Cmfg Life Insurance Company Non-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 Non-Represented Plan Qualified Trust is a benefit plan reported by Cmfg Life Insurance Company under EIN 42-1427107 and plan number 010. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $1,610,133,899 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cmfg Life Insurance Company
EIN
42-1427107
Plan number
010
Plan type
4
Location
Madison, WI
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$1,610,133,899

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20240930200745NAL0006216049001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,610,133,899
Total liabilities (EOY)
$0
Net assets (EOY)
$1,610,133,899
Net assets (BOY)
$1,439,534,435

Income & contributions

Total contributions
$578,199
Total income / additions
$181,776,446

Expenses & distributions

Benefits paid
$0
Administrative expenses
$0
Total expenses
$0
Net increase / (decrease)
$181,776,446

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wellington Management CompanyINVESTMENT MANAGER$0$59,8512023
Capital DynamicsINVESTMENT MANAGER$15,000$02023
State Street BankINVESTMENT MANAGER$3,999$02023

Related Form 5500 pages