Plan5500

Cmfg Life Insurance Company Represented Plan Qualified Trust — Form 5500 plan (Cmfg Life Insurance Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cmfg Life Insurance Company Represented Plan Qualified Trust is a benefit plan reported by Cmfg Life Insurance Company under EIN 39-6053142 and plan number 006. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $415,342,115 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cmfg Life Insurance Company
EIN
39-6053142
Plan number
006
Plan type
4
Location
Madison, WI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$415,342,115

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240930200540NAL0002857507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$415,342,115
Total liabilities (EOY)
$0
Net assets (EOY)
$415,342,115
Net assets (BOY)
$391,770,749

Income & contributions

Total contributions
$0
Total income / additions
$45,801,143

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$45,801,143

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington Management CompanyINVESTMENT MANAGER$0$10,8182023
Capital DynamicsINVESTMENT MANAGER$5,000$02023

Related Form 5500 pages