Filings through .
Filed March 24, 2021 (most recent of 4 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 | $75,497 |
CUNA MUTUAL6 years Filed as: MEMBERS CAPITAL ADVISORS, INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $39,471 |
19 funds of $250K or more; 15 lines in all, holding $37.5M of the plan's $38.2M. From the 2024 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: BlackRock LifePath Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $16.1M | 42.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.9M | 13.1% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $4.8M | 12.7% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $3.7M | 9.8% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund | $1.6M | 4.3% |
| Investment Contract With Insurance Cmfg Life Insurance Company Guaranteed Interest Account Manager not matched · Insurance contract | $1.3M | 3.4% |
| International Core Equity 2 Portfolio Institutional Class Dimensional · Mutual fund | $1.2M | 3.2% |
| Dodge & Cox Income Fund Dodge & Cox · Mutual fund | $938K | 2.5% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $879K | 2.3% |
| U.S. Small Cap Portfolio - Institutional Class Dimensional · Mutual fund | $809K | 2.2% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.