Civic Intelligence

Credit Union Executives Society Inc

Plan context: Cu Executives Society Capital Accumulation Plan

EIN 39-1351028 • Madison, WI • 61 filings • 12 plans

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PO Box 14167Madison, WI 53708-0167
Current Snapshot

Latest Year

2025

2025 Participants

65

2025 Assets

$12,532,340

2025 Contributions

$741,214

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$12,532,340$6,266,170$0199920122025YearValue
$12,532,340Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

68340199920122025YearValue
65Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025165$12,532,340$741,214$11,403iApproximate average salary by contribution assumption: employee only about $285,082 at 4% or $190,055 at 6%; with 50% employer match about $190,055 at 4% or $126,703 at 6%; with 100% employer match about $142,541 at 4% or $95,027 at 6%.
Cu Executives Society Capital Accumulation Plan-65$12,532,340$741,214$11,403iApproximate average salary by contribution assumption: employee only about $285,082 at 4% or $190,055 at 6%; with 50% employer match about $190,055 at 4% or $126,703 at 6%; with 100% employer match about $142,541 at 4% or $95,027 at 6%.
2024167$12,462,415$544,475$8,126iApproximate average salary by contribution assumption: employee only about $203,162 at 4% or $135,442 at 6%; with 50% employer match about $135,442 at 4% or $90,294 at 6%; with 100% employer match about $101,581 at 4% or $67,721 at 6%.
Cu Executives Society Capital Accumulation Plan-67$12,462,415$544,475$8,126iApproximate average salary by contribution assumption: employee only about $203,162 at 4% or $135,442 at 6%; with 50% employer match about $135,442 at 4% or $90,294 at 6%; with 100% employer match about $101,581 at 4% or $67,721 at 6%.
2023164$11,513,067$886,105$13,845iApproximate average salary by contribution assumption: employee only about $346,135 at 4% or $230,757 at 6%; with 50% employer match about $230,757 at 4% or $153,838 at 6%; with 100% employer match about $173,067 at 4% or $115,378 at 6%.
Cu Executives Society Capital Accumulation Plan-64$11,513,067$886,105$13,845iApproximate average salary by contribution assumption: employee only about $346,135 at 4% or $230,757 at 6%; with 50% employer match about $230,757 at 4% or $153,838 at 6%; with 100% employer match about $173,067 at 4% or $115,378 at 6%.
2022166$9,659,523$492,641$7,464iApproximate average salary by contribution assumption: employee only about $186,606 at 4% or $124,404 at 6%; with 50% employer match about $124,404 at 4% or $82,936 at 6%; with 100% employer match about $93,303 at 4% or $62,202 at 6%.
Cu Executives Society Capital Accumulation Plan-66$9,659,523$492,641$7,464iApproximate average salary by contribution assumption: employee only about $186,606 at 4% or $124,404 at 6%; with 50% employer match about $124,404 at 4% or $82,936 at 6%; with 100% employer match about $93,303 at 4% or $62,202 at 6%.
2021168$11,185,609$530,637$7,803iApproximate average salary by contribution assumption: employee only about $195,087 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,705 at 6%; with 100% employer match about $97,544 at 4% or $65,029 at 6%.
Cu Executives Society Capital Accumulation Plan-68$11,185,609$530,637$7,803iApproximate average salary by contribution assumption: employee only about $195,087 at 4% or $130,058 at 6%; with 50% employer match about $130,058 at 4% or $86,705 at 6%; with 100% employer match about $97,544 at 4% or $65,029 at 6%.
2020167$9,464,815$562,783$8,400iApproximate average salary by contribution assumption: employee only about $209,994 at 4% or $139,996 at 6%; with 50% employer match about $139,996 at 4% or $93,331 at 6%; with 100% employer match about $104,997 at 4% or $69,998 at 6%.
Cu Executives Society Capital Accumulation Plan-67$9,464,815$562,783$8,400iApproximate average salary by contribution assumption: employee only about $209,994 at 4% or $139,996 at 6%; with 50% employer match about $139,996 at 4% or $93,331 at 6%; with 100% employer match about $104,997 at 4% or $69,998 at 6%.
2019160$7,822,816$645,301$10,755iApproximate average salary by contribution assumption: employee only about $268,875 at 4% or $179,250 at 6%; with 50% employer match about $179,250 at 4% or $119,500 at 6%; with 100% employer match about $134,438 at 4% or $89,625 at 6%.
Cu Executives Society Capital Accumulation Plan-60$7,822,816$645,301$10,755iApproximate average salary by contribution assumption: employee only about $268,875 at 4% or $179,250 at 6%; with 50% employer match about $179,250 at 4% or $119,500 at 6%; with 100% employer match about $134,438 at 4% or $89,625 at 6%.
2018162$7,504,648$581,305$9,376iApproximate average salary by contribution assumption: employee only about $234,397 at 4% or $156,265 at 6%; with 50% employer match about $156,265 at 4% or $104,177 at 6%; with 100% employer match about $117,199 at 4% or $78,132 at 6%.
Cu Executives Society Capital Accumulation Plan-62$7,504,648$581,305$9,376iApproximate average salary by contribution assumption: employee only about $234,397 at 4% or $156,265 at 6%; with 50% employer match about $156,265 at 4% or $104,177 at 6%; with 100% employer match about $117,199 at 4% or $78,132 at 6%.
2017161$7,713,250$677,178$11,101iApproximate average salary by contribution assumption: employee only about $277,532 at 4% or $185,021 at 6%; with 50% employer match about $185,021 at 4% or $123,348 at 6%; with 100% employer match about $138,766 at 4% or $92,511 at 6%.
Cu Executives Society Capital Accumulation Plan-61$7,713,250$677,178$11,101iApproximate average salary by contribution assumption: employee only about $277,532 at 4% or $185,021 at 6%; with 50% employer match about $185,021 at 4% or $123,348 at 6%; with 100% employer match about $138,766 at 4% or $92,511 at 6%.
2016157$6,031,060$683,864$11,998iApproximate average salary by contribution assumption: employee only about $299,940 at 4% or $199,960 at 6%; with 50% employer match about $199,960 at 4% or $133,307 at 6%; with 100% employer match about $149,970 at 4% or $99,980 at 6%.
Cu Executives Society Capital Accumulation Plan-57$6,031,060$683,864$11,998iApproximate average salary by contribution assumption: employee only about $299,940 at 4% or $199,960 at 6%; with 50% employer match about $199,960 at 4% or $133,307 at 6%; with 100% employer match about $149,970 at 4% or $99,980 at 6%.
2015153$6,716,524$574,621$10,842iApproximate average salary by contribution assumption: employee only about $271,048 at 4% or $180,698 at 6%; with 50% employer match about $180,698 at 4% or $120,466 at 6%; with 100% employer match about $135,524 at 4% or $90,349 at 6%.
Cu Executives Society Capital Accumulation Plan-53$6,716,524$574,621$10,842iApproximate average salary by contribution assumption: employee only about $271,048 at 4% or $180,698 at 6%; with 50% employer match about $180,698 at 4% or $120,466 at 6%; with 100% employer match about $135,524 at 4% or $90,349 at 6%.
2014144$6,384,355$568,631$12,923iApproximate average salary by contribution assumption: employee only about $323,086 at 4% or $215,391 at 6%; with 50% employer match about $215,391 at 4% or $143,594 at 6%; with 100% employer match about $161,543 at 4% or $107,695 at 6%.
Cu Executives Society Capital Accumulation Plan-44$6,384,355$568,631$12,923iApproximate average salary by contribution assumption: employee only about $323,086 at 4% or $215,391 at 6%; with 50% employer match about $215,391 at 4% or $143,594 at 6%; with 100% employer match about $161,543 at 4% or $107,695 at 6%.
2013159$6,589,860$484,515$8,212iApproximate average salary by contribution assumption: employee only about $205,303 at 4% or $136,869 at 6%; with 50% employer match about $136,869 at 4% or $91,246 at 6%; with 100% employer match about $102,651 at 4% or $68,434 at 6%.
Cu Executives Society Capital Accumulation Plan-59$6,589,860$484,515$8,212iApproximate average salary by contribution assumption: employee only about $205,303 at 4% or $136,869 at 6%; with 50% employer match about $136,869 at 4% or $91,246 at 6%; with 100% employer match about $102,651 at 4% or $68,434 at 6%.
2012155$6,115,777$492,801$8,960iApproximate average salary by contribution assumption: employee only about $224,000 at 4% or $149,334 at 6%; with 50% employer match about $149,334 at 4% or $99,556 at 6%; with 100% employer match about $112,000 at 4% or $74,667 at 6%.
Cu Executives Society Capital Accumulation Plan-55$6,115,777$492,801$8,960iApproximate average salary by contribution assumption: employee only about $224,000 at 4% or $149,334 at 6%; with 50% employer match about $149,334 at 4% or $99,556 at 6%; with 100% employer match about $112,000 at 4% or $74,667 at 6%.
2011159$5,505,690$417,470$7,076iApproximate average salary by contribution assumption: employee only about $176,894 at 4% or $117,929 at 6%; with 50% employer match about $117,929 at 4% or $78,620 at 6%; with 100% employer match about $88,447 at 4% or $58,965 at 6%.
Cu Executives Society Capital Accumulation Plan-59$5,505,690$417,470$7,076iApproximate average salary by contribution assumption: employee only about $176,894 at 4% or $117,929 at 6%; with 50% employer match about $117,929 at 4% or $78,620 at 6%; with 100% employer match about $88,447 at 4% or $58,965 at 6%.
2010156$5,458,474$561,259$10,022iApproximate average salary by contribution assumption: employee only about $250,562 at 4% or $167,041 at 6%; with 50% employer match about $167,041 at 4% or $111,361 at 6%; with 100% employer match about $125,281 at 4% or $83,521 at 6%.
Cu Executives Society Capital Accumulation Plan-56$5,458,474$561,259$10,022iApproximate average salary by contribution assumption: employee only about $250,562 at 4% or $167,041 at 6%; with 50% employer match about $167,041 at 4% or $111,361 at 6%; with 100% employer match about $125,281 at 4% or $83,521 at 6%.
2009146$5,198,044$714,355$15,529iApproximate average salary by contribution assumption: employee only about $388,236 at 4% or $258,824 at 6%; with 50% employer match about $258,824 at 4% or $172,550 at 6%; with 100% employer match about $194,118 at 4% or $129,412 at 6%.
Cu Executives Society Capital Accumulation Plan-46$5,198,044$714,355$15,529iApproximate average salary by contribution assumption: employee only about $388,236 at 4% or $258,824 at 6%; with 50% employer match about $258,824 at 4% or $172,550 at 6%; with 100% employer match about $194,118 at 4% or $129,412 at 6%.
2008247$3,939,010$1,498,778$31,889iApproximate average salary by contribution assumption: employee only about $797,222 at 4% or $531,482 at 6%; with 50% employer match about $531,482 at 4% or $354,321 at 6%; with 100% employer match about $398,611 at 4% or $265,741 at 6%.
Cu Executives Society Capital Accumulation Plan-47$3,939,010$1,056,565$22,480iApproximate average salary by contribution assumption: employee only about $562,003 at 4% or $374,668 at 6%; with 50% employer match about $374,668 at 4% or $249,779 at 6%; with 100% employer match about $281,001 at 4% or $187,334 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-0-$442,213-
2007552$4,913,226$475,025$9,135iApproximate average salary by contribution assumption: employee only about $228,377 at 4% or $152,252 at 6%; with 50% employer match about $152,252 at 4% or $101,501 at 6%; with 100% employer match about $114,189 at 4% or $76,126 at 6%.
Cu Executives Society Capital Accumulation Plan-52$4,913,226$475,025$9,135iApproximate average salary by contribution assumption: employee only about $228,377 at 4% or $152,252 at 6%; with 50% employer match about $152,252 at 4% or $101,501 at 6%; with 100% employer match about $114,189 at 4% or $76,126 at 6%.
Long Term Disability Insurance Plan-51---
Short Term Disability Insurance Plan-39---
Group Life Insurance Plan-51---
Cuna Retirement Pension Plan for Cu Exec Society Inc-37---
2006555$6,692,661$712,137$12,948iApproximate average salary by contribution assumption: employee only about $323,699 at 4% or $215,799 at 6%; with 50% employer match about $215,799 at 4% or $143,866 at 6%; with 100% employer match about $161,849 at 4% or $107,900 at 6%.
Cu Executives Society Capital Accumulation Plan-52$4,617,348$439,978$8,461iApproximate average salary by contribution assumption: employee only about $211,528 at 4% or $141,019 at 6%; with 50% employer match about $141,019 at 4% or $94,012 at 6%; with 100% employer match about $105,764 at 4% or $70,509 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-44$2,075,313$272,159$6,185iApproximate average salary by contribution assumption: employee only about $154,636 at 4% or $103,091 at 6%; with 50% employer match about $103,091 at 4% or $68,727 at 6%; with 100% employer match about $77,318 at 4% or $51,545 at 6%.
Short Term Disability Insurance Plan-43---
Group Life Insurance Plan-55---
Long Term Disability Insurance Plan-55---
2005553$5,341,548$588,565$11,105iApproximate average salary by contribution assumption: employee only about $277,625 at 4% or $185,083 at 6%; with 50% employer match about $185,083 at 4% or $123,389 at 6%; with 100% employer match about $138,813 at 4% or $92,542 at 6%.
Cu Executives Society Capital Accumulation Plan-43$3,655,405$445,247$10,355iApproximate average salary by contribution assumption: employee only about $258,865 at 4% or $172,576 at 6%; with 50% employer match about $172,576 at 4% or $115,051 at 6%; with 100% employer match about $129,432 at 4% or $86,288 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-42$1,686,143$143,318$3,412iApproximate average salary by contribution assumption: employee only about $85,308 at 4% or $56,872 at 6%; with 50% employer match about $56,872 at 4% or $37,915 at 6%; with 100% employer match about $42,654 at 4% or $28,436 at 6%.
Short Term Disability Insurance Plan-52---
Long Term Disability Insurance Plan-53---
Group Life Insurance Plan-53---
2004449$4,601,664$713,325$14,558iApproximate average salary by contribution assumption: employee only about $363,941 at 4% or $242,628 at 6%; with 50% employer match about $242,628 at 4% or $161,752 at 6%; with 100% employer match about $181,971 at 4% or $121,314 at 6%.
Cu Executives Society Capital Accumulation Plan-40$3,064,970$360,835$9,021iApproximate average salary by contribution assumption: employee only about $225,522 at 4% or $150,348 at 6%; with 50% employer match about $150,348 at 4% or $100,232 at 6%; with 100% employer match about $112,761 at 4% or $75,174 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-41$1,536,694$352,490$8,597iApproximate average salary by contribution assumption: employee only about $214,933 at 4% or $143,289 at 6%; with 50% employer match about $143,289 at 4% or $95,526 at 6%; with 100% employer match about $107,466 at 4% or $71,644 at 6%.
Long Term Disability Insurance Plan-49---
Group Life Insurance Plan-49---
2003446$3,631,769$447,521$9,729iApproximate average salary by contribution assumption: employee only about $243,218 at 4% or $162,145 at 6%; with 50% employer match about $162,145 at 4% or $108,097 at 6%; with 100% employer match about $121,609 at 4% or $81,073 at 6%.
Cu Executives Society Capital Accumulation Plan-42$2,475,075$322,949$7,689iApproximate average salary by contribution assumption: employee only about $192,232 at 4% or $128,154 at 6%; with 50% employer match about $128,154 at 4% or $85,436 at 6%; with 100% employer match about $96,116 at 4% or $64,077 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-39$1,156,694$124,572$3,194iApproximate average salary by contribution assumption: employee only about $79,854 at 4% or $53,236 at 6%; with 50% employer match about $53,236 at 4% or $35,491 at 6%; with 100% employer match about $39,927 at 4% or $26,618 at 6%.
Long Term Disability Insurance Plan-46---
Group Life Insurance Plan-46---
2002545$2,610,039$323,465$7,188iApproximate average salary by contribution assumption: employee only about $179,703 at 4% or $119,802 at 6%; with 50% employer match about $119,802 at 4% or $79,868 at 6%; with 100% employer match about $89,851 at 4% or $59,901 at 6%.
Cu Executives Society Capital Accumulation Plan-37$1,745,767$281,502$7,608iApproximate average salary by contribution assumption: employee only about $190,204 at 4% or $126,803 at 6%; with 50% employer match about $126,803 at 4% or $84,535 at 6%; with 100% employer match about $95,102 at 4% or $63,401 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-37$864,272$41,963$1,134iApproximate average salary by contribution assumption: employee only about $28,353 at 4% or $18,902 at 6%; with 50% employer match about $18,902 at 4% or $12,602 at 6%; with 100% employer match about $14,177 at 4% or $9,451 at 6%.
Cu Executives Society Cuna Retirement Savings Fund-0---
Group Life Insurance Plan-45---
Long Term Disability Insurance Plan-45---
2001447$1,653,377$91,544$1,948iApproximate average salary by contribution assumption: employee only about $48,694 at 4% or $32,462 at 6%; with 50% employer match about $32,462 at 4% or $21,642 at 6%; with 100% employer match about $24,347 at 4% or $16,231 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-39$932,318--
Cu Executives Society Cuna Retirement Savings Fund-45$721,059$91,544$2,034iApproximate average salary by contribution assumption: employee only about $50,858 at 4% or $33,905 at 6%; with 50% employer match about $33,905 at 4% or $22,603 at 6%; with 100% employer match about $25,429 at 4% or $16,953 at 6%.
Group Life Insurance Plan-47---
Long Term Disability Insurance Plan-47---
2000544$2,793,252$199,203$4,527iApproximate average salary by contribution assumption: employee only about $113,184 at 4% or $75,456 at 6%; with 50% employer match about $75,456 at 4% or $50,304 at 6%; with 100% employer match about $56,592 at 4% or $37,728 at 6%.
Cu Executives Society Capital Accumulation Plan-37$1,065,503$134,664$3,640iApproximate average salary by contribution assumption: employee only about $90,989 at 4% or $60,659 at 6%; with 50% employer match about $60,659 at 4% or $40,440 at 6%; with 100% employer match about $45,495 at 4% or $30,330 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-27$1,019,183$1,887$70iApproximate average salary by contribution assumption: employee only about $1,747 at 4% or $1,165 at 6%; with 50% employer match about $1,165 at 4% or $777 at 6%; with 100% employer match about $874 at 4% or $582 at 6%.
Cu Executives Society Cuna Retirement Savings Fund-37$708,566$62,652$1,693iApproximate average salary by contribution assumption: employee only about $42,332 at 4% or $28,222 at 6%; with 50% employer match about $28,222 at 4% or $18,814 at 6%; with 100% employer match about $21,166 at 4% or $14,111 at 6%.
Long Term Disability Insurance Plan-44---
Group Life Insurance Plan-44---
1999543$3,354,476$229,920$5,347iApproximate average salary by contribution assumption: employee only about $133,674 at 4% or $89,116 at 6%; with 50% employer match about $89,116 at 4% or $59,411 at 6%; with 100% employer match about $66,837 at 4% or $44,558 at 6%.
Cu Executives Society Capital Accumulation Plan-28$1,360,807$137,800$4,921iApproximate average salary by contribution assumption: employee only about $123,036 at 4% or $82,024 at 6%; with 50% employer match about $82,024 at 4% or $54,683 at 6%; with 100% employer match about $61,518 at 4% or $41,012 at 6%.
Cuna Retirement Pension Plan for Cu Exec Society Inc-25$1,112,309$20,307$812iApproximate average salary by contribution assumption: employee only about $20,307 at 4% or $13,538 at 6%; with 50% employer match about $13,538 at 4% or $9,025 at 6%; with 100% employer match about $10,154 at 4% or $6,769 at 6%.
Cu Executives Society Cuna Retirement Savings Fund-28$881,360$71,813$2,565iApproximate average salary by contribution assumption: employee only about $64,119 at 4% or $42,746 at 6%; with 50% employer match about $42,746 at 4% or $28,497 at 6%; with 100% employer match about $32,059 at 4% or $21,373 at 6%.
Long Term Disability Insurance Plan-43---
Group Life Insurance Plan-43---