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
Summit Credit Union Defined Benefit Plan and Trust
Corporate pensionGreensboro, NC
Assets
$8.5M
Total assets, Jul 31, 2025 reported
Funded
210.3%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: Summit Credit Union
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 17.7%
- Registered investment companies 82.3%
Consultants and advisers
3 firms
- Trustage Investment Management ActuaryInvestment adviser (plan)through Jul 31, 2025 Form 5500
- Cmfg Life Insurance Company Actuarythrough Jul 31, 2023 Form 5500
- Cuna Mutual Group Actuarythrough Jul 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
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 Jul 31, 2025 | 147 | $8.0M | $3.8M | 210.3% | $8.5M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 147 | $7.0M | $3.6M | 193.0% | $8.0M | n/a | n/a | n/a |
| 2022 to Jul 31, 2023 | 139 | $6.1M | $3.1M | 195.4% | $7.0M | 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 $31,290 PY2024
- Members Capital Advisors, Inc. codes 27 51 $6,620 PY2024
- Trustage codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $26,140 PY2023
- Members Capital Advisors, Inc. codes 27 51 $5,809 PY2023
- Cuna Mutual Group codes 11 PY2023
- Cmfg Life Insurance Company codes 11 15 17 38 $20,155 PY2022
- Members Capital Advisors, Inc. codes 27 51 $4,479 PY2022
- Cuna Mutual Group codes 11 PY2022
What changed
5 events
- Aug 1, 2024Funded status changedSummit Credit Union Defined Benefit Plan and Trust funded ratio 193.0% -> 210.3% (2023-08-01 to 2024-08-01)
- Aug 1, 2024Assets changedSummit Credit Union Defined Benefit Plan and Trust plan assets $7M -> $8M (+15.2%, 2023-08-01 to 2024-08-01)
- Jul 31, 2024Assets changedSummit Credit Union Defined Benefit Plan and Trust total assets $7M -> $8M (+15.2%, 2023-07-31 to 2024-07-31)
- Aug 1, 2023Funded status changedSummit Credit Union Defined Benefit Plan and Trust funded ratio 195.4% -> 193.0% (2022-08-01 to 2023-08-01)
- Aug 1, 2023Assets changedSummit Credit Union Defined Benefit Plan and Trust plan assets $6M -> $7M (+13.4%, 2022-08-01 to 2023-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 560432082-001
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.