Cheryl Mintz signed Whitefish Credit Union Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whitefish Credit Union Association's EIN is 81-0208730.
Download the official 2024 Form 5500 (PDF) for Whitefish Credit Union Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whitefish Credit Union Association's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $42K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2040K | Other securities | — | — | $1.7M | 15.0% | |
| Vanguard Growth Index Institutional | Mutual Funds | — | — | $1.2M | 10.8% | |
| CMFG Life Insurance Company Fully benefit-responsive investment contract - CMFG Stable Value Account | Stable Value | — | — | $855K | 7.5% | |
| BlackRock LifePath Index 2050K | Other securities | — | — | $852K | 7.5% | |
| Matrix Trust BlackRock LifePath Index 2030K | Other securities | — | — | $729K | 6.4% | |
| Vanguard Institutional Index Instl Pl | Mutual Funds | — | — | $665K | 5.8% | |
| BlackRock LifePath Index 2055K | Other securities | — | — | $576K | 5.1% | |
| Vanguard Extended Market Index InstlPlus | Mutual Funds | — | — | $549K | 4.8% | |
| BlackRock LifePath Index 2045K | Other securities | — | — | $511K | 4.5% | |
| BlackRock LifePath Index 2035K | Other securities | — | — | $451K | 4.0% | |
| CUNA MUTUAL LIFESTYLE AGGRESSIVE FD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | — | — | $439K | 3.9% | |
| Vanguard Value Index Fund I | Common Collective Trusts | — | — | $413K | 3.6% | |
| CUNA MUTUAL LIFESTYLE MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | — | — | $412K | 3.6% | |
| BlackRock LifePath Index 2060K | Other securities | — | — | $384K | 3.4% | |
| CUNA MUTUAL DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | — | — | $324K | 2.9% | |
| and 9.50 percent - | Other securities | — | — | $280K | 2.5% | |
| BlackRock LifePath Index Retire K | Other securities | — | — | $277K | 2.4% | |
| Vanguard Total Bond Market Idx InstlPls | Common Collective Trusts | — | — | $244K | 2.1% | |
| Vanguard FTSE All-Wld ex-US dx Instl | Mutual Funds | — | — | $188K | 1.7% | |
| CUNA MUTUAL LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | — | — | $182K | 1.6% | |
| BlackRock LifePath Index 2065K | Other securities | — | — | $84K | 0.7% | |
| CUNA MUTUAL LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | — | — | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
