Cuna Mutual Management Services, LLC

Florida
Registered In
02/06/2017
Incorp. Date
Foreign
Registration Type
Iowa
Foreign Jurisdiction

Company Summary

Cuna Mutual Management Services, LLC at 2000 Heritage Way, Waverly, Ia 50677 lists Cmfg Life Insurance Company and Barbato Paul D of Waverly, IA.

Registered In
Florida
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Iowa
Company Type
Foreign Limited Liability Co.
Status
Active
EIN
39-0230590
Email
******************@wolterskluwer.com
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C T Corporation System Registered Agent
1200 S PINE ISLAND RD, PLANTATION, FL 33324
Cmfg Life Insurance Company Member
2000 HERITAGE WAY, WAVERLY, IA 50677 (View Past Addresses)
Barbato Paul D Secretary
2000 HERITAGE WAY, WAVERLY, IA 50677
2000 HERITAGE WAY, WAVERLY, IA 50677 View Map
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Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Mirador
Waverly, IA Madison, WI
Mirador Financial
Waverly, IA Madison, WI

Financial Information for Cuna Mutual Management Services, LLC

Form 5500

CMFG LIFE INSURANCE COMPANY

5910 Mineral Point Rd, Madison, Wi 53705 (608) 238-5851 EIN:39-0230590 Plan Admin:Brad Pricer
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO Plan #005 Participants BOY/EOY21 / 22 Assets BOY/EOY$1,499,366 / $1,817,040 2023 CUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO - Plan #005 21 / 22 $1,499,366 / $1,817,040
2022 Plan NameCUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES Plan #008 Participants BOY/EOY4,887 / 5,044 Assets BOY/EOY$1,002,095,973 / $874,752,491 2022 CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #008 4,887 / 5,044 $1,002,095,973 / $874,752,491
2022 Plan NameCUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES Plan #004 Participants BOY/EOY1,112 / 1,133 Assets BOY/EOY$241,181,931 / $200,351,784 2022 CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES - Plan #004 1,112 / 1,133 $241,181,931 / $200,351,784
2022 Plan NameCUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO Plan #005 Participants BOY/EOY19 / 21 Assets BOY/EOY$1,796,676 / $1,499,366 2022 CUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO - Plan #005 19 / 21 $1,796,676 / $1,499,366
2022 Plan NameCUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES Plan #538 Participants BOY/EOY2,177 / 0 Assets BOY/EOY$0 / $0 2022 CUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES - Plan #538 2,177 / 0 $0 / $0
2022 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES Plan #518 Participants BOY/EOY3,502 / 0 Assets BOY/EOY$0 / $0 2022 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES - Plan #518 3,502 / 0 $0 / $0
2022 Plan NameCUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES Plan #537 Participants BOY/EOY265 / 0 Assets BOY/EOY$0 / $0 2022 CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES - Plan #537 265 / 0 $0 / $0
2022 Plan NameCUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES Plan #501 Participants BOY/EOY477 / 0 Assets BOY/EOY$0 / $0 2022 CUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES - Plan #501 477 / 0 $0 / $0
2022 Plan NameCUNA MUTUAL WELFARE PLAN FOR NON-REPRESENTED EMPLOYEES Plan #520 Participants BOY/EOY3,615 / 0 Assets BOY/EOY$0 / $0 2022 CUNA MUTUAL WELFARE PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #520 3,615 / 0 $0 / $0
2022 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES Plan #511 Participants BOY/EOY463 / 0 Assets BOY/EOY$0 / $0 2022 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES - Plan #511 463 / 0 $0 / $0
2021 Plan NameCUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES Plan #008 Participants BOY/EOY4,474 / 4,887 Assets BOY/EOY$865,161,530 / $1,002,095,973 2021 CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #008 4,474 / 4,887 $865,161,530 / $1,002,095,973
2021 Plan NameCUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES Plan #004 Participants BOY/EOY1,129 / 1,112 Assets BOY/EOY$218,801,735 / $241,181,931 2021 CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES - Plan #004 1,129 / 1,112 $218,801,735 / $241,181,931
2021 Plan NameCUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO Plan #005 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,443,606 / $1,796,676 2021 CUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO - Plan #005 19 / 19 $1,443,606 / $1,796,676
2021 Plan NameCUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES Plan #501 Participants BOY/EOY474 / 0 Assets BOY/EOY$0 / $0 2021 CUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES - Plan #501 474 / 0 $0 / $0
2021 Plan NameCUNA MUTUAL WELFARE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEES Plan #520 Participants BOY/EOY3,116 / 0 Assets BOY/EOY$0 / $0 2021 CUNA MUTUAL WELFARE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #520 3,116 / 0 $0 / $0
2021 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES Plan #518 Participants BOY/EOY3,116 / 0 Assets BOY/EOY$0 / $0 2021 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES - Plan #518 3,116 / 0 $0 / $0
2021 Plan NameCUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES Plan #538 Participants BOY/EOY2,144 / 0 Assets BOY/EOY$0 / $0 2021 CUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES - Plan #538 2,144 / 0 $0 / $0
2021 Plan NameCUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES Plan #537 Participants BOY/EOY703 / 0 Assets BOY/EOY$0 / $0 2021 CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES - Plan #537 703 / 0 $0 / $0
2021 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES Plan #511 Participants BOY/EOY474 / 0 Assets BOY/EOY$0 / $0 2021 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES - Plan #511 474 / 0 $0 / $0
2020 Plan NameCUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES Plan #008 Participants BOY/EOY4,427 / 4,474 Assets BOY/EOY$779,561,767 / $865,161,530 2020 CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #008 4,427 / 4,474 $779,561,767 / $865,161,530
2020 Plan NameCUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES Plan #004 Participants BOY/EOY1,148 / 1,129 Assets BOY/EOY$200,474,654 / $218,801,735 2020 CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES - Plan #004 1,148 / 1,129 $200,474,654 / $218,801,735
2020 Plan NameCUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO Plan #005 Participants BOY/EOY19 / 19 Assets BOY/EOY$1,206,151 / $1,443,606 2020 CUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO - Plan #005 19 / 19 $1,206,151 / $1,443,606
2020 Plan NameCUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES Plan #538 Participants BOY/EOY2,164 / 0 Assets BOY/EOY$0 / $0 2020 CUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES - Plan #538 2,164 / 0 $0 / $0
2020 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES Plan #518 Participants BOY/EOY3,025 / 0 Assets BOY/EOY$0 / $0 2020 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES - Plan #518 3,025 / 0 $0 / $0
2020 Plan NameCUNA MUTUAL WELFARE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEES Plan #520 Participants BOY/EOY3,114 / 0 Assets BOY/EOY$0 / $0 2020 CUNA MUTUAL WELFARE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #520 3,114 / 0 $0 / $0
2020 Plan NameCUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES Plan #537 Participants BOY/EOY116 / 0 Assets BOY/EOY$0 / $0 2020 CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES - Plan #537 116 / 0 $0 / $0
2020 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES Plan #511 Participants BOY/EOY482 / 0 Assets BOY/EOY$0 / $0 2020 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES - Plan #511 482 / 0 $0 / $0
2020 Plan NameCUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES Plan #501 Participants BOY/EOY496 / 0 Assets BOY/EOY$0 / $0 2020 CUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES - Plan #501 496 / 0 $0 / $0
2019 Plan NameCUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES Plan #008 Participants BOY/EOY2,881 / 4,427 Assets BOY/EOY$646,128,232 / $779,561,779 2019 CUNA MUTUAL 401(K) PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #008 2,881 / 4,427 $646,128,232 / $779,561,779
2019 Plan NameCUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES Plan #004 Participants BOY/EOY791 / 1,148 Assets BOY/EOY$168,612,120 / $200,474,654 2019 CUNA MUTUAL 401(K) PLAN FOR REPRESENTED EMPLOYEES - Plan #004 791 / 1,148 $168,612,120 / $200,474,654
2019 Plan NameCUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO Plan #005 Participants BOY/EOY17 / 19 Assets BOY/EOY$939,789 / $1,206,151 2019 CUNA MUTUAL RETIREMENT PLAN FOR PUERTO RICO - Plan #005 17 / 19 $939,789 / $1,206,151
2019 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES Plan #511 Participants BOY/EOY492 / 0 Assets BOY/EOY$0 / $0 2019 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM PLAN FOR REPRESENTED EMPLOYEES - Plan #511 492 / 0 $0 / $0
