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
Sovita Credit Union Cash Balance Defined Benefit Plan and Trust
Corporate pensionFlint, MI
Assets
$14.4M
Total assets, Jul 31, 2025 reported
Funded
168.6%
Aug 1, 2024
Private markets target
n/a
policy Jul 31, 2025
Commitments
0
none on the tape
Plan sponsor: Sovita Credit Union
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 20.2%
- Registered investment companies 79.8%
Consultants and advisers
3 firms
- Trustage Investment Management Investment adviser (plan)through Jul 31, 2024 Form 5500
- Cmfg Life Insurance Company Actuarythrough Jul 31, 2024 Form 5500
- Cuna Mutual Group Actuarythrough Jul 31, 2024 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
22 readings
Form 5500 filings
2 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 | 117 | $14.1M | $8.3M | 168.6% | $14.4M | n/a | n/a | n/a |
| 2023 to Jul 31, 2024 | 122 | $13.8M | $8.4M | 163.1% | $14.1M | 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 $49,677 PY2024
- Members Capital Advisors, Inc. codes 27 51 $1,104 PY2024
- Cuna Mutual Group codes 11 PY2024
- Cmfg Life Insurance Company codes 11 15 17 38 $44,736 PY2023
- Members Capital Advisors, Inc. codes 27 51 $994 PY2023
- Cuna Mutual Group codes 11 PY2023
What changed
1 events
- Aug 1, 2024Funded status changedSovita Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 163.1% -> 168.6% (2023-08-01 to 2024-08-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 380546210-001
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.