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Original filing (PDF)20250515131646NAL0013449827001
SUMMIT CREDIT UNION
Form 5500
FILING_RECEIVED
SUMMIT CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Active participants
96
Accounts w/ balance
—
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUMMIT CREDIT UNION.
Plan sponsor
Name
SUMMIT CREDIT UNION
EIN
56-0432082
Address
8210 W MARKET ST · GREENSBORO, NC · 27409
Phone
(336) 662-6251
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-08-01
Tax period
2024-07-31
Filed
2025-05-15
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
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 | $26K | — |
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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