Back to filter
Original filing (PDF)20250923090536NAL0014370946001
FIRST BASIN CREDIT UNION
Form 5500
FILING_RECEIVED
FIRST BASIN CREDIT UNION 401(K) PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
124
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (4 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIRST BASIN CREDIT UNION.
Plan sponsor
Name
FIRST BASIN CREDIT UNION
EIN
75-1084210
Address
2740 NORTH COUNTY ROAD · WEST ODESSA, TX · 79764
Phone
(432) 333-5600
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
2025-09-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DOEREN MAYHEW ASSURANCE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP | 47-0098400 | — | BUNDLED RECORDKEEPER | $2K | — |
Investments
28 direct securities · 1 pooled fund· $9.9M(100% of reported assets)
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.
Uncategorized
$5.0M
28 holdings
Pooled Separate Account
$4.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACT G-3 AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 004 | Pooled Separate Account | — | — | $4.9M | 98.5% | |
| State Street State Street S&P MidCap Index Securities Lending Fund III | — | — | — | $757K | 15.2% | |
| American Century American Century U.S. Government Money Market Fund A | — | — | — | $515K | 10.3% | |
| State Street State Street S&P 500 Index Securities Lending Fund H | — | — | — | $450K | 9.0% | |
| JP Morgan JPM Large Cap Growth Fund R6 | — | — | — | $397K | 8.0% | |
| MFS Fund Distributors MFS Value Fund R3 | — | — | — | $389K | 7.8% | |
| Vanguard Target Retirement 2040 Investor | — | — | — | $312K | 6.3% | |
| Vanguard Target Retirement 2055 Investor | — | — | — | $258K | 5.2% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor | — | — | — | $222K | 4.4% | |
| Vanguard Target Retirement 2050 Investor | — | — | — | $206K | 4.1% | |
| Vanguard Small Cap Index Admiral Shares | — | — | — | $192K | 3.8% | |
| Dodge & Cox Dodge & Cox International Stock Fund | — | — | — | $152K | 3.1% | |
| Vanguard Target Retirement 2060 Investor | — | — | — | $146K | 2.9% | |
| Federated Shareholder Federated Capital Preservation Fund R6 | — | — | — | $127K | 2.5% | |
| Vanguard Target Retirement 2020 Investor 273 Vanguard Target Retirement 2025 Investor 900 Vanguard Target Retirement 2030 Investor | — | — | — | $123K | 2.5% | |
| Wells Fargo Wells Fargo Special Mid Cap Value Fund Institutional | — | — | — | $102K | 2.0% | |
| Franklin Small Cap Growth Fund, Class A | — | — | — | $92K | 1.8% | |
| Vanguard Target Retirement 2045 Investor | — | — | — | $91K | 1.8% | |
| Janus Services Janus Henderson Balanced Fund Class S | — | — | — | $86K | 1.7% | |
| Notes Receivable from Participants Loans to participants, interest rates ranging from 4.25% to 9.5% with various maturities | — | — | — | $75K | 1.5% | |
| State Street State Street Russell Small Cap Index Securities Lending Fund III | — | — | — | $73K | 1.5% | |
| Dodge & Cox Dodge & Cox Income Fund, Class I | — | — | — | $67K | 1.3% | |
| Vanguard Total International Stock Index Admiral Shares | — | — | — | $63K | 1.3% | |
| Vanguard Target Retirement 2065 Investor | — | — | — | $49K | 1.0% | |
| Vanguard Target Retirement 2035 Investor | — | — | — | $17K | 0.3% | |
| Vanguard Target Retirement Income Fund Investor | — | — | — | $12K | 0.2% | |
| Lord Abbett Lord Abbett Short Duration Income Fund R6 | — | — | — | $8K | 0.2% | |
| Vanguard LifeStrategy Growth Fund Investor | — | — | — | $7K | 0.1% | |
| Vanguard Target Retirement 2070 Investor | — | — | — | $3K | <0.1% |
Related plans
Other plans using AMERITAS LIFE INSURANCE CORP
AMERITAS HOLDING COMPANY
AMERITAS 401(K) RETIREMENT PLAN
$821.8M · 2,458 participants
HEALTHEQUITY RETIREMENT SERVICES, LLC
RETIREMENT INCOME SECURITY PLAN
$649.1M
ATLAS TECHNICAL CONSULTANTS, LLC
ATLAS TECHNICAL CONSULTANTS 401(K) PLAN
$326.2M · 3,506 participants
TANDEM MANAGEMENT, LLC
TANDEM HR, LLC 401(K) PLAN
$309.9M · 9,352 participants
TANDEM HR, LLC
TANDEM HR, LLC 401(K) PLAN
$285.3M · 9,692 participants
ALPHASTAFF GROUP, INC.
ALPHASTAFF RETIREMENT SAVINGS PLAN
$252.3M · 7,291 participants
Similar-size Finance & Insurance plans
CU SERVICES, INC.
CU SERVICES, INC. CAPITAL ACCUMULATION PLAN
$5.0M · 16 participants
SEABOARD FEDERAL CREDIT UNION
SEABOARD FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
$5.0M · 33 participants
CAROLINA FOOTHILLS FEDERAL CREDIT UNION
CAROLINA FOOTHILLS FEDERAL CREDIT UNION 401K PLAN & TRUST
$5.0M · 53 participants
TREMONT CREDIT UNION
TREMONT CREDIT UNION 401(K) PLAN AND TRUST
$5.0M · 33 participants
UNIVERSITY OF LOUISIANA FEDERAL CREDIT UNION
UNIVERSITY OF LOUISIANA FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$5.0M · 19 participants
MEMBER ONE FEDERAL CREDIT UNION
MEMBER ONE FEDERAL CREDIT UNION DEFINED BENEFIT PLAN
$5.0M · 30 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants