?>
Plan Name | CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES |
Plan identification number | 009 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | TRUSTAGE FINANCIAL GROUP, INC. |
Employer identification number (EIN): | 454418520 |
NAIC Classification: | 551112 |
NAIC Description: | Offices of Other Holding Companies |
Additional information about TRUSTAGE FINANCIAL GROUP, INC.
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 2012-01-31 |
Company Identification Number: | 426222 |
Legal Registered Office Address: |
400 E COURT AVE SUITE 110 DES MOINES United States of America (USA) 50309 |
More information about TRUSTAGE FINANCIAL GROUP, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
009 | 2022-01-01 | ||||
009 | 2021-01-01 | ||||
009 | 2021-01-01 | ||||
009 | 2020-01-01 | ||||
009 | 2019-01-01 | ||||
009 | 2019-01-01 | ||||
009 | 2018-01-01 | ||||
009 | 2017-01-01 | BRIAN J BORAKOVE | BRADLEY J PRICER | 2018-10-10 | |
009 | 2016-01-01 | ||||
009 | 2015-01-01 | BRIAN J BORAKOVE | BRADLEY J PRICER | 2016-10-06 | |
009 | 2014-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2015-10-07 | |
009 | 2013-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2014-10-06 |
Measure | Date | Value |
---|---|---|
2022: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 760,744,396 |
Acturial value of plan assets | 2022-12-31 | 750,318,585 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 284,112,766 |
Number of terminated vested participants | 2022-12-31 | 1,605 |
Fundng target for terminated vested participants | 2022-12-31 | 81,601,304 |
Active participant vested funding target | 2022-12-31 | 174,999,666 |
Number of active participants | 2022-12-31 | 2,514 |
Total funding liabilities for active participants | 2022-12-31 | 179,134,521 |
Total participant count | 2022-12-31 | 6,043 |
Total funding target for all participants | 2022-12-31 | 544,848,591 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 129,348,653 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 129,348,653 |
Present value of excess contributions | 2022-12-31 | 11,859,759 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 12,522,720 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 134,871,840 |
Total employer contributions | 2022-12-31 | 28,483,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 26,040,422 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 10,944,351 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 26,040,422 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 6,043 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,277 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,686 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,600 |
Total of all active and inactive participants | 2022-01-01 | 5,563 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 265 |
Total participants | 2022-01-01 | 5,828 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 9 |
2021: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 764,481,673 |
Acturial value of plan assets | 2021-12-31 | 701,143,073 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 278,878,093 |
Number of terminated vested participants | 2021-12-31 | 1,651 |
Fundng target for terminated vested participants | 2021-12-31 | 85,186,988 |
Active participant vested funding target | 2021-12-31 | 163,368,293 |
Number of active participants | 2021-12-31 | 2,715 |
Total funding liabilities for active participants | 2021-12-31 | 168,648,940 |
Total participant count | 2021-12-31 | 6,261 |
Total funding target for all participants | 2021-12-31 | 532,714,021 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 113,813,157 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 113,813,157 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 129,348,653 |
Total employer contributions | 2021-12-31 | 13,000,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 11,859,759 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 10,207,228 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 11,859,759 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 6,261 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,545 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,682 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,591 |
Total of all active and inactive participants | 2021-01-01 | 5,818 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 256 |
Total participants | 2021-01-01 | 6,074 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 46 |
2020: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 707,188,492 |
Acturial value of plan assets | 2020-12-31 | 675,615,599 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 286,008,062 |
Number of terminated vested participants | 2020-12-31 | 1,682 |
Fundng target for terminated vested participants | 2020-12-31 | 84,778,269 |
Active participant vested funding target | 2020-12-31 | 174,007,869 |
Number of active participants | 2020-12-31 | 2,879 |
Total funding liabilities for active participants | 2020-12-31 | 180,580,928 |
Total participant count | 2020-12-31 | 6,431 |
Total funding target for all participants | 2020-12-31 | 551,367,259 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 97,299,196 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 97,299,196 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 3,082,097 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 113,813,157 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 10,435,183 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 6,518 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,755 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,661 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,637 |
Total of all active and inactive participants | 2020-01-01 | 6,053 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 248 |
Total participants | 2020-01-01 | 6,301 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 71 |
2019: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 618,267,188 |
Acturial value of plan assets | 2019-12-31 | 654,172,136 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 276,156,325 |
Number of terminated vested participants | 2019-12-31 | 1,673 |
Fundng target for terminated vested participants | 2019-12-31 | 83,892,610 |
Active participant vested funding target | 2019-12-31 | 177,365,824 |
Number of active participants | 2019-12-31 | 2,781 |
Total funding liabilities for active participants | 2019-12-31 | 185,242,457 |
Total participant count | 2019-12-31 | 6,285 |
Total funding target for all participants | 2019-12-31 | 545,291,392 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 116,629,946 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 116,629,946 |
Present value of excess contributions | 2019-12-31 | 9,098,346 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 9,619,681 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 13,242,667 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 97,299,196 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 11,581,548 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 6,285 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,966 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,645 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,673 |
Total of all active and inactive participants | 2019-01-01 | 6,284 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 234 |
Total participants | 2019-01-01 | 6,518 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 126 |
2018: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 680,649,128 |
Acturial value of plan assets | 2018-12-31 | 654,191,415 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 269,677,989 |
Number of terminated vested participants | 2018-12-31 | 1,768 |
Fundng target for terminated vested participants | 2018-12-31 | 84,350,472 |
Active participant vested funding target | 2018-12-31 | 165,855,291 |
Number of active participants | 2018-12-31 | 2,567 |
Total funding liabilities for active participants | 2018-12-31 | 173,639,404 |
Total participant count | 2018-12-31 | 6,150 |
Total funding target for all participants | 2018-12-31 | 527,667,865 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 119,766,972 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 119,766,972 |
Present value of excess contributions | 2018-12-31 | 34,736,542 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 36,789,471 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 18,670,802 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 116,629,946 |
Total employer contributions | 2018-12-31 | 10,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 9,098,346 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 9,893,604 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 9,098,346 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 6,108 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,842 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,616 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,666 |
Total of all active and inactive participants | 2018-01-01 | 6,124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 222 |
Total participants | 2018-01-01 | 6,346 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 99 |
2017: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 603,917,709 |
Acturial value of plan assets | 2017-12-31 | 615,205,691 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 250,398,443 |
