Back to filter
Original filing (PDF)20251014154144NAL0006636338001
TRUSTED FRATERNAL LIFE
Form 5500
FILING_RECEIVED
CATHOLIC FINANCIAL LIFE PENSION PLAN
Defined-benefit pension plan
Active participants
24
Accounts w/ balance
—
Plan assets (EOY)
$38.0M
Net assets (EOY)
$38.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 59 bps in Schedule C fees — 104% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTED FRATERNAL LIFE.
Plan sponsor
Name
TRUSTED FRATERNAL LIFE
EIN
39-0201015
Address
1100 W. WELLS STREET · MILWAUKEE, WI · 53233
Phone
(414) 273-6266
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARKWAY ADVISORS, L.P. | 75-2930899 | — | NONE | $115K | — |
| BAKER TILLY US, LLP | 39-0859910 | — | NONE | $42K | — |
| MILLIMAN, INC. | 91-0675641 | — | NONE | $39K | — |
| ASSOCIATED TRUST COMPANY | 30-0219031 | — | NONE | $28K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Similar-size Finance & Insurance plans
DELTA DENTAL OF IOWA
DELTA DENTAL OF IOWA 401(K) PLAN
$37.8M · 178 participants
MONARCH LIFE INSURANCE COMPANY
MONARCH LIFE INSURANCE COMPANY SAVINGS PLAN
$38.3M · 32 participants
NIPPON LIFE GROUP
NIPPON LIFE GROUP 401(K) PLAN
$38.6M · 123 participants
SECURITY NATIONAL FINANCIAL CORPORATION
SNF CORPORATION TAX-FAVORED RETIREMENT SAVINGS PLAN
$37.2M · 439 participants
SECURIAN LIFE INSURANCE COMPANY
FNB RETIREMENT SUCCESS POOLED EMPLOYER PLAN
$38.9M · 1,242 participants
UNITED HERITAGE FINANCIAL GROUP
UNITED HERITAGE FINANCIAL GROUP 401(K) PLAN
$39.5M · 132 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B