· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CATHOLIC UNITED FINANCIAL — AMERICAN FRATERNAL UNION PENSION PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20250415170227NAL0001666595001
CATHOLIC UNITED FINANCIAL
Form 5500-SF
FILING_RECEIVED
AMERICAN FRATERNAL UNION PENSION PLAN
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
85
/ 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
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CATHOLIC UNITED FINANCIAL
.
Find decision makers
Plan sponsor
Name
CATHOLIC UNITED FINANCIAL
EIN
41-0182070
Address
3499 NORTH LEXINGTON AVE · ST PAUL, MN · 55126
Phone
(651) 765-4122
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MUTUAL INSPECTION BUREAU, INC.
MUTUAL INSPECTION BUREAU, INC. SALARY SAVINGS PLAN
$1.3M · 13 participants
NOLEN/WESTERN COMPANY, INC.
NOLEN WESTERN CO., INC. PROFIT SHARING PLAN
$1.3M · 3 participants
R F ANDING LLC
R F ANDING LLC CASH BALANCE PLAN
$1.3M · 4 participants
CALIFORNIA PUBLIC SAFETY ADMINISTRATORS, INC.
CALIFORNIA PUBLIC SAFETY ADMINISTRATORS, INC. 401(K) PLAN
$1.3M · 12 participants
WESTER REALTY & INSURANCE AGENCY, INC.
WESTER REALTY & INSURANCE AGENCY 401K PROFIT SHARING PLAN
90
Knocking points off
Plan is frozen (1I) — no new benefit accrual.
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.3M · 15 participants
INSCIPHER, LLC
INSCIPHER, LLC 401(K) PLAN
$1.3M · 45 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
