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Sponsor portfolio

CATHOLIC UNITED FINANCIAL

EIN 41-0182070-insurance-Latest filing 2024
Plans
3
Retirement
3
$44.9M assets
Welfare
0
Participants
324
3499 N LEXINGTON AVENUE - ST PAUL, MN 55126651-490-0170catholicunitedfinancial.orgLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001TraditionalDB-$24.6M - 166 part#002401k-$19.0M - 144 part#003TraditionalDB-$1.3M - 14 part

Retirement portfolio analytics

3 plans aggregated / $44.9M assets / 324 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • BENEFIT RETIREMENT PLAN (#001)55%
  • UNITED FINANCIAL 401(K) (#002)42%
  • FRATERNAL UNION PENSION (#003)3%
Total $44.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BENEFIT RETIREMENT PLAN (#001)166
  • UNITED FINANCIAL 401(K) (#002)144
  • FRATERNAL UNION PENSION (#003)14
Total 324Click row to drill in

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 UNITED FINANCIAL DEFINED BENEFIT RETIREMENT PLAN

TraditionalDB

Assets$24.6M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

CATHOLIC UNITED FINANCIAL 401(K) PLAN

401k

Assets$19.0M
Participants144
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

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

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001CATHOLIC UNITED FINANCIAL DEFINED BENEFIT RETIREMENT PLANTraditionalDB$24.6M1662024
002CATHOLIC UNITED FINANCIAL 401(K) PLAN401k$19.0M1442024
003AMERICAN FRATERNAL UNION PENSION PLANTraditionalDB$1.3M142024
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