Plan5500

Catholic United Financial — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Catholic United Financial (EIN 41-0182070) is a plan sponsor located in Saint Paul, MN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-0182070
Location
Saint Paul, MN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Catholic United Financial

  • 2 loaded plans hold $42M in reported assets.
  • The largest, Catholic United Financial Defined Benefit Retirement Plan, holds 59% of this company's reported plan assets.
  • Plans cover 320 reported participants.
  • 2 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$42MSummed across loaded plans$42,000,567
Total reported assets$42M$42,000,567
Total reported participants320
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$42M total assets
Net assets$42MLiabilities$0
Contributions & income
Employer contributions$542.1K
Participant contributions$615.6K
Total income / additions$6.2M
Expenses & distributions
Benefits paid / distributions$3.8M
Total expenses$3.9M
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets59%Catholic United Financial Defined Benefit Retirement Plan
Participants per plan160Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Catholic United Financial Defined Benefit Retirement Plan$24.6M
    Plan #001 · 170 participants · 2023
  2. 2
    Catholic United Financial 401(K) Plan$17.4M
    Plan #002 · 150 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Catholic United Financial. Open one for its full reported snapshot.

  1. 2023
    Catholic United Financial 401(K) Plan150 participants · 2Sch HSch C
    View filing →
  2. 2023
    Catholic United Financial Defined Benefit Retirement Plan170 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Catholic United Financial report on Form 5500?
Catholic United Financial (EIN 41-0182070) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Catholic United Financial?
The Employer Identification Number (EIN) reported for Catholic United Financial is 41-0182070.
What is the latest Form 5500 filing year for Catholic United Financial?
The latest loaded Form 5500 filing year for Catholic United Financial is 2023.

Related Form 5500 pages