How big is Blackhawk Community Credit Union's plan?

Blackhawk Community Credit Union's plan reported $14.5M in assets and 191 participants for 2024.

Original filing (PDF)20250902100515NAL0014292673001

Blackhawk Community Credit Union

Name: Blackhawk Community Credit Union — Blackhawk, Form 5500 (2024)
Creator: Blackhawk Community Credit Union
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Blackhawk Community Credit Union 401(k) Plan and Trust

401(k) retirement plan · Blackhawk Community Credit Union's Blackhawk Community Credit Union 401(k) Plan and Trust held $14.5M in plan assets for 191 participants in 2024.

Signals · 2

73% employer stockNo recordkeeper disclosed

Active participants

191

Accounts w/ balance

309

Plan assets (EOY)

$14.5M

Net assets (EOY)

$14.5M

People on this filing

Matthew D. Wohlers signed Blackhawk Community Credit Union's 2024 Form 5500 as plan administrator.

Matthew D. Wohlers — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Blackhawk Community Credit Union's EIN is 39-6086299.

EIN 39-6086299

Plan number 003

Plan year 2024

ACK ID 20250902100515NAL0014292673001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Blackhawk Community Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Blackhawk Community Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BLACKHAWK COMMUNITY CREDIT UNION.

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How this plan invests

This plan

1 pooled trust

Schedule D

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

BLACKHAWK COMMUNITY CREDIT UNION

EIN

all filings

Address

PO BOX 5366 · JANESVILLE, WI · 535475366

Phone

(608) 755-6065

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CMFG LIFE INSURANCE COMPANY	39-0230590	—	NONE	$3K	—

Investments

26 direct securities · 1 pooled fund· $28.5M(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.

Pooled Separate Account

$14.0M

1 holding

Common Stocks

$10.6M

19 holdings

Common Collective Trusts

$2.9M

2 holdings

Mutual Funds

$466K

3 holdings

Stable Value

$372K

1 holding

Bonds / Notes

$77K

1 holding

					% of plan
CMFG LIFE INSURANCE COMPANY PSA CMFG LIFE INSURANCE COMPANY · EIN 39-0230590 / PN 000	Pooled Separate Account	—	—	$14.0M	96.9%
Van VIF Equity Index Value Of Int. In Reg. Invest Co. N/A	Common Collective Trusts	—	—	$2.7M	18.7%
US Mad Tgt Ret 2050 I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$2.2M	15.2%
US Mad Tgt Ret 2040 I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$2.1M	14.2%
US Mad Tgt Ret 2030 I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$1.5M	10.5%
USF Moderate Allocation I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$1.4M	9.4%
US Mad Tgt Ret 2020 I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$737K	5.1%
Van VIF Mid-Cap Index Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$529K	3.7%
TRP Blue Chip Growth Port Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$440K	3.0%
CMFG Stable Value Of Int. In Ins Co. General Acct. N/A	Stable Value	—	—	$372K	2.6%
USF Aggressive Alloc I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$368K	2.5%
TRP Equity Inc Port Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$341K	2.4%
Van VIF Total Bd Mkt Idx Value Of Int. In Reg. Invest Co. N/A	Common Collective Trusts	—	—	$232K	1.6%
INV OPP VI INTL GRW I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$229K	1.6%
USF Mid Cap I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$205K	1.4%
DFA VA US Targeted Value Of Int. In Reg. Invest Co. N/A	Mutual Funds	—	—	$199K	1.4%
Inves VI SmaCap Equity I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$193K	1.3%
MFS VIT TotRtn Bond Init Value Of Int. In Reg. Invest Co. N/A	Mutual Funds	—	—	$158K	1.1%
USF Large Cap Growth I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$126K	0.9%
USF Diversified Income I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$119K	0.8%
PIMCO VIT Real Rtn Instl Value Of Int. In Reg. Invest Co. N/A 830 Putnam VT High Yield IA Value Of Int. In Reg. Invest Co. N/A	Mutual Funds	—	—	$109K	0.8%
Participant Loans Participant Loans 4.25% - 9.50% N/A	Bonds / Notes	—	—	$77K	0.5%
USF Large Cap Value I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$66K	0.5%
Lazard EMkts Eq Inv Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$54K	0.4%
BNY Mellon Sustainable US Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$45K	0.3%
USF Conservative Alloc I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$18K	0.1%
USF Core Bond I Value Of Int. In Reg. Invest Co. N/A	Common Stocks	—	—	$4K	<0.1%