Credit Union 1's EIN is 37-0767435.
Download the official 2024 Form 5500 (PDF) for Credit Union 1 from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credit Union 1'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 |
|---|---|---|---|---|---|
| MINNESOTA LIFE INSURANCE COMPANY | 41-0417830 | — | NONE | $61K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $29.4M | 94.1% | |
| Standard Life Insurance C ompany JPMorgan Large C ap Growth Fund | Other securities | — | — | $6.1M | 19.5% | |
| Standard Life Insurance C ompany Securian AM S&P 500 Index Fund | Common Collective Trusts | — | — | $5.0M | 16.1% | |
| Standard Life Insurance C ompany T. Rowe Price Large C ap Value Fund | Other securities | — | — | $3.5M | 11.2% | |
| Standard Life Insurance C ompany Vanguard Mid-C ap Growth Index Fund | Common Collective Trusts | — | — | $2.6M | 8.3% | |
| Standard Life Insurance C ompany DFA International Value Portfolio Fund | Mutual Funds | — | — | $2.5M | 8.1% | |
| Standard Life Insurance C ompany C learBridge International Growth Fund | Other securities | — | — | $1.6M | 5.2% | |
| Standard Life Insurance C ompany C olumbia Limited Duration C redit Fund | Other securities | — | — | $1.3M | 4.3% | |
| Standard Life Insurance C ompany Voya Intermediate Bond Fund | Other securities | — | — | $1.3M | 4.2% | |
| Standard Life Insurance C ompany River Road Small C ap Value Fund | Other securities | — | — | $1.1M | 3.6% | |
| Insurance Company - General Account * Standard Life Insurance C ompany Standard Life General Account | Common Stocks | — | — | $1.1M | 3.5% | |
| Standard Life Insurance C ompany Vanguard Life Strategy Growth Fund | Mutual Funds | — | — | $971K | 3.1% | |
| Standard Life Insurance C ompany Schwab Fundamental US Large C ompany Index Fund | Common Collective Trusts | — | — | $962K | 3.1% | |
| Standard Life Insurance C ompany Vanguard Extended Market Index Fund | Common Collective Trusts | — | — | $844K | 2.7% | |
| Notes Receivable From Participants Loans to plan participants, interest rates ranging from 5.25% to 10.50% and maturing though 2052 | Bonds / Notes | — | — | $727K | 2.3% | |
| Standard Life Insurance C ompany Vanguard Life Strategy Moderate Growth Fund | Mutual Funds | — | — | $406K | 1.3% | |
| Standard Life Insurance C ompany Securian AM Money Market | Cash / Money Market | — | — | $397K | 1.3% | |
| Standard Life Insurance C ompany Vanguard Long-Term Investment Grade Fund | Mutual Funds | — | — | $333K | 1.1% | |
| Standard Life Insurance C ompany American C entury Equity Income Fund | Other securities | — | — | $298K | 1.0% | |
| Standard Life Insurance C ompany Vanguard Life Strategy C onservative Growth Fund | Mutual Funds | — | — | $17K | <0.1% |
