Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Dental$2.8M
- Vision$2.8M
- Life$2.8M
- Short-term disability$2.8M
- Long-term disability$2.8M
- +2 more
Sponsor portfolio
CATHOLIC CHARITIES, DIOCESE OF FORT WORTH, INC.
EIN 75-0808769Latest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$2.8M premiums
Participants
790
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 544 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITEDHEALTHCARE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CATHOLIC CHARITIES FORT WORTH 403B PLAN
403b
Assets$14.1M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CATHOLIC CHARITIES FORT WORTH WRAP PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CATHOLIC CHARITIES FORT WORTH 403B PLAN | 403b | $14.1M | 491 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CATHOLIC CHARITIES FORT WORTH WRAP PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.8M | 544 | 2025 |
Retirement plans
Welfare plans