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Original filing (PDF)20251014153438NAL0001592419001
BLAZE CREDIT UNION
Form 5500
FILING_RECEIVED
BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
116
Accounts w/ balance
—
Plan assets (EOY)
$55.6M
Net assets (EOY)
$55.6M
How this plan invests
This plan
18 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLAZE CREDIT UNION.
Plan sponsor
Name
BLAZE CREDIT UNION
EIN
41-0585825
Address
2025 LARPENTEUR AVE W · FALCON HEIGHTS, MN · 551135512
Phone
(651) 215-3500
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $112K | — |
Investments
18 direct securities· $55.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity U.S. Bond Index | — | — | $13.5M | $13.0M | 23.3% | |
| Baird Aggregate Bond Institutional | — | — | $7.3M | $7.0M | 12.7% | |
| Fidelity Large Cap Value Index | — | — | $4.5M | $4.5M | 8.1% | |
| Fidelity 500 Index | — | — | $3.9M | $4.2M | 7.5% | |
| Fidelity Large Cap Growth Index | — | — | $3.4M | $3.8M | 6.8% | |
| Vanguard High-Yield Corporate Fund Investor | — | — | $2.8M | $2.8M | 5.0% | |
| Columbia Emerging Markets Bond Instituional 2 | — | — | $2.8M | $2.8M | 5.0% | |
| Fidelity Mid Cap Index | — | — | $2.3M | $2.3M | 4.2% | |
| Fidelity Emerging Markets Index | — | — | $2.3M | $2.2M | 4.0% | |
| Fidelity Institutional Index | — | — | $2.3M | $2.1M | 3.8% | |
| Lazard Asset Management Lazard Global Listed Infrastructure Portfolio | — | — | $1.7M | $1.6M | 2.9% | |
| Federated Hermes Federated Hermes Total Return Bond Institutional | — | — | $1.7M | $1.6M | 2.9% | |
| Dodge & Cox Dodge & Cox Income I | — | — | $1.7M | $1.6M | 2.9% | |
| Hartford Total Return Bond R6 | — | — | $1.7M | $1.6M | 2.9% | |
| JPMorgan International Focus Fund Class R6 | — | — | $1.7M | $1.6M | 2.9% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | — | — | $1.7M | $1.6M | 2.8% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Portfolio Institutional Class | — | — | $560K | $588K | 1.1% | |
| MFS Blended Research Small Cap Equity Fund R5 | — | — | $598K | $574K | 1.0% |