DFX Intelligence
Cmfg Life Insurance Company
unclassified
unclassified
67 more other clients and 183 more Schedule C rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
No advisory client relationship on the tape.
Other roles
70 allocators
- Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust Actuarythrough Dec 31, 2025
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust Actuarythrough Dec 31, 2025
- Floridacentral Credit Union Cash Balance Retirement Pension Plan Actuarythrough Dec 31, 2025
+67 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
186 rows, $13.2M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Floridacentral Credit Union Cash Balance Retirement Pension Plan | 2025 | 11 15 17 38 | NONE | $82,491 |
| Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust | 2025 | 11 15 17 38 | NONE | $55,041 |
| Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust | 2025 | 11 15 17 38 | NONE | $32,795 |
+183 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Dec 31, 2023Consultant changedinferencePotlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and TrustCmfg Life Insurance Company no longer appears on Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust's Schedule C as pension consultant (plan year 2023 vs 2022)with Cmfg Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceSuffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension PlanCmfg Life Insurance Company no longer appears on Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Cmfg Life Insurance Companyaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceListerhill Credit Union Cash Balance Defined Benefit Plan and TrustCmfg Life Insurance Company no longer appears on Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust's Schedule C as pension consultant (plan year 2023 vs 2022)with Cmfg Life Insurance Companyaskebsa.dol.gov
- Cmfg Life Insurance Company no longer appears on Service Federal Credit Union Retirement Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Cmfg Life Insurance Companyaskebsa.dol.gov