Samuel W Whitehurst signed Summit Credit Union's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Summit Credit Union's EIN is 56-0432082.
Download the official 2023 Form 5500 (PDF) for Summit Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Summit Credit Union's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | $1.6M | $2.0M | 25.6% | |
| Dodge & Cox Dodge & Cox Income I | Mutual Funds | — | $1.7M | $1.6M | 20.1% | |
| CMFG Life Insurance Company Deposit Administration Group Annuity Contract- Guaranteed Account (Interest Rate 1.95%) | Bonds / Notes | — | $1.5M | $1.6M | 19.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | $1.0M | $1.2M | 14.8% | |
| Fidelity Fid Intl Idx | Common Collective Trusts | — | $708K | $801K | 10.0% | |
| Fidelity U.S. Bond Index | Mutual Funds | — | $768K | $798K | 10.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
