Connie Bergman signed Members Cooperative Credit Union's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Members Cooperative Credit Union's EIN is 41-0195345.
Download the official 2024 Form 5500 (PDF) for Members Cooperative Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Members Cooperative Credit Union's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $81K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $29.1M | 94.1% | |
| MM SANDP 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $6.1M | 19.8% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.1M | 6.7% | |
| MASSMUTUAL OVERSEAS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.0M | 6.3% | |
| AMERICAN FUNDS AMERICAN MUTUAL R5 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.0% | |
| JPMORGAN CORE BOND R5 JPMORGAN · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $1.8M | 5.9% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 5.8% | |
| MASSMUTUAL SELECT TRP RET 2035 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.3% | |
| ALGER CAPITAL APPRECIATION INSTL I ALGER · EIN 90-0779283 / PN 000 | Common Collective Trust | — | — | $1.6M | 5.1% | |
| MASSMUTUAL BALANCED R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.7% | |
| MASSMUTUAL INFL-PROT AND INC R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.4% | |
| INVESCO SMALL CAP EQUITY R5 INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $911K | 2.9% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $752K | 2.4% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $683K | 2.2% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $513K | 1.7% | |
| INVESCO DEVELOPING MARKETS Y INVESCO · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $507K | 1.6% | |
| MASSMUTUAL SELECT TRP RET 2025 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $435K | 1.4% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $342K | 1.1% | |
| INVESCO REAL ESTATE Y INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $318K | 1.0% | |
| VICTORY SYCAMORE SMALL CO OPP R VICTORY CAPITAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $264K | 0.9% | |
| MASSMUTUAL SELECT TRP RET BAL I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $244K | 0.8% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 EMPOWER ANNUITY INSURANCE COMPANY · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $10K | <0.1% | |
| MASSMUTUAL SELECT TRP RET 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $32 | <0.1% | |
| MASSMUTUAL SELECT TRP 2015 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $20 | <0.1% |
