Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Trusted Fraternal Life
EIN 39-0201015insuranceLatest filing 2025
Plans
9
Retirement
5
$139.1M assets
Health & Benefits
4
$3.3M premiums
Participants
1,422
1100 W. WELLS STREET - MILWAUKEE, WI 53233414-273-6266trustedfraternallife.orgLinkedIn1-10 employeesinsurance
Plans on this EIN
9 filings#003401(k)-$56.5M - 347 part#001Traditional DB-$38.5M - 301 part#010Traditional DB-$26.3M - 164 part#007Traditional DB-$16.4M - 23 part#011Traditional DB-$1.3M - 14 part#507Fully insured-$3.3M - 309 lives#505Fully insured-$41K - 165 lives#506Fully insured-$41K - 178 lives#503Self-funded-0 lives+3 more plans
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Retirement portfolio analytics
5 plans aggregated / $139.1M assets / 849 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$82.6M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $3.3M premiums / 652 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.3M
- Health$3.3M
- Dental$3.3M
- Vision$3.3M
- Prescription drug$3.3M
- Long-term disability$41K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
TRUSTED FRATERNAL LIFE 401(K) PLAN
401(k)
Assets$56.5M
Participants347
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CATHOLIC FINANCIAL LIFE PENSION PLAN
Traditional DB
Assets$38.5M
Participants301
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010
CATHOLIC UNITED FINANCIAL DEFINED BENEFIT RETIREMENT PLAN
Traditional DB
Assets$26.3M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
RETIREMENT PLAN FOR EMPLOYEES OF WOMAN'S LIFE INSURANCE SOCIETY
Traditional DB
Assets$16.4M
Participants23
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#011
AMERICAN FRATERNAL UNION PENSION PLAN
Traditional DB
Assets$1.3M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#507
HEALTH PLAN FOR ASSOCIATES AND AGENTS OF CATHOLIC KNIGHTS
Fully insured - BLUE CROSS AND BLUE SHIELD OF WISCONSIN
Premiums$3.3M
Covered lives309
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505
LONG TERM DISABILTY
Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$41K
Covered lives165
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506
LIFE INSURANCE
Fully insured - ANTHEM LIFE INSURANCE COMPANY
Premiums$41K
Covered lives178
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
CATHOLIC KNIGHTS HEALTH REIMBURSEMENT ARRANGEMENT
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
5 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | TRUSTED FRATERNAL LIFE 401(K) PLAN | 401(k) | $56.5M | 347 | 2025 |
| #001 | CATHOLIC FINANCIAL LIFE PENSION PLAN | Traditional DB | $38.5M | 301 | 2025 |
| #010 | CATHOLIC UNITED FINANCIAL DEFINED BENEFIT RETIREMENT PLAN | Traditional DB | $26.3M | 164 | 2025 |
| #007 | RETIREMENT PLAN FOR EMPLOYEES OF WOMAN'S LIFE INSURANCE SOCIETY | Traditional DB | $16.4M | 23 | 2025 |
| #011 | AMERICAN FRATERNAL UNION PENSION PLAN | Traditional DB | $1.3M | 14 | 2025 |
- #003 · 401(k) · 2025347
- #001 · Traditional DB · 2025301
- #010 · Traditional DB · 2025164
- #007 · Traditional DB · 202523
- #011 · Traditional DB · 202514
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #507 | HEALTH PLAN FOR ASSOCIATES AND AGENTS OF CATHOLIC KNIGHTS | Fully insured | BLUE CROSS AND BLUE SHIELD OF WISCONSIN | $3.3M | 309 | 2025 |
| #505 | LONG TERM DISABILTY | Fully insured | RELIANCE STANDARD LIFE INSURANCE COMPANY | $41K | 165 | 2025 |
| #506 | LIFE INSURANCE | Fully insured | ANTHEM LIFE INSURANCE COMPANY | $41K | 178 | 2025 |
| #503 | CATHOLIC KNIGHTS HEALTH REIMBURSEMENT ARRANGEMENT | Self-funded | - | $0 | 0 | 2025 |
- #507 · Fully insured · BLUE CROSS AND BLUE SHIELD OF WISCONSIN · 2025309
- #505 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025165
- LIFE INSURANCE$41K#506 · Fully insured · ANTHEM LIFE INSURANCE COMPANY · 2025178
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans