Filings through .
Filed December 18, 2002
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 11 · EIN 39-0230590 | Actuarial | $131,870 |
CUNA MUTUAL7 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $94,193 |
11 funds hold $103M of the plan's $109M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cuna Mutual Guaranteed Account, C Manager not matched · Insurance contract | $16.0M | 15.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $14.0M | 13.6% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $13.8M | 13.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $11.5M | 11.2% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $11.4M | 11.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $9.1M | 8.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $6.6M | 6.4% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $6.6M | 6.4% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $6.4M | 6.2% |
| Putnam High Yield Fund Class Y Shares Franklin Templeton · Mutual fund | $3.8M | 3.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Warren Kish, Asa, Ea Trustage Schedule SB | Schedule SB | Pro |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.