Filings through .
Filed January 8, 2021
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| Provider | Service type | Compensation |
|---|---|---|
CUNA MUTUAL10+ years Filed as: CMFG LIFE INSURANCE COMPANY Service code 11 · EIN 39-0230590 | Actuarial | $43,699 |
RBC GLOBAL ASSET MANAGEMENT4 years Filed as: RBC/VANCE FALBAUM Service code 27 · EIN 39-1563018 | Advisory (Plan) | $39,925 |
12 funds of $250K or more; 13 lines in all, holding $26.8M of the plan's $28.5M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| MFS Income Fund MFS (Sun Life) · Mutual fund | $5.3M | 19.7% |
| Principal Pincipal Spectrum Pref&cptl Principal · Mutual fund | $3.4M | 12.6% |
| MFS Value Fund R4 MFS (Sun Life) · Mutual fund | $2.9M | 10.9% |
| Prud-Jennison Grth FD - Z Prudential (PGIM) · Other | $2.8M | 10.6% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $2.5M | 9.5% |
| Lord Abbett Short Duration Income Fund Lord Abbett · Mutual fund | $2.2M | 8.4% |
| Invesco Small Cap Value Fund Invesco · Mutual fund | $1.8M | 6.7% |
| Conestoga Small CAP Institutional Manager not matched · Other | $1.7M | 6.2% |
| The Hartford Schroders Intl Multi-Cp Hartford Funds · Mutual fund | $1.5M | 5.6% |
| WCM Focused International Growth Instl WCM Investment Management · Other | $1.1M | 4.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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 Trustage 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.