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
Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust
Corporate pensionSuperior, WI
Assets
$13.0M
Total assets, Dec 31, 2024 reported
Funded
370.1%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Superior Choice Credit Union
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Common/collective trusts 100.0%
Consultants and advisers
3 firms
- Trusteed Retirement Program Investment adviser (plan)through Dec 31, 2022 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
No manager relationship is on the tape for this allocator.
Commitments
3 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 | Trustee Retirement Pension Fundcollective trust | Great Gray Trust Company, LLC | Pooled vehicles | $13.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Cuna Mutual Retirement Pension Fundcollective trust | Collective Inv Funds for Cuna Mutual Insurance Society | Pooled vehicles | $12.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Cuna Mutual Retirement Pension Fundcollective trust | Collective Inv Funds for Cuna Mutual Insurance Society | Pooled vehicles | $10.9M held | Disclosed holding | askebsa.dol.gov |
Size and funding
33 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 | 223 | $12.0M | $3.2M | 370.1% | $13.0M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 185 | $10.9M | $3.1M | 350.7% | $12.0M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 149 | $13.5M | $2.8M | 480.9% | $10.9M | 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 $65,629 PY2024
- Trusteed Retirement Program codes 20 27 51 $1,784 PY2024
- Cuna Mutual Retirement Pension Fund Sched. D C PY2024
- Trustee Retirement Pension Fund Sched. D C $13.0M PY2024
- Cuna Mutual Group codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $58,214 PY2023
- Trusteed Retirement Program codes 20 27 51 $2,053 PY2023
- Cuna Mutual Retirement Pension Fund Sched. D C $12.0M PY2023
- Cuna Mutual Group codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $61,379 PY2022
- Trusteed Retirement Program codes 20 27 51 $1,546 PY2022
- Cuna Mutual Retirement Pension Fund Sched. D C $10.9M PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
5 events
- Dec 31, 2024Holding endedinferenceSuperior Choice Credit Union Cash Balance Defined Benefit Plan and Trust no longer reports Cuna Mutual Retirement Pension Fund (last held $12M at 2023-12-31; absent from the 2024-12-31 filing)with Cuna Mutual Retirement Pension Fundaskebsa.dol.gov
- Dec 31, 2024Holding startedSuperior Choice Credit Union Cash Balance Defined Benefit Plan and Trust first reports an interest in Trustee Retirement Pension Fund: $13M at 2024-12-31with Trustee Retirement Pension Fundaskebsa.dol.gov
- Jan 1, 2024Funded status changedSuperior Choice Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 350.7% -> 370.1% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedSuperior Choice Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 480.9% -> 350.7% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedSuperior Choice Credit Union Cash Balance Defined Benefit Plan and Trust plan assets $13M -> $11M (-18.9%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 390906277-001
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.