Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Catholic Life Insurance
EIN 74-0548665financial servicesLatest filing 2025
Plans
2
Retirement
2
$37.6M assets
Health & Benefits
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 / $37.6M assets / 155 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#002
CATHOLIC LIFE INSURANCE RETIREMENT ACCUMULATION PLAN
401(k)
Assets$21.2M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
CATHOLIC LIFE INSURANCE EMPLOYEES DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$16.5M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | CATHOLIC LIFE INSURANCE RETIREMENT ACCUMULATION PLAN | 401(k) | $21.2M | 84 | 2025 |
| #003 | CATHOLIC LIFE INSURANCE EMPLOYEES DEFINED BENEFIT PENSION PLAN | Traditional DB | $16.5M | 71 | 2025 |
- #002 · 401(k) · 202584
- #003 · Traditional DB · 202571
Retirement plans