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.
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.
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, CIGNA HEALTH AND LIFE, DELTA DENTAL OF WISCONSIN, BOARD OF TRUSTEE OF RETIREMENT PROG, GALLAGHER BENEFIT SERVICES.
