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Plan Name | CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES |
Plan identification number | 004 |
401k Plan Type | Defined Contribution 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 |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | BRIAN J BORAKOVE | BRADLEY J PRICER | 2018-10-10 | |
004 | 2016-01-01 | ||||
004 | 2015-01-01 | BRIAN J BORAKOVE | BRADLEY J PRICER | 2016-10-06 | |
004 | 2014-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2015-10-07 | |
004 | 2013-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2014-10-06 | |
004 | 2012-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2013-09-25 | |
004 | 2011-01-01 | THOMAS MERFELD | TERI EDMAN | 2012-10-12 | |
004 | 2010-01-01 | THOMAS MERFELD | TERI EDMAN | 2011-10-17 | |
004 | 2009-01-01 | THOMAS MERFELD | TERI EDMAN | 2010-10-18 |
Measure | Date | Value |
---|---|---|
2022: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 1,112 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 732 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 391 |
Total of all active and inactive participants | 2022-01-01 | 1,132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
Total participants | 2022-01-01 | 1,133 |
Number of participants with account balances | 2022-01-01 | 1,132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 24 |
2021: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 1,129 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 727 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 373 |
Total of all active and inactive participants | 2021-01-01 | 1,111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
Total participants | 2021-01-01 | 1,112 |
Number of participants with account balances | 2021-01-01 | 1,111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 21 |
2020: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 1,148 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 756 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 362 |
Total of all active and inactive participants | 2020-01-01 | 1,129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 1,129 |
Number of participants with account balances | 2020-01-01 | 1,129 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 22 |
2019: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 791 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 765 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 372 |
Total of all active and inactive participants | 2019-01-01 | 1,148 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 1,148 |
Number of participants with account balances | 2019-01-01 | 1,148 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 27 |
2018: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 794 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 791 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 356 |
Total of all active and inactive participants | 2018-01-01 | 1,158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 1,159 |
Number of participants with account balances | 2018-01-01 | 1,158 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 30 |
2017: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 842 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 794 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 357 |
Total of all active and inactive participants | 2017-01-01 | 1,162 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 2 |
Total participants | 2017-01-01 | 1,164 |
Number of participants with account balances | 2017-01-01 | 1,162 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 39 |
2016: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 1,258 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 842 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 329 |
Total of all active and inactive participants | 2016-01-01 | 1,182 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 2 |
Total participants | 2016-01-01 | 1,184 |
Number of participants with account balances | 2016-01-01 | 1,182 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 23 |
2015: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,258 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 633 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 358 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 251 |
Total of all active and inactive participants | 2015-01-01 | 1,242 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 14 |
Total participants | 2015-01-01 | 1,256 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 36 |
2014: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,190 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 908 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 287 |
Total of all active and inactive participants | 2014-01-01 | 1,204 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 1,204 |
Number of participants with account balances | 2014-01-01 | 1,195 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 18 |
2013: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,163 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 886 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 298 |
Total of all active and inactive participants | 2013-01-01 | 1,190 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 1,190 |
Number of participants with account balances | 2013-01-01 | 1,184 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 21 |
2012: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,129 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 892 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 265 |
Total of all active and inactive participants | 2012-01-01 | 1,163 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 1,163 |
Number of participants with account balances | 2012-01-01 | 1,157 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 14 |
2011: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,100 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 871 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 252 |
Total of all active and inactive participants | 2011-01-01 | 1,128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 1,129 |
Number of participants with account balances | 2011-01-01 | 1,125 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 11 |
2010: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 1,176 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 919 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 18 |
Total of all active and inactive participants | 2010-01-01 | 1,033 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 1,035 |
Number of participants with account balances | 2010-01-01 | 925 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 39 |
2009: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,235 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 906 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 252 |
Total of all active and inactive participants | 2009-01-01 | 1,175 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 1,176 |
Number of participants with account balances | 2009-01-01 | 1,151 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 13 |
Measure | Date | Value |
---|---|---|
2022 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-26,395,023 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $14,435,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $14,435,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,996,594 |
Value of total assets at end of year | 2022-12-31 | $200,351,784 |
Value of total assets at beginning of year | 2022-12-31 | $241,181,931 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $54,935 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,881,315 |
Participant contributions at end of year | 2022-12-31 | $1,463,650 |
Participant contributions at beginning of year | 2022-12-31 | $1,537,237 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $423,510 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-40,830,147 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $200,351,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $241,181,931 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Income. Interest from loans (other than to participants) | 2022-12-31 | $54,935 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $198,888,134 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $239,644,694 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,691,769 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $14,435,124 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2022-12-31 | 366055558 |