Number of terminated vested participants | 2017-12-31 | 1,730 |
Fundng target for terminated vested participants | 2017-12-31 | 78,117,996 |
Active participant vested funding target | 2017-12-31 | 149,594,828 |
Number of active participants | 2017-12-31 | 2,607 |
Total funding liabilities for active participants | 2017-12-31 | 157,854,732 |
Total participant count | 2017-12-31 | 6,105 |
Total funding target for all participants | 2017-12-31 | 486,371,171 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 110,202,302 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 110,202,302 |
Present value of excess contributions | 2017-12-31 | 31,441,763 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 33,362,855 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,696,226 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 119,766,972 |
Total employer contributions | 2017-12-31 | 38,300,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 34,736,542 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 9,067,548 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 34,736,542 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 6,064 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,626 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,586 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,744 |
Total of all active and inactive participants | 2017-01-01 | 5,956 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 211 |
Total participants | 2017-01-01 | 6,167 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 89 |
2016: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 552,638,760 |
Acturial value of plan assets | 2016-12-31 | 567,684,402 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 238,201,059 |
Number of terminated vested participants | 2016-12-31 | 1,615 |
Fundng target for terminated vested participants | 2016-12-31 | 69,258,339 |
Active participant vested funding target | 2016-12-31 | 147,412,792 |
Number of active participants | 2016-12-31 | 2,746 |
Total funding liabilities for active participants | 2016-12-31 | 160,648,237 |
Total participant count | 2016-12-31 | 6,081 |
Total funding target for all participants | 2016-12-31 | 468,107,635 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 92,141,543 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 92,141,543 |
Present value of excess contributions | 2016-12-31 | 20,384,796 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 21,669,038 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 19,341,526 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 110,202,302 |
Total employer contributions | 2016-12-31 | 45,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 40,680,988 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 9,239,225 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 9,239,225 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 9,239,225 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 40,680,988 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 6,051 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,698 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,549 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,706 |
Total of all active and inactive participants | 2016-01-01 | 5,953 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 201 |
Total participants | 2016-01-01 | 6,154 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 140 |
2015: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5,927 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,825 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,516 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,599 |
Total of all active and inactive participants | 2015-01-01 | 5,940 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 190 |
Total participants | 2015-01-01 | 6,130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 133 |
2014: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 5,813 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,787 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,489 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,572 |
Total of all active and inactive participants | 2014-01-01 | 5,848 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 184 |
Total participants | 2014-01-01 | 6,032 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 118 |
2013: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 5,649 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,630 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,475 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,600 |
Total of all active and inactive participants | 2013-01-01 | 5,705 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 176 |
Total participants | 2013-01-01 | 5,881 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 103 |
Measure | Date | Value |
---|---|---|
2022 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $17,883 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $4,983,401 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,310,427 |
Total income from all sources (including contributions) | 2022-12-31 | $-119,368,882 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $53,299,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $52,427,190 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $28,483,000 |
Value of total assets at end of year | 2022-12-31 | $593,264,944 |
Value of total assets at beginning of year | 2022-12-31 | $767,242,805 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $872,646 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $872,646 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $4,983,401 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $6,310,427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-172,668,718 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $588,281,543 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $760,932,378 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $564,781,944 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $754,242,805 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $28,483,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $28,483,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $13,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $52,427,190 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $55,019 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,310,427 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,124,462 |
Total income from all sources (including contributions) | 2021-12-31 | $46,492,949 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $47,472,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $46,544,584 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $13,000,000 |
Value of total assets at end of year | 2021-12-31 | $767,242,805 |
Value of total assets at beginning of year | 2021-12-31 | $768,981,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $927,981 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $927,981 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $6,310,427 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $7,124,462 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-979,616 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $760,932,378 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $761,856,975 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $754,242,805 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $768,981,437 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $13,000,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $13,000,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $46,544,584 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $4,890 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,124,462 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,155,934 |
Total income from all sources (including contributions) | 2020-12-31 | $95,496,038 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $40,616,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $39,487,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $768,981,437 |
Value of total assets at beginning of year | 2020-12-31 | $714,128,348 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,129,275 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $1,129,275 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $7,124,462 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $7,155,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $54,879,671 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $761,856,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $706,972,414 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $768,981,437 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $714,128,348 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $39,487,092 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $305,876 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,155,934 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,274,421 |
Total income from all sources (including contributions) | 2019-12-31 | $121,042,641 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $32,252,668 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $31,175,953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $714,128,348 |
