James Corbett signed Summit Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Credit Union's EIN is 39-0230585.
Download the official 2024 Form 5500 (PDF) for Summit Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Summit Credit Union's plan includes a defined-benefit pension formula.
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 | $59K | — |
| TRUSTEED RETIREMENT PROGRAM | 47-3860238 | — | NONE | $3K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $22.5M | 100.0% | |
| TRUSTEE RETIREMENT PENSION FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-7312995 / PN 001 | Common Collective Trust | — | — | $22.5M | 100.0% | |
| CUNA MUTUAL RETIREMENT PENSION FUND COLLECTIVE INV FUNDS FOR CUNA MUTUAL INSURANCE SOCIETY · EIN 27-4581779 / PN 106 | Common Collective Trust | — | — | $0 | <0.1% |
