Plan5500

Credit Union National Association, Inc. Employee Benefits Plan — Form 5500 plan (Credit Union National Association, Inc. Dba Cuna, Inc.)

Plain-English plan 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, Credit Union National Association, Inc. Employee Benefits Plan is a benefit plan reported by Credit Union National Association, Inc. Dba Cuna, Inc. under EIN 23-7065623 and plan number 516. The latest loaded filing year is 2023. The filing reports 318 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Credit Union National Association, Inc. Dba Cuna, Inc.
EIN
23-7065623
Plan number
516
Plan type
2
Location
Madison, WI
Latest filing year
2023
Participants
318
End-of-year plan assets
not reported in the loaded dataset

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023318C20240618161627NAL0003896512001

Reported financial statement

This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Delta Dental Of WisconsinTPA (DENTAL BENEFIT)$14,494not reported in the loaded dataset2023
Employee Benefits CorporationCLAIMS PROCESSING$4,994not reported in the loaded dataset2023
M3 Insurance Solutions IncINS AGENT OR BROKER$1,247not reported in the loaded dataset2023

Related Form 5500 pages