Filings through .
2 of 18 flags tripped on the 2024 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
Wind-down / frozen
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.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$8K in admin expenses, $59 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
15 funds of $250K or more; 18 lines in all, holding $17.3M of the plan's $19.7M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity U.S. Bond Index Fund (Instl Premium) Fidelity (FMR) · Mutual fund Index | $2.2M | 12.9% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.9M | 11.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.8M | 10.4% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 8.6% |
| Dodge & Cox Income Class Index Dodge & Cox · Mutual fund Index | $1.1M | 6.4% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $985K | 5.7% |
| Columbia Emerging Markest Bond Fund Institutional 2 Ameriprise (Columbia Threadneedle) · Mutual fund | $950K | 5.5% |
| Lazard Global Listed Infrastructure Portfolio Institutional Shares Lazard · Mutual fund | $949K | 5.5% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund Index | $936K | 5.4% |
| THE Hartford Total Return Bond Fund Class R6 Hartford Funds · Mutual fund | $930K | 5.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
8 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
CUNA MUTUAL1 year Filed as: CMFG LIFE INSURANCE COMPANY Service code 11 · EIN 39-0230590 Actuarial | $6,067 |
CUNA MUTUAL1 year Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 Advisory (Plan) | $1,481 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2024 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Warren Kish, Asa, Ea Cuna Mutual Group Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed May 3, 2024 (most recent of 7 filings on file).
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
4 contacts
Phone and email for the actuary are on Pro.
10 filings · 2015 to 2024