2023 Form 5500 filing — Cmfg Life Insurance Company Represented Plan Qualified Trust
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240930200540NAL0002857507001) for Cmfg Life Insurance Company Represented Plan Qualified Trust, reported by Cmfg Life Insurance Company under EIN 39-6053142 and plan number 006. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240930200540NAL0002857507001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Cmfg Life Insurance Company
- EIN
- 39-6053142
- Plan number
- 006
- Location
- Madison, WI
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $415,342,115
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $415,342,115
- Total income / additions
- $45,801,143
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $45,801,143
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wellington Management Company | INVESTMENT MANAGER | $0 | $10,818 |
| Capital Dynamics | INVESTMENT MANAGER | $5,000 | $0 |