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Original filing (PDF)20251014103215NAL0005434386001
GLOBAL FEDERAL CREDIT UNION
Form 5500
FILING_RECEIVED
GLOBAL DEFINED BENEFIT RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
37% in single holdingNo recordkeeper disclosed
Active participants
114
Accounts w/ balance
—
Plan assets (EOY)
$181.8M
Net assets (EOY)
$181.8M
How this plan invests
This plan
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
81
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Long-Term Investment-Grade Admiral" is 37% of plan.
- 18 bps in Schedule C fees — 79% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GLOBAL FEDERAL CREDIT UNION.
Plan sponsor
Name
GLOBAL FEDERAL CREDIT UNION
EIN
92-0019874
Address
4000 CREDIT UNION DR · ANCHORAGE, AK · 99503
Phone
(907) 563-4567
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEMBERS CAPITAL ADVISORS, INC. | 42-0388260 | — | NONE | $179K | — |
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $146K | — |
Investments
11 direct securities· $182.1M(100% of reported assets)
Uncategorized
$178.6M
10 holdings
Mutual Funds
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Long-Term Investment-Grade Admiral | — | — | $93.0M | $67.9M | 37.3% | |
| Investment Contract * CMFG Life Insurance Company Stable Value Account | — | — | $45.7M | $46.4M | 25.5% | |
| Vanguard Long-Term Treasury IDX Admiral | — | — | $17.9M | $12.4M | 6.8% | |
| Fidelity International Index Institutional Prem | — | — | $11.9M | $12.3M | 6.8% | |
| Fidelity 500 Index Institutional Prem | — | — | $7.0M | $9.7M | 5.4% | |
| Fidelity Mid Cap Index Instl Prem | — | — | $8.0M | $9.5M | 5.2% | |
| DFA Emerging Markets | — | — | $6.6M | $6.9M | 3.8% | |
| DFA U.S. Large Cap Value Fund | — | — | $4.1M | $5.5M | 3.0% | |
| Fidelity Large Cap Growth Idx Instl Prm | — | — | $2.6M | $4.1M | 2.2% | |
| MFS Blended Research Small Cap Equity Fund | — | — | $3.2M | $3.8M | 2.1% | |
| Cohen & Steers Instl Realty Shares | Mutual Funds | — | $3.3M | $3.5M | 2.0% |