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Original filing (PDF)20251002153026NAL0000425811001
CREDIT UNION RETIREMENT PLAN ASSOCIATION
Form 5500
FILING_RECEIVED
CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
19,109
Accounts w/ balance
25,289
Plan assets (EOY)
$2.1B
Net assets (EOY)
$2.1B
How this plan invests
This plan
5 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 19 bps in Schedule C fees — 282% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CREDIT UNION RETIREMENT PLAN ASSOCIATION.
Plan sponsor
Name
CREDIT UNION RETIREMENT PLAN ASSOCIATION
EIN
35-2491258
Address
10700 W. RESEARCH DRIVE · SUITE 165 · MILWAUKEE, WI · 53226
Phone
(608) 231-4000
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Name
PLAN ADMINISTRATION COMMITTEE
EIN
61-1726723
City
MILWAUKEE, WI
Phone
(608) 665-7197
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
2G · Total participant-directed accounts
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| 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 | 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 | — |
Investments
17 direct securities · 5 pooled funds· $2.1B(100% of reported assets)
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.
Uncategorized
$1.8B
17 holdings
Common Collective Trust
$321.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Growth Index Fund (I) | — | — | — | $211.1M | 10.0% | |
| Vanguard Institutional Index Fund (I) | — | — | — | $180.7M | 8.6% | |
| CMFG Life Insurance Company Stable Value Account | — | — | — | $179.0M | 8.5% | |
| BlackRock LifePath Index 2030 Portfolio | — | — | — | $172.0M | 8.1% | |
| BlackRock LifePath Index 2040 Portfolio | — | — | — | $157.3M | 7.5% | |
| Vanguard Extended Market Index Instl Plus | — | — | — | $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 | — | — | — | $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 | — | — | — | $104.4M | 4.9% | |
| Vanguard Value Index Fund (I) | — | — | — | $97.4M | 4.6% | |
| BlackRock LifePath Index 2035 Portfolio | — | — | — | $78.6M | 3.7% | |
| BlackRock LifePath Index 2045 Portfolio | — | — | — | $69.8M | 3.3% | |
| BlackRock LifePath Index 2055 Portfolio | — | — | — | $68.2M | 3.2% | |
| Vanguard FTSE All World EX U.S. Index Fund (I) | — | — | — | $59.3M | 2.8% | |
| Vanguard Total Bond Market Index Fund (IP) | — | — | — | $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 | — | — | — | $42.4M | 2.0% | |
| Participants Participant Loans Rates Vary by Participant, with Varying Maturity Dates - | — | — | — | $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 | — | — | — | $12.4M | 0.6% |