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AllocatorsPlancorporate pension<100m

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust

Allocators

Richland, WA

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Search this name across graphsid dfx:al:28d7be5c-c308-43a5-8e1b-66ebf11aeb7d

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 21, 2026, 2:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $17.4Mlatest reading; see basis
Assets as of: Jun 30, 2025
Assets basis: REPORTED
Funded ratio: 92%
Participants: 569
Commitments: 6with an amount; holdings are counted apart
Managers: 1
Funds: 2
Re-ups: 0
First-time managers: 0
Latest commitment: Jun 30, 2025
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Jun 30, 2025
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Fiam Pension Journey 50-50 Comm Pl	Fidelity Institutional Asset Mgmt	Pooled vehicle	$14.6M	Jun 30, 2025	Collective trust	Dol form 5500 pension
Fiam Pension Journey 50-50 Comm Pl	Fidelity Institutional Asset Mgmt	Pooled vehicle	$13.5M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Fiam Institutional Cash Comm Pl	Fidelity Institutional Asset Mgmt	cash	$11.0M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Fiam Pension Journey 50-50 Comm Pl	Fidelity Institutional Asset Mgmt	Pooled vehicle	$2.5M	Jun 30, 2023	Collective trust	Dol form 5500 pension
Fiam Institutional Cash Comm Pl	Fidelity Institutional Asset Mgmt	cash	$1.5M	Jun 30, 2024	Collective trust	Dol form 5500 pension
Fiam Institutional Cash Comm Pl	Fidelity Institutional Asset Mgmt	cash	$782,163	Jun 30, 2025	Collective trust	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 3 rows folded into 1

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Common/collective trusts	n/a	n/a	n/a	88	$15.4M	Jun 30, 2025	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Trustage Investment Management	Investment adviser	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Cmfg Life Insurance Company	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension
Fidelity Investments	actuary	Jul 1, 2022	Jun 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Gesa Credit UnionPlan sponsorPlan sponsor
Jul 1, 2022 to presentfactForm 5500

Advised by (3)

→ Trustage Investment ManagementInvestment consultantInvestment adviser
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Cmfg Life Insurance CompanyInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500
→ Fidelity InvestmentsInvestment consultantactuary
Jul 1, 2022 to Jun 30, 2023factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Show 2 bookkeeping events

Occurred
Jul 1, 2024
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 88.3% -> 92.3% (2023-07-01 to 2024-07-01)
Occurred
Jul 1, 2023
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 111.3% -> 88.3% (2022-07-01 to 2023-07-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:28d7be5c-c308-43a5-8e1b-66ebf11aeb7d
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 5 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.