Filings through .
Filed November 14, 2024 (most recent of 5 filings on file)
Street address, email and phone are on Pro, free for 7 days.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL10+ years Filed as: CMFG LIFE INSURANCE COMPANY Service code 11 · EIN 39-0230590 | Actuarial | $86,649 |
CUNA MUTUAL6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $43,324 |
15 funds of $250K or more; 16 lines in all, holding $45.5M of the plan's $45.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| NT Collective EAFE Index Fund DC Northern Trust · Collective trust Index | $8.0M | 17.7% |
| NT Collective S & P 500 Index Fd Northern Trust · Collective trust Index | $5.2M | 11.4% |
| NT Collective S & P 400 Index Fd Northern Trust · Collective trust Index | $4.2M | 9.1% |
| Loomis Sayles Inv Grade Bond FD CL Y TR II Natixis IM · Collective trust | $3.7M | 8.2% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund | $3.4M | 7.5% |
| Putnam High Yield Advan FD CL Y Franklin Templeton · Mutual fund | $2.8M | 6.2% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $2.7M | 5.9% |
| Vanguard REIT Index Adm Vanguard · Mutual fund Index | $2.4M | 5.3% |
| NT Collective Aggregate Bond Northern Trust · Collective trust | $2.4M | 5.2% |
| Invesco Diversified Dividend Fund Class Y Invesco · Mutual fund | $2.2M | 4.9% |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 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.