How big is Chugachmiut's plan?

Chugachmiut's plan reported $5.3M in assets and 87 participants for 2024.

Original filing (PDF)20250630130735NAL0006616371001

Chugachmiut

Name: Chugachmiut — Tax Deferred Annuity Plan for, Form 5500 (2024)
Creator: Chugachmiut
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Tax Deferred Annuity Plan for Employees of Chugachmiut

Defined-contribution retirement plan · Chugachmiut's Tax Deferred Annuity Plan for Employees of Chugachmiut held $5.3M in plan assets for 87 participants in 2024, with Mutual of America as recordkeeper.

Signals · 2

Late participant contributions40% in single holding

Active participants

Accounts w/ balance

201

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Phyllis Wimberley signed Chugachmiut's 2024 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 002

Plan year 2024

ACK ID 20250630130735NAL0006616371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Chugachmiut from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Chugachmiut's plan includes ERISA 404(c) participant direction.

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

38 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 11K (1% of contributions).
Bottom-decile employer contributions per participant (6th percentile).

Helping the score

Below-peer total plan cost (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th 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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-30

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

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	$1K	—

Investments

38 direct securities · 1 pooled fund· $8.4M(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

$3.4M

23 holdings

Pooled Separate Account

$3.2M

1 holding

Mutual Funds

$849K

11 holdings

Pooled Separate Accounts

$499K

1 holding

Common Collective Trusts

$364K

2 holdings

Common Stocks

$124K

1 holding

					% of plan
SEPARATE ACCOUNT NUMBER SA2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 002	Pooled Separate Account	—	—	$3.2M	59.9%
Guaranteed Interest Account * Mutual of America Interest Accumulation Account	Other securities	—	—	$2.1M	40.1%
Separate Accounts * Mutual of America Clear Passage 2040 Fund	Pooled Separate Accounts	—	—	$499K	9.4%
Fidelity VIP Contrafund® Portfolio	Mutual Funds	—	—	$462K	8.7%
Mutual of America Clear Passage 2045 Fund	Other securities	—	—	$308K	5.8%
Mutual of America Equity Index Fund	Common Collective Trusts	—	—	$201K	3.8%
Mutual of America Clear Passage 2050 Fund	Other securities	—	—	$186K	3.5%
Mutual of America Mid Cap Equity Index Fund	Common Collective Trusts	—	—	$164K	3.1%
T. Rowe Price Blue Chip Growth Portfolio	Other securities	—	—	$159K	3.0%
DWS Group Capital Growth VIP	Common Stocks	—	—	$124K	2.3%
Fidelity Mid Cap Portfolio	Mutual Funds	—	—	$114K	2.2%
Mutual of America All America Fund	Other securities	—	—	$91K	1.7%
Mutual of America Clear Passage 2025 Fund	Other securities	—	—	$87K	1.7%
Calvert VP SRI Balanced Portfolio	Other securities	—	—	$82K	1.6%
Invesco Main Street Fund	Mutual Funds	—	—	$73K	1.4%
Vanguard VIF Diversified Value Portfolio	Mutual Funds	—	—	$68K	1.3%
Vanguard VIF International Portfolio	Mutual Funds	—	—	$64K	1.2%
Mutual of America Retirement Income Fund	Other securities	—	—	$63K	1.2%
Mutual of America Small Cap Growth Fund	Other securities	—	—	$59K	1.1%
Mutual of America Clear Passage 2035 Fund	Other securities	—	—	$47K	0.9%
Mutual of America Clear Passage 2055 Fund	Other securities	—	—	$46K	0.9%
Fidelity VIP Equity-Income Portfolio	Mutual Funds	—	—	$44K	0.8%
American Century Investments VP Capital Appreciation Fund	Other securities	—	—	$44K	0.8%
Mutual of America Clear Passage 2015 Fund	Other securities	—	—	$33K	0.6%
Mutual of America Conservative Allocation Fund	Other securities	—	—	$32K	0.6%
Mutual of America Aggressive Allocation Fund	Other securities	—	—	$23K	0.4%
Mutual of America Core Bond Fund	Other securities	—	—	$18K	0.3%
Mutual of America Small Cap Value Fund	Other securities	—	—	$17K	0.3%
Mutual of America Moderate Allocation Fund	Other securities	—	—	$12K	0.2%
PIMCO Real Return Portfolio	Mutual Funds	—	—	$10K	0.2%
Mutual of America International Fund	Other securities	—	—	$10K	0.2%
Vanguard Real Estate Index Portfolio	Mutual Funds	—	—	$6K	0.1%
Mutual of America Balanced Fund	Other securities	—	—	$5K	<0.1%
MFS Investment Management VIT III Mid Cap Value Portfolio	Mutual Funds	—	—	$4K	<0.1%
Vanguard Total Bond Market Index Portfolio	Mutual Funds	—	—	$3K	<0.1%
Mutual of America Mid Cap Value Fund	Other securities	—	—	$3K	<0.1%
Fidelity Asset Manager Portfolio	Mutual Funds	—	—	$2K	<0.1%
Mutual of America Intermediate Bond Fund	Other securities	—	—	$2K	<0.1%
Mutual of America Clear Passage 2030 Fund	Other securities	—	—	$2K	<0.1%