Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust
Corporate pension, based in Chubbuck, Idaho, reporting $105M in assets, for 1,777 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 28 Feb 2025, Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust total assets $86M -> $105M (+21.7%, 2024-02-29 to 2025-02-28).
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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Relationship network
5 connected entities
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.
1 more service provider on this record
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- Sponsor
- 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
- Insurance company general account 12.6%
- Registered investment companies 87.3%
Consultants and advisers
- Gallagher Benefit Services, Inc. General consultantthrough Feb 29, 2024 Form 5500
- Fidelity Institutional Asset Mgmt T General consultantthrough Feb 28, 2023 Form 5500
- Fidelity Investments Actuarythrough Feb 28, 2023 Form 5500
People
Manager roster
What changed
- Feb 28, 2025Assets changedIdaho Central Credit Union Cash Balance Defined Benefit Plan and Trust total assets $86M -> $105M (+21.7%, 2024-02-29 to 2025-02-28)
- Dec 31, 2024Manager relationship endedinferenceFID Mgmt Trust Co no longer appears on Idaho Central Credit Union Cash Balance Defined Benefit Plan and Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Fidelity Institutional Asset Mgmt Taskebsa.dol.gov
- Mar 1, 2024Funded status changedIdaho Central Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 243.9% -> 259.5% (2023-03-01 to 2024-03-01)
- Mar 1, 2024Assets changedIdaho Central Credit Union Cash Balance Defined Benefit Plan and Trust plan assets $66M -> $86M (+31.5%, 2023-03-01 to 2024-03-01)
- Feb 29, 2024Assets changedIdaho Central Credit Union Cash Balance Defined Benefit Plan and Trust total assets $66M -> $86M (+31.5%, 2023-02-28 to 2024-02-29)
+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
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 Feb 28, 2025 | 1,777 | $86.2M | $33.2M | 259.5% | $105M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Feb 29, 2024 | 1,657 | $65.5M | $26.9M | 243.9% | $86.2M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Feb 28, 2023 | 1,494 | $63.6M | $24.6M | 258.7% | $65.5M | Not disclosed | Not disclosed | Not disclosed |
- Gallagher Benefit Services codes 16 50 $129,850 PY2024
- Fidelity Investments codes 11 PY2024
- Gallagher Benefit Services codes 16 50 $130,766 PY2023
+6 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Not yet on record: fund commitments, managers.
Record history
- Total assets changed2025-02-28source on record
- Manager relationship ended2024-12-31source on record
- Funded status changed2024-03-01source 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
+4 connections on the graph
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