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Original filing (PDF)20250723093017NAL0003879409001
KOHLER CREDIT UNION
Form 5500
FILING_RECEIVED
KOHLER CREDIT UNION DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
99
Accounts w/ balance
—
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 58% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KOHLER CREDIT UNION.
Plan sponsor
Name
KOHLER CREDIT UNION
EIN
39-0402815
Address
5727 SUPERIOR AVE · SHEBOYGAN, WI · 53083
Phone
(920) 783-2446
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
2025-07-23
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
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 | $58K | — |
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $15K | — |
Investments
20 direct securities· $15.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Large Cap Value Index Fund | — | — | $1.8M | $2.1M | 13.1% | |
| Fidelity 500 Index Fund | — | — | $1.5M | $2.0M | 12.8% | |
| Fidelity Large Cap Growth Index Fund | — | — | $1.1M | $1.7M | 10.4% | |
| Fidelity Mid Cap Index Fund | — | — | $873K | $1.1M | 6.8% | |
| Fidelity Emerging Markets Index Fund | — | — | $978K | $1.0M | 6.4% | |
| CMFG Life Insurance Stable Value Fund | — | — | $967K | $985K | 6.2% | |
| Fidelity International Index Fund | — | — | $851K | $961K | 6.0% | |
| Dodge & Cox Income Fund | — | — | $919K | $871K | 5.5% | |
| JPMorgan International Focus R6 | — | — | $778K | $834K | 5.2% | |
| Vanguard High-Yield Corporate Admiral | — | — | $743K | $752K | 4.7% | |
| Lazard Global Listed Infrastructure Inst | — | — | $734K | $741K | 4.6% | |
| Federated Hermes Total Return Bond IS | — | — | $613K | $586K | 3.7% | |
| Hartford Total Return Bond R6 | — | — | $603K | $581K | 3.6% | |
| Columbia Emerging Markets Bond Inst | — | — | $472K | $445K | 2.8% | |
| Fidelity US Bond Index Fund | — | — | $449K | $438K | 2.7% | |
| Cohen & Steers Instl Realty Shares | — | — | $407K | $425K | 2.7% | |
| DFA US Small Cap I | — | — | $117K | $152K | 1.0% | |
| MFS Blended Research Small Cap Equity | — | — | $144K | $148K | 0.9% | |
| Fidelity Advisor Small Cap Z | — | — | $153K | $146K | 0.9% | |
| Metropolitan West Total Return Bond I | — | — | $1K | $1K | <0.1% |