CMFG Life Insurance Company Non-Represented Plan Qualified Trust

CMFG Life Insurance Company Non-Represented Plan Qualified Trust

The trust was established to deliver qualified pension benefits tied to CMFG Life Insurance Company, a CUNA Mutual Group subsidiary. CMFG Life Insurance Company serves as the sponsoring employer. Asset deployment centers on fixed-income holdings and private equity fund commitments. Confirmed positions include senior notes issued by Washington Real Estate Investment Trust. The trust co-invests in select vehicles with the CUNA Mutual Represented Plan Qualified Trust. Geographic exposure centers on the United States with additional holdings linked to Wisconsin-based entities. Team size and total deployment figures remain undisclosed. The trust maintains membership in the Committee on Investment of Employee Benefit Assets. Filene Institute employees receive coverage through the same structure. Governance ties directly to the sponsoring employer with no independent external manager disclosed.