CMFG Life Insurance Company, Madison, WI. EIN 39-0230590. Annual reports 2009–2025. Also filed as Cuna Mutual Insurance Society; Cuna Mutual Financial Group, Inc.; Trustage Financial Group, Inc.
CMFG Life Insurance Company has 3 active retirement plans on file. The largest is the Trustage Retirement Plan for Puerto Rico, with 22 participants and $1.9 million in assets in 2025. No traditional pension plan appears in CMFG Life Insurance's filings since 2009.
Active plans
3
Participants
6,028
Plan assets
$1.3 billion
Plans on file
3
Industry
Finance and insurance
All 3 plans
Active plans first
Trustage Retirement Plan for Puerto Rico
Profit-sharing planActiveUnion (multiemployer)
Active. The plan filed its annual report for the 2025 plan year.
Plan number
005Employer EIN 39-0230590
Participants (2025)
22
Net assets (2025)
$1.9 million
Plan administrator
CMFG Life Insurance Company 5910 Mineral Point RD Madison, WI 53705 (608) 238-5851As filed for 2025
In effect since
January 1, 1999
Plans merged into this one: Retirement Plan for Non Legal Employees of STB LLP (2025).
Earlier sponsors: Cuna Mutual Insurance Society (2009–2011); Cuna Mutual Financial Group, Inc. (2014–2017); Trustage Financial Group, Inc. (2018–2023).
Earlier plan names: Cuna Mutual Pension Plan for Represented Employees; Cuna Mutual Retirement Plan for Puerto Rico; Trustage Pension Plan for Represented Employees.
Year by year, 2009 to 2025
Plan year
Participants
Net assets
Recordkeeper
2025
22
$1.9 million
not listed
2024
22
$1.7 million
not listed
2023
1,227
$198 million
not listed
2022
1,190
$191 million
not listed
2021
1,179
$261 million
not listed
2020
1,186
$264 million
not listed
2019
19
$1.2 million
not listed
2018
1,210
$212 million
not listed
2017
1,213
$234 million
not listed
2016
1,245
$208 million
not listed
2015
1,256
$190 million
not listed
2014
1,282
$193 million
not listed
2013
1,267
$166 million
not listed
2012
1,260
$157 million
not listed
2011
1,217
$139 million
not listed
2010
1,200
$113 million
not listed
2009
1,226
$104 million
not listed
Trustage 401(k) Plan for Non-Represented Employees
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
008Employer EIN 39-0230590
Participants (2024)
4,879
Net assets (2024)
$1.1 billion
Plan administrator
Employee Benefit Plan Administration Committee P.O. Box 391 Madison, WI 53701 (608) 238-5851As filed for 2024
In effect since
January 1, 2002
Earlier sponsor: Cuna Mutual Insurance Society (2009–2011).
Earlier plan names: Cuna Mutual 401(k) Plan for Non-Represented Employees.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
4,879
$1.1 billion
not listed
2023
5,042
$1.0 billion
not listed
2022
5,044
$875 million
not listed
2021
4,887
$1.0 billion
not listed
2020
4,474
$865 million
not listed
2018
4,292
$646 million
not listed
2017
4,126
$679 million
not listed
2016
4,193
$591 million
not listed
2015
4,322
$550 million
not listed
2014
3,841
$543 million
not listed
2013
3,842
$493 million
not listed
2012
3,646
$421 million
not listed
2011
3,610
$367 million
not listed
2010
2,697
$357 million
not listed
2009
3,723
$331 million
not listed
Trustage 401(k) Plan for Represented Employees
401(k)Active
Active. The plan filed its annual report for the 2024 plan year.
Plan number
004Employer EIN 39-0230590
Participants (2024)
1,127
Net assets (2024)
$223 million
Plan administrator
Employee Benefit Plan Administration Committee P.O. Box 391 Madison, WI 53701 (608) 238-5851As filed for 2024
In effect since
April 1, 1984
Earlier sponsor: Cuna Mutual Insurance Society (2009–2011).
Earlier plan names: Cuna Mutual 401(k) Plan for Represented Employees.
Year by year, 2009 to 2024
Plan year
Participants
Net assets
Recordkeeper
2024
1,127
$223 million
not listed
2023
1,148
$218 million
not listed
2022
1,133
$200 million
not listed
2021
1,112
$241 million
not listed
2020
1,129
$219 million
not listed
2018
1,159
$169 million
not listed
2017
1,164
$181 million
not listed
2016
1,184
$161 million
not listed
2015
1,256
$154 million
not listed
2014
1,204
$158 million
not listed
2013
1,190
$148 million
not listed
2012
1,163
$133 million
not listed
2011
1,129
$119 million
not listed
2010
1,035
$117 million
not listed
2009
1,176
$109 million
not listed
Plans that moved to another employer
Plan
Now sponsored by
Since
Trustage Pension Plan for Non-Represented Employees
These plans once filed under CMFG Life Insurance's tax ID and are now filed by another employer, usually after a sale or spin-off. Accounts moved with them.
If you had money in one of these plans
Or call the plan administrator listed on the plan below ((608) 238-5851). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.
What these numbers are
They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.