Velocity Credit Union's EIN is 74-1200165.
Download the official 2024 Form 5500 (PDF) for Velocity Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Velocity 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $132K | — |
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 | % of plan | |||||
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $36.7M | 69.8% | |
| Stable Asset Fund II | Other securities | — | $15.9M | $15.9M | 30.2% | |
| Vanguard Growth Index Admiral DB | Mutual Funds | — | $1.3M | $4.3M | 8.3% | |
| Columbia Contrarian Core Instl | Other securities | — | $4.2M | $4.2M | 8.1% | |
| Fidelity 500 Index | Common Collective Trusts | — | $1.9M | $4.2M | 8.0% | |
| Vanguard Windsor II Admiral DB | Mutual Funds | — | $1.4M | $4.1M | 7.9% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $2.5M | $3.8M | 7.2% | |
| MFS International Diversification R6 | Mutual Funds | — | $2.6M | $3.6M | 6.9% | |
| MFS Value R6 | Mutual Funds | — | $2.1M | $3.5M | 6.7% | |
| Vanguard Small Cap Index Admiral DB | Mutual Funds | — | $1.4M | $3.1M | 5.9% | |
| Fidelity Advisor Total Bond I | Mutual Funds | — | $2.7M | $2.6M | 5.0% | |
| (h) CurrentValue | Other securities | — | — | $2.1M | 4.1% | |
| Neuberger Berman Mid Cap Growth | Other securities | — | $1.4M | $1.5M | 2.9% | |
| Allspring Special Mid Cap Value Institutional | Other securities | — | $725K | $1.5M | 2.9% | |
| LeasedRental $ - | Other securities | — | — | $95K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
