Raquel Flores signed Patelco Credit Union's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Patelco Credit Union's EIN is 94-0755684.
Download the official 2023 Form 5500 (PDF) for Patelco Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Patelco Credit Union's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $110K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LONG DURATION BOND IR&M FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 537 | Pooled Separate Account | — | $19.9M | $20.4M | 28.4% | |
| PGIM LONG CORPORATE BOND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 714 | Pooled Separate Account | — | $13.1M | $14.2M | 19.7% | |
| PGIM TOTAL RETURN BONDSA EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 814 | Pooled Separate Account | — | $7.8M | $7.1M | 9.9% | |
| HIGH GRADE BOND / GSAM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 039 | Pooled Separate Account | — | $7.8M | $7.1M | 9.9% | |
| FIAM 8-10 YR CORPORATE BOND FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 155 | Common Collective Trust | — | $5.5M | $6.0M | 8.3% | |
| DRYDEN S&P 500 INDEX EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 123 | Pooled Separate Account | — | $1.9M | $4.5M | 6.3% | |
| Asset onTransaction Current Value $ (g) Cost ofAsset | Other securities | — | — | $3.1M | 4.3% | |
| MID CAP GROWTH WESTFIELD EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 560 | Pooled Separate Account | — | $1.5M | $1.7M | 2.4% | |
| LARGECAPGROWTH / MFS FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 350 | Pooled Separate Account | — | $491K | $1.6M | 2.3% | |
| LARGE CAP GROWTH II FD(AB) EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 128 | Pooled Separate Account | — | $505K | $1.6M | 2.2% | |
| MID CAP VALUE/INTEGRITY EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 441 | Pooled Separate Account | — | $763K | $1.6M | 2.2% | |
| LARGE CAP VALUE/LSV ASSET MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 318 | Pooled Separate Account | — | $901K | $1.5M | 2.2% | |
| LARGE CAP VALUE/WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 184 | Pooled Separate Account | — | $889K | $1.5M | 2.1% | |
| INTERNATIONAL GROWTH/ARTISAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 259 | Pooled Separate Account | — | $1.0M | $1.4M | 2.0% | |
| PGIM SHORT-TERM EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 041 | Pooled Separate Account | — | $957K | $970K | 1.3% | |
| Patelco Credit Union Specialty No Penalty Certificate of Deposit, Interest Rate of 3.20% / 3.24% APY, Matures May 2024 | Bonds / Notes | — | $294K | $294K | 0.4% | |
| Manulife Financial Corporation U.S. Domestic Stock | Common Stocks | — | — | $253K | 0.4% | |
| Patelco Credit Union Regular Savings Account, Rates Vary, No Maturity | Other securities | — | $13K | $13K | <0.1% | |
| Patelco Credit Union Regular Checking Account, Rates Vary, No Maturity | Other securities | — | $4K | $4K | <0.1% | |
| MID GROWTH / FRONTIER CAPITAL EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 559 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
