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Original filing (PDF)20251015080501NAL0004025489001
FIRST COMMUNITY CREDIT UNION
Form 5500
FILING_RECEIVED
FIRST COMMUNITY CREDIT UNION RETIREMENT PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
560
Accounts w/ balance
—
Plan assets (EOY)
$61.6M
Net assets (EOY)
$61.6M
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)
84
/ 100
Grade B
Above-average plan
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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Trustee Retirement Pension Fund Trustage Financial Group Retirement Pension Collective Investment Trust" is 100% of plan.
- 28 bps in Schedule C fees — 72% 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 FIRST COMMUNITY CREDIT UNION.
Plan sponsor
Name
FIRST COMMUNITY CREDIT UNION
EIN
43-0687711
Address
17151 CHESTERFIELD AIRPORT ROAD · CHESTERFIELD, MO · 630051411
Phone
(636) 537-4400
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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, 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 | $161K | — |
| TRUSTEED RETIREMENT PROGRAM | 47-3860238 | — | NONE | $8K | — |
Investments
2 pooled funds· $61.6M(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 | — | $37.0M | $61.6M | 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% |