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

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

CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRUSTAGE FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

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.

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 SignedName of Company SponsorDate Sponsor Signed
0092022-01-01
0092021-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092019-01-01
0092018-01-01
0092017-01-01BRIAN J BORAKOVE BRADLEY J PRICER2018-10-10
0092016-01-01
0092015-01-01BRIAN J BORAKOVE BRADLEY J PRICER2016-10-06
0092014-01-01THOMAS J. MERFELD TERI L. EDMAN2015-10-07
0092013-01-01THOMAS J. MERFELD TERI L. EDMAN2014-10-06

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
2022: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-31760,744,396
Acturial value of plan assets2022-12-31750,318,585
Funding target for retired participants and beneficiaries receiving payment2022-12-31284,112,766
Number of terminated vested participants2022-12-311,605
Fundng target for terminated vested participants2022-12-3181,601,304
Active participant vested funding target2022-12-31174,999,666
Number of active participants2022-12-312,514
Total funding liabilities for active participants2022-12-31179,134,521
Total participant count2022-12-316,043
Total funding target for all participants2022-12-31544,848,591
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31129,348,653
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31129,348,653
Present value of excess contributions2022-12-3111,859,759
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3112,522,720
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31134,871,840
Total employer contributions2022-12-3128,483,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3126,040,422
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3110,944,351
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3126,040,422
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-016,043
Total number of active participants reported on line 7a of the Form 55002022-01-012,277
Number of retired or separated participants receiving benefits2022-01-011,686
Number of other retired or separated participants entitled to future benefits2022-01-011,600
Total of all active and inactive participants2022-01-015,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01265
Total participants2022-01-015,828
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-31764,481,673
Acturial value of plan assets2021-12-31701,143,073
Funding target for retired participants and beneficiaries receiving payment2021-12-31278,878,093
Number of terminated vested participants2021-12-311,651
Fundng target for terminated vested participants2021-12-3185,186,988
Active participant vested funding target2021-12-31163,368,293
Number of active participants2021-12-312,715
Total funding liabilities for active participants2021-12-31168,648,940
Total participant count2021-12-316,261
Total funding target for all participants2021-12-31532,714,021
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31113,813,157
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31113,813,157
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31129,348,653
Total employer contributions2021-12-3113,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3111,859,759
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3110,207,228
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3111,859,759
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-016,261
Total number of active participants reported on line 7a of the Form 55002021-01-012,545
Number of retired or separated participants receiving benefits2021-01-011,682
Number of other retired or separated participants entitled to future benefits2021-01-011,591
Total of all active and inactive participants2021-01-015,818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01256
Total participants2021-01-016,074
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0146
2020: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-31707,188,492
Acturial value of plan assets2020-12-31675,615,599
Funding target for retired participants and beneficiaries receiving payment2020-12-31286,008,062
Number of terminated vested participants2020-12-311,682
Fundng target for terminated vested participants2020-12-3184,778,269
Active participant vested funding target2020-12-31174,007,869
Number of active participants2020-12-312,879
Total funding liabilities for active participants2020-12-31180,580,928
Total participant count2020-12-316,431
Total funding target for all participants2020-12-31551,367,259
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3197,299,196
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3197,299,196
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-313,082,097
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31113,813,157
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3110,435,183
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-016,518
Total number of active participants reported on line 7a of the Form 55002020-01-012,755
Number of retired or separated participants receiving benefits2020-01-011,661
Number of other retired or separated participants entitled to future benefits2020-01-011,637
Total of all active and inactive participants2020-01-016,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01248
Total participants2020-01-016,301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0171
2019: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-31618,267,188
Acturial value of plan assets2019-12-31654,172,136
Funding target for retired participants and beneficiaries receiving payment2019-12-31276,156,325
Number of terminated vested participants2019-12-311,673
Fundng target for terminated vested participants2019-12-3183,892,610
Active participant vested funding target2019-12-31177,365,824
Number of active participants2019-12-312,781
Total funding liabilities for active participants2019-12-31185,242,457
Total participant count2019-12-316,285
Total funding target for all participants2019-12-31545,291,392
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31116,629,946
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31116,629,946
Present value of excess contributions2019-12-319,098,346
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-319,619,681
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-3113,242,667
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3197,299,196
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3111,581,548
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-016,285
Total number of active participants reported on line 7a of the Form 55002019-01-012,966
Number of retired or separated participants receiving benefits2019-01-011,645
Number of other retired or separated participants entitled to future benefits2019-01-011,673
Total of all active and inactive participants2019-01-016,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01234
Total participants2019-01-016,518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01126
