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Original filing (PDF)20250904103135NAL0027284560001
SECURITYPLUS FEDERAL CREDIT UNION
Form 5500
FILING_RECEIVED
SECURITYPLUS FEDERAL CREDIT UNION RETIREMENT PENSION PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
46
Accounts w/ balance
—
Plan assets (EOY)
$34.0M
Net assets (EOY)
$34.0M
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)
88
/ 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
75
Total plan cost
80
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Great Gray Funds Trustee Retirement Pension CL 1" is 100% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SECURITYPLUS FEDERAL CREDIT UNION.
Plan sponsor
Name
SECURITYPLUS FEDERAL CREDIT UNION
EIN
52-0584127
Address
7135 WINDSOR BLVD · BALTIMORE, MD · 21244
Phone
(410) 281-6200
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
2025-09-04
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEYRICH, CRONIN & SORRA, LLC
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 | $115K | — |
| TRUSTEED RETIREMENT PROGRAM | 47-3860238 | — | NONE | $5K | — |
Investments
2 pooled funds· $34.0M(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 | — | $17.0M | $34.0M | 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% |