CREDIT UNION NATIONAL ASSOCIATION, INC. 401(k) Plan
What public Form 5500 filings show about the CREDIT UNION NATIONAL ASSOCIATION, INC. 401(k) plan — and how to find and check your own account.
The CREDIT UNION NATIONAL ASSOCIATION, INC. 401(k) on its latest Form 5500
CREDIT UNION NATIONAL ASSOCIATION, INC. (EIN 23-7065623) reports CREDIT UNION NATIONAL ASSOCIATION, INC. 401(K) PLAN on its most recent Form 5500, with $146.7M in plan assets across 215 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full CREDIT UNION NATIONAL ASSOCIATION, INC. filing — schedules, fees, and providers.
Who runs the CREDIT UNION NATIONAL ASSOCIATION, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CREDIT UNION NATIONAL ASSOCIATION, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CMFG LIFE INSURANCE, M3 INSURANCE SOLUTIONS, GALLAGHER BENEFIT SERVICES, BOARD OF TRUSTEE OF RETIREMENT PROG, DELTA DENTAL OF WISCONSIN, MEMBERS CAPITAL ADVISORS.
How to check your CREDIT UNION NATIONAL ASSOCIATION, INC. 401(k)
- Log in to The Standard (StanCorp)’s participant portal (the site on your statements).
- Ask CREDIT UNION NATIONAL ASSOCIATION, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).