Filings through .
Filed February 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 11 · EIN 39-0230590 | Actuarial | $100,023 |
CMFG LIFE INSURANCE COMPANY6 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $35,723 |
19 funds hold $40.6M of the plan's $40.6M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 9.4% |
| Vanguard Dvlpd Mkt Index Adm Vanguard · Mutual fund Index | $3.7M | 9.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.3M | 8.2% |
| U.S. Small Cap Portfolio Dimensional · Mutual fund | $3.3M | 8.1% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.2M | 8.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 6.0% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.4M | 5.9% |
| Cohen & Steers Insl Real Cohen & Steers · Mutual fund | $2.3M | 5.8% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $2.0M | 4.9% |
| Emerging Markets Portfolio (X) Dimensional · 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.
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.