How big is CMFG Life Insurance Company's plan?

CMFG Life Insurance Company's plan reported $1.7M in assets and 13 participants for 2024.

Original filing (PDF)20251015124909NAL0009661010001

CMFG Life Insurance Company

Name: CMFG Life Insurance Company — Trustage Retirement, Form 5500 (2024)
Creator: CMFG Life Insurance Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trustage Retirement Plan for Puerto Rico

Defined-contribution retirement plan · CMFG Life Insurance Company's Trustage Retirement Plan for Puerto Rico held $1.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Brian Borakove signed CMFG Life Insurance Company's 2024 Form 5500 as plan administrator.

Brian Borakove — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

CMFG Life Insurance Company's EIN is 39-0230590.

EIN 39-0230590

Plan number 005

Plan year 2024

ACK ID 20251015124909NAL0009661010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for CMFG Life Insurance Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

CMFG Life Insurance Company's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CMFG LIFE INSURANCE COMPANY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

CMFG LIFE INSURANCE COMPANY

EIN

all filings

Address

5910 MINERAL POINT RD · MADISON, WI · 537054456

Phone

(608) 238-5851

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator