Filings through .
Filed April 5, 2017 (most recent of 5 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 MUTUAL9 years Filed as: CMFG LIFE INSURANCE COMPANY Service code 15 · EIN 39-0230590 | Recordkeeping | $100,904 |
18 funds of $250K or more; 13 lines in all, holding $38.8M of the plan's $40.3M. From the 2025 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: BlackRock LifePath Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $18.0M | 46.4% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund Index | $5.2M | 13.4% |
| Cuna Mutual Stable Fund Manager not matched · Mutual fund | $4.4M | 11.5% |
| Vanguard Value Index Fund Institutional Shares Vanguard · Mutual fund Index | $2.5M | 6.3% |
| Vanguard Institutional Index Fund Institutional Plus Shares Vanguard · Mutual fund Index | $2.3M | 6.0% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $1.9M | 4.8% |
| Cuna Mutual Insurance Society Mutual funds BlackRock LifePath Index Retire K BlackRock · Insurance contract Index | $1.1M | 2.9% |
| Vanguard Ftse All-Wld ex-US Index Instl Vanguard · Mutual fund Index | $1.1M | 2.9% |
| Trustee Lifestyle Aggressive Fund CL 1 Manager not matched · Mutual fund | $803K | 2.1% |
| Trustee Diversified Equity Fund CL 1 Manager not matched · Mutual fund | $767K | 2.0% |
Added 4 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Ftse All-Wld ex-US Index Instl | $1.1M |
| DroppedBlackrock Lifepath Index Retirement Fund | $1.0M |
| AddedTrustee Lifestyle Aggressive Fund CL 1 | $803K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 1 rename.
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.