Filings through .
2 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
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.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
6 funds hold $7.7M of the plan's $8.9M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Ultra Series Large Cap Growth I Manager not matched · Other | $2.1M | 27.1% |
| Ultra Series Mid Cap I Manager not matched · Other | $1.7M | 22.4% |
| Ultra Series Large Cap Value I Manager not matched · Other | $1.4M | 18.6% |
| Putnam VT High Yield IA Franklin Templeton · Mutual fund | $1.2M | 16.1% |
| Invesco Oppenheimer V.I. International Growth I Invesco · Mutual fund | $815K | 10.6% |
| Lazard Emerging Markets Equity Lazard · Insurance contract | $394K | 5.1% |
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
CUNA MUTUAL8 years Filed as: CMFG LIFE INSURANCE COMPANY Service code 11 · EIN 39-0230590 Actuarial | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
John Calder, Asa, Ea, Msea Cuna Mutual Group Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed October 7, 2015 (most recent of 6 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
10 filings · 2016 to 2025