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AllocatorsPlancorporate pension<100m

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust

Allocators

Lewiston, ID

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:cbcc1c62-4fe2-4f50-8fe9-645dc2683585

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 19, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 7
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: $78.9Mlatest reading; see basis
Assets as of: Sep 30, 2025
Assets basis: REPORTED
Funded ratio: 290%
Participants: 433
Commitments: 0with an amount; holdings are counted apart
Managers: 0
Funds: 0
Re-ups: 0
First-time managers: 0
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Sep 30, 2025
People: 0

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 6 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	3	$2.4M	Sep 30, 2025	Derived
Registered investment companies	n/a	n/a	n/a	97	$76.5M	Sep 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	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Minnesota Life Insurance	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Cmfg Life Insurance Company	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension
Cuna Mutual Group	actuary	Oct 1, 2022	Sep 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Potlatch No 1 Financial Credit UnionPlan sponsorPlan sponsor
Oct 1, 2022 to presentfactForm 5500

Advised by (4)

→ Trustage Investment ManagementInvestment consultantInvestment adviser
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Minnesota Life InsuranceInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Cmfg Life Insurance CompanyInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500
→ Cuna Mutual GroupInvestment consultantactuary
Oct 1, 2022 to Sep 30, 2023factForm 5500

Dated events

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

Occurred
Dec 31, 2023
Consultant changed
Cmfg Life Insurance Company no longer appears on Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust's Schedule C as pension consultant (plan year 2023 vs 2022)
Cmfg Life Insurance Company Form 5500observed 3 days ago
Occurred
Dec 31, 2023
Manager relationship ended
Minnesota Life Insurance Company no longer appears on Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust's Schedule C as investment manager (plan year 2023 vs 2022)
Minnesota Life Insurance Form 5500observed 3 days ago

Show 5 bookkeeping events

Occurred
Oct 1, 2024
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust plan assets $60M -> $73M (+21.1%, 2023-10-01 to 2024-10-01)
Occurred
Oct 1, 2024
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 277.5% -> 289.6% (2023-10-01 to 2024-10-01)
Occurred
Sep 30, 2024
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust total assets $60M -> $73M (+21.1%, 2023-09-30 to 2024-09-30)
Occurred
Oct 1, 2023
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust plan assets $54M -> $60M (+10.7%, 2022-10-01 to 2023-10-01)
Occurred
Oct 1, 2023
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust funded ratio 320.8% -> 277.5% (2022-10-01 to 2023-10-01)

Provenance

Graph: Allocators
Canonical id: dfx:al:cbcc1c62-4fe2-4f50-8fe9-645dc2683585
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 3 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.

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust

Allocators

Lewiston, ID

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:cbcc1c62-4fe2-4f50-8fe9-645dc2683585

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$2.4M

Sep 30, 2025

Derived

Registered investment companies

n/a

$76.5M

Sep 30, 2025

Derived

Consultant

Role

From

Current

Evidence

Source

Trustage Investment Management

Investment adviser

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Minnesota Life Insurance

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Cmfg Life Insurance Company

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension

Cuna Mutual Group

actuary

Oct 1, 2022

Sep 30, 2023

fact

Dol form 5500 pension