28,750 (2023-12) · $155,254 (2022-12)
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 | 737 | $58.8M | $41.0M | 136.7% | $60.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 692 | $53.1M | $39.6M | 127.6% | $58.8M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 660 | $61.8M | $37.3M | 157.8% | $53.1M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Legal & General Inv Mgmt America codes 51 $61,405 PY2024
- Members Capital Advisors Inc codes 27 51 $43,125 PY2024
- Legal and General Collective Funds Sched. D C $25.6M PY2024
- Cuna Mutual Group codes 11 PY2024
- Members Capital Advisors Inc codes 27 51 $28,750 PY2023
- Legal and General Collective Funds Sched. D C $27.3M PY2023
- Cuna Mutual Group codes 11 PY2023
- Madison Asset Management codes 27 51 $155,254 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
7 events
- Jan 1, 2024Funded status changedCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust funded ratio 127.6% -> 136.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust plan assets $53M -> $59M (+10.9%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceMadison Asset Management no longer appears on Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Madison Asset Managementaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceMembers Capital Advisors Inc appears on Coastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Trustage Investment Managementaskebsa.dol.gov
- Dec 31, 2023Assets changedCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust total assets $53M -> $59M (+10.9%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust funded ratio 157.8% -> 127.6% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedCoastal Federal Credit Union Cash Balance Defined Benefit Pension Plan and Trust plan assets $62M -> $53M (-14.1%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560904243-001
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.