2018: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-31680,649,128
Acturial value of plan assets2018-12-31654,191,415
Funding target for retired participants and beneficiaries receiving payment2018-12-31269,677,989
Number of terminated vested participants2018-12-311,768
Fundng target for terminated vested participants2018-12-3184,350,472
Active participant vested funding target2018-12-31165,855,291
Number of active participants2018-12-312,567
Total funding liabilities for active participants2018-12-31173,639,404
Total participant count2018-12-316,150
Total funding target for all participants2018-12-31527,667,865
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31119,766,972
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31119,766,972
Present value of excess contributions2018-12-3134,736,542
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3136,789,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-3118,670,802
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31116,629,946
Total employer contributions2018-12-3110,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-319,098,346
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-319,893,604
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-319,098,346
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-016,108
Total number of active participants reported on line 7a of the Form 55002018-01-012,842
Number of retired or separated participants receiving benefits2018-01-011,616
Number of other retired or separated participants entitled to future benefits2018-01-011,666
Total of all active and inactive participants2018-01-016,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01222
Total participants2018-01-016,346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0199
2017: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-31603,917,709
Acturial value of plan assets2017-12-31615,205,691
Funding target for retired participants and beneficiaries receiving payment2017-12-31250,398,443
Number of terminated vested participants2017-12-311,730
Fundng target for terminated vested participants2017-12-3178,117,996
Active participant vested funding target2017-12-31149,594,828
Number of active participants2017-12-312,607
Total funding liabilities for active participants2017-12-31157,854,732
Total participant count2017-12-316,105
Total funding target for all participants2017-12-31486,371,171
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31110,202,302
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31110,202,302
Present value of excess contributions2017-12-3131,441,763
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3133,362,855
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-311,696,226
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31119,766,972
Total employer contributions2017-12-3138,300,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3134,736,542
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-319,067,548
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3134,736,542
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-016,064
Total number of active participants reported on line 7a of the Form 55002017-01-012,626
Number of retired or separated participants receiving benefits2017-01-011,586
Number of other retired or separated participants entitled to future benefits2017-01-011,744
Total of all active and inactive participants2017-01-015,956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01211
Total participants2017-01-016,167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0189
2016: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-31552,638,760
Acturial value of plan assets2016-12-31567,684,402
Funding target for retired participants and beneficiaries receiving payment2016-12-31238,201,059
Number of terminated vested participants2016-12-311,615
Fundng target for terminated vested participants2016-12-3169,258,339
Active participant vested funding target2016-12-31147,412,792
Number of active participants2016-12-312,746
Total funding liabilities for active participants2016-12-31160,648,237
Total participant count2016-12-316,081
Total funding target for all participants2016-12-31468,107,635
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3192,141,543
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3192,141,543
Present value of excess contributions2016-12-3120,384,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3121,669,038
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3119,341,526
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31110,202,302
Total employer contributions2016-12-3145,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3140,680,988
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-319,239,225
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-319,239,225
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-319,239,225
Contributions allocatedtoward minimum required contributions for current year2016-12-3140,680,988
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-016,051
Total number of active participants reported on line 7a of the Form 55002016-01-012,698
Number of retired or separated participants receiving benefits2016-01-011,549
Number of other retired or separated participants entitled to future benefits2016-01-011,706
Total of all active and inactive participants2016-01-015,953
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01201
Total participants2016-01-016,154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01140
2015: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-015,927
Total number of active participants reported on line 7a of the Form 55002015-01-012,825
Number of retired or separated participants receiving benefits2015-01-011,516
Number of other retired or separated participants entitled to future benefits2015-01-011,599
Total of all active and inactive participants2015-01-015,940
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01190
Total participants2015-01-016,130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01133
2014: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-015,813
Total number of active participants reported on line 7a of the Form 55002014-01-012,787
Number of retired or separated participants receiving benefits2014-01-011,489
Number of other retired or separated participants entitled to future benefits2014-01-011,572
Total of all active and inactive participants2014-01-015,848
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01184
Total participants2014-01-016,032
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01118
2013: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-015,649
Total number of active participants reported on line 7a of the Form 55002013-01-012,630
Number of retired or separated participants receiving benefits2013-01-011,475
Number of other retired or separated participants entitled to future benefits2013-01-011,600
Total of all active and inactive participants2013-01-015,705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01176
Total participants2013-01-015,881
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01103

