Melanie Disney signed General Electric Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
General Electric Credit Union's EIN is 31-0568628.
Download the official 2024 Form 5500 (PDF) for General Electric Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)General Electric Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $84K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CUNA Mutual Stable Fund 2.05% | Bonds / Notes | — | — | $4.4M | 13.3% | |
| Vanguard Grwth Index Fd- Instl 19,572 shares | Mutual Funds | — | $20K | $4.1M | 12.6% | |
| Lifepath Index 2050 Portfolio-clk 111,930 shares | Other securities | — | $112K | $2.6M | 7.9% | |
| Lifepath Index 2045 Portfolio-clk 102,168 shares | Other securities | — | $102K | $2.3M | 6.9% | |
| Vanguard Value Indx Fd Instl 33,842 shares | Mutual Funds | — | $34K | $2.2M | 6.8% | |
| Lifepath Index 2030 Portfolio-clk 123,058 shares | Other securities | — | $123K | $2.1M | 6.4% | |
| Lifepath Index 2055 Portfolio-clk 82,551 shares | Other securities | — | $83K | $2.0M | 6.1% | |
| Vanguard Instl Index Fd Plus 3,721 shares | Mutual Funds | — | $4K | $1.8M | 5.4% | |
| Vanguard Extended Market Idx InstlPlus 4,763 shares | Common Collective Trusts | — | $5K | $1.7M | 5.2% | |
| Lifepath Index 2035 Portfolio-clk 81,725 shares | Other securities | — | $82K | $1.5M | 4.7% | |
| Lifepath Index 2040 Portfolio-clk 69,005 shares | Other securities | — | $69K | $1.4M | 4.3% | |
| Lifepath Index 2060 Portfolio-clk 60,794 shares | Other securities | — | $61K | $1.3M | 4.0% | |
| Vanguard Total Bond Market 126,010 shares | Mutual Funds | — | $126K | $1.2M | 3.6% | |
| Lifepath Index Retirement Port-cl 74,742 shares | Other securities | — | $75K | $1.0M | 3.1% | |
| Vg Ftse All Wrld Ex-us Idx Ins 7,012 shares | Common Collective Trusts | — | $7K | $793K | 2.4% | |
| CUNA Mutual Lifestyle Aggress 10,329 shares | Other securities | — | $10K | $761K | 2.3% | |
| TRUSTEE LIFESTYLE AGGRESSIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $761K | 2.3% | |
| TRUSTEE DIVERSIFIED EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | $15K | $626K | 1.9% | |
| TRUSTEE LIFESTYLE MODERATE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | $8K | $467K | 1.4% | |
| Lifepath Index 2065 Portfolio-clk 20,347 shares | Other securities | — | $20K | $309K | 0.9% | |
| CUNA Mutual Lifestyle Conserv 4,498 shares | Other securities | — | $4K | $216K | 0.7% | |
| TRUSTEE LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $216K | 0.7% | |
| TRUSTEE LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 006 | Common Collective Trust | — | — | $634 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
