Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
TRUSTED FRATERNAL LIFE
EIN 39-0201015insuranceLatest filing 2025
Plans
8
Retirement
4
$86.2M assets
Welfare
4
$3.3M premiums
Participants
1,109
1100 W WELLS ST - MILWAUKEE, WI 53233651-765-4122trustedfraternallife.orgLinkedIn1-10 employeesinsurance
Retirement portfolio analytics
4 plans aggregated / $86.2M assets / 536 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
65%top
- (Not disclosed)65%
- ASSOCIATED TRUST COMPANY, N.A.35%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $3.3M premiums / 652 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
98%top
- BLUE CROSS OF CALIFORNIA98%
- RELIANCE STANDARD LIFE INSURANCE COMPANY1%
- ANTHEM LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CATHOLIC FINANCIAL LIFE PENSION PLAN
TraditionalDB
Assets$38.0M
Participants309
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TRUSTED FRATERNAL LIFE 401(K) PLAN
401k
Assets$30.1M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007
RETIREMENT PLAN FOR EMPLOYEES OF WOMAN'S LIFE
TraditionalDB
Assets$16.8M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
AMERICAN FRATERNAL UNION PENSION PLAN
TraditionalDB
Assets$1.3M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
HEALTH PLAN FOR ASSOCIATES AND AGENTS OF CATHOLIC KNIGHTS
Fully Insured - BLUE CROSS AND BLUE SHIELD OF WISCONSIN
Premiums$3.3M
Covered lives309
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
LONG TERM DISABILTY
Fully Insured - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$41K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
LIFE INSURANCE
Fully Insured - ANTHEM LIFE INSURANCE COMPANY
Premiums$41K
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
CATHOLIC KNIGHTS HEALTH REIMBURSEMENT ARRANGEMENT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CATHOLIC FINANCIAL LIFE PENSION PLAN | TraditionalDB | $38.0M | 309 | 2024 | |
| 003 | TRUSTED FRATERNAL LIFE 401(K) PLAN | 401k | $30.1M | 189 | 2024 | |
| 007 | RETIREMENT PLAN FOR EMPLOYEES OF WOMAN'S LIFE | TraditionalDB | $16.8M | 24 | 2024 | |
| 011 | AMERICAN FRATERNAL UNION PENSION PLAN | TraditionalDB | $1.3M | 14 | 2025 |
Welfare plans4
| 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 |
Retirement plans
Welfare plans