DFX Intelligence
Rally Credit Union Defined Benefit Plan
Corporate pension· Corpus Christi, Texas
Corporate pension, based in Corpus Christi, Texas, reporting $70.2M in assets, for 441 participants.
Composed from this allocator's classification, location and filed figures.
As of · the latest dated event for this allocator; each figure carries its own filing or report date
- Assets
- $70.2M
- Funded ratio
- 105.7%
- Fund commitments
- 1
As of · the latest dated event for this allocator; each figure carries its own filing or report date
Nothing material in the last 90 days. No dated change on record yet.
Capital path
who backs this record, through what, into what; each name opens its own pathRally Credit Union Defined Benefit Plan
Funds committed to
- Separate Account a3 commitments
Managers
- Standard Insurance Company3 commitments
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Corporate pension
Assets
$70.2M
Total assets, Jul 31, 2025 reported
Funded
105.7%
Aug 1, 2024
Private markets target
no policy read
policy Jul 31, 2025
Commitments
1
none on the tape
Plan sponsor: Rally Credit Union
Allocation policy
Form 5500, as of Jul 31, 2025
Actual allocation lines without a target (as filed)
- Insurance company general account 19.3%
- Pooled separate accounts 80.7%
Consultants and advisers
2 firms
- Stancorp Financial Group Actuarythrough Jul 31, 2023 Form 5500
- Standard Insurance Company Actuarythrough Jul 31, 2023 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 manager on the commitment tape
From the plan’s own commitment disclosures
- Standard Insurance Company3 rows, latest Jul 31, 2025
What changed
No dated events yet.
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Commitments
3 rows, 0 dated closings
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Jul 31, 2025 | Separate Account aseparate account | Standard Insurance Company | Pooled vehicles | $56.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2024 | Separate Account aseparate account | Standard Insurance Company | Pooled vehicles | $52.6M held | Disclosed holding | askebsa.dol.gov | |
| as of Jul 31, 2023 | Separate Account aseparate account | Standard Insurance Company | Pooled vehicles | $50.3M held | Disclosed holding | askebsa.dol.gov |
Size and funding
30 readings
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Jul 31, 2025 | 441 | $65.4M | $42.5M | 105.7% | $70.2M | Not disclosed | Not disclosed | Not disclosed |
| 2023 to Jul 31, 2024 | 456 | $61.9M | $41.7M | 105.1% | $65.4M | Not disclosed | Not disclosed | Not disclosed |
| 2022 to Jul 31, 2023 | 474 | $60.3M | $38.7M | 104.4% | $61.9M | Not disclosed | Not disclosed | Not disclosed |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Stancorp Financial Group codes 11 12 13 15 17 18 $187,262 PY2024
- Pooled Separate Account a Sched. D P $56.6M PY2024
- Standard Retirement Services, Inc. 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
Identifiers: EIN-PN 741237070-001
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.
Not yet on record: managers.
›Connections
every published relationship on the graph
+3 connections on the graph
Includes 3 days of DFX Intelligence. Then $249/month unless canceled.