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Original filing (PDF)20251013090530NAL0000402627001
CATHOLIC UNITED FINANCIAL
Form 5500
FILING_RECEIVED
CATHOLIC UNITED FINANCIAL DEFINED BENEFIT RETIREMENT PLAN
Defined-benefit pension plan
Active participants
38
Accounts w/ balance
—
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CATHOLIC UNITED FINANCIAL.
Plan sponsor
Name
CATHOLIC UNITED FINANCIAL
EIN
41-0182070
Address
3499 N LEXINGTON AVENUE · ST PAUL, MN · 551269459
Phone
(651) 490-0170
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE STANDARD INSURANCE COMPANY | 93-0242990 | — | NONE | $19K | — |
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | NONE | $13K | — |
Investments
1 pooled fund· $19.8M(81% of reported assets)
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | $19.8M | 80.6% |