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

Measure Date Value
2022 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$53,299,836
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$593,264,944
Value of total assets at beginning of year2022-12-31$767,242,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$872,646
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$872,646
Liabilities. Value of operating payables at end of year2022-12-31$4,983,401
Liabilities. Value of operating payables at beginning of year2022-12-31$6,310,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$564,781,944
Value of interest in master investment trust accounts at beginning of year2022-12-31$754,242,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$28,483,000
Employer contributions (assets) at end of year2022-12-31$28,483,000
Employer contributions (assets) at beginning of year2022-12-31$13,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$52,427,190
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON, LLP
Accountancy firm EIN2022-12-31366055558
2021 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$47,472,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$767,242,805
Value of total assets at beginning of year2021-12-31$768,981,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$927,981
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$927,981
Liabilities. Value of operating payables at end of year2021-12-31$6,310,427
Liabilities. Value of operating payables at beginning of year2021-12-31$7,124,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$754,242,805
Value of interest in master investment trust accounts at beginning of year2021-12-31$768,981,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$13,000,000
Employer contributions (assets) at end of year2021-12-31$13,000,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$46,544,584
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON, LLP
Accountancy firm EIN2021-12-31366055558
2020 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$40,616,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$768,981,437
Value of total assets at beginning of year2020-12-31$714,128,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,129,275
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$1,129,275
Liabilities. Value of operating payables at end of year2020-12-31$7,124,462
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$768,981,437
Value of interest in master investment trust accounts at beginning of year2020-12-31$714,128,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,487,092
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON, LLP
Accountancy firm EIN2020-12-31366055558
2019 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$32,252,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$714,128,348
Value of total assets at beginning of year2019-12-31$625,150,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,076,715
Total interest from all sources2019-12-31$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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$1,076,715
Liabilities. Value of operating payables at end of year2019-12-31$7,155,934
Liabilities. Value of operating payables at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$714,128,348
Value of interest in master investment trust accounts at beginning of year2019-12-31$615,150,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,175,953
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANT THORNTON, LLP
Accountancy firm EIN2019-12-31366055558
2018 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$44,569,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$625,150,986
Value of total assets at beginning of year2018-12-31$689,232,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$767,516
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$767,516
Liabilities. Value of operating payables at end of year2018-12-31$7,274,421
Liabilities. Value of operating payables at beginning of year2018-12-31$8,287,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$615,150,986
Value of interest in master investment trust accounts at beginning of year2018-12-31$650,932,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,000,000
Employer contributions (assets) at end of year2018-12-31$10,000,000
Employer contributions (assets) at beginning of year2018-12-31$38,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,802,106
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$35,900,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$689,232,201
Value of total assets at beginning of year2017-12-31$613,356,263
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
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 year2017-12-31$8,287,627
Liabilities. Value of operating payables at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$650,932,201
Value of interest in master investment trust accounts at beginning of year2017-12-31$568,356,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$38,300,000
Employer contributions (assets) at end of year2017-12-31$38,300,000
Employer contributions (assets) at beginning of year2017-12-31$45,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$35,282,108
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$35,113,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$613,356,263
Value of total assets at beginning of year2016-12-31$561,403,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$835,711
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,505
Administrative expenses (other) incurred2016-12-31$835,711
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$568,356,263
Value of interest in master investment trust accounts at beginning of year2016-12-31$538,801,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$45,000,000
Employer contributions (assets) at end of year2016-12-31$45,000,000
Employer contributions (assets) at beginning of year2016-12-31$22,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,277,932
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,961,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$561,403,949
Value of total assets at beginning of year2015-12-31$577,250,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$712,355
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,505
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,259
Administrative expenses (other) incurred2015-12-31$712,355
Liabilities. Value of operating payables at end of year2015-12-31$13,334
Liabilities. Value of operating payables at beginning of year2015-12-31$69,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$538,801,444
Value of interest in master investment trust accounts at beginning of year2015-12-31$561,247,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,600,000
Employer contributions (assets) at end of year2015-12-31$22,600,000
Employer contributions (assets) at beginning of year2015-12-31$16,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,248,922
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$33,346,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$577,250,667
Value of total assets at beginning of year2014-12-31$520,432,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$856,856
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$9,397
Administrative expenses (other) incurred2014-12-31$856,856
Liabilities. Value of operating payables at end of year2014-12-31$69,985
Liabilities. Value of operating payables at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$561,247,408
Value of interest in master investment trust accounts at beginning of year2014-12-31$468,123,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,000,000
Employer contributions (assets) at end of year2014-12-31$16,000,000
Employer contributions (assets) at beginning of year2014-12-31$52,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,489,377
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$30,003,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$520,432,797
Value of total assets at beginning of year2013-12-31$500,587,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$585,160
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$9,397
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$15,940
Administrative expenses (other) incurred2013-12-31$585,160
Liabilities. Value of operating payables at end of year2013-12-31$26,670
Liabilities. Value of operating payables at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$468,123,400
Value of interest in master investment trust accounts at beginning of year2013-12-31$500,571,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$52,300,000
Employer contributions (assets) at end of year2013-12-31$52,300,000
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$29,418,040
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558

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

2022: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUNA MUTUAL PENSION PLAN FOR NON-REPRESENTED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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