Filings through .
Filed April 25, 2013 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 15 · EIN 39-0230590 | Recordkeeping | $18,700 |
20 funds of $250K or more; 25 lines in all, holding $26.1M of the plan's $27.0M. From the 2024 filing. Recordkeeper: CUNA Mutual (TruStage).
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Blue Chip Growth Portfolio T. Rowe Price · Insurance contract | $6.7M | 25.6% |
| Madison Target Retirement 2050 Fund Class I Manager not matched · Insurance contract | $4.0M | 15.5% |
| Ultra Series Aggressive Allocation Manager not matched · Insurance contract | $2.1M | 8.0% |
| Vanguard VIF Mid Cap Index Vanguard · Insurance contract Index | $1.6M | 6.2% |
| Lazard Ret Emerging Mkts Equity Lazard · Insurance contract | $1.4M | 5.4% |
| Ultra Series Moderate Allocation Manager not matched · Insurance contract | $1.4M | 5.4% |
| Vanguard Total Bond Market Index Fund Vanguard · Insurance contract Index | $1.3M | 5.0% |
| Madison Target Retirement 2040 Fund Class I Manager not matched · Insurance contract | $1.2M | 4.7% |
| Ultra Series Diversified Income Manager not matched · Insurance contract | $861K | 3.3% |
| Ultra Series Core Fund Bond I Manager not matched · Insurance contract | $857K | 3.3% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.