Who sponsors the Catholic United Financial Defined Benefit Retirement Plan?

Catholic United Financial Defined Benefit Retirement Plan is reported as sponsored by Catholic United Financial (EIN 41-0182070, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Catholic United Financial Defined Benefit Retirement Plan?

The latest Form 5500 filing year loaded for Catholic United Financial Defined Benefit Retirement Plan is 2023.

How many participants does Catholic United Financial Defined Benefit Retirement Plan report?

Catholic United Financial Defined Benefit Retirement Plan reports 170 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Catholic United Financial Defined Benefit Retirement Plan?

Catholic United Financial Defined Benefit Retirement Plan reports $24,584,601 in end-of-year plan assets in its latest loaded Form 5500 filing.

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.

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

What to inspect next

Frequently asked questions

Who sponsors the Catholic United Financial Defined Benefit Retirement Plan?: Catholic United Financial Defined Benefit Retirement Plan is reported as sponsored by Catholic United Financial (EIN 41-0182070, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Catholic United Financial Defined Benefit Retirement Plan?: The latest Form 5500 filing year loaded for Catholic United Financial Defined Benefit Retirement Plan is 2023.
How many participants does Catholic United Financial Defined Benefit Retirement Plan report?: Catholic United Financial Defined Benefit Retirement Plan reports 170 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Catholic United Financial Defined Benefit Retirement Plan?: Catholic United Financial Defined Benefit Retirement Plan reports $24,584,601 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.