Filings through .
Filed August 3, 2021 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL10+ years Filed as: CMFG LIFE INSURANCE COMPANY Service code 11 · EIN 39-0230590 | Actuarial | $43,604 |
13 funds hold $23.6M of the plan's $24.8M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.4M | 14.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 10.5% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $2.3M | 9.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 8.4% |
| Dodge & Cox Stock Fund Dodge & Cox · Mutual fund | $1.9M | 8.1% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $1.9M | 8.1% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 8.0% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 7.8% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $1.8M | 7.7% |
| Putnam High Yield Fund Class Y Shares Franklin Templeton · Mutual fund | $1.5M | 6.4% |
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 |
|---|---|---|
John Calder, Asa, Ea, Msea Cuna Mutual Group 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.