Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
CATHOLIC LIFE INSURANCE
EIN 74-0548665financial servicesLatest filing 2025
Plans
2
Retirement
2
$36.0M assets
Welfare
0
Participants
155
1635 NE LOOP 410 - SAN ANTONIO, TX 78209210-828-9921cliu.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $36.0M assets / 155 participantsParticipants by plan
Active + retired + deferred vested
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 LIFE INSURANCE RETIREMENT ACCUMULATION PLAN
401k
Assets$21.2M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
CATHOLIC LIFE INSURANCE EMPLOYEES DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$14.9M
Participants71
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CATHOLIC LIFE INSURANCE RETIREMENT ACCUMULATION PLAN | 401k | $21.2M | 84 | 2025 | |
| 003 | CATHOLIC LIFE INSURANCE EMPLOYEES DEFINED BENEFIT PENSION PLAN | TraditionalDB | $14.9M | 71 | 2024 |
Retirement plans