Filings through .
Filed April 8, 2025 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY11+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $126,126 |
CMFG LIFE INSURANCE COMPANY6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $51,024 |
22 funds of $250K or more; 14 lines in all, holding $57.9M of the plan's $58.5M. From the 2025 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: BlackRock LifePath Index, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 10 vintages | $25.8M | 44.6% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $10.0M | 17.2% |
| Fidelity Large Cap Index Fidelity (FMR) · Mutual fund Index | $6.3M | 10.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 8.2% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.8M | 4.8% |
| Fully Benefit-Responsive Investments (at Contract Value) Manager not matched · Insurance contract | $2.5M | 4.3% |
| Fidelity Global ex U.S. Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 4.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $875K | 1.5% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $789K | 1.4% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $429K | 0.7% |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.