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CMFG LIFE INSURANCE COMPANY

EIN 39-0230590-insurance-Latest filing 2025
Plans
9
Retirement
3
$1.30B assets
Welfare
6
$11.2M premiums
Participants
15,933
PO BOX 391 - MADISON, WI 53701800-356-2644LinkedIn1001-5000 employeesinsurance
Plans on this EIN
9 filings
#008401k-$1.08B - 4,879 part#004401k-$222.8M - 1,127 part#005ProfitSharing-$1.7M - 22 part#501Mixed-$6.0M - 518 lives#520Mixed-$3.5M - 3,644 lives#537Fully Insured-$1.1M - 138 lives#538Fully Insured-$513K - 2,455 lives#511Unknown-0 lives#518Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $1.30B assets / 6,028 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • FOR NON-REPRESENTED EMPLOYEES (#008)83%
  • FOR REPRESENTED EMPLOYEES (#004)17%
  • FOR PUERTO RICO (#005)0%
Total $1.30BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FOR NON-REPRESENTED EMPLOYEES (#008)4,879
  • FOR REPRESENTED EMPLOYEES (#004)1,127
  • FOR PUERTO RICO (#005)22
Total 6,028Click row to drill in

Benefits portfolio analytics

6 plans / $11.2M premiums / 6,755 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$6.9M
  • Health$6.8M
  • Life$3.4M
  • Long-term disability$2.9M
  • Vision$672K
  • Dental$412K
  • +1 more
Total $11.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION52%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY31%
  • VISION SERVICE PLAN6%
  • AETNA LIFE INSURANCE COMPANY4%
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN4%
  • +3 more
Total $11.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • REUBEN WARNER ASSOCIATES, INC.49%
  • HAYS COMPANIES, INC.42%
  • VIDAL & RODRIGUEZ9%
Total $103K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#008

TRUSTAGE 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES

401k

Assets$1.08B
Participants4,879
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

TRUSTAGE 401(K) PLAN FOR REPRESENTED EMPLOYEES

401k

Assets$222.8M
Participants1,127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

TRUSTAGE RETIREMENT PLAN FOR PUERTO RICO

ProfitSharing

Assets$1.7M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$6.0M
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

CUNA MUTUAL WELFARE PLAN FOR NON-REPRESENTED EMPLOYEES

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives3,644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#537

CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$1.1M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#538

CUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES

Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$513K
Covered lives2,455
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
008TRUSTAGE 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES401k$1.08B4,8792024
004TRUSTAGE 401(K) PLAN FOR REPRESENTED EMPLOYEES401k$222.8M1,1272024
005TRUSTAGE RETIREMENT PLAN FOR PUERTO RICOProfitSharing$1.7M222024

Welfare plans6

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEESMixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$6.0M5182025
520CUNA MUTUAL WELFARE PLAN FOR NON-REPRESENTED EMPLOYEESMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$3.5M3,6442025
537CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREESFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$1.1M1382025
538CUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$513K2,4552025
511CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEESUnknown-$002025
518CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEESUnknown-$002025
Retirement plans
Welfare plans
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