# Credit Union National Association, INC. Dba Cuna, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/credit-union-national-association-inc-dba-cuna-inc-237065623-516

> Credit Union National Association, INC. Dba Cuna, INC.'s Health & Welfare plan: 248 participants, plan year 2024 financials, providers, and benchmarks from F…

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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