Mark Werner signed Credit Union Retirement Plan Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Credit Union Retirement Plan Association's EIN is 35-2491258.
Download the official 2024 Form 5500 (PDF) for Credit Union Retirement Plan Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Credit Union Retirement Plan Association's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $3.7M | — |
| IPFS CORPORATION | 43-1039872 | — | NONE | $123K | — |
| AON RISK INSURANCE SERVICES WEST IN | 95-3252415 | — | NONE | $100K | — |
| MERCER LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund (I) | Common Collective Trusts | — | — | $211.1M | 10.0% | |
| Vanguard Institutional Index Fund (I) | Common Collective Trusts | — | — | $180.7M | 8.6% | |
| CMFG Life Insurance Company Stable Value Account | Stable Value | — | — | $179.0M | 8.5% | |
| BlackRock LifePath Index 2030 Portfolio | Other securities | — | — | $172.0M | 8.1% | |
| BlackRock LifePath Index 2040 Portfolio | Other securities | — | — | $157.3M | 7.5% | |
| Vanguard Extended Market Index Instl Plus | Mutual Funds | — | — | $135.3M | 6.4% | |
| CUNA MUTUAL LIFESTYLE AGGRESSIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 105 | Common Collective Trust | — | — | $127.9M | 6.1% | |
| BlackRock LifePath Index 2050 Portfolio | Other securities | — | — | $126.1M | 6.0% | |
| CUNA MUTUAL LIFESTYLE MODERATE FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 104 | Common Collective Trust | — | — | $117.1M | 5.5% | |
| BlackRock LifePath Index Retirement | Other securities | — | — | $104.4M | 4.9% | |
| Vanguard Value Index Fund (I) | Common Collective Trusts | — | — | $97.4M | 4.6% | |
| BlackRock LifePath Index 2035 Portfolio | Other securities | — | — | $78.6M | 3.7% | |
| BlackRock LifePath Index 2045 Portfolio | Other securities | — | — | $69.8M | 3.3% | |
| BlackRock LifePath Index 2055 Portfolio | Other securities | — | — | $68.2M | 3.2% | |
| Vanguard FTSE All World EX U.S. Index Fund (I) | Common Collective Trusts | — | — | $59.3M | 2.8% | |
| Vanguard Total Bond Market Index Fund (IP) | Common Collective Trusts | — | — | $57.5M | 2.7% | |
| CUNA MUTUAL LIFESTYLE CONSERVATIVE CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 103 | Common Collective Trust | — | — | $44.5M | 2.1% | |
| BlackRock LifePath Index 2060 Portfolio | Other securities | — | — | $42.4M | 2.0% | |
| Participants Participant Loans Rates Vary by Participant, with Varying Maturity Dates - | Participant loans | — | — | $38.0M | 1.8% | |
| CUNA MUTUAL DIVERSIFIED EQUITY FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 101 | Common Collective Trust | — | — | $16.8M | 0.8% | |
| CUNA MUTUAL LIFESTYLE INCOME FUND CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 102 | Common Collective Trust | — | — | $14.7M | 0.7% | |
| BlackRock LifePath Index 2065 Portfolio | Other securities | — | — | $12.4M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2834414 |
| — |
| NONE |
| $49K |
| — |
| DEWITT LLP | 39-1804522 | — | NONE | $28K | — |
| BOARD OF TRUSTEES OF RETIREMENT PRO | 47-3860238 | — | NONE | $27K | — |
| CERTUS LEGAL GROUP LTD | 46-3087371 | — | NONE | $21K | — |
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | NONE | $13K | — |
| PLAN ADMINISTRATION COMMITTEE | 35-2491258 | — | NONE | $7K | — |