2019 Plan NameCUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES Plan #538 Participants BOY/EOY2,128 / 0 Assets BOY/EOY$0 / $0 2019 CUNA MUTUAL GROUP LIFE INSURANCE PLAN FOR RETIREES - Plan #538 2,128 / 0 $0 / $0
2019 Plan NameCUNA MUTUAL WELFARE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEES Plan #520 Participants BOY/EOY4,519 / 0 Assets BOY/EOY$0 / $0 2019 CUNA MUTUAL WELFARE BENEFITS PLAN FOR NON-REPRESENTED EMPLOYEES - Plan #520 4,519 / 0 $0 / $0
2019 Plan NameCUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES Plan #537 Participants BOY/EOY128 / 0 Assets BOY/EOY$0 / $0 2019 CUNA MUTUAL GROUP MEDICAL CARE PLAN FOR RETIREES - Plan #537 128 / 0 $0 / $0
2019 Plan NameCUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES Plan #501 Participants BOY/EOY1,157 / 0 Assets BOY/EOY$0 / $0 2019 CUNA MUTUAL WELFARE BENEFITS PLAN FOR REPRESENTED EMPLOYEES - Plan #501 1,157 / 0 $0 / $0
2019 Plan NameCUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES Plan #518 Participants BOY/EOY2,973 / 0 Assets BOY/EOY$0 / $0 2019 CUNA MUTUAL EMPLOYEE ASSISTANCE PROGRAM FOR NON-REPRESENTED EMPLOYEES - Plan #518 2,973 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
Person/Address Match:Cmfg Life Insurance Company -
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Address Match:2000 Heritage Way Waverly, IA
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Cuna Mutual Management Services, LLC. Registered in Connecticut
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Safetynet Insurance Agency, LLC Registered in Massachusetts
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Safetynet Insurance Agency, LLC Registered in North Dakota
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Safetynet Insurance Agency, LLC Registered in Oregon
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Safetynet Insurance Agency, LLC Registered in Vermont
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Safetynet Insurance Agency, LLC Registered in California
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Safetynet Insurance Agency, LLC Registered in Washington
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Trustage Insurance Agency Registered in North Dakota
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Trustage Insurance Agency, LLC Registered in Missouri
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Person/City Match:Barbato Paul D - Waverly, IA
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Trustage Insurance Agency, LLC Registered in Florida
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Safetynet Insurance Agency, LLC Registered in Idaho
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Safetynet Insurance Agency, LLC Registered in North Carolina
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Cuna Brokerage Services, Inc. Registered in Missouri
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Safetynet Insurance Agency, LLC Registered in Mississippi
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Safetynet Insurance Agency, LLC Registered in New Hampshire
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Related Business Names:
Cuna Mutual Management Services, LLC Registered in New York
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Cuna Mutual Management Services, LLC Registered in Rhode Island
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Cuna Mutual Management Services, LLC Registered in New Mexico
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Cuna Mutual Management Services, LLC Registered in North Dakota
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Cuna Mutual Management Services, LLC Registered in Massachusetts
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Cuna Mutual Management Services, LLC Registered in Virginia
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Cuna Mutual Management Services, LLC Registered in Pennsylvania
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Cuna Mutual Management Services, LLC Registered in Tennessee
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Cuna Mutual Management Services, LLC Registered in Washington
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Cuna Mutual Management Services, LLC Registered in Minnesota
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The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor
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