Catholic United Financial's EIN is 41-0182070.
Download the official 2024 Form 5500 (PDF) for Catholic United Financial from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catholic United Financial's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL | 41-0417830 | — | NONE | $25K | — |
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 | — | — | $18.2M | 95.6% | |
| Standard Schwab Fundamental US Large Co Index | Mutual Funds | — | — | $3.2M | 16.7% | |
| Standard ClearBridge Large Cap Growth | Other securities | — | — | $2.8M | 14.7% | |
| Standard Vanguard Interm-Bond Index Adm | Mutual Funds | — | — | $1.7M | 8.9% | |
| Standard Dodge & Cox International Stock | Mutual Funds | — | — | $1.5M | 7.9% | |
| Standard Baron Growth Equity | Other securities | — | — | $1.3M | 6.7% | |
| Standard Advantus S&P 500 Index | Common Collective Trusts | — | — | $1.2M | 6.2% | |
| Standard DFA US Targeted Value Port | Mutual Funds | — | — | $1.1M | 5.8% | |
| Standard Dodge & Cox Income Fund | Mutual Funds | — | — | $1.0M | 5.3% | |
| Standard JPMorgan Large Cap Growth | Other securities | — | — | $986K | 5.2% | |
| Standard ClearBridge International Growth A | Other securities | — | — | $962K | 5.1% | |
| Standard Advantus Money Market | Cash / Money Market | — | — | $857K | 4.5% | |
| Standard American Funds Capital World Bond R6 | Mutual Funds | — | — | $810K | 4.3% | |
| Minnesota Life General Account | Other securities | — | — | $737K | 3.9% | |
| Standard MFS Mid Cap Value R3 | Mutual Funds | — | — | $274K | 1.4% | |
| Standard Cohen & Steers RE Securities A | Other securities | — | — | $194K | 1.0% | |
| Standard BlackRock Advantage ESG US Equity Inst | Other securities | — | — | $168K | 0.9% | |
| Standard Hotchkis & Wiley High Yield I | Other securities | — | — | $128K | 0.7% | |
| Participants Participant Loans Rates from 3.95% to 11.00% - | Bonds / Notes | — | — | $91K | 0.5% | |
| Standard Vanguard Wellesley Inc Admiral | Mutual Funds | — | — | $64K | 0.3% | |
| Standard DFA Inf-Protected Securities | Mutual Funds | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