Value of total assets at beginning of year | 2019-12-31 | $625,150,986 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,076,715 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $1,076,715 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $7,155,934 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $7,274,421 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $88,789,973 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $706,972,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $617,876,565 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $714,128,348 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $615,150,986 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $10,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $31,175,953 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $760,142 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,274,421 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $8,287,627 |
Total income from all sources (including contributions) | 2018-12-31 | $-19,258,529 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $44,569,622 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $43,802,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,000,000 |
Value of total assets at end of year | 2018-12-31 | $625,150,986 |
Value of total assets at beginning of year | 2018-12-31 | $689,232,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $767,516 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $767,516 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $7,274,421 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $8,287,627 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-63,828,151 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $617,876,565 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $680,944,574 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $615,150,986 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $650,932,201 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $10,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $10,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $38,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $43,802,106 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2018-12-31 | 366055558 |
2017 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $612,384 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,287,627 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,184,896 |
Total income from all sources (including contributions) | 2017-12-31 | $111,061,620 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $35,900,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $35,900,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $38,300,000 |
Value of total assets at end of year | 2017-12-31 | $689,232,201 |
Value of total assets at beginning of year | 2017-12-31 | $613,356,263 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $618,689 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $8,287,627 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $8,184,896 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $75,160,823 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $680,944,574 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $605,171,367 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $650,932,201 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $568,356,263 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $38,300,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $38,300,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $45,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $35,282,108 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2017-12-31 | 366055558 |
2016 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $394,960 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $13,334 |
Total income from all sources (including contributions) | 2016-12-31 | $86,684,331 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $35,113,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $34,277,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $45,000,000 |
Value of total assets at end of year | 2016-12-31 | $613,356,263 |
Value of total assets at beginning of year | 2016-12-31 | $561,403,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $835,711 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,505 |
Administrative expenses (other) incurred | 2016-12-31 | $835,711 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $13,334 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $51,570,688 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $613,356,263 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $561,390,615 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $568,356,263 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $538,801,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $45,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $45,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $22,600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $34,277,932 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $630,330 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $13,334 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $69,985 |
Total income from all sources (including contributions) | 2015-12-31 | $16,540,880 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $32,961,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $32,248,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $22,600,000 |
Value of total assets at end of year | 2015-12-31 | $561,403,949 |
Value of total assets at beginning of year | 2015-12-31 | $577,250,667 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $712,355 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,505 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $3,259 |
Administrative expenses (other) incurred | 2015-12-31 | $712,355 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $13,334 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $69,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-16,420,397 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $561,390,615 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $577,180,682 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $538,801,444 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $561,247,408 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $22,600,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $22,600,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $16,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $32,248,922 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $1,138,311 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $69,985 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $26,670 |
Total income from all sources (including contributions) | 2014-12-31 | $88,982,477 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $33,346,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $32,489,377 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $16,000,000 |
Value of total assets at end of year | 2014-12-31 | $577,250,667 |
Value of total assets at beginning of year | 2014-12-31 | $520,432,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $856,856 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $3,259 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $9,397 |
Administrative expenses (other) incurred | 2014-12-31 | $856,856 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $69,985 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $26,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $55,636,244 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $577,180,682 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $520,406,127 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $561,247,408 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $468,123,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $16,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $16,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $52,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $32,489,377 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $26,670 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $153,174 |
Total income from all sources (including contributions) | 2013-12-31 | $49,975,023 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $30,003,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $29,418,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $52,300,000 |
Value of total assets at end of year | 2013-12-31 | $520,432,797 |
Value of total assets at beginning of year | 2013-12-31 | $500,587,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $585,160 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $9,397 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $15,940 |
Administrative expenses (other) incurred | 2013-12-31 | $585,160 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $26,670 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $153,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $19,971,823 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $520,406,127 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $500,434,304 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $468,123,400 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $500,571,538 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $52,300,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $52,300,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $29,418,040 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2022: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |