401k Plan data: AMERICAN FRATERNAL UNION PENSION PLAN plan

AMERICAN FRATERNAL UNION PENSION PLAN 401k Plan overview

Plan Name	AMERICAN FRATERNAL UNION PENSION PLAN
Plan identification number	003

AMERICAN FRATERNAL UNION PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021). Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CATHOLIC UNITED FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC UNITED FINANCIAL

Employer identification number (EIN): 410182070

NAIC Classification: 524290

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN FRATERNAL UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-07-01
003 2021-07-01 GARY MAKI 2023-10-13 GARY MAKI 2023-10-13
003 2020-07-01 PAUL ZASTROW 2022-03-14
003 2019-07-01 DEBORAH GEPHART 2020-12-28
003 2019-07-01 DEBORAH GEPHART 2020-12-28
003 2018-07-01 DEBORAH GEPHART 2020-07-15 DEBORAH GEPHART 2020-07-15
003 2017-07-01 DEBORAH GEPHART 2019-03-13
003 2016-07-01 DEBORAH GEPHART 2017-08-30
003 2015-07-01 DEBORAH GEPHART 2017-01-26
003 2014-07-01 DEBORAH GEPHART 2017-04-28
003 2013-07-01 DEBORAH GEPHART 2014-10-29
003 2012-07-01 DEBORAH GEPHART 2014-10-28
003 2011-07-01 DEBORAH GEPHART 2013-01-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-07-01
003	2021-07-01	GARY MAKI	2023-10-13	GARY MAKI	2023-10-13
003	2020-07-01	PAUL ZASTROW	2022-03-14
003	2019-07-01	DEBORAH GEPHART	2020-12-28
003	2019-07-01	DEBORAH GEPHART	2020-12-28
003	2018-07-01	DEBORAH GEPHART	2020-07-15	DEBORAH GEPHART	2020-07-15
003	2017-07-01	DEBORAH GEPHART	2019-03-13
003	2016-07-01	DEBORAH GEPHART	2017-08-30
003	2015-07-01	DEBORAH GEPHART	2017-01-26
003	2014-07-01	DEBORAH GEPHART	2017-04-28
003	2013-07-01	DEBORAH GEPHART	2014-10-29
003	2012-07-01	DEBORAH GEPHART	2014-10-28
003	2011-07-01	DEBORAH GEPHART	2013-01-15

Plan Statistics for AMERICAN FRATERNAL UNION PENSION PLAN

401k plan membership statisitcs for AMERICAN FRATERNAL UNION PENSION PLAN

Measure Date Value
2023: AMERICAN FRATERNAL UNION PENSION PLAN 2023 401k membership
Market value of plan assets 2023-06-30 1,355,673
Acturial value of plan assets 2023-06-30 1,355,673
Funding target for retired participants and beneficiaries receiving payment 2023-06-30 1,150,908
Number of terminated vested participants 2023-06-30 4
Fundng target for terminated vested participants 2023-06-30 307,531
Active participant vested funding target 2023-06-30 0
Number of active participants 2023-06-30 0
Total funding liabilities for active participants 2023-06-30 0
Total participant count 2023-06-30 15
Total funding target for all participants 2023-06-30 1,458,439
Balance at beginning of prior year after applicable adjustments 2023-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-06-30 47,577
Amount remaining of carryover balance 2023-06-30 0
Amount remaining of prefunding balance 2023-06-30 47,577
Present value of excess contributions 2023-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-06-30 0
Balance of carryovers at beginning of current year 2023-06-30 0
Balance of prefunding at beginning of current year 2023-06-30 45,446
Total employer contributions 2023-06-30 0
Total employee contributions 2023-06-30 0
Remaining amount of unpaid minimum required contributions 2023-06-30 0
Minimum required contributions for current year target normal cost 2023-06-30 0
Net shortfall amortization installment of oustanding balance 2023-06-30 148,212
Total funding amount beforereflecting carryover/prefunding balances 2023-06-30 13,697
Prefunding balance elected to use to offset funding requirement 2023-06-30 13,697
Additional cash requirement 2023-06-30 0
Unpaid minimum required contributions for current year 2023-06-30 0
Unpaid minimum required contributions for all years 2023-06-30 0
2022: AMERICAN FRATERNAL UNION PENSION PLAN 2022 401k membership
Market value of plan assets 2022-06-30 1,562,066
Acturial value of plan assets 2022-06-30 1,562,066
Funding target for retired participants and beneficiaries receiving payment 2022-06-30 1,174,767
Number of terminated vested participants 2022-06-30 4
Fundng target for terminated vested participants 2022-06-30 284,034
Active participant vested funding target 2022-06-30 0
Number of active participants 2022-06-30 0
Total funding liabilities for active participants 2022-06-30 0
Total participant count 2022-06-30 15
Total funding target for all participants 2022-06-30 1,458,801
Balance at beginning of prior year after applicable adjustments 2022-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-06-30 35,011
Amount remaining of carryover balance 2022-06-30 0
Amount remaining of prefunding balance 2022-06-30 35,011
Present value of excess contributions 2022-06-30 134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-06-30 141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-06-30 141
Balance of carryovers at beginning of current year 2022-06-30 0
Balance of prefunding at beginning of current year 2022-06-30 47,577
Remaining amount of unpaid minimum required contributions 2022-06-30 0
Minimum required contributions for current year target normal cost 2022-06-30 0
Total funding amount beforereflecting carryover/prefunding balances 2022-06-30 0
Additional cash requirement 2022-06-30 0
Unpaid minimum required contributions for current year 2022-06-30 0
Unpaid minimum required contributions for all years 2022-06-30 0
2021: AMERICAN FRATERNAL UNION PENSION PLAN 2021 401k membership
Market value of plan assets 2021-06-30 1,202,609
Acturial value of plan assets 2021-06-30 1,202,609
Funding target for retired participants and beneficiaries receiving payment 2021-06-30 1,313,925
Number of terminated vested participants 2021-06-30 4
Fundng target for terminated vested participants 2021-06-30 274,133
Active participant vested funding target 2021-06-30 0
Number of active participants 2021-06-30 0
Total funding liabilities for active participants 2021-06-30 0
Total participant count 2021-06-30 16
Total funding target for all participants 2021-06-30 1,588,058
Balance at beginning of prior year after applicable adjustments 2021-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-06-30 37,783
Amount remaining of carryover balance 2021-06-30 0
Amount remaining of prefunding balance 2021-06-30 37,783
Present value of excess contributions 2021-06-30 41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-06-30 43
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-06-30 43
Balance of carryovers at beginning of current year 2021-06-30 0
Balance of prefunding at beginning of current year 2021-06-30 35,011
Total employer contributions 2021-06-30 80,326
Total employee contributions 2021-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-06-30 78,543
Remaining amount of unpaid minimum required contributions 2021-06-30 0
Minimum required contributions for current year target normal cost 2021-06-30 0
Net shortfall amortization installment of oustanding balance 2021-06-30 420,460
Total funding amount beforereflecting carryover/prefunding balances 2021-06-30 78,409
Additional cash requirement 2021-06-30 78,409
Contributions allocatedtoward minimum required contributions for current year 2021-06-30 78,543
Unpaid minimum required contributions for current year 2021-06-30 0
Unpaid minimum required contributions for all years 2021-06-30 0
2020: AMERICAN FRATERNAL UNION PENSION PLAN 2020 401k membership
Market value of plan assets 2020-06-30 1,409,477
Acturial value of plan assets 2020-06-30 1,409,477
Funding target for retired participants and beneficiaries receiving payment 2020-06-30 1,339,886
Number of terminated vested participants 2020-06-30 4
Fundng target for terminated vested participants 2020-06-30 253,046
Active participant vested funding target 2020-06-30 0
Number of active participants 2020-06-30 0
Total funding liabilities for active participants 2020-06-30 0
Total participant count 2020-06-30 16
Total funding target for all participants 2020-06-30 1,592,932
Balance at beginning of prior year after applicable adjustments 2020-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-06-30 38,057
Amount remaining of carryover balance 2020-06-30 0
Amount remaining of prefunding balance 2020-06-30 38,057
Present value of excess contributions 2020-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-06-30 0
Balance of carryovers at beginning of current year 2020-06-30 0
Balance of prefunding at beginning of current year 2020-06-30 37,783
Total employer contributions 2020-06-30 42,551
Total employee contributions 2020-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-06-30 41,076
Remaining amount of unpaid minimum required contributions 2020-06-30 0
Minimum required contributions for current year target normal cost 2020-06-30 0
Net shortfall amortization installment of oustanding balance 2020-06-30 221,238
Total funding amount beforereflecting carryover/prefunding balances 2020-06-30 41,035
Additional cash requirement 2020-06-30 41,035
Contributions allocatedtoward minimum required contributions for current year 2020-06-30 41,076
Unpaid minimum required contributions for current year 2020-06-30 0
Unpaid minimum required contributions for all years 2020-06-30 0
2019: AMERICAN FRATERNAL UNION PENSION PLAN 2019 401k membership
Market value of plan assets 2019-06-30 1,538,373
Acturial value of plan assets 2019-06-30 1,538,373
Funding target for retired participants and beneficiaries receiving payment 2019-06-30 1,263,894
Number of terminated vested participants 2019-06-30 5
Fundng target for terminated vested participants 2019-06-30 357,004
Active participant vested funding target 2019-06-30 0
Number of active participants 2019-06-30 0
Total funding liabilities for active participants 2019-06-30 0
Total participant count 2019-06-30 16
Total funding target for all participants 2019-06-30 1,620,898
Balance at beginning of prior year after applicable adjustments 2019-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-06-30 35,405
Amount remaining of carryover balance 2019-06-30 0
Amount remaining of prefunding balance 2019-06-30 35,405
Present value of excess contributions 2019-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-06-30 0
Balance of carryovers at beginning of current year 2019-06-30 0
Balance of prefunding at beginning of current year 2019-06-30 38,057
Total employer contributions 2019-06-30 23,705
Total employee contributions 2019-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-06-30 21,941
Remaining amount of unpaid minimum required contributions 2019-06-30 0
Minimum required contributions for current year target normal cost 2019-06-30 0
Net shortfall amortization installment of oustanding balance 2019-06-30 120,582
Total funding amount beforereflecting carryover/prefunding balances 2019-06-30 21,941
Additional cash requirement 2019-06-30 21,941
Contributions allocatedtoward minimum required contributions for current year 2019-06-30 21,941
Unpaid minimum required contributions for current year 2019-06-30 0
Unpaid minimum required contributions for all years 2019-06-30 0
2018: AMERICAN FRATERNAL UNION PENSION PLAN 2018 401k membership
Market value of plan assets 2018-06-30 1,555,642
Acturial value of plan assets 2018-06-30 1,555,642
Funding target for retired participants and beneficiaries receiving payment 2018-06-30 1,241,510
Number of terminated vested participants 2018-06-30 5
Fundng target for terminated vested participants 2018-06-30 316,253
Active participant vested funding target 2018-06-30 0
Number of active participants 2018-06-30 0
Total funding liabilities for active participants 2018-06-30 0
Total participant count 2018-06-30 16
Total funding target for all participants 2018-06-30 1,557,763
Balance at beginning of prior year after applicable adjustments 2018-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-06-30 31,642
Amount remaining of carryover balance 2018-06-30 0
Amount remaining of prefunding balance 2018-06-30 31,642
Present value of excess contributions 2018-06-30 4
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-06-30 4
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-06-30 4
Balance of carryovers at beginning of current year 2018-06-30 0
Balance of prefunding at beginning of current year 2018-06-30 35,405
Total employer contributions 2018-06-30 7,556
Total employee contributions 2018-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-06-30 7,457
Remaining amount of unpaid minimum required contributions 2018-06-30 0
Minimum required contributions for current year target normal cost 2018-06-30 0
Net shortfall amortization installment of oustanding