Filings through .
Filed August 6, 2019 (most recent of 5 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 MUTUAL10+ years Filed as: CMFG LIFE INSURANCE COMPANY Service code 15 · EIN 39-0230590 | Recordkeeping | $53,307 |
CUNA MUTUAL4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $37,896 |
25 funds of $250K or more; 26 lines in all, holding $47.4M of the plan's $48.2M. From the 2024 filing. Recordkeeper: CUNA Mutual (TruStage).
Target-date series: T. Rowe Price Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $9.6M | 20.3% |
| Deposit Administration Group Annuity Contract, at contract value Manager not matched · Insurance contract | $7.3M | 15.4% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund | $5.3M | 11.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 8.8% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $2.7M | 5.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $2.7M | 5.6% |
| JPMorgan Equity Income Fund Class R6 JPMorgan · Mutual fund | $2.6M | 5.4% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $2.4M | 5.1% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund | $2.2M | 4.6% |
| Diamond Hill Mid Cap Fund Class Y Diamond Hill · Mutual fund | $1.6M | 3.4% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.