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Original filing (PDF)20251007155709NAL0011951618001
CHUGACH ALASKA CORPORATION
Form 5500
FILING_RECEIVED
CHUGACH SAFE HARBOR 401(K) PLAN
401(k) retirement plan
Active participants
231
Accounts w/ balance
212
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
16 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHUGACH ALASKA CORPORATION.
Plan sponsor
Name
CHUGACH ALASKA CORPORATION
EIN
92-0042150
Address
3800 CENTERPOINT DRIVE SUITE 1200 · ANCHORAGE, AK · 99503
Phone
(907) 563-8866
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2X · Other multiple-employer DC plan
Audit & trust (Schedule H)
Auditor
CLARK NUBER,P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $7K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLARK NUBER PS | — | BELLEVUE, WA | AUDITOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $24 | — |
Investments
14 direct securities · 16 pooled funds· $15.1M(100% 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.
Common Collective Trust
$10.3M
16 holdings
Uncategorized
$4.9M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Mutual Fund | — | — | — | $2.3M | 15.2% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $1.8M | 12.0% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.8% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $1.4M | 9.5% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $1.3M | 8.6% | |
| BLACKROCK EQUITY INDEX T BLACKROCK FUNDS · EIN 51-0337981 / PN 001 | Common Collective Trust | — | — | $818K | 5.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $692K | 4.6% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $533K | 3.5% | |
| BLACKROCK US DEBT INDEX FD W BLACKROCK FUNDS · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $415K | 2.7% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $411K | 2.7% | |
| MFS Mid Cap Growth Mutual Fund | — | — | — | $407K | 2.7% | |
| Diamond Hill Large Cap Mutual Fund | — | — | — | $372K | 2.5% | |
| BLACKROCK MID-CAP EQUITY INDEX K BLACKROCK FUNDS · EIN 94-3357214 / PN 001 | Common Collective Trust | — | — | $350K | 2.3% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $348K | 2.3% | |
| PIMCO Income Mutual Fund | — | — | — | $312K | 2.1% | |
| BLACKROCK RUSSELL 2000 INDEX T BLACKROCK FUNDS · EIN 94-3380069 / PN 001 | Common Collective Trust | — | — | $299K | 2.0% | |
| Janus Henderson Venture Mutual Fund | — | — | — | $272K | 1.8% | |
| Parnassus Core Equity Mutual Fund | — | — | — | $209K | 1.4% | |
| Undiscovered MGRS Behavioral Value Mutual Fund | — | — | — | $207K | 1.4% | |
| Interest, Collateral, Par, or Maturity Value American Funds Europacific Growth Mutual Fund | — | — | — | $203K | 1.3% | |
| BLACKROCK MSCI ACWI EX-U.S. INDEX M BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-4431087 / PN 001 | Common Collective Trust | — | — | $198K | 1.3% | |
| PIMCO Int Bond Mutual Fund | — | — | — | $171K | 1.1% | |
| Metropolitan West Total Return Bond Mutual Fund | — | — | — | $153K | 1.0% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $133K | 0.9% | |
| MFS Mid Cap Value Mutual Fund | — | — | — | $93K | 0.6% | |
| Invesco Developing Markets Mutual Fund | — | — | — | $79K | 0.5% | |
| PGIM Global Real Estate Mutual Fund | — | — | — | $62K | 0.4% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 84-1837050 / PN 001 | Common Collective Trust | — | — | $31K | 0.2% | |
| PIMCO Commodity Retirement Strategy Mutual Fund | — | — | — | $13K | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK FUNDS - COLLECTIVE TRUSTS · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |