Goldenwest Federal Credit Union Defined Benefit Plan and Trust
Corporate pension, based in South Ogden, Utah, reporting $46.2M in assets, for 722 participants.
Composed from this allocator's classification, location and filed figures.
- Assets
- $46.2M
- Funded ratio
- 161.7%
- Fund commitments
- 1
Nothing material in the last 90 days. Last change: 1 Jan 2024, Goldenwest Federal Credit Union Defined Benefit Plan and Trust funded ratio 157.0% -> 161.7% (2023-01-01 to 2024-01-01).
Capital path
who backs this record, through what, into what; each name opens its own path- Cmfg Life Insurance Company Psa3 commitments
- Cmfg Life Insurance Company3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
- Insurance company general account 10.0%
- Registered investment companies 90.0%
- Cmfg Life Insurance Company Actuarythrough Dec 31, 2022 Form 5500
- Cuna Mutual Group Actuarythrough Dec 31, 2022 Form 5500
- Cmfg Life Insurance Company3 rows, latest Dec 31, 2024
- Jan 1, 2024Funded status changedGoldenwest Federal Credit Union Defined Benefit Plan and Trust funded ratio 157.0% -> 161.7% (2023-01-01 to 2024-01-01)
- Jan 1, 2024Assets changedGoldenwest Federal Credit Union Defined Benefit Plan and Trust plan assets $37M -> $44M (+19.4%, 2023-01-01 to 2024-01-01)
- Dec 31, 2023Assets changedGoldenwest Federal Credit Union Defined Benefit Plan and Trust total assets $37M -> $44M (+19.4%, 2022-12-31 to 2023-12-31)
- Jan 1, 2023Funded status changedGoldenwest Federal Credit Union Defined Benefit Plan and Trust funded ratio 190.1% -> 157.0% (2022-01-01 to 2023-01-01)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Cmfg Life Insurance Company Psaseparate account | Cmfg Life Insurance Company | Pooled vehicles | $41.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Cmfg Life Insurance Company Psaseparate account | Cmfg Life Insurance Company | Pooled vehicles | $35.9M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Cmfg Life Insurance Company Psaseparate account | Cmfg Life Insurance Company | Pooled vehicles | $29.1M held | Disclosed holding | askebsa.dol.gov |
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 722 | $44.3M | $27.2M | 161.7% | $46.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 664 | $37.1M | $23.5M | 157.0% | $44.3M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 615 | $38.1M | $20.0M | 190.1% | $37.1M | Not disclosed | Not disclosed | Not disclosed |
- Cmfg Life Insurance Company codes 11 15 17 38 PY2024
- Cmfg Life Insurance Company Psa Sched. D P $41.6M PY2024
- Cuna Mutual Group codes 11 PY2024
+6 more service providers
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
Provenance
Not yet on record: managers.
Record history
- Funded status changed2023-01-01source
- Funded status changed2024-01-01source
- Total assets changed2024-01-01source
+1 more change on this record's ledger
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.
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
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.