?>
Logo

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

Plan NameCUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES
Plan identification number 008

CUNA MUTUAL 401(K) PLAN FOR NON-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 NON-REPRESENTED EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082022-01-01
0082021-01-01
0082021-01-01
0082020-01-01
0082019-01-01
0082019-01-01
0082018-01-01
0082017-01-01BRIAN J BORAKOVE BRADLEY J PRICER2018-10-10
0082016-01-01
0082015-01-01BRIAN J BORAKOVE BRADLEY J PRICER2016-10-06
0082014-01-01THOMAS J. MERFELD TERI L. EDMAN2015-10-07
0082013-01-01THOMAS J. MERFELD TERI L. EDMAN2014-10-06
0082012-01-01THOMAS J. MERFELD TERI L. EDMAN2013-09-25
0082011-01-01THOMAS MERFELD TERI EDMAN2012-10-12
0082010-01-01THOMAS MERFELD TERI EDMAN2011-10-17
0082009-01-01THOMAS MERFELD TERI EDMAN2010-10-18

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

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

Measure Date Value
2022: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-014,887
Total number of active participants reported on line 7a of the Form 55002022-01-013,501
Number of retired or separated participants receiving benefits2022-01-0158
Number of other retired or separated participants entitled to future benefits2022-01-011,475
Total of all active and inactive participants2022-01-015,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-015,044
Number of participants with account balances2022-01-015,034
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01192
2021: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-014,474
Total number of active participants reported on line 7a of the Form 55002021-01-013,433
Number of retired or separated participants receiving benefits2021-01-0173
Number of other retired or separated participants entitled to future benefits2021-01-011,366
Total of all active and inactive participants2021-01-014,872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-014,887
Number of participants with account balances2021-01-014,872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01165
2020: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-014,427
Total number of active participants reported on line 7a of the Form 55002020-01-013,069
Number of retired or separated participants receiving benefits2020-01-0173
Number of other retired or separated participants entitled to future benefits2020-01-011,319
Total of all active and inactive participants2020-01-014,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-014,474
Number of participants with account balances2020-01-014,461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01163
2019: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-012,881
Total number of active participants reported on line 7a of the Form 55002019-01-012,969
Number of retired or separated participants receiving benefits2019-01-0173
Number of other retired or separated participants entitled to future benefits2019-01-011,376
Total of all active and inactive participants2019-01-014,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-014,427
Number of participants with account balances2019-01-014,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01172
2018: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-012,706
Total number of active participants reported on line 7a of the Form 55002018-01-012,881
Number of retired or separated participants receiving benefits2018-01-0169
Number of other retired or separated participants entitled to future benefits2018-01-011,325
Total of all active and inactive participants2018-01-014,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-014,292
Number of participants with account balances2018-01-014,275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01106
2017: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-012,749
Total number of active participants reported on line 7a of the Form 55002017-01-012,706
Number of retired or separated participants receiving benefits2017-01-0172
Number of other retired or separated participants entitled to future benefits2017-01-011,331
Total of all active and inactive participants2017-01-014,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0117
Total participants2017-01-014,126
Number of participants with account balances2017-01-014,109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01159
2016: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-014,322
Total number of active participants reported on line 7a of the Form 55002016-01-012,794
Number of retired or separated participants receiving benefits2016-01-0198
Number of other retired or separated participants entitled to future benefits2016-01-011,281
Total of all active and inactive participants2016-01-014,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0120
Total participants2016-01-014,193
Number of participants with account balances2016-01-014,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01114
2015: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-013,841
Total number of active participants reported on line 7a of the Form 55002015-01-012,976
Number of retired or separated participants receiving benefits2015-01-0190
Number of other retired or separated participants entitled to future benefits2015-01-011,243
Total of all active and inactive participants2015-01-014,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0113
Total participants2015-01-014,322
Number of participants with account balances2015-01-014,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01107
2014: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-013,842
Total number of active participants reported on line 7a of the Form 55002014-01-012,630
Number of retired or separated participants receiving benefits2014-01-0179
Number of other retired or separated participants entitled to future benefits2014-01-011,121
Total of all active and inactive participants2014-01-013,830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-013,841
Number of participants with account balances2014-01-013,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0170
2013: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-013,646
Total number of active participants reported on line 7a of the Form 55002013-01-012,520
Number of retired or separated participants receiving benefits2013-01-0168
Number of other retired or separated participants entitled to future benefits2013-01-011,245
Total of all active and inactive participants2013-01-013,833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-019
Total participants2013-01-013,842
Number of participants with account balances2013-01-013,765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0183
2012: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-013,610
Total number of active participants reported on line 7a of the Form 55002012-01-012,413
Number of retired or separated participants receiving benefits2012-01-0159
Number of other retired or separated participants entitled to future benefits2012-01-011,166
Total of all active and inactive participants2012-01-013,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-013,646
Number of participants with account balances2012-01-013,579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0165
2011: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-013,354
Total number of active participants reported on line 7a of the Form 55002011-01-012,282
Number of retired or separated participants receiving benefits2011-01-01194
Number of other retired or separated participants entitled to future benefits2011-01-011,122
Total of all active and inactive participants2011-01-013,598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-013,610
Number of participants with account balances2011-01-013,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0176
2010: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-013,723
Total number of active participants reported on line 7a of the Form 55002010-01-012,347
Number of retired or separated participants receiving benefits2010-01-01313
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-012,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0120
Total participants2010-01-012,697
Number of participants with account balances2010-01-012,623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0180
2009: CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-014,389
Total number of active participants reported on line 7a of the Form 55002009-01-012,526
Number of retired or separated participants receiving benefits2009-01-0145
Number of other retired or separated participants entitled to future benefits2009-01-011,141
Total of all active and inactive participants2009-01-013,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0111
Total participants2009-01-013,723
Number of participants with account balances2009-01-012,526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

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

Measure Date Value
2022 : CUNA MUTUAL 401(K) PLAN FOR NON-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$0
Total income from all sources (including contributions)2022-12-31$-74,095,634
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$53,247,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$874,752,491
Value of total assets at beginning of year2022-12-31$1,002,095,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 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$38,198,626
Participant contributions at end of year2022-12-31$8,333,945
Participant contributions at beginning of year2022-12-31$8,974,260
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,455,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
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$317,443
Value of interest in master investment trust accounts at end of year2022-12-31$866,418,546
Value of interest in master investment trust accounts at beginning of year2022-12-31$993,121,713
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$18,549,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$53,247,848
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 NON-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$187,693,543
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$50,759,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$1,002,095,973
Value of total assets at beginning of year2021-12-31$865,161,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 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$35,177,136
Participant contributions at end of year2021-12-31$8,974,260
Participant contributions at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
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$385,753
Value of interest in master investment trust accounts at end of year2021-12-31$993,121,713
Value of interest in master investment trust accounts at beginning of year2021-12-31$855,948,209
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$16,872,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$50,759,100
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 NON-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$136,955,766
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$51,356,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$865,161,530
Value of total assets at beginning of year2020-12-31$779,561,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 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$32,222,954
Participant contributions at end of year2020-12-31$9,213,321
Participant contributions at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
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$390,470
Value of interest in master investment trust accounts at end of year2020-12-31$855,948,209
Value of interest in master investment trust accounts at beginning of year2020-12-31$770,672,170
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$15,738,004
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$51,356,003
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 NON-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$182,449,724
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$49,016,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$779,561,779
Value of total assets at beginning of year2019-12-31$646,128,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$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 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$29,943,123
Participant contributions at end of year2019-12-31$8,889,597
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
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$378,623
Value of interest in master investment trust accounts at end of year2019-12-31$770,672,182
Value of interest in master investment trust accounts at beginning of year2019-12-31$637,440,684
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$14,655,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$49,016,177
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 NON-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$11,573,023
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$44,631,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$646,128,232
Value of total assets at beginning of year2018-12-31$679,186,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$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 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$27,781,527
Participant contributions at end of year2018-12-31$8,687,548
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
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$334,464
Value of interest in master investment trust accounts at end of year2018-12-31$637,440,684
Value of interest in master investment trust accounts at beginning of year2018-12-31$670,871,832
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$13,795,049
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$44,631,718
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 NON-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$126,596,546
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$38,561,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$679,186,927
Value of total assets at beginning of year2017-12-31$591,152,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 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$26,033,378
Participant contributions at end of year2017-12-31$8,315,095
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
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$290,342
Value of interest in master investment trust accounts at end of year2017-12-31$670,871,832
Value of interest in master investment trust accounts at beginning of year2017-12-31$582,883,427
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$12,866,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$38,561,922
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 NON-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$84,538,186
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$42,900,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$591,152,303
Value of total assets at beginning of year2016-12-31$549,514,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 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$26,671,500
Participant contributions at end of year2016-12-31$8,268,876
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
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$277,289
Value of interest in master investment trust accounts at end of year2016-12-31$582,883,427
Value of interest in master investment trust accounts at beginning of year2016-12-31$541,084,973
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$13,099,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$42,900,013
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 NON-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$39,234,179
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,566,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$549,514,130
Value of total assets at beginning of year2015-12-31$542,846,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 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$25,653,835
Participant contributions at end of year2015-12-31$8,429,157
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
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$279,426
Value of interest in master investment trust accounts at end of year2015-12-31$541,084,973
Value of interest in master investment trust accounts at beginning of year2015-12-31$524,206,715
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$12,992,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,566,903
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 NON-REPRESENTED EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$31,470,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$542,846,854
Value of total assets at beginning of year2014-12-31$492,754,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$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 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$23,206,099
Participant contributions at end of year2014-12-31$8,212,992
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$10,427,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
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$263,433
Value of interest in master investment trust accounts at end of year2014-12-31$524,206,715
Value of interest in master investment trust accounts at beginning of year2014-12-31$485,164,572
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$11,715,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$31,470,473
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 NON-REPRESENTED EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$23,814,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$492,754,926
Value of total assets at beginning of year2013-12-31$421,000,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$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 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$22,101,296
Participant contributions at end of year2013-12-31$7,590,354
Participant contributions at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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$262,687
Value of interest in master investment trust accounts at end of year2013-12-31$485,164,572
Value of interest in master investment trust accounts at beginning of year2013-12-31$413,529,658
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$11,192,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,814,196
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 NON-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$73,401,809
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,334,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$421,000,308
Value of total assets at beginning of year2012-12-31$366,933,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$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 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$20,186,240
Participant contributions at end of year2012-12-31$7,470,650
Participant contributions at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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$262,254
Value of interest in master investment trust accounts at end of year2012-12-31$413,529,658
Value of interest in master investment trust accounts at beginning of year2012-12-31$360,032,337
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$10,110,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,334,996
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 NON-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$30,981,123
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$21,025,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$366,933,495
Value of total assets at beginning of year2011-12-31$356,978,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$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 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$18,933,728
Participant contributions at end of year2011-12-31$6,901,158
Participant contributions at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
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$264,606
Value of interest in master investment trust accounts at end of year2011-12-31$360,032,337
Value of interest in master investment trust accounts at beginning of year2011-12-31$349,993,228
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$9,292,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$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 2520.101-32011-12-31No
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 NON-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$60,995,988
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$34,728,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$356,978,103
Value of total assets at beginning of year2010-12-31$330,710,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$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 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$17,991,393
Participant contributions at end of year2010-12-31$6,984,875
Participant contributions at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
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$293,540
Value of interest in master investment trust accounts at end of year2010-12-31$349,993,228
Value of interest in master investment trust accounts at beginning of year2010-12-31$324,664,976
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$8,805,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
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 NON-REPRESENTED EMPLOYEES

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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3