Filings through .
Filed June 28, 2016
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| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL5 years Filed as: CMFG LIFE INSURANCE COMPANY Service code 11 · EIN 39-0230590 | Actuarial | $29,549 |
CUNA MUTUAL5 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $7,018 |
2 funds hold $9.9M of the plan's $9.9M. From the 2024 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Cost Value Cmfg Life Insurance C Manager not matched · Insurance contract | $7.6M | 77.1% |
| Cmfg Life Insurance Cmfg Stable Value (current Company Manager not matched · Insurance contract | $2.3M | 22.9% |
Covers 61,314 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 |
|---|---|---|
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.