2021 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $35,538,920 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $13,158,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,158,724 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $6,033,848 |
Value of total assets at end of year | 2021-12-31 | $241,181,931 |
Value of total assets at beginning of year | 2021-12-31 | $218,801,735 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $79,733 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,191,462 |
Participant contributions at end of year | 2021-12-31 | $1,537,237 |
Participant contributions at beginning of year | 2021-12-31 | $1,669,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $44,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $22,380,196 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $241,181,931 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $218,801,735 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Income. Interest from loans (other than to participants) | 2021-12-31 | $79,733 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $239,644,694 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $217,132,335 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,797,426 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $13,158,724 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2021-12-31 | 366055558 |
2020 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $28,342,617 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $10,015,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,015,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,505,902 |
Value of total assets at end of year | 2020-12-31 | $218,801,735 |
Value of total assets at beginning of year | 2020-12-31 | $200,474,654 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $77,748 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,343,888 |
Participant contributions at end of year | 2020-12-31 | $1,669,400 |
Participant contributions at beginning of year | 2020-12-31 | $1,760,371 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $212,840 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $18,327,081 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $218,801,735 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $200,474,654 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Income. Interest from loans (other than to participants) | 2020-12-31 | $77,748 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $217,132,335 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $198,714,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,949,174 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $10,015,536 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2020-12-31 | 366055558 |
2019 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $38,792,978 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,930,444 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,930,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $6,259,168 |
Value of total assets at end of year | 2019-12-31 | $200,474,654 |
Value of total assets at beginning of year | 2019-12-31 | $168,612,120 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $74,381 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,048,315 |
Participant contributions at end of year | 2019-12-31 | $1,760,371 |
Participant contributions at beginning of year | 2019-12-31 | $1,725,181 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $437,365 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $31,862,534 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $200,474,654 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $168,612,120 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Income. Interest from loans (other than to participants) | 2019-12-31 | $74,381 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $198,714,283 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $166,886,939 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,773,488 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,930,444 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2019-12-31 | 366055558 |
2018 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-2,168,248 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $10,434,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $10,434,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,337,387 |
Value of total assets at end of year | 2018-12-31 | $168,612,120 |
Value of total assets at beginning of year | 2018-12-31 | $181,214,781 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $62,521 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,020,264 |
Participant contributions at end of year | 2018-12-31 | $1,725,181 |
Participant contributions at beginning of year | 2018-12-31 | $1,756,924 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $560,109 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-12,602,661 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $168,612,120 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $181,214,781 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest on participant loans | 2018-12-31 | $62,521 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $166,886,939 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $179,457,857 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,757,014 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $10,434,413 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2018-12-31 | 366055558 |
2017 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $29,150,692 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $9,410,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,410,988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,374,867 |
Value of total assets at end of year | 2017-12-31 | $181,214,781 |
Value of total assets at beginning of year | 2017-12-31 | $161,475,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $61,396 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,107,082 |
Participant contributions at end of year | 2017-12-31 | $1,756,924 |
Participant contributions at beginning of year | 2017-12-31 | $1,780,107 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $429,401 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $19,739,704 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $181,214,781 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $161,475,077 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest on participant loans | 2017-12-31 | $61,396 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $179,457,857 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $159,694,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,838,384 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $9,410,988 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2017-12-31 | 366055558 |
2016 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
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 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $18,708,953 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $11,466,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $11,466,567 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,029,663 |
Value of total assets at end of year | 2016-12-31 | $161,475,077 |
Value of total assets at beginning of year | 2016-12-31 | $154,232,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $64,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,442,391 |
Participant contributions at end of year | 2016-12-31 | $1,780,107 |
Participant contributions at beginning of year | 2016-12-31 | $2,153,134 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $596,507 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $7,242,386 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $161,475,077 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $154,232,691 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest on participant loans | 2016-12-31 | $64,452 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $159,694,970 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $152,079,557 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,990,765 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $11,466,567 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $5,559,401 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $9,013,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,013,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,872,954 |
Value of total assets at end of year | 2015-12-31 | $154,232,691 |
Value of total assets at beginning of year | 2015-12-31 | $157,686,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $74,418 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,549,438 |
Participant contributions at end of year | 2015-12-31 | $2,153,134 |
Participant contributions at beginning of year | 2015-12-31 | $2,327,406 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $267,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,453,800 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $154,232,691 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $157,686,491 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest on participant loans | 2015-12-31 | $74,418 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $152,079,557 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $155,359,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,055,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,013,201 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $16,339,214 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,595,942 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,595,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,762,434 |
Value of total assets at end of year | 2014-12-31 | $157,686,491 |
Value of total assets at beginning of year | 2014-12-31 | $147,943,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $80,520 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,533,116 |
Participant contributions at end of year | 2014-12-31 | $2,327,406 |
Participant contributions at beginning of year | 2014-12-31 | $2,280,435 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $143,278 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $9,743,272 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $157,686,491 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $147,943,219 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest on participant loans | 2014-12-31 | $80,520 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $155,359,085 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $145,662,784 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,086,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,595,942 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | GRANT THORNTON, LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : CUNA MUTUAL 401(K) 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $25,711,208 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $10,302,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,302,597 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $7,346,559 |
Value of total assets at end of year | 2013-12-31 | $147,943,219 |
Value of total assets at beginning of year | 2013-12-31 | $132,534,608 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $77,263 |
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 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
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 |
Contributions received from participants | 2013-12-31 | $3,982,250 |
Participant contributions at end of year | 2013-12-31 | $2,280,435 |
Participant contributions at beginning of year | 2013-12-31 | $2,271,623 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,334,781 |
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 | $15,408,611 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $147,943,219 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $132,534,608 |
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 |
Interest on participant loans | 2013-12-31 | $77,263 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $145,662,784 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $130,262,985 |
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 | $2,029,528 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,302,597 |
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 401(K) PLAN FOR REPRESENTED EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $20,190,550 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $6,648,415 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,648,415 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,712,844 |
Value of total assets at end of year | 2012-12-31 | $132,534,608 |
Value of total assets at beginning of year | 2012-12-31 | $118,992,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $75,230 |
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 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 |
Contributions received from participants | 2012-12-31 | $4,393,561 |
Participant contributions at end of year | 2012-12-31 | $2,271,623 |
Participant contributions at beginning of year | 2012-12-31 | $2,276,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $285,758 |
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 | $13,542,135 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $132,534,608 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $118,992,473 |
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 |
Interest on participant loans | 2012-12-31 | $75,230 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $130,262,985 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $116,715,987 |
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 | $2,033,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,648,415 |
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 401(K) PLAN FOR REPRESENTED EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $6,983,350 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $5,254,991 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,254,991 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,649,599 |
Value of total assets at end of year | 2011-12-31 | $118,992,473 |
Value of total assets at beginning of year | 2011-12-31 | $117,264,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $81,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,290,611 |
Participant contributions at end of year | 2011-12-31 | $2,276,486 |
Participant contributions at beginning of year | 2011-12-31 | $2,157,223 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $386,775 |
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 | $1,728,359 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $118,992,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $117,264,114 |
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 |
Interest on participant loans | 2011-12-31 | $81,727 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $116,715,987 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $115,106,891 |
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 | $1,972,213 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,254,991 |
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 | No |
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 401(K) PLAN FOR REPRESENTED EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $16,795,914 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $8,678,279 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $8,678,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,040,735 |
Value of total assets at end of year | 2010-12-31 | $117,264,114 |
Value of total assets at beginning of year | 2010-12-31 | $109,146,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $97,973 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $4,046,894 |
Participant contributions at end of year | 2010-12-31 | $2,157,223 |
Participant contributions at beginning of year | 2010-12-31 | $2,245,517 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $106,356 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $8,117,635 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $117,264,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $109,146,479 |
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 |
Interest on participant loans | 2010-12-31 | $97,973 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $115,106,891 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $106,900,962 |
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 | $1,887,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,678,279 |
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 |
2022: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CUNA MUTUAL 401(K) 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 401(K) 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 401(K) 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 401(K) 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 401(K) 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 |