Plans listing this provider
131
0.23% of the 56,420 plans with Schedule H financials; 136 in 2023
Providers › CMFG Life Insurance Company
Plans listing this provider
131
0.23% of the 56,420 plans with Schedule H financials; 136 in 2023
Assets of those plans
$6,598,962,852
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
130
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$163.30
across 123 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
| Service code | Meaning | Plans |
|---|---|---|
| 50 | Direct payment from the plan | 129 |
| 15 | Recordkeeping and information management | 129 |
| 38 | Participant communication | 128 |
| 37 | Participant loan processing | 128 |
| 17 | Consulting (pension) | 128 |
| 64 | Recordkeeping fees | 126 |
| 52 | Investment management fees paid indirectly by plan | 126 |
| 28 | Investment management | 125 |
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Credit Union Retirement Plan Association 401(k) Planrecordkeeper | Credit Union Retirement Plan Association | $2,111,022,988 | 25,289 | $3,665,298 |
| Retirement Plan for Michigan Credit Union Employees 401(k) Savings Planrecordkeeper | Michigan Credit Union League | $996,270,847 | 14,816 | $1,604,304 |
| Global 401(k) Retirement Planrecordkeeper | Global Federal Credit Union | $149,592,285 | 1,840 | $217,124 |
| Credit Union National Association, Inc. 401(k) Planrecordkeeper | Credit Union National Association | $146,668,247 | 442 | $78,314 |
| Patelco Credit Union Employees 401(k) Planrecordkeeper | Patelco Credit Union | $127,741,537 | 813 | $291,623 |
| Summit Credit Union Capital Accumulation Planrecordkeeper | Summit Credit Union | $117,046,615 | 1,228 | $149,530 |
| Everwise Credit Union 401(k) Plan | Everwise Credit Union | $94,128,061 | 869 | $95,140 |
| Coastal Federal Credit Union 401(k) Plan and Trustrecordkeeper | Coastal Federal Credit Union | $89,278,693 | 750 | $168,249 |
| Corning Federal Credit Union 401(k) Planrecordkeeper | Corning Federal Credit Union | $81,397,241 | 534 | $57,863 |
| Westconsin Credit Union Capital Accumulation Planrecordkeeper | Westconsin Credit Union | $78,204,592 | 532 | $150,711 |
| Altra Federal Credit Union 401(k) Plan and Trustrecordkeeper | Altra Federal Credit Union | $73,114,050 | 639 | $95,933 |
| Nasa Federal Credit Union 401(k) Profit Sharing Plan & Trustrecordkeeper | Nasa Federal Credit Union | $71,700,810 | 496 | $123,587 |
| Truliant Federal Credit Union 401(k) Plan and Trustrecordkeeper | Truliant Federal Credit Union | $68,545,478 | 1,194 | $81,400 |
| Local Government Federal Credit Union 401(k) Plan and Trustrecordkeeper | Local Government Federal Credit Union | $56,939,605 | 343 | $105,190 |
| Fox Communities Credit Union Capital Accumulation Planrecordkeeper | Fox Communities Credit Union | $52,996,331 | 610 | $79,312 |
| Liberty Federal Credit Union 401(k) Plan and Trustrecordkeeper | Liberty Federal Credit Union | $49,837,116 | 689 | $117,224 |
| American Heritage Federal Credit Union 401(k) Plan and Trustrecordkeeper | American Heritage Federal Credit Union | $49,517,430 | 763 | $111,896 |
| Associated Credit Union 401(k) Plan and Trustrecordkeeper | Associated Credit Union | $48,247,408 | 469 | $53,307 |
| Sunward Federal Credit Union 401(k) Plan and Trustrecordkeeper | Sunward Federal Credit Union | $45,206,792 | 604 | $35,477 |
| Consumers Credit Union 401(k) Plan and Trustrecordkeeper | Consumers Credit Union | $43,895,676 | 397 | $103,775 |
| Purdue Federal Credit Union 401(k) Plan and Trustrecordkeeper | Purdue Federal Credit Union | $43,331,266 | 351 | $7,031 |
| Merrimack Valley Credit Union Retirement Savings Planrecordkeeper | Merrimack Valley Credit Union | $42,842,114 | 363 | $47,972 |
| AMC 401(k) Planrecordkeeper | AMC Employee Benefits | $42,161,651 | 241 | $75,195 |
| Westerra Credit Union Capital Accumulation Planrecordkeeper | Westerra Credit Union | $41,725,980 | 374 | $113,299 |
| Altura Credit Union 401(k) Plan and Trustrecordkeeper | Altura Credit Union | $40,884,621 | 645 | $114,026 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.