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Original filing (PDF)20250415154621NAL0006693890001
GESA CREDIT UNION
Form 5500
FILING_RECEIVED
GESA CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
496
Accounts w/ balance
—
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
2 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 (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GESA CREDIT UNION.
Plan sponsor
Name
GESA CREDIT UNION
EIN
91-0616262
Address
51 GAGE BLVD · RICHLAND, WA · 99352
Phone
(509) 378-3100
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 pooled funds· $14.9M(94% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIAM PENSION JOURNEY 50-50 COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 157 | Common Collective Trust | $13.5M | 84.7% |
| FIAM INSTITUTIONAL CASH COMM PL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 055 | Common Collective Trust | $1.5M | 9.2% |