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Original filing (PDF)20250903084155NAL0015007057001
CORE ELECTRIC COOPERATIVE
Form 5500
FILING_RECEIVED
CORE ELECTRIC COOPERATIVE VARIABLE ANNUITY DEFINED BENEFIT PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
158
Accounts w/ balance
—
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
17 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CORE ELECTRIC COOPERATIVE.
Plan sponsor
Name
CORE ELECTRIC COOPERATIVE
EIN
84-0235244
Address
5496 NORTH US HIGHWAY 85 · P.O. DRAWER A · SEDALIA, CO · 80135
Phone
(800) 332-9540
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-03
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
17 direct securities· $13.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index F Mutual Fund | — | — | $2.5M | $3.0M | 25.5% | |
| Date | — | — | $1.7M | $1.9M | 15.6% | |
| Purchase | — | — | $1.7M | $1.9M | 15.6% | |
| Vanguard Developed Markets Index Adm Mutual Fund | — | — | $1.6M | $1.5M | 12.9% | |
| SellingPrice | — | — | $151K | $942K | 7.9% | |
| Pimco Diversified Income CL I Mutual Fund | — | — | $929K | $937K | 7.9% | |
| Neuberger Berman Core Bond R6 Mutual Fund | — | — | $807K | $780K | 6.5% | |
| Vanguard Extended Market Index Fund ADM Mutual Fund | — | — | $644K | $757K | 6.3% | |
| (h) | — | — | $483K | $510K | 4.3% | |
| Vanguard Emerging Markets Stk Index FD Adm Mutual Fund | — | — | $507K | $508K | 4.3% | |
| Pimco Real Return FD Instl Mutual Fund | — | — | $160K | $156K | 1.3% | |
| Net | — | — | — | $134K | 1.1% | |
| Asset onTransaction Current Value - (g) | — | — | $49K | $92K | 0.8% | |
| $ 18 - (c) | — | — | — | $82K | 0.7% | |
| Schwab Bank Savings Interest-bearing cash | — | — | $78K | $78K | 0.7% | |
| (f) with ExpensesIncurred Transaction - (d) | — | — | $51K | $52K | 0.4% | |
| (i) | — | — | $72K | $13K | 0.1% |
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