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Original filing (PDF)20251001173438NAL0013531745001
SUMMIT CREDIT UNION
Form 5500
FILING_RECEIVED
SUMMIT CREDIT UNION RETIREMENT PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
655
Accounts w/ balance
—
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: TRUSTEE RETIREMENT PENSION FUND (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT CREDIT UNION.
Plan sponsor
Name
SUMMIT CREDIT UNION
EIN
39-0230585
Address
1709 LANDMARK DR · COTTAGE GROVE, WI · 535278957
Phone
(608) 243-5000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $59K | — |
| TRUSTEED RETIREMENT PROGRAM | 47-3860238 | — | NONE | $3K | — |
Investments
2 pooled funds· $22.5M(100% of reported assets)
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 | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| 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% |
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