Catholic United Financial's EIN is 41-0182070.
Download the official 2023 Form 5500 (PDF) for Catholic United Financial from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Catholic United Financial's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE STANDARD INSURANCE COMPANY | 93-0242990 | — | NONE | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $19.8M | 80.6% | |
| Dodge & Cox Income Investor Pooled Separate Account Minnesota Life Insurance Company | Pooled Separate Accounts | — | $5.4M | $5.9M | 24.2% | |
| General Account Minnesota Life Insurance Company | Common Stocks | — | $4.8M | $4.8M | 19.4% | |
| JPMorgan Large Cap Growth Pooled Separate Account Minnesota Life Insurance Company | Pooled Separate Accounts | — | $2.9M | $4.2M | 17.0% | |
| Schwb Fndmntl US Lg Co Idx Pooled Separate Account Minnesota Life Insurance Company | Pooled Separate Accounts | — | $2.8M | $3.6M | 14.7% | |
| TIAA-CREF Intl Eq Idx Instl Pooled Separate Account Minnesota Life Insurance Company | Pooled Separate Accounts | — | $2.6M | $3.4M | 14.0% | |
| DFA US Targeted Value Port Pooled Separate Account Minnesota Life Insurance Company | Pooled Separate Accounts | — | $775K | $1.4M | 5.5% | |
| Baron Growth Equity Pooled Separate Account Minnesota Life Insurance Company | Pooled Separate Accounts | — | $792K | $1.2M | 5.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
