Filings through .
Filed July 8, 2009 (most recent of 3 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 MUTUAL6 years Filed as: CMFG LIFE INSURANCE COMPANY Service code 11 · EIN 39-0230590 | Actuarial | $39,636 |
CUNA MUTUAL3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $20,181 |
2 funds hold $24.6M of the plan's $24.6M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Net assets available for benefits per Form Manager not matched · Other | $22.8M | 92.7% |
| Change in net assets available per Form Manager not matched · Other | $1.8M | 7.3% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Warren Kish, Asa, Ea 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.