401k Plan data: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES plan

CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 401k Plan overview

Plan Name	CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES
Plan identification number	009

CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CMFG LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: CMFG LIFE INSURANCE COMPANY

Employer identification number (EIN): 390230590

NAIC Classification: 524140

Additional information about CMFG LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 2007-05-03

Company Identification Number: 345374

Legal Registered Office Address: 400 E COURT AVE

DES MOINES
United States of America (USA)
50309

More information about CMFG LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
009 2012-01-01 THOMAS J. MERFELD TERI L. EDMAN 2013-09-25
009 2011-01-01 THOMASMERFELD TERI EDMAN 2012-10-15
009 2010-01-01 THOMAS MERFELD TERI EDMAN 2011-10-17
009 2009-01-01 THOMAS MERFELD TERI EDMAN 2010-10-18

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
009	2012-01-01	THOMAS J. MERFELD	TERI L. EDMAN	2013-09-25
009	2011-01-01	THOMASMERFELD	TERI EDMAN	2012-10-15
009	2010-01-01	THOMAS MERFELD	TERI EDMAN	2011-10-17
009	2009-01-01	THOMAS MERFELD	TERI EDMAN	2010-10-18

Plan Statistics for CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES

401k plan membership statisitcs for CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES

Measure Date Value
2012: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 5,527
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,518
Number of retired or separated participants receiving benefits 2012-01-01 1,450
Number of other retired or separated participants entitled to future benefits 2012-01-01 1,593
Total of all active and inactive participants 2012-01-01 5,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 164
Total participants 2012-01-01 5,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 146
2011: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 5,523
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,372
Number of retired or separated participants receiving benefits 2011-01-01 1,428
Number of other retired or separated participants entitled to future benefits 2011-01-01 1,616
Total of all active and inactive participants 2011-01-01 5,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 155
Total participants 2011-01-01 5,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 99
2010: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5,619
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 2,381
Number of retired or separated participants receiving benefits 2010-01-01 1,398
Number of other retired or separated participants entitled to future benefits 2010-01-01 1,604
Total of all active and inactive participants 2010-01-01 5,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 140
Total participants 2010-01-01 5,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 216
2009: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5,749
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,627
Number of retired or separated participants receiving benefits 2009-01-01 1,371
Number of other retired or separated participants entitled to future benefits 2009-01-01 1,490
Total of all active and inactive participants 2009-01-01 5,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 131
Total participants 2009-01-01 5,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 162

Measure	Date	Value
2012: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	5,527
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,518
Number of retired or separated participants receiving benefits	2012-01-01	1,450
Number of other retired or separated participants entitled to future benefits	2012-01-01	1,593
Total of all active and inactive participants	2012-01-01	5,561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	164
Total participants	2012-01-01	5,725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	146
2011: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	5,523
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,372
Number of retired or separated participants receiving benefits	2011-01-01	1,428
Number of other retired or separated participants entitled to future benefits	2011-01-01	1,616
Total of all active and inactive participants	2011-01-01	5,416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	155
Total participants	2011-01-01	5,571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	99
2010: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5,619
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	2,381
Number of retired or separated participants receiving benefits	2010-01-01	1,398
Number of other retired or separated participants entitled to future benefits	2010-01-01	1,604
Total of all active and inactive participants	2010-01-01	5,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	140
Total participants	2010-01-01	5,523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	216
2009: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5,749
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,627
Number of retired or separated participants receiving benefits	2009-01-01	1,371
Number of other retired or separated participants entitled to future benefits	2009-01-01	1,490
Total of all active and inactive participants	2009-01-01	5,488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	131
Total participants	2009-01-01	5,619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	162

Financial Data on CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES

Measure	Date	Value
2012 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$787,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$153,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$338,384
Total income from all sources (including contributions)	2012-12-31	$73,784,490
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$25,665,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$25,152,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$21,099,939
Value of total assets at end of year	2012-12-31	$500,587,478
Value of total assets at beginning of year	2012-12-31	$451,866,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$512,721
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$262,792
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	Yes
Amount of non-exempt transactions with any party-in-interest	2012-12-31	$175,671
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$15,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$22,316
Administrative expenses (other) incurred	2012-12-31	$249,929
Liabilities. Value of operating payables at end of year	2012-12-31	$153,174
Liabilities. Value of operating payables at beginning of year	2012-12-31	$338,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$48,119,077
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$500,434,304
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$451,528,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in master investment trust accounts at end of year	2012-12-31	$500,571,538
Value of interest in master investment trust accounts at beginning of year	2012-12-31	$451,844,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$21,099,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$25,152,692
Did the plan have assets held for investment	2012-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2012-12-31	366055558
2011 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$211,479
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$338,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$215,744
Total income from all sources (including contributions)	2011-12-31	$87,668,080
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$26,575,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$25,885,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$42,000,000
Value of total assets at end of year	2011-12-31	$451,866,529
Value of total assets at beginning of year	2011-12-31	$390,440,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$689,756
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$22,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$32,824
Administrative expenses (other) incurred	2011-12-31	$689,756
Liabilities. Value of operating payables at end of year	2011-12-31	$338,384
Liabilities. Value of operating payables at beginning of year	2011-12-31	$215,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$61,092,348
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$451,528,145
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$390,224,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in master investment trust accounts at end of year	2011-12-31	$451,844,213
Value of interest in master investment trust accounts at beginning of year	2011-12-31	$390,407,238
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$42,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$25,885,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2011-12-31	366055558
2010 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$593,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$215,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$165,390
Total income from all sources (including contributions)	2010-12-31	$45,040,645
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$29,093,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$28,582,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$11,000,000
Value of total assets at end of year	2010-12-31	$390,440,062
Value of total assets at beginning of year	2010-12-31	$373,848,676
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$510,689
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$50,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$32,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$67,622
Administrative expenses (other) incurred	2010-12-31	$510,689
Liabilities. Value of operating payables at end of year	2010-12-31	$215,744
Liabilities. Value of operating payables at beginning of year	2010-12-31	$165,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$15,947,101
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$390,224,318
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$373,683,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in master investment trust accounts at end of year	2010-12-31	$390,407,238
Value of interest in master investment trust accounts at beginning of year	2010-12-31	$373,781,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$11,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$28,582,855
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2010-12-31	366055558

Form 5500 Responses for CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES

2012: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CMFG LIFE INSURANCE COMPANY
Employer identification number (EIN):	390230590
NAIC Classification:	524140

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	2007-05-03
Company Identification Number:	345374
Legal Registered Office Address:	400 E COURT AVE DES MOINES United States of America (USA) 50309