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AllocatorsPlancorporate pension<100m

Catholic United Financial Defined Benefit Retirement Plan

Allocators

ST Paul, MN

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:e2d04e37-106d-4355-86d9-c843652beb78

Data as of Sep 15, 2026 (this record's last observation) from Government tapes; SEC filings; What the plans publish; Pending. Page built Sep 20, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Sep 15, 2026 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Total assets: $24.6Mlatest reading; see basis
Assets as of: Dec 30, 2024
Assets basis: REPORTED
Funded ratio: 112%
Participants: 170
Commitments: 2with an amount; holdings are counted apart
Managers: 1
Funds: 1
Re-ups: 0
First-time managers: 0
Latest commitment: Dec 30, 2024
Consultants: 0
Private markets target, %: 0latest policy, percent of assets
Private equity target, %: 0latest policy, percent of assets
Latest policy: Dec 30, 2024
People: 0

Holdings (a value, never a commitment)

a Schedule D plan interest or a 990-PF other investment: a value on a date, never an approval

Vehicle	Manager	Bucket	Value	As of	Kind	Source
Master Separate Account	Minnesota Life Insurance	Pooled vehicle	$19.8M	Dec 30, 2024	Separate account	Dol form 5500 pension
Master Separate Account	Minnesota Life Insurance	Pooled vehicle	$18.4M	Dec 30, 2023	Separate account	Dol form 5500 pension

Policy targets, latest period

the latest period this plan published, every item quoted from its own report; a target is never an actual; 4 rows folded into 2

Bucket	Target %	Range low	Range high	Actual %	Actual	Period end	Basis
Insurance company general account	n/a	n/a	n/a	19	$4.8M	Dec 30, 2024	Derived
Pooled separate accounts	n/a	n/a	n/a	81	$19.8M	Dec 30, 2024	Derived

Consultants

Form 5500 Schedule C, Form ADV and the plan's own reports; a Schedule C relationship is current for 24 months after the plan year end

Consultant	Role	From	To	Current	Evidence	Source
Standard Insurance Company	actuary	Dec 31, 2023	Dec 30, 2024	no	fact	Dol form 5500 pension
Standard Insurance Company	actuary	Dec 31, 2023	Dec 30, 2024	no	fact	Dol form 5500 pension
Minnesota Life Insurance	actuary	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension
Northern Consulting Actuaries	actuary	Dec 31, 2022	Dec 30, 2023	no	fact	Dol form 5500 pension

Relationships

Sponsors (1)

← Catholic United FinancialPlan sponsorPlan sponsor
Dec 31, 2022 to presentfactForm 5500

Advised by (3)

→ Minnesota Life InsuranceInvestment consultantactuary
Dec 31, 2022 to Dec 30, 2023factForm 5500
→ Northern Consulting ActuariesInvestment consultantactuary
Dec 31, 2022 to Dec 30, 2023factForm 5500
→ Standard Insurance CompanyInvestment consultantactuary
Dec 31, 2023 to Dec 30, 2024factForm 5500

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Dec 31, 2023
Manager relationship ended
Minnesota Life Insurance Company no longer appears on Catholic United Financial Defined Benefit Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Minnesota Life Insurance Form 5500observed 4 days ago
Occurred
Dec 31, 2023
Manager relationship started
The Standard Insurance Company appears on Catholic United Financial Defined Benefit Retirement Plan's Schedule C as investment manager (plan year 2023 vs 2022)
Standard Insurance Company Form 5500observed 4 days ago

Show 2 bookkeeping events

Occurred
Dec 31, 2023
Catholic United Financial Defined Benefit Retirement Plan plan assets $21M -> $24M (+10.6%, 2022-12-31 to 2023-12-31)
Occurred
Dec 31, 2023
Catholic United Financial Defined Benefit Retirement Plan funded ratio 100.2% -> 111.7% (2022-12-31 to 2023-12-31)

Provenance

Graph: Allocators
Canonical id: dfx:al:e2d04e37-106d-4355-86d9-c843652beb78
First observed: Sep 15, 2026
Last observed: Sep 15, 2026 4 days ago
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Catholic United Financial Defined Benefit Retirement Plan

Allocators

ST Paul, MN

This is the graph view. The full profile, with its team, deals and sources, is on Allocators.Open the full profile →

Search this name across graphsid dfx:al:e2d04e37-106d-4355-86d9-c843652beb78

Vehicle

Manager

Bucket

Value

As of

Kind

Source

Master Separate Account

Minnesota Life Insurance

Pooled vehicle

$19.8M

Dec 30, 2024

Separate account

Dol form 5500 pension

Master Separate Account

Minnesota Life Insurance

Pooled vehicle

$18.4M

Dec 30, 2023

Separate account

Dol form 5500 pension

Bucket

Target %

Range low

Range high

Actual %

Actual

Period end

Basis

Insurance company general account

n/a

$4.8M

Dec 30, 2024

Derived

Pooled separate accounts

n/a

$19.8M

Dec 30, 2024

Derived

Consultant

Role

From

Current

Evidence

Source

Standard Insurance Company

actuary

Dec 31, 2023

Dec 30, 2024

fact

Dol form 5500 pension

Standard Insurance Company

actuary

Dec 31, 2023

Dec 30, 2024

fact

Dol form 5500 pension

Minnesota Life Insurance

actuary

Dec 31, 2022

Dec 30, 2023

fact

Dol form 5500 pension

Northern Consulting Actuaries

actuary

Dec 31, 2022

Dec 30, 2023

fact

Dol form 5500 pension