Southeast Financial Credit Union Defined Benefit Plan and Trust
Corporate pension, based in Franklin, Tennessee, reporting $11.0M in assets, for 173 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, Stancorp Financial Group appears on Southeast Financial Credit Union Defined Benefit Plan and Trust's Schedule C as investment manager (plan year 2024 vs 2023).
2 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Master Separate Account3 commitments
- Minnesota Life Insurance3 commitments
Relationship network
24 connected entities3 observed commitments2 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Pooled separate accounts 100.0%
Consultants and advisers
- Standard Insurance Company Actuarythrough Dec 31, 2024 Form 5500
- VIA Actuarial Solutions Actuarythrough Dec 31, 2023 Form 5500
- Northern Consulting Actuaries Actuarythrough Dec 31, 2022 Form 5500
People
Manager roster
- Minnesota Life Insurance3 rows, latest Dec 31, 2024
- Stancorp Financial Groupplan years 2024
- Minnesota Life Insuranceplan years 2022
What changed
- Dec 31, 2024Manager relationship startedStancorp Financial Group appears on Southeast Financial Credit Union Defined Benefit Plan and Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Stancorp Financial Groupaskebsa.dol.gov
- Dec 31, 2024Manager relationship endedinferenceMinnesota Life Insurance Company no longer appears on Southeast Financial Credit Union Defined Benefit Plan and Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Minnesota Life Insuranceaskebsa.dol.gov
- Jan 1, 2024Funded status changedSoutheast Financial Credit Union Defined Benefit Plan and Trust funded ratio 163.5% -> 174.5% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedSoutheast Financial Credit Union Defined Benefit Plan and Trust plan assets $9M -> $10M (+13.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedSoutheast Financial Credit Union Defined Benefit Plan and Trust total assets $9M -> $10M (+13.0%, 2022-12-31 to 2023-12-31)
+2 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Master Separate Accountseparate account | Minnesota Life Insurance | Pooled vehicles | $11.0M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Master Separate Accountseparate account | Minnesota Life Insurance | Pooled vehicles | $10.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Master Separate Accountseparate account | Minnesota Life Insurance | Pooled vehicles | $9.0M held | Disclosed holding | askebsa.dol.gov |
Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 173 | $10.3M | $3.9M | 174.5% | $11.0M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 172 | $9.0M | $3.7M | 163.5% | $10.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 169 | $11.0M | $3.2M | 224.2% | $9.0M | Not disclosed | Not disclosed | Not disclosed |
- Stancorp Financial Group codes 13 15 28 34 38 50 52 64 65 $9,975 PY2024
- Master Separate Account Sched. D P $11.0M PY2024
- Standard Retirement Services, Inc. codes 11 PY2024
+22 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Record history
- Manager relationship ended2024-12-31source on record
- Manager relationship started2024-12-31source on record
- Funded status changed2024-01-01source on record
+4 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+6 connections on the graph
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