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CMFG LIFE INSURANCE COMPANY

EIN 39-0230590-insurance-Latest filing 2024
Plans
9
Retirement
3
$1.30B assets
Welfare
6
$8.3M premiums
Participants
15,428
P.O. BOX 391 - MADISON, WI 537010391608-238-5851LinkedIn1001-5000 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-$5.7M - 615 lives#520Mixed-$1.2M - 4,482 lives#537Mixed-$995K - 160 lives#538Fully Insured-$369K - 1,718 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 / $8.3M premiums / 6,975 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$6.4M
  • Health$6.3M
  • Life$1.1M
  • Long-term disability$712K
  • Vision$676K
  • Other$131K
Total $8.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION64%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY13%
  • VISION SERVICE PLAN8%
  • GROUP HEALTH COOPERATIVE OF SOUTH CENTRAL WISCONSIN5%
  • AETNA LIFE INSURANCE COMPANY5%
  • +3 more
Total $8.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • REUBEN WARNER ASSOCIATES, INC.43%
  • UNKNOWN19%
  • HAYS COMPANIES, INC.19%
  • VIDAL & RODRIGUEZ10%
  • BROWN AND BROWN OF FLORIDA, INC.9%
Total $62K5 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$5.7M
Covered lives615
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

CUNA MUTUAL WELFARE PLAN FOR NON-REPRESENTED EMPLOYEES

Mixed - VISION SERVICE PLAN

Premiums$1.2M
Covered lives4,482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#537

CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES

Mixed - AETNA LIFE INSURANCE COMPANY

Premiums$995K
Covered lives160
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$369K
Covered lives1,718
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$5.7M6152024
520CUNA MUTUAL WELFARE PLAN FOR NON-REPRESENTED EMPLOYEESMixedVISION SERVICE PLAN$1.2M4,4822024
537CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREESMixedAETNA LIFE INSURANCE COMPANY$995K1602024
538CUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREESFully InsuredRELIANCE STANDARD LIFE INSURANCE COMPANY$369K1,7182024
511CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEESUnknown-$002024
518CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEESUnknown-$002024
Retirement plans
Welfare plans
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