Filings through .
Filed December 18, 2025
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| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL4 years Filed as: CMFG LIFE INSURANCE COMPANY Service code 15 · EIN 39-0230590 | Recordkeeping | $36,076 |
11 funds of $250K or more; 13 lines in all, holding $9.6M of the plan's $10.1M. From the 2024 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: BlackRock LifePath Index, mutual fund, 63% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $6.1M | 63.1% |
| Vanguard Growth Index Fund Institutional Shares Vanguard · Mutual fund IndexPossible retail class A | $868K | 9.0% |
| Funds: Cuna Mutual Lifestyle Aggressive Fund Manager not matched · Collective trust | $805K | 8.4% |
| Vanguard Institutional Index Instlplus Vanguard · Mutual fund IndexPossible retail class A | $687K | 7.1% |
| Vanguard Extended Market Index Instlplus Vanguard · Mutual fund IndexPossible retail class A | $446K | 4.6% |
| Cuna Mutual Lifestyle Moderate Fund Manager not matched · Collective trust | $183K | 1.9% |
| Cuna Mutual Diversified Equity Manager not matched · Collective trust | $165K | 1.7% |
| Vanguard Ftse All-Wld ex-US Index Instl Vanguard · Mutual fund IndexPossible retail class A | $137K | 1.4% |
| Cmfg Life Stable Value Manager not matched · Insurance contract | $131K | 1.4% |
| Cuna Mutual Lifestyle Conservative Fund Manager not matched · Collective trust | $99K | 1.0% |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.