Cuna Mutual Insurance Society 401(k) Plan: Login, Facts & Contact Information

Cuna Mutual Insurance Society 401(k) Plan Facts

Plan name
TRUSTAGE 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CMFG LIFE INSURANCE COMPANY
Participants
5,042 (3,257 active employees)
Former employees with a balance
1,449
Plan assets
$1,075,313,572 at Dec 31, 2024
Average account balance
$222,035 across 4,843 accounts
Employer contributions
$18,864,232 in plan year 2024 (30% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2002
✓ Employer contributions— Automatic enrollment— Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 30, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $62.1 million went into the plan in contributions, $18.9 million of it from the employer (30%).
  • $109.6 million was paid out to participants.
  • Investment and other income added $118.2 million.

How the Cuna Mutual Insurance Society 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20192,881$779.6 million$14.7 million$49.0 million
20204,427$865.2 million$15.7 million$51.4 million
20214,474$1.00 billion$16.9 million$50.8 million
20224,887$874.8 million$18.5 million$53.2 million
20235,044$1.00 billion$19.8 million$70.2 million
20245,042$1.08 billion$18.9 million$109.6 million

Cuna Mutual Insurance Society 401(k) Contact Information

Phone
608-238-5851
Mailing address
P.O. BOX 391, MADISON WI 537010391
Plan sponsor
CMFG LIFE INSURANCE COMPANY
Plan administrator
EMPLOYEE BENEFIT PLAN ADMINISTRATION COMMITTEE
Employer identification number (EIN)
39-0230590
Plan number
008

Questions about the Cuna Mutual Insurance Society 401(k)

Does Cuna Mutual Insurance Society contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $18.9 million, 30% of all contributions.

Does the Cuna Mutual Insurance Society 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Cuna Mutual Insurance Society 401(k) plan?

5,042 participants at the start of plan year 2024, 3,257 of them active employees, and 1,449 former employees who still had money in the plan.

What is the average 401(k) balance at Cuna Mutual Insurance Society?

About $222,035 per account: $1.08 billion in plan assets across 4,843 accounts with a balance at the end of plan year 2024.

Who manages the Cuna Mutual Insurance Society 401(k) accounts?

CUNA Mutual Retirement Solutions is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Cuna Mutual Insurance Society. How do I access my 401(k)?

Your account stays with CUNA Mutual Retirement Solutions after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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