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Sponsor portfolio

CATHOLIC CHARITIES OF THE DIOCESE OF ST. CLOUD

EIN 41-0737799-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$15K premiums
Participants
586
911 18TH STREET NORTH - ST. CLOUD, MN 56303320-650-1588ccstcloud.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#002401k-$21.7M - 400 part#501Mixed-$15K - 186 lives

Benefits portfolio analytics

1 plan / $15K premiums / 186 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $15K1 slice

Broker market share

Schedule A broker compensation

Split broker
40%top
  • NORTH RISK PARTNERS LLC40%
  • ASSUREDPARTNERS40%
  • GALLAGHER BENEFIT SERVICES, INC.20%
Total $3K3 slices

Plan deep-dives

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

CATHOLIC CHARITIES OF THE DIOCESE OF ST. CLOUD 401(K) RETIREMENT PLAN

401k

Assets$21.7M
Participants400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD GROUP LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$15K
Covered lives186
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CATHOLIC CHARITIES OF THE DIOCESE OF ST. CLOUD 401(K) RETIREMENT PLAN401k$21.7M4002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATHOLIC CHARITIES OF THE DIOCESE OF ST CLOUD GROUP LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENTMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$15K1862025
Retirement plans
Welfare plans
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