Catholic Financial Life Pension Plan — Form 5500 plan (Catholic Financial Life)
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 Financial Life Pension Plan is a benefit plan reported by Catholic Financial Life under EIN 39-0201015 and plan number 001. The latest loaded filing year is 2023. The filing reports 326 participants and $38,265,333 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Catholic Financial Life
- EIN
- 39-0201015
- Plan number
- 001
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 326
- End-of-year plan assets
- $38,265,333
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 326 | H, C | 20241015135017NAL0057923938001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,265,333
- Total liabilities (EOY)
- $17,988
- Net assets (EOY)
- $38,247,345
- Net assets (BOY)
- $36,875,502
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total contributions
- $0
- Total income / additions
- $4,474,064
Expenses & distributions
- Benefits paid
- $2,907,720
- Administrative expenses
- $194,501
- Total expenses
- $3,102,221
- Net increase / (decrease)
- $1,371,843
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Parkway Advisors, L.P. | NONE | $111,365 | not reported in the loaded dataset | 2023 |
| Milliman, Inc. | NONE | $40,297 | not reported in the loaded dataset | 2023 |
| Associated Trust Company | NONE | $27,614 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $15,225 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Catholic Financial Life
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Parkway Advisors, L.P. — Schedule C compensation
- Milliman, Inc. — Schedule C compensation
- Associated Trust Company — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation