Filings through .
Filed May 22, 2025 (most recent of 6 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 11 · EIN 39-0230590 | Actuarial | $79,099 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS INC Service code 27 · EIN 42-0388260 | Advisory (Plan) | $23,264 |
13 funds hold $39.4M of the plan's $53.4M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT SP MCap NL T3 Northern Trust · Mutual fund | $6.7M | 16.9% |
| Northern Trust Northern Trust · Mutual fund | $5.1M | 13.0% |
| Guaranteed Interest Account Manager not matched · Insurance contract | $5.0M | 12.7% |
| NT SP MCap 400IDX DC NL T3 Northern Trust · Mutual fund | $3.9M | 9.8% |
| Vanguard High-Yield Corporate Fund Vanguard · Mutual fund | $3.2M | 8.1% |
| NT EAFE Indx DC NL T3 Northern Trust · Mutual fund Index | $3.0M | 7.7% |
| MFS Research International Fund R6 MFS (Sun Life) · Mutual fund | $3.0M | 7.6% |
| NT Agg Bnd Indx - NL T3 Northern Trust · Mutual fund Index | $2.6M | 6.6% |
| Fidelity EMkts Index Fidelity (FMR) · Mutual fund Index | $2.0M | 5.2% |
| Cohen & Steers Insl Real Cohen & Steers · Mutual fund | $1.7M | 4.2% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Shannon Eidson, FSA, Cfa Cuna Mutual Group Schedule SB | Schedule SB | Pro |
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.
The auditor signed off without reservation. This is the cleanest opinion.