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Plan Name | CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | CMFG LIFE INSURANCE COMPANY |
Employer identification number (EIN): | 390230590 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about CMFG LIFE INSURANCE COMPANY
Jurisdiction of Incorporation: | Iowa Secretary of State Business Entities |
Incorporation Date: | 2007-05-03 |
Company Identification Number: | 345374 |
Legal Registered Office Address: |
400 E COURT AVE DES MOINES United States of America (USA) 50309 |
More information about CMFG LIFE INSURANCE COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2013-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2014-10-06 | |
001 | 2012-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2013-09-25 | |
001 | 2011-01-01 | THOMASMERFELD | TERI EDMAN | 2012-10-15 | |
001 | 2010-01-01 | THOMAS MERFELD | TERI EDMAN | 2011-10-17 | |
001 | 2009-01-01 | THOMAS MERFELD | TERI EDMAN | 2010-10-18 | |
001 | 2009-01-01 | TERI EDMAN |
Measure | Date | Value |
---|---|---|
2013: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,245 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 693 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 319 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 244 |
Total of all active and inactive participants | 2013-01-01 | 1,256 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 11 |
Total participants | 2013-01-01 | 1,267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 39 |
2012: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,215 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 711 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 292 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 246 |
Total of all active and inactive participants | 2012-01-01 | 1,249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 11 |
Total participants | 2012-01-01 | 1,260 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 23 |
2011: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,200 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 696 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 276 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 236 |
Total of all active and inactive participants | 2011-01-01 | 1,208 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 9 |
Total participants | 2011-01-01 | 1,217 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 12 |
2010: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,226 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 703 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 259 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 230 |
Total of all active and inactive participants | 2010-01-01 | 1,192 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 8 |
Total participants | 2010-01-01 | 1,200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 15 |
2009: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,271 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 746 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 254 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 222 |
Total of all active and inactive participants | 2009-01-01 | 1,222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 4 |
Total participants | 2009-01-01 | 1,226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 18 |
Measure | Date | Value |
---|---|---|
2013 : CUNA MUTUAL PENSION PLAN FOR 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 | $11,249 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $42,284 |
Total income from all sources (including contributions) | 2013-12-31 | $17,295,901 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $8,366,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $8,117,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,700,000 |
Value of total assets at end of year | 2013-12-31 | $166,056,776 |
Value of total assets at beginning of year | 2013-12-31 | $157,158,399 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $248,530 |
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 | $2,046 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $4,961 |
Administrative expenses (other) incurred | 2013-12-31 | $248,530 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $11,249 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $42,284 |
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 | $8,929,412 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $166,045,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $157,116,115 |
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 | $148,354,730 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $157,153,438 |
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 | $17,700,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $17,700,000 |
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 | $8,117,959 |
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 |
2012 : CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $787,082 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $42,284 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $145,356 |
Total income from all sources (including contributions) | 2012-12-31 | $25,371,885 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $6,502,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,322,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $9,024,390 |
Value of total assets at end of year | 2012-12-31 | $157,158,399 |
Value of total assets at beginning of year | 2012-12-31 | $139,178,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $179,303 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $120,708 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $4,961 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,932 |
Administrative expenses (other) incurred | 2012-12-31 | $58,595 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $42,284 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $145,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $18,869,785 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $157,116,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $139,033,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $157,153,438 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $139,172,836 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $9,024,390 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,322,797 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2011 : CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $211,479 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $145,356 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $92,990 |
Total income from all sources (including contributions) | 2011-12-31 | $31,880,196 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $5,950,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,675,802 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $18,000,000 |
Value of total assets at end of year | 2011-12-31 | $139,178,768 |
Value of total assets at beginning of year | 2011-12-31 | $113,407,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $274,297 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $50,323 |
Expenses. Total of all expenses incurred | 2011-12-31 | $895 |
Benefits paid (including direct rollovers) | 2011-12-31 | $328 |
Total plan assets at end of year | 2011-12-31 | $322,992 |
Total plan assets at beginning of year | 2011-12-31 | $273,564 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $26,370 |
Other income received | 2011-12-31 | $-7,501 |
Net income (gross income less expenses) | 2011-12-31 | $49,428 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $322,992 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $273,564 |
Assets. Value of participant loans | 2011-12-31 | $16,543 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $31,454 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5,932 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $9,551 |
Administrative expenses (other) incurred | 2011-12-31 | $274,297 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $145,356 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $92,990 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $25,930,097 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $139,033,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $113,314,794 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $139,172,836 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $113,398,233 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $18,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,675,802 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2011-12-31 | 366055558 |
2010 : CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $593,931 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $92,990 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $13,499 |
Total income from all sources (including contributions) | 2010-12-31 | $15,315,922 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $5,861,424 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,678,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,000,000 |
Value of total assets at end of year | 2010-12-31 | $113,407,784 |
Value of total assets at beginning of year | 2010-12-31 | $104,467,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $183,349 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $76,824 |
Expenses. Total of all expenses incurred | 2010-12-31 | $44,024 |
Benefits paid (including direct rollovers) | 2010-12-31 | $43,368 |
Total plan assets at end of year | 2010-12-31 | $273,564 |
Total plan assets at beginning of year | 2010-12-31 | $240,764 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $18,624 |
Other income received | 2010-12-31 | $29,717 |
Net income (gross income less expenses) | 2010-12-31 | $32,800 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $273,564 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $240,764 |
Assets. Value of participant loans | 2010-12-31 | $15,640 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $28,483 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $656 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $9,551 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $19,527 |
Administrative expenses (other) incurred | 2010-12-31 | $183,349 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $92,990 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $13,499 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $9,454,498 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $113,314,794 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $104,454,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $113,398,233 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $104,448,199 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $6,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,678,075 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2010-12-31 | 366055558 |
2013: CUNA MUTUAL PENSION PLAN FOR 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 | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CUNA MUTUAL PENSION PLAN FOR REPRESENTED EMPLOYEES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |