Filings through .
Filed July 19, 2018 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL11+ years Filed as: CMFG LIFE INSURANCE COMPANY Service code 15 · EIN 39-0230590 | Recordkeeping | $37,519 |
CUNA MUTUAL3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $11,531 |
12 funds of $250K or more; 13 lines in all, holding $15.2M of the plan's $15.4M. From the 2025 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: BlackRock LifePath Index, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $9.7M | 63.8% |
| Cuna Mutual Guaranteed Account Manager not matched · Insurance contract | $2.5M | 16.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $756K | 5.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $497K | 3.3% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $447K | 2.9% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $269K | 1.8% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $250K | 1.6% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $204K | 1.3% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $175K | 1.1% |
| Vanguard Ftse AW ex-US Index Fund (Adm) Vanguard · Mutual fund Index | $138K | 0.9% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.