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KNIGHTS OF COLUMBUS

EIN 06-0416470-financial services-Latest filing 2025
Plans
8
Retirement
5
$891.6M assets
Welfare
3
$6.5M premiums
Participants
9,338
ONE COLUMBUS PLAZA - NEW HAVEN, CT 065103325203-752-4000kofc.orgLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
8 filings
#002TraditionalDB-$289.5M - 1,120 part#003TraditionalDB-$263.8M - 3,071 part#004401k-$179.5M - 949 part#001TraditionalDB-$111.0M - 809 part#005401k-$47.8M - 933 part#506Mixed-$4.3M - 1,147 lives#501Mixed-$2.2M - 821 lives#505Self Funded-0 lives

Retirement portfolio analytics

5 plans aggregated / $891.6M assets / 6,882 participants

Assets by plan

Share of aggregate retirement assets

32%top
  • NON-BARGAINING UNIT EMPLOYEES (#002)32%
  • COLUMBUS AGENTS PENSION (#003)30%
  • KNIGHTS OF COLUMBUS (#004)20%
  • BARGAINING UNIT EMPLOYEES (#001)12%
  • FOR U.S. AGENTS (#005)5%
Total $891.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COLUMBUS AGENTS PENSION (#003)3,071
  • NON-BARGAINING UNIT EMPLOYEES (#002)1,120
  • KNIGHTS OF COLUMBUS (#004)949
  • FOR U.S. AGENTS (#005)933
  • BARGAINING UNIT EMPLOYEES (#001)809
Total 6,882Click row to drill in

Benefits portfolio analytics

3 plans / $6.5M premiums / 1,968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$2.7M
  • Life$1.7M
  • Other$1.5M
  • Dental$1.1M
  • Long-term disability$779K
  • Vision$247K
Total $6.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
25%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
  • QBE INSURANCE25%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • WESTPORT INSURANCE CORPORATION16%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA13%
  • +2 more
Total $6.5M7 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $179K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KNIGHTS OF COLUMBUS RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEES

TraditionalDB

Assets$289.5M
Participants1,120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KNIGHTS OF COLUMBUS AGENTS PENSION PLAN

TraditionalDB

Assets$263.8M
Participants3,071
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS

401k

Assets$179.5M
Participants949
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KNIGHTS OF COLUMBUS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES

TraditionalDB

Assets$111.0M
Participants809
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS

401k

Assets$47.8M
Participants933
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

WELFARE BENEFIT PLAN FOR EMPLOYEES AND CERTAIN RETIREES OF THE KNIGHTS OF COLUMBUS

Mixed - QBE INSURANCE

Premiums$4.3M
Covered lives1,147
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

WELFARE BENEFIT PLAN FOR AGENTS OF THE KNIGHTS OF COLUMBUS

Mixed - SWISS REINSURANCE COMPANY, LTD

Premiums$2.2M
Covered lives821
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

KNIGHTS OF COLUMBUS SEVERANCE BENEFIT PLAN FOR BARGAINING UNIT EMPLOYEES

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans5

Plan #NameTypeAssetsParticipantsLatest year
002KNIGHTS OF COLUMBUS RETIREMENT PLAN FOR NON-BARGAINING UNIT EMPLOYEESTraditionalDB$289.5M1,1202024
003KNIGHTS OF COLUMBUS AGENTS PENSION PLANTraditionalDB$263.8M3,0712024
004THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS401k$179.5M9492025
001KNIGHTS OF COLUMBUS RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEESTraditionalDB$111.0M8092024
005THE KNIGHTS OF COLUMBUS TAX SAVINGS INVESTMENT PLAN FOR U.S. AGENTS401k$47.8M9332025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
506WELFARE BENEFIT PLAN FOR EMPLOYEES AND CERTAIN RETIREES OF THE KNIGHTS OF COLUMBUSMixedQBE INSURANCE$4.3M1,1472025
501WELFARE BENEFIT PLAN FOR AGENTS OF THE KNIGHTS OF COLUMBUSMixedSWISS REINSURANCE COMPANY, LTD$2.2M8212025
505KNIGHTS OF COLUMBUS SEVERANCE BENEFIT PLAN FOR BARGAINING UNIT EMPLOYEESSelf Funded-$002025
Retirement plans
Welfare plans
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