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Original filing (PDF)20250415130508NAL0001494115001
ADVENTURE CREDIT UNION
Form 5500
FILING_RECEIVED
ADVENTURE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
91
Accounts w/ balance
—
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVENTURE CREDIT UNION.
Plan sponsor
Name
ADVENTURE CREDIT UNION
EIN
38-0855535
Address
PO BOX 895 · GRAND RAPIDS, MI · 49518
Phone
(616) 243-0125
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
PLANTE MORAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $0 | — |
Investments
1 pooled fund· $8.9M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY PSA CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000 | Pooled Separate Account | $8.9M | 99.9% |