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Sponsor portfolio

JOHN PAUL II SHRINE AND INSTITUTE, INC.

EIN 52-1547103-Educational Services-Latest filing 2025
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
35
ONE COLUMBUS PLAZA - NEW HAVEN, CT 065103326203-752-4000
Plans on this EIN
2 filings
#001403b-$2.3M - 25 part#002403b-$1.1M - 10 part

Retirement portfolio analytics

2 plans aggregated / $3.4M assets / 35 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CONTRIBUTION RETIREMENT PLAN (#001)67%
  • TAX-DEFERRED ANNUITY PLAN (#002)33%
Total $3.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CONTRIBUTION RETIREMENT PLAN (#001)25
  • TAX-DEFERRED ANNUITY PLAN (#002)10
Total 35Click 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

THE KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$2.3M
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. TAX-DEFERRED ANNUITY PLAN

403b

Assets$1.1M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. DEFINED CONTRIBUTION RETIREMENT PLAN403b$2.3M252025
002KNIGHTS OF COLUMBUS FAMILY LIFE BUREAU, INC. TAX-DEFERRED ANNUITY PLAN403b$1.1M102025
Retirement plans
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