Original filing (PDF)20250930085354NAL0014613328001

MY COMMUNITY CREDIT UNION

Name: MY COMMUNITY CREDIT UNION — MY COMMUNITY CREDIT UNION CAPITAL ACCUMULATION PLAN, Form 5500 (2024)
Creator: MY COMMUNITY CREDIT UNION

Form 5500

FILING_RECEIVED

MY COMMUNITY CREDIT UNION CAPITAL ACCUMULATION PLAN

401(k) retirement plan

Signals · 1

Late participant contributions

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

5 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MY COMMUNITY CREDIT UNION.

Plan sponsor

Name

MY COMMUNITY CREDIT UNION

EIN

75-0969777

Address

600 W. LOUISIANA AVE. · MIDLAND, TX · 797011610

Phone

(432) 688-8400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

033

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
CMFG LIFE INSURANCE COMPANY	39-0230590	—	NONE	$42K	—

Investments

5 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

			% of plan
TRUSTEE DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001	Common Collective Trust	$0	—
TRUSTEE LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002	Common Collective Trust	$0	—
TRUSTEE LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003	Common Collective Trust	$0	—
TRUSTEE LIFESTYLE MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004	Common Collective Trust	$0	—
TRUSTEE LIFESTYLE AGGRESSIVE FD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005	Common Collective Trust	$0	—

1–5 of 5

Related plans

Other plans using CMFG LIFE INSURANCE COMPANY

CREDIT UNION RETIREMENT PLAN ASSOCIATION

CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN

$2.1B · 19,109 participants

MICHIGAN CREDIT UNION LEAGUE

RETIREMENT PLAN FOR MICHIGAN CREDIT UNION EMPLOYEES 401(K) SAVINGS PLAN

$996.3M · 9,626 participants

CONSUMERS CREDIT UNION

CONSUMERS CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

$227.4M · 478 participants

GLOBAL FEDERAL CREDIT UNION

GLOBAL DEFINED BENEFIT RETIREMENT PLAN

$181.8M · 114 participants

MUNICIPAL CREDIT UNION