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CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 401k Plan overview

Plan NameCUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES
Plan identification number 004

CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042019-01-01
0042018-01-01
0042017-01-01BRIAN J BORAKOVE BRADLEY J PRICER2018-10-10
0042016-01-01
0042015-01-01BRIAN J BORAKOVE BRADLEY J PRICER2016-10-06
0042014-01-01THOMAS J. MERFELD TERI L. EDMAN2015-10-07
0042013-01-01THOMAS J. MERFELD TERI L. EDMAN2014-10-06
0042012-01-01THOMAS J. MERFELD TERI L. EDMAN2013-09-25
0042011-01-01THOMAS MERFELD TERI EDMAN2012-10-12
0042010-01-01THOMAS MERFELD TERI EDMAN2011-10-17
0042009-01-01THOMAS MERFELD TERI EDMAN2010-10-18

Plan Statistics for CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES

401k plan membership statisitcs for CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES

Measure Date Value
2022: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-011,112
Total number of active participants reported on line 7a of the Form 55002022-01-01732
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-01391
Total of all active and inactive participants2022-01-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,133
Number of participants with account balances2022-01-011,132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-011,129
Total number of active participants reported on line 7a of the Form 55002021-01-01727
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-01373
Total of all active and inactive participants2021-01-011,111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,112
Number of participants with account balances2021-01-011,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-011,148
Total number of active participants reported on line 7a of the Form 55002020-01-01756
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01362
Total of all active and inactive participants2020-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,129
Number of participants with account balances2020-01-011,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0122
2019: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01791
Total number of active participants reported on line 7a of the Form 55002019-01-01765
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01372
Total of all active and inactive participants2019-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,148
Number of participants with account balances2019-01-011,148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0127
2018: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01794
Total number of active participants reported on line 7a of the Form 55002018-01-01791
Number of retired or separated participants receiving benefits2018-01-0111
Number of other retired or separated participants entitled to future benefits2018-01-01356
Total of all active and inactive participants2018-01-011,158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-011,159
Number of participants with account balances2018-01-011,158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01842
Total number of active participants reported on line 7a of the Form 55002017-01-01794
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-01357
Total of all active and inactive participants2017-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,164
Number of participants with account balances2017-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-011,258
Total number of active participants reported on line 7a of the Form 55002016-01-01842
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-01329
Total of all active and inactive participants2016-01-011,182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,184
Number of participants with account balances2016-01-011,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-011,258
Total number of active participants reported on line 7a of the Form 55002015-01-01633
Number of retired or separated participants receiving benefits2015-01-01358
Number of other retired or separated participants entitled to future benefits2015-01-01251
Total of all active and inactive participants2015-01-011,242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-011,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0136
2014: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-011,190
Total number of active participants reported on line 7a of the Form 55002014-01-01908
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01287
Total of all active and inactive participants2014-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,204
Number of participants with account balances2014-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-011,163
Total number of active participants reported on line 7a of the Form 55002013-01-01886
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-01298
Total of all active and inactive participants2013-01-011,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,190
Number of participants with account balances2013-01-011,184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-011,129
Total number of active participants reported on line 7a of the Form 55002012-01-01892
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-01265
Total of all active and inactive participants2012-01-011,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,163
Number of participants with account balances2012-01-011,157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-011,100
Total number of active participants reported on line 7a of the Form 55002011-01-01871
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01252
Total of all active and inactive participants2011-01-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-011,129
Number of participants with account balances2011-01-011,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-011,176
Total number of active participants reported on line 7a of the Form 55002010-01-01919
Number of retired or separated participants receiving benefits2010-01-0196
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,035
Number of participants with account balances2010-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0139
2009: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-011,235
Total number of active participants reported on line 7a of the Form 55002009-01-01906
Number of retired or separated participants receiving benefits2009-01-0117
Number of other retired or separated participants entitled to future benefits2009-01-01252
Total of all active and inactive participants2009-01-011,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,176
Number of participants with account balances2009-01-011,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES

Measure Date Value
2022 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$14,435,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$200,351,784
Value of total assets at beginning of year2022-12-31$241,181,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,881,315
Participant contributions at end of year2022-12-31$1,463,650
Participant contributions at beginning of year2022-12-31$1,537,237
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$423,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Income. Interest from loans (other than to participants)2022-12-31$54,935
Value of interest in master investment trust accounts at end of year2022-12-31$198,888,134
Value of interest in master investment trust accounts at beginning of year2022-12-31$239,644,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,691,769
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,435,124
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON, LLP
Accountancy firm EIN2022-12-31366055558
2021 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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 assets2021-12-31$0
Total of all expenses incurred2021-12-31$13,158,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$241,181,931
Value of total assets at beginning of year2021-12-31$218,801,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,191,462
Participant contributions at end of year2021-12-31$1,537,237
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Income. Interest from loans (other than to participants)2021-12-31$79,733
Value of interest in master investment trust accounts at end of year2021-12-31$239,644,694
Value of interest in master investment trust accounts at beginning of year2021-12-31$217,132,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,797,426
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,158,724
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON, LLP
Accountancy firm EIN2021-12-31366055558
2020 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,015,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$218,801,735
Value of total assets at beginning of year2020-12-31$200,474,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,343,888
Participant contributions at end of year2020-12-31$1,669,400
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Income. Interest from loans (other than to participants)2020-12-31$77,748
Value of interest in master investment trust accounts at end of year2020-12-31$217,132,335
Value of interest in master investment trust accounts at beginning of year2020-12-31$198,714,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,949,174
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,015,536
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON, LLP
Accountancy firm EIN2020-12-31366055558
2019 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,930,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$200,474,654
Value of total assets at beginning of year2019-12-31$168,612,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,048,315
Participant contributions at end of year2019-12-31$1,760,371
Participant contributions at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Income. Interest from loans (other than to participants)2019-12-31$74,381
Value of interest in master investment trust accounts at end of year2019-12-31$198,714,283
Value of interest in master investment trust accounts at beginning of year2019-12-31$166,886,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,773,488
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,930,444
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GRANT THORNTON, LLP
Accountancy firm EIN2019-12-31366055558
2018 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,434,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$168,612,120
Value of total assets at beginning of year2018-12-31$181,214,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,020,264
Participant contributions at end of year2018-12-31$1,725,181
Participant contributions at beginning of year2018-12-31$1,756,924
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$560,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest on participant loans2018-12-31$62,521
Value of interest in master investment trust accounts at end of year2018-12-31$166,886,939
Value of interest in master investment trust accounts at beginning of year2018-12-31$179,457,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,757,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,434,413
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GRANT THORNTON, LLP
Accountancy firm EIN2018-12-31366055558
2017 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,410,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$181,214,781
Value of total assets at beginning of year2017-12-31$161,475,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,107,082
Participant contributions at end of year2017-12-31$1,756,924
Participant contributions at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest on participant loans2017-12-31$61,396
Value of interest in master investment trust accounts at end of year2017-12-31$179,457,857
Value of interest in master investment trust accounts at beginning of year2017-12-31$159,694,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,838,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,410,988
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GRANT THORNTON, LLP
Accountancy firm EIN2017-12-31366055558
2016 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$11,466,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$161,475,077
Value of total assets at beginning of year2016-12-31$154,232,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,442,391
Participant contributions at end of year2016-12-31$1,780,107
Participant contributions at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest on participant loans2016-12-31$64,452
Value of interest in master investment trust accounts at end of year2016-12-31$159,694,970
Value of interest in master investment trust accounts at beginning of year2016-12-31$152,079,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,990,765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,466,567
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRANT THORNTON, LLP
Accountancy firm EIN2016-12-31366055558
2015 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,013,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$154,232,691
Value of total assets at beginning of year2015-12-31$157,686,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,549,438
Participant contributions at end of year2015-12-31$2,153,134
Participant contributions at beginning of year2015-12-31$2,327,406
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$267,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest on participant loans2015-12-31$74,418
Value of interest in master investment trust accounts at end of year2015-12-31$152,079,557
Value of interest in master investment trust accounts at beginning of year2015-12-31$155,359,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,055,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,013,201
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GRANT THORNTON, LLP
Accountancy firm EIN2015-12-31366055558
2014 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,595,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$157,686,491
Value of total assets at beginning of year2014-12-31$147,943,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,533,116
Participant contributions at end of year2014-12-31$2,327,406
Participant contributions at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest on participant loans2014-12-31$80,520
Value of interest in master investment trust accounts at end of year2014-12-31$155,359,085
Value of interest in master investment trust accounts at beginning of year2014-12-31$145,662,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,086,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,595,942
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GRANT THORNTON, LLP
Accountancy firm EIN2014-12-31366055558
2013 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,302,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$147,943,219
Value of total assets at beginning of year2013-12-31$132,534,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,982,250
Participant contributions at end of year2013-12-31$2,280,435
Participant contributions at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest on participant loans2013-12-31$77,263
Value of interest in master investment trust accounts at end of year2013-12-31$145,662,784
Value of interest in master investment trust accounts at beginning of year2013-12-31$130,262,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,029,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,302,597
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GRANT THORNTON, LLP
Accountancy firm EIN2013-12-31366055558
2012 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,648,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$132,534,608
Value of total assets at beginning of year2012-12-31$118,992,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$4,393,561
Participant contributions at end of year2012-12-31$2,271,623
Participant contributions at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest on participant loans2012-12-31$75,230
Value of interest in master investment trust accounts at end of year2012-12-31$130,262,985
Value of interest in master investment trust accounts at beginning of year2012-12-31$116,715,987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,033,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,648,415
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GRANT THORNTON, LLP
Accountancy firm EIN2012-12-31366055558
2011 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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 assets2011-12-31$0
Total of all expenses incurred2011-12-31$5,254,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$118,992,473
Value of total assets at beginning of year2011-12-31$117,264,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,290,611
Participant contributions at end of year2011-12-31$2,276,486
Participant contributions at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest on participant loans2011-12-31$81,727
Value of interest in master investment trust accounts at end of year2011-12-31$116,715,987
Value of interest in master investment trust accounts at beginning of year2011-12-31$115,106,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,972,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$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 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GRANT THORNTON, LLP
Accountancy firm EIN2011-12-31366055558
2010 : CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,678,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$117,264,114
Value of total assets at beginning of year2010-12-31$109,146,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,046,894
Participant contributions at end of year2010-12-31$2,157,223
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest on participant loans2010-12-31$97,973
Value of interest in master investment trust accounts at end of year2010-12-31$115,106,891
Value of interest in master investment trust accounts at beginning of year2010-12-31$106,900,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,887,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GRANT THORNTON, LLP
Accountancy firm EIN2010-12-31366055558

Form 5500 Responses for CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES

2022: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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