How big is Chugachmiut's plan?

Chugachmiut's plan reported $7.1M in assets and 113 participants for 2023.

Original filing (PDF)20250626122037NAL0012420016001

Chugachmiut

Name: Chugachmiut — 401(a) Profit-Sharing Plan of, Form 5500 (2023)
Creator: Chugachmiut
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(a) Profit-Sharing Plan of Chugachmiut

Defined-contribution retirement plan · Chugachmiut's 401(a) Profit-Sharing Plan of Chugachmiut held $7.1M in plan assets for 113 participants in 2023, with Mutual of America as recordkeeper.

Signals · 1

56% in single holding

Active participants

113

Accounts w/ balance

238

Plan assets (EOY)

$7.1M

Net assets (EOY)

$7.1M

People on this filing

Phyllis Wimberley signed Chugachmiut's 2023 Form 5500 as plan administrator.

Phyllis Wimberley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Chugachmiut's EIN is 92-0046614.

EIN 92-0046614

Plan number 001

Plan year 2023

ACK ID 20250626122037NAL0012420016001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Chugachmiut from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Chugachmiut's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHUGACHMIUT.

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How this plan invests

This plan

1 pooled trust

Schedule D

43 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (95th percentile).

Plan sponsor

Name

CHUGACHMIUT

EIN

all filings

Address

1840 BRAGAW ST STE 110 · ANCHORAGE, AK · 995083463

Phone

(907) 562-4155

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-06-26

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

PORTER & ALLISON, INC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INVESTMENT CORP	—	NEW YORK, NY	RECORD KEEPER	$2K	—

Investments

43 direct securities · 1 pooled fund· $10.1M(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.

Other securities

$5.1M

26 holdings

Pooled Separate Account

$3.1M

1 holding

Pooled Separate Accounts

$675K

1 holding

Mutual Funds

$456K

9 holdings

Common Stocks

$352K

4 holdings

Common Collective Trusts

$294K

2 holdings

Bonds / Notes

$142K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Fidelity$936K T. Rowe Price$221K Vanguard$190K Eaton Vance / Calvert$78K American Century$42K Goldman Sachs$4K Neuberger Berman$3K

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Special Service for Groups, Inc.

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					% of plan
Guaranteed Interest Account * Mutual of America Interest Accumulation Account	Other securities	—	—	$4.0M	56.5%
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 001	Pooled Separate Account	—	—	$3.1M	43.5%
Fidelity VIP Contrafund Portfolio	Pooled Separate Accounts	—	—	$675K	9.6%
DWS Group Capital Growth VIP	Common Stocks	—	—	$344K	4.9%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$270K	3.8%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$221K	3.1%
Fidelity Mid Cap Portfolio	Mutual Funds	—	—	$145K	2.1%
Participant Loans (interest rate of 4.25% - 9.50%, maturity dates range from current to July 2029)	Bonds / Notes	—	—	$142K	2.0%
Vanguard International Portfolio	Mutual Funds	—	—	$108K	1.5%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$107K	1.5%
Mutual of America Clear Passage 2040 Fund	Other securities	—	—	$85K	1.2%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$78K	1.1%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$77K	1.1%
Vanguard Diversified Value Portfolio	Mutual Funds	—	—	$67K	0.9%
Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$66K	0.9%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$64K	0.9%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$54K	0.8%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$54K	0.8%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$53K	0.8%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$48K	0.7%
Fidelity Asset Manager Portfolio	Mutual Funds	—	—	$47K	0.7%
Mutual of America Retirement Income Fund	Other securities	—	—	$45K	0.6%
Mutual of America All America Fund	Other securities	—	—	$42K	0.6%
American Century Investments VP Capital Appreciation Fund	Other securities	—	—	$42K	0.6%
Mutual of America Clear Passage 2020 Fund	Other securities	—	—	$41K	0.6%
Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$34K	0.5%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$28K	0.4%
Mutual of America Small Cap Value Fund	Other securities	—	—	$25K	0.4%
Mutual of America Mid-Cap Equity Index Fund	Common Collective Trusts	—	—	$24K	0.3%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$23K	0.3%
Delaware Funds Small Cap Value Series	Other securities	—	—	$18K	0.2%
Vanguard Real Estate Index Portfolio	Mutual Funds	—	—	$14K	0.2%
Mutual of America Balanced Fund	Other securities	—	—	$5K	<0.1%
MFS Investment Management VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$4K	<0.1%
Loan Fund . Mutual of America GROUP ANNUITY CONTRACT	Common Stocks	—	—	$4K	<0.1%
Fidelity VIP Mid Cap Portfolio . Mutual of America GROUP ANNUITY CONTRACT	Mutual Funds	—	—	$4K	<0.1%
Goldman Sachs VIT Small Cap Equity Insights Fund	Other securities	—	—	$4K	<0.1%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$3K	<0.1%
Mutual of America Interest Accumulation Account . Mutual of America GROUP ANNUITY CONTRACT	Common Stocks	—	—	$3K	<0.1%
Neuberger Berman AMT Sustainable Equity Portfolio	Other securities	—	—	$3K	<0.1%
Mutual of America Clear Passage 2060 Fund	Other securities	—	—	$3K	<0.1%
Plan Number: 001 . Mutual of America GROUP ANNUITY CONTRACT	Common Stocks	—	—	$1K	<0.1%
Mutual of America International Fund	Other securities	—	—	$1K	<0.1%
Vanguard Total Bond Market Index Portfolio	Mutual Funds	—	—	$1K	<0.1%

1–44 of 44

403(b) Thrift Plan for Employees of Special Service for Groups, Inc.

$62.8M · 2,487 participants