Plan5500

Catholic United Financial Defined Benefit Retirement Plan — Form 5500 plan (Catholic United Financial)

Plain-English plan 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 Defined Benefit Retirement Plan is a benefit plan reported by Catholic United Financial under EIN 41-0182070 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $24,584,601 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$24.6MPlan net assets, end of year$24,584,601
Participants170Covered participants reported
Assets / participant$144.6KComputed: assets ÷ participants$144,615 (computed)
Provider compensation$31.4K2 Schedule C provider row(s)$31,395
Plan sponsor
Catholic United Financial
EIN
41-0182070
Plan number
001
Plan type
2
Location
St Paul, MN
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    170 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$24.6M total assets
Net assets$24.6MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$1.4M
Benefits paid / distributions$1.3M
Full reported line items

Net assets

Total assets (EOY)
$24,584,601
Total liabilities (EOY)
$0
Net assets (EOY)
$24,584,601
Net assets (BOY)
$23,766,478

Income & contributions

Total contributions
$0
Total income / additions
$2,178,141

Expenses & distributions

Benefits paid
$1,312,302
Administrative expenses
$47,716
Total expenses
$1,360,018
Net increase / (decrease)
$818,123
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income60%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    The Standard Insurance Company$18.7K
    NONE · Direct $18.7K · Indirect $0
  2. 2
    Cliftonlarsonallen, Llp$12.7K
    NONE · Direct $12.7K · Indirect $0

Related Form 5500 pages