Plan Snapshot
- Plan Sponsor: Credit Union National Association, INC. Dba Cuna, INC.
- Sponsor EIN: 237065623
- Sponsor Address: 4703 MADISON YARDS WAY, MADISON, WI, 53705
- Plan Type: Health & Welfare
- Plan Number: 516
- Total Participants: 248
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 248 | $0 | $0 | $0 |
| 2024 | 248 | $0 | $0 | $0 |
| 2023 | 253 | $0 | $0 | $0 |
| 2022 | 245 | $0 | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE | Other Service Provider | $75,821 | — | $75,821 |
| GALLAGHER BENEFIT SERVICES | Investment Advisor | $14,700 | — | $14,700 |
| DELTA DENTAL OF WISCONSIN | Recordkeeper | $13,681 | — | $13,681 |
| M3 INSURANCE SOLUTIONS INC | Investment Advisor | $11,651 | — | $11,651 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,853
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |