Rally Credit Union's EIN is 74-1237070.
Download the official 2023 Form 5500 (PDF) for Rally Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Rally 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 | $118K | — |
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 | — | — | $52.6M | 80.4% | |
| Standard Insurance Company Stable Asset Fund II | Common Stocks | — | $12.8M | $12.8M | 19.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | $5.9M | $11.3M | 17.3% | |
| Voya Intermediate Bond I | Other securities | — | $10.2M | $9.9M | 15.2% | |
| Vanguard Windsor II Admiral Fund DB | Mutual Funds | — | $2.9M | $6.6M | 10.1% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $4.8M | $6.6M | 10.0% | |
| MFS International Diversification Fund | Mutual Funds | — | $4.3M | $5.8M | 8.9% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | $2.7M | $4.6M | 7.1% | |
| MFS Mid Cap Value R6 | Mutual Funds | — | $2.3M | $4.0M | 6.1% | |
| Neuberger Berman Mid Cap R6 | Other securities | — | $3.4M | $3.8M | 5.8% | |
| (Loss) Net Gain $ (h) CurrentValue | Other securities | — | — | $1.6M | 2.5% | |
| SellingPrice | Other securities | — | — | $1.6M | 2.5% | |
| - (i) | Other securities | — | — | $89K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
