2023 Form 5500 filing — Catholic Financial Life Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015135017NAL0057923938001) for Catholic Financial Life Pension Plan, reported by Catholic Financial Life under EIN 39-0201015 and plan number 001. It reports 326 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135017NAL0057923938001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catholic Financial Life
- EIN
- 39-0201015
- Plan number
- 001
- Location
- Milwaukee, WI
- Participants
- 326
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,265,333
- Total liabilities (EOY)
- $17,988
- Net assets (EOY)
- $38,247,345
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $4,474,064
- Benefits paid
- $2,907,720
- Administrative expenses
- $194,501
- Total expenses
- $3,102,221
- Net increase / (decrease)
- $1,371,843
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Parkway Advisors, L.P. | NONE | $111,365 | not reported in the loaded dataset |
| Milliman, Inc. | NONE | $40,297 | not reported in the loaded dataset |
| Associated Trust Company | NONE | $27,614 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $15,225 | not reported in the loaded dataset |