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Plan Name | CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES |
Plan identification number | 008 |
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 |
---|---|---|---|---|---|
008 | 2022-01-01 | ||||
008 | 2021-01-01 | ||||
008 | 2021-01-01 | ||||
008 | 2020-01-01 | ||||
008 | 2019-01-01 | ||||
008 | 2019-01-01 | ||||
008 | 2018-01-01 | ||||
008 | 2017-01-01 | BRIAN J BORAKOVE | BRADLEY J PRICER | 2018-10-10 | |
008 | 2016-01-01 | ||||
008 | 2015-01-01 | BRIAN J BORAKOVE | BRADLEY J PRICER | 2016-10-06 | |
008 | 2014-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2015-10-07 | |
008 | 2013-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2014-10-06 | |
008 | 2012-01-01 | THOMAS J. MERFELD | TERI L. EDMAN | 2013-09-25 | |
008 | 2011-01-01 | THOMAS MERFELD | TERI EDMAN | 2012-10-12 | |
008 | 2010-01-01 | THOMAS MERFELD | TERI EDMAN | 2011-10-17 | |
008 | 2009-01-01 | THOMAS MERFELD | TERI EDMAN | 2010-10-18 |
Measure | Date | Value |
---|---|---|
2022: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 4,887 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,501 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 58 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,475 |
Total of all active and inactive participants | 2022-01-01 | 5,034 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 10 |
Total participants | 2022-01-01 | 5,044 |
Number of participants with account balances | 2022-01-01 | 5,034 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 192 |
2021: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 4,474 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,433 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,366 |
Total of all active and inactive participants | 2021-01-01 | 4,872 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 15 |
Total participants | 2021-01-01 | 4,887 |
Number of participants with account balances | 2021-01-01 | 4,872 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 165 |
2020: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4,427 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,069 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,319 |
Total of all active and inactive participants | 2020-01-01 | 4,461 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 13 |
Total participants | 2020-01-01 | 4,474 |
Number of participants with account balances | 2020-01-01 | 4,461 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 163 |
2019: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 2,881 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,969 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 73 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,376 |
Total of all active and inactive participants | 2019-01-01 | 4,418 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 4,427 |
Number of participants with account balances | 2019-01-01 | 4,418 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 172 |
2018: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 2,706 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,881 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,325 |
Total of all active and inactive participants | 2018-01-01 | 4,275 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 17 |
Total participants | 2018-01-01 | 4,292 |
Number of participants with account balances | 2018-01-01 | 4,275 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 106 |
2017: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 2,749 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,706 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 72 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,331 |
Total of all active and inactive participants | 2017-01-01 | 4,109 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 17 |
Total participants | 2017-01-01 | 4,126 |
Number of participants with account balances | 2017-01-01 | 4,109 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 159 |
2016: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 4,322 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,794 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 98 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,281 |
Total of all active and inactive participants | 2016-01-01 | 4,173 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 20 |
Total participants | 2016-01-01 | 4,193 |
Number of participants with account balances | 2016-01-01 | 4,173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 114 |
2015: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,841 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,976 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 90 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,243 |
Total of all active and inactive participants | 2015-01-01 | 4,309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 13 |
Total participants | 2015-01-01 | 4,322 |
Number of participants with account balances | 2015-01-01 | 4,219 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 107 |
2014: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,842 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,630 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 79 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,121 |
Total of all active and inactive participants | 2014-01-01 | 3,830 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 11 |
Total participants | 2014-01-01 | 3,841 |
Number of participants with account balances | 2014-01-01 | 3,751 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 70 |
2013: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,646 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,520 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 68 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,245 |
Total of all active and inactive participants | 2013-01-01 | 3,833 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 9 |
Total participants | 2013-01-01 | 3,842 |
Number of participants with account balances | 2013-01-01 | 3,765 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 83 |
2012: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 3,610 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,413 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 59 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,166 |
Total of all active and inactive participants | 2012-01-01 | 3,638 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 3,646 |
Number of participants with account balances | 2012-01-01 | 3,579 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 65 |
2011: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 3,354 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,282 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 194 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,122 |
Total of all active and inactive participants | 2011-01-01 | 3,598 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 12 |
Total participants | 2011-01-01 | 3,610 |
Number of participants with account balances | 2011-01-01 | 3,419 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 76 |
2010: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 3,723 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,347 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 313 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 17 |
Total of all active and inactive participants | 2010-01-01 | 2,677 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 20 |
Total participants | 2010-01-01 | 2,697 |
Number of participants with account balances | 2010-01-01 | 2,623 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 80 |
2009: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 4,389 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,526 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 45 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,141 |
Total of all active and inactive participants | 2009-01-01 | 3,712 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 11 |
Total participants | 2009-01-01 | 3,723 |
Number of participants with account balances | 2009-01-01 | 2,526 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 25 |
Measure | Date | Value |
---|---|---|
2022 : CUNA MUTUAL 401(K) PLAN FOR NON-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 | $-74,095,634 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $53,247,848 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $53,247,848 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $63,203,585 |
Value of total assets at end of year | 2022-12-31 | $874,752,491 |
Value of total assets at beginning of year | 2022-12-31 | $1,002,095,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $317,443 |
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 | $38,198,626 |
Participant contributions at end of year | 2022-12-31 | $8,333,945 |
Participant contributions at beginning of year | 2022-12-31 | $8,974,260 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $6,455,302 |
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 | $-127,343,482 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $874,752,491 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,002,095,973 |
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 | $317,443 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $866,418,546 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $993,121,713 |
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 | $18,549,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $53,247,848 |
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 NON-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 | $187,693,543 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $50,759,100 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $50,759,100 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $65,905,480 |
Value of total assets at end of year | 2021-12-31 | $1,002,095,973 |
Value of total assets at beginning of year | 2021-12-31 | $865,161,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $385,753 |
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 | $35,177,136 |
Participant contributions at end of year | 2021-12-31 | $8,974,260 |
Participant contributions at beginning of year | 2021-12-31 | $9,213,321 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $13,856,292 |
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 | $136,934,443 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,002,095,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $865,161,530 |
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 | $385,753 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $993,121,713 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $855,948,209 |
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 | $16,872,052 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $50,759,100 |
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 NON-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 | $136,955,766 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $51,356,003 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $51,356,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $51,344,816 |
Value of total assets at end of year | 2020-12-31 | $865,161,530 |
Value of total assets at beginning of year | 2020-12-31 | $779,561,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $390,470 |
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 | $32,222,954 |
Participant contributions at end of year | 2020-12-31 | $9,213,321 |
Participant contributions at beginning of year | 2020-12-31 | $8,889,597 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,383,858 |
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 | $85,599,763 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $865,161,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $779,561,767 |
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 | $390,470 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $855,948,209 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $770,672,170 |
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 | $15,738,004 |
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 | $51,356,003 |
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 NON-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 | $182,449,724 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $49,016,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $49,016,177 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $54,176,151 |
Value of total assets at end of year | 2019-12-31 | $779,561,779 |
Value of total assets at beginning of year | 2019-12-31 | $646,128,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $378,623 |
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 | $29,943,123 |
Participant contributions at end of year | 2019-12-31 | $8,889,597 |
Participant contributions at beginning of year | 2019-12-31 | $8,687,548 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,577,719 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
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 | $133,433,547 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $779,561,779 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $646,128,232 |
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 | $378,623 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $770,672,182 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $637,440,684 |
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 | $14,655,309 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $49,016,177 |
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 NON-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 | $11,573,023 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $44,631,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $44,631,718 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $45,541,750 |
Value of total assets at end of year | 2018-12-31 | $646,128,232 |
Value of total assets at beginning of year | 2018-12-31 | $679,186,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $334,464 |
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 | $27,781,527 |
Participant contributions at end of year | 2018-12-31 | $8,687,548 |
Participant contributions at beginning of year | 2018-12-31 | $8,315,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $3,965,174 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
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 | $-33,058,695 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $646,128,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $679,186,927 |
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 | $334,464 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $637,440,684 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $670,871,832 |
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 | $13,795,049 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $44,631,718 |
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 NON-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 | $126,596,546 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $38,561,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $38,561,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $41,608,554 |
Value of total assets at end of year | 2017-12-31 | $679,186,927 |
Value of total assets at beginning of year | 2017-12-31 | $591,152,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $290,342 |
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 | $26,033,378 |
Participant contributions at end of year | 2017-12-31 | $8,315,095 |
Participant contributions at beginning of year | 2017-12-31 | $8,268,876 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $2,708,975 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
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 | $88,034,624 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $679,186,927 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $591,152,303 |
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 | $290,342 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $670,871,832 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $582,883,427 |
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 | $12,866,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $38,561,922 |
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 NON-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 | $84,538,186 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $42,900,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $42,900,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $42,866,258 |
Value of total assets at end of year | 2016-12-31 | $591,152,303 |
Value of total assets at beginning of year | 2016-12-31 | $549,514,130 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $277,289 |
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 | $26,671,500 |
Participant contributions at end of year | 2016-12-31 | $8,268,876 |
Participant contributions at beginning of year | 2016-12-31 | $8,429,157 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,095,308 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
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 | $41,638,173 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $591,152,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $549,514,130 |
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 | $277,289 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $582,883,427 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $541,084,973 |
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 | $13,099,450 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $42,900,013 |
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 NON-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 | $39,234,179 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $32,566,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $32,566,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $43,117,405 |
Value of total assets at end of year | 2015-12-31 | $549,514,130 |
Value of total assets at beginning of year | 2015-12-31 | $542,846,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $279,426 |
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 | $25,653,835 |
Participant contributions at end of year | 2015-12-31 | $8,429,157 |
Participant contributions at beginning of year | 2015-12-31 | $8,212,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,471,350 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $10,427,147 |
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 | $6,667,276 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $549,514,130 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $542,846,854 |
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 | $279,426 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $541,084,973 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $524,206,715 |
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 | $12,992,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $32,566,903 |
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 NON-REPRESENTED EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $10,427,147 |
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 | $71,135,254 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $31,470,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $31,470,473 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $40,802,413 |
Value of total assets at end of year | 2014-12-31 | $542,846,854 |
Value of total assets at beginning of year | 2014-12-31 | $492,754,926 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $263,433 |
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 | $23,206,099 |
Participant contributions at end of year | 2014-12-31 | $8,212,992 |
Participant contributions at beginning of year | 2014-12-31 | $7,590,354 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $5,880,742 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $10,427,147 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
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 | $39,664,781 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $542,846,854 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $492,754,926 |
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 | $263,433 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $524,206,715 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $485,164,572 |
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 | $11,715,572 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $31,470,473 |
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 NON-REPRESENTED EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $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 | $95,568,814 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $23,814,196 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $23,814,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $37,317,173 |
Value of total assets at end of year | 2013-12-31 | $492,754,926 |
Value of total assets at beginning of year | 2013-12-31 | $421,000,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $262,687 |
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 | $22,101,296 |
Participant contributions at end of year | 2013-12-31 | $7,590,354 |
Participant contributions at beginning of year | 2013-12-31 | $7,470,650 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $4,023,516 |
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 | $71,754,618 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $492,754,926 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $421,000,308 |
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 | $262,687 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $485,164,572 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $413,529,658 |
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 | $11,192,361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $23,814,196 |
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 NON-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 | $73,401,809 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $19,334,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $19,334,996 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $33,310,997 |
Value of total assets at end of year | 2012-12-31 | $421,000,308 |
Value of total assets at beginning of year | 2012-12-31 | $366,933,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $262,254 |
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 | $20,186,240 |
Participant contributions at end of year | 2012-12-31 | $7,470,650 |
Participant contributions at beginning of year | 2012-12-31 | $6,901,158 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $3,014,439 |
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 | $54,066,813 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $421,000,308 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $366,933,495 |
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 | $262,254 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $413,529,658 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $360,032,337 |
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 | $10,110,318 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $19,334,996 |
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 NON-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 | $30,981,123 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $21,025,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $21,025,731 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $29,310,128 |
Value of total assets at end of year | 2011-12-31 | $366,933,495 |
Value of total assets at beginning of year | 2011-12-31 | $356,978,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $264,606 |
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 | $18,933,728 |
Participant contributions at end of year | 2011-12-31 | $6,901,158 |
Participant contributions at beginning of year | 2011-12-31 | $6,984,875 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,083,613 |
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 | $9,955,392 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $366,933,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $356,978,103 |
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 | $264,606 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $360,032,337 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $349,993,228 |
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 | $9,292,787 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $21,025,731 |
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 NON-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 | $60,995,988 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $34,728,180 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $34,728,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $28,632,657 |
Value of total assets at end of year | 2010-12-31 | $356,978,103 |
Value of total assets at beginning of year | 2010-12-31 | $330,710,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $293,540 |
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 | $17,991,393 |
Participant contributions at end of year | 2010-12-31 | $6,984,875 |
Participant contributions at beginning of year | 2010-12-31 | $6,045,319 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $1,835,588 |
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 | $26,267,808 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $356,978,103 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $330,710,295 |
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 | $293,540 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $349,993,228 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $324,664,976 |
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 | $8,805,676 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $34,728,180 |
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 NON-REPRESENTED EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CUNA MUTUAL 401(K) PLAN FOR NON-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 | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CUNA MUTUAL 401(K) PLAN FOR NON-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 | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CUNA MUTUAL 401(K) PLAN FOR NON-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 | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CUNA MUTUAL 401(K) PLAN FOR NON-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 | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |