Back to filter
Original filing (PDF)20251015160538NAL0002601699001
CONTINENTAL DIVIDE ELECTRIC COOPERATIVE, INC.
Form 5500
FILING_RECEIVED
RETIREMENT PLAN FOR EMPLOYEES OF CONTINENTAL DIVIDE ELECTRIC COOPERATIVE INC.
Defined-benefit pension plan
Active participants
70
Accounts w/ balance
—
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
13 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTINENTAL DIVIDE ELECTRIC COOPERATIVE, INC..
Plan sponsor
Name
CONTINENTAL DIVIDE ELECTRIC COOPERATIVE, INC.
EIN
85-0094829
Address
P.O. BOX 1087 · GRANTS, NM · 87020
Phone
(505) 285-6656
Industry
Utilitiessee 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
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
BOLINGER,SEGARS,GILBERT,& MOSS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNTY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | CONTRACT ADMIN | $90K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS INS AGENCY LLC | 54-0910269 | — | SHAREHOLDER SVC PROVIDER | $0 | — |
Investments
13 direct securities· $22.2M(98% of reported assets)
Uncategorized
$21.1M
12 holdings
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| The Vanguard Group Vanguard Intermediate-Term Treasury Index Admiral Shares | — | — | $4.4M | $4.3M | 19.2% | |
| The Vanguard Group Vanguard Total bond Market Index Adm | — | — | $4.4M | $4.3M | 19.2% | |
| The Vanguard Group Vanguard Growth Index Admiral | — | — | $1.3M | $1.7M | 7.4% | |
| The Vanguard Group Vanguard Small Cap Growth Index Admiral | — | — | $1.4M | $1.6M | 7.3% | |
| The Vanguard Group Vanguard 500 Index Admiral | — | — | $1.3M | $1.6M | 7.1% | |
| Money Market The Vanguard Group Vanguard Federal Money Market Investor | — | — | $1.6M | $1.6M | 7.0% | |
| The Vanguard Group Vanguard Equity-Income Inv | — | — | $1.5M | $1.6M | 6.9% | |
| The Vanguard Group Vanguard Mid-Cap Value Index Admiral | — | — | $1.4M | $1.5M | 6.7% | |
| John Hancock ICON Flexible Bond Fund Instl | Mutual Funds | — | $1.1M | $1.1M | 5.0% | |
| The Vanguard Group John Hancock Bond I | — | — | $1.1M | $1.1M | 4.8% | |
| The Vanguard Group Vanguard Total Intl Stock Index Admiral | — | — | $1.0M | $1.0M | 4.6% | |
| The Vanguard Group JPMorgan Large Cap Growth R6 | — | — | $363K | $471K | 2.1% | |
| JP Morgan JHancock2 Fundamental All Cap Core I | — | — | $187K | $230K | 1.0% |
Related plans
Other plans using EMPOWER ANNTY INS. CO. OF AMERICA
Similar-size Utilities plans
I.C. REED & SONS, INC.
I.C. REED & SONS, INC. 401(K) PLAN
$22.6M · 54 participants
VOLUNTEER ENERGY COOPERATIVE
PENSION PLAN FOR EMPLOYEES OF VOLUNTEER ENERGY COOPERATIVE
$22.6M · 53 participants
STRATA SOLAR, LLC
STRATA SOLAR 401 (K) PLAN
$22.6M
TENNESSEE VALLEY ELECTRIC COOPERATIVE, INC.
TENNESSEE VALLEY ELECTRIC COOPERATIVE, INC. RETIREMENT PLAN
$22.7M · 76 participants
BERKSHIRE HATHAWAY ENERGY COMPANY
BHE MASTER RETIREMENT TRUST - PACCORP MRT CN DS AC
$22.4M
WRIGHT-HENNEPIN COOPERATIVE ELECTRIC ASSOCIATION
WRIGHT-HENNEPIN COOPERATIVE ELECTRIC ASSOCIATION NON-UNION 401(K) PLAN
$23.0M · 108 participants
Large plans in New Mexico
LAWRENCE LIVERMORE NAT'L SECURITY, LLC AND TRIAD NAT'L SECURITY, LLC
LAWRENCE LIVERMORE NAT'L SECURITY,LLC AND TRIAD NAT'L SECURITY LLC DEFINED BENEFIT PENSION PLAN GROUP TRUST
$10.2B
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS SAVINGS AND INCOME PLAN
$7.2B · 15,950 participants
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC
NTESS RETIREMENT INCOME PLAN
$6.2B · 3,118 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED BENEFIT PENSION PLAN
$5.6B · 1,851 participants
TRIAD NATIONAL SECURITY, LLC
TRIAD DEFINED CONTRIBUTION PLANS MASTER TRUST
$3.3B
TRIAD NATIONAL SECURITY, LLC
TRIAD 401(K) RETIREMENT PLAN
$2.5B · 12,888 participants