Back to filter
Original filing (PDF)20250728082735NAL0000626851001
PARK COMMUNITY CREDIT UNION
Form 5500
FILING_RECEIVED
PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
231
Accounts w/ balance
—
Plan assets (EOY)
$33.3M
Net assets (EOY)
$33.3M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (18 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PARK COMMUNITY CREDIT UNION.
Plan sponsor
Name
PARK COMMUNITY CREDIT UNION
EIN
61-0654642
Address
2515 BLANKENBAKER PKWY · LOUISVILLE, KY · 402992465
Phone
(502) 968-3681
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
2025-07-28
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
MONROE SHINE & CO., INC.
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 | $60K | — |
Investments
20 direct securities· $33.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Fund Mutual fund | — | — | $7.3M | $7.1M | 21.3% | |
| Party Description of Investment Cost Current Value Baird Aggregate Bond Inst Fund Mutual fund | — | — | $3.9M | $3.8M | 11.5% | |
| CMFG Life Insurance Company Stable Value Group annuity contract - * Contract current interest rate 2.05% | — | — | $3.2M | $3.3M | 9.8% | |
| Fidelity Large Cap Value Index Fund Mutual fund | — | — | $2.0M | $2.4M | 7.2% | |
| Fidelity 500 Index Fund Mutual fund | — | — | $1.6M | $2.2M | 6.7% | |
| Fidelity Large Cap Growth Index Fund Mutual fund | — | — | $1.4M | $2.0M | 6.0% | |
| Vanguard High-Yield Corp Fund Mutual fund | — | — | $1.5M | $1.5M | 4.6% | |
| Columbia Emerging Markets Bond Fund Mutual fund | — | — | $1.6M | $1.5M | 4.5% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | $1.0M | $1.2M | 3.7% | |
| Fidelity Emerging Markets Bond Fund Mutual fund | — | — | $1.1M | $1.2M | 3.6% | |
| Fidelity International Index Fund Mutual fund | — | — | $948K | $1.1M | 3.3% | |
| Lazard Global Listed Infrastructure Fund Mutual fund | — | — | $900K | $902K | 2.7% | |
| Federated Hermes Total Return Bond Fund Mutual fund | — | — | $954K | $891K | 2.7% | |
| Dodge & Cox Income Fund Mutual fund | — | — | $940K | $884K | 2.7% | |
| Hartford Total Return Bond Fund Mutual fund | — | — | $915K | $884K | 2.7% | |
| Cohen & Steers Instl Realty Shares Fund Mutual fund | — | — | $879K | $862K | 2.6% | |
| JPMorgan International Focus Fund Mutual fund | — | — | $851K | $846K | 2.5% | |
| DFA US Small Cap Fund Mutual fund | — | — | $272K | $308K | 0.9% | |
| MFS Blended Research Small Cap Equity Fund Mutual fund | — | — | $309K | $300K | 0.9% | |
| Metropolitan West Total Return Bond Fund Mutual fund | — | — | $3K | $3K | <0.1% |