401k Record

Providers › CMFG Life Insurance Company

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.

Services reported

Service codeMeaningPlans
50Direct payment from the plan129
15Recordkeeping and information management129
38Participant communication128
37Participant loan processing128
17Consulting (pension)128
64Recordkeeping fees126
52Investment management fees paid indirectly by plan126
28Investment management125

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Credit Union Retirement Plan Association 401(k) PlanrecordkeeperCredit Union Retirement Plan Association $2,111,022,98825,289$3,665,298
Retirement Plan for Michigan Credit Union Employees 401(k) Savings PlanrecordkeeperMichigan Credit Union League $996,270,84714,816$1,604,304
Global 401(k) Retirement PlanrecordkeeperGlobal Federal Credit Union $149,592,2851,840$217,124
Credit Union National Association, Inc. 401(k) PlanrecordkeeperCredit Union National Association $146,668,247442$78,314
Patelco Credit Union Employees 401(k) PlanrecordkeeperPatelco Credit Union $127,741,537813$291,623
Summit Credit Union Capital Accumulation PlanrecordkeeperSummit Credit Union $117,046,6151,228$149,530
Everwise Credit Union 401(k) PlanEverwise Credit Union $94,128,061869$95,140
Coastal Federal Credit Union 401(k) Plan and TrustrecordkeeperCoastal Federal Credit Union $89,278,693750$168,249
Corning Federal Credit Union 401(k) PlanrecordkeeperCorning Federal Credit Union $81,397,241534$57,863
Westconsin Credit Union Capital Accumulation PlanrecordkeeperWestconsin Credit Union $78,204,592532$150,711
Altra Federal Credit Union 401(k) Plan and TrustrecordkeeperAltra Federal Credit Union $73,114,050639$95,933
Nasa Federal Credit Union 401(k) Profit Sharing Plan & TrustrecordkeeperNasa Federal Credit Union $71,700,810496$123,587
Truliant Federal Credit Union 401(k) Plan and TrustrecordkeeperTruliant Federal Credit Union $68,545,4781,194$81,400
Local Government Federal Credit Union 401(k) Plan and TrustrecordkeeperLocal Government Federal Credit Union $56,939,605343$105,190
Fox Communities Credit Union Capital Accumulation PlanrecordkeeperFox Communities Credit Union $52,996,331610$79,312
Liberty Federal Credit Union 401(k) Plan and TrustrecordkeeperLiberty Federal Credit Union $49,837,116689$117,224
American Heritage Federal Credit Union 401(k) Plan and TrustrecordkeeperAmerican Heritage Federal Credit Union $49,517,430763$111,896
Associated Credit Union 401(k) Plan and TrustrecordkeeperAssociated Credit Union $48,247,408469$53,307
Sunward Federal Credit Union 401(k) Plan and TrustrecordkeeperSunward Federal Credit Union $45,206,792604$35,477
Consumers Credit Union 401(k) Plan and TrustrecordkeeperConsumers Credit Union $43,895,676397$103,775
Purdue Federal Credit Union 401(k) Plan and TrustrecordkeeperPurdue Federal Credit Union $43,331,266351$7,031
Merrimack Valley Credit Union Retirement Savings PlanrecordkeeperMerrimack Valley Credit Union $42,842,114363$47,972
AMC 401(k) PlanrecordkeeperAMC Employee Benefits $42,161,651241$75,195
Westerra Credit Union Capital Accumulation PlanrecordkeeperWesterra Credit Union $41,725,980374$113,299
Altura Credit Union 401(k) Plan and TrustrecordkeeperAltura Credit Union $40,884,621645$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.