Assets by plan
Share of aggregate retirement assets
Filings through .
Catholic United Financial
EIN 41-0182070insuranceLatest filing 2024
Plans
3
Retirement
3
$44.9M assets
Health & Benefits
0
Participants
324
3499 N LEXINGTON AVENUE - ST PAUL, MN 551269459651-490-0170catholicunitedfinancial.orgLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $44.9M assets / 324 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CATHOLIC UNITED FINANCIAL DEFINED BENEFIT RETIREMENT PLAN
Traditional DB
Assets$24.6M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CATHOLIC UNITED FINANCIAL 401(K) PLAN
401(k)
Assets$19.0M
Participants144
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
AMERICAN FRATERNAL UNION PENSION PLAN
Traditional DB
Assets$1.3M
Participants14
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CATHOLIC UNITED FINANCIAL DEFINED BENEFIT RETIREMENT PLAN | Traditional DB | $24.6M | 166 | 2024 |
| #002 | CATHOLIC UNITED FINANCIAL 401(K) PLAN | 401(k) | $19.0M | 144 | 2024 |
| #003 | AMERICAN FRATERNAL UNION PENSION PLAN | Traditional DB | $1.3M | 14 | 2024 |
- #001 · Traditional DB · 2024166
- #002 · 401(k) · 2024144
- #003 · Traditional DB · 202414
Retirement plans
Health & Benefits plans