CMFG LIFE INSURANCE COMPANY
37 known aliases resolved via the canonical alias map
Market position · 2024
Plans served199-11 YoYRank #115 of mapped providers
Assets under administration$9.9B0.0%Market share · rank #1160
Fees received$20MMedian $64,616/planSum across Schedule C direct + indirect
Net wins YoY-108 won · 18 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical CMFG LIFE INSURANCE COMPANY plan look like?
Service mix · median fees per plan
Count of plans where CMFG LIFE INSURANCE COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance feesCode 15 | 133 | $46,616 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 112 | $18,719 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Consulting (pension); ActuarialCode 11 | 59 | $60,193 | |
Claims processing; Investment management fees paid directly by planCode 12 | 1 | $20,641 | |
Contract Administrator; Other fees; Direct payment from the planCode 13 | 1 | $95,140 | |
Plan AdministratorCode 14 | 1 | $2,643 | |
Trustee (directed)Code 25 | 1 | $17,512 | |
Investment advisory (participants); Other insurance fees and expensesCode 26 | 1 | $38,828 |
Competitor overlap
Percent of CMFG LIFE INSURANCE COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under CMFG LIFE INSURANCE COMPANY.
| Sponsor | From | Assets |
|---|---|---|
MUNICIPAL CREDIT UNIONNY · 135261470-001 | PIMCO FUNDS | $169M |
TRONA VALLEY COMMUNITY FEDERAL CREDIT UNIONWY · 830204001-001 | (new plan) | $20M |
QUINCY CREDIT UNIONMA · 042314232-002 | (new plan) | $16M |
JOHNS HOPKINS FEDERAL CREDIT UNIONMD · 520939040-001 | (new plan) | $15M |
SOVITA CREDIT UNIONMI · 380546210-001 | (new plan) | $14M |
TRAX FEDERAL CREDIT UNIONFL · 590626681-022 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under CMFG LIFE INSURANCE COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNCOMMON SCHOOLS, INC.NY · 311488698-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $71M |
BELLWETHER COMMUNITY CREDIT UNIONNH · 020196520-002 | PRINCIPAL LIFE INSURANCE COMPANY | $20M |
HERITAGE FEDERAL CREDIT UNIONIN · 351155006-033 | GLOBAL RETIREMENT PARTNERS LLC | $18M |
GESA CREDIT UNIONWA · 910616262-001 | (new plan) | $15M |
DUQUESNE CLUBPA · 250451150-002 | (new plan) | $11M |
AGRITEER LLCPA · 883716519-001 | AMERICAN UNITED LIFE INSURANCE CO | $9M |
BARRY ROBINSON CENTERVA · 541038721-002 | TRUSTAGE | $5M |
BEST CHOICE PRODUCTS, INC.CA · 470894108-001 | WORLD INVESTMENT ADVISORS LLC | $4M |
DAVCO ELECTRICAL CONTRACTORS CORPORATIONFL · 592524138-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CREDIT UNION RETIREMENT PLAN ASSOCIATIONWI · 352491258-333 | $2.1B | 26,851 | $4M | 10y | 1 |
MICHIGAN CREDIT UNION LEAGUEMI · 380826778-334 | $996M | 15,666 | $2M | 10y | 1 |
CONSUMERS CREDIT UNIONIL · 361936022-001 | $227M | 568 | $254,065 | 7y | - |
GLOBAL FEDERAL CREDIT UNIONAK · 920019874-333 | $182M | 287 | $325,496 | 10y | - |
VISIONS FEDERAL CREDIT UNIONNY · 160920502-001 | $152M | 869 | $36,510 | 10y | - |
GLOBAL FEDERAL CREDIT UNIONAK · 920019874-004 | $150M | 2,460 | $339,073 | 10y | 1 |
CREDIT UNION NATIONAL ASSOCIATION, INC.WI · 237065623-003 | $147M | 445 | $78,314 | 3y | - |
UNITED NATIONS FEDERAL CREDIT UNIONNY · 131628594-022 | $144M | 850 | $350,362 | 10y | - |
SECURE HORIZONS RETIREMENT PLAN LLCFL · 933836168-001 | $139M | 3,324 | $17,512 | 1y | 2 |
PATELCO CREDIT UNIONCA · 940755684-003 | $128M | 852 | $399,011 | 10y | 1 |
Flag exposure
84.4%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (37)
Raw Schedule C names collapsed into CMFG LIFE INSURANCE COMPANY.
- CAPITAL ADVISORS, INC. DBA MEMBER
- CMFG
- CMFG INSURANCE COMPANY
- CMFG LIFE INSUARANCE COMPANY
- CMFG LIFE INSURACE COMPANY
- CMFG LIFE INSURANCE
- CMFG LIFE INSURANCE CO
- CMFG LIFE INSURANCE COMANY
- CMFG LIFE INSURANCE COMAPNY
- CMFG LIFE INSURANCE COMPAN
- CMFG LIFE INSURANCE COMPANY
- CMFG LIFE INSURANCE SOCIETY
- CMFG LIFE INSURANE COMPANY
- CMFG LIFE INSURAQNCE COMPANY
- CMFG LIFE ISNURANCE COMPANY
- CMGF LIFE INSURANCE COMPANY
- CMGG LIFE INSURANCE COMPANY
- CUNA
- CUNA BROKERAGE
- CUNA INVESTMENTS
- CUNA MUTUAL
- CUNA MUTUAL GROUP
- CUNA MUTUAL INS AGENCY INC
- CUNA MUTUAL INSURANCE SOCIETY
- CUNA MUTUAL RETIREMENT SOLUTIONS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for CMFG LIFE INSURANCE COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 6 | 3.02% | 7.76% | -4.75 pp |
| Fidelity bond gap | 1 | 0.50% | 26.94% | -26.44 pp |
| Late contributions | 17 | 8.54% | 1.71% | +6.83 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 27 | 13.57% | 1.76% | +11.81 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CMFG LIFE INSURANCE COMPANY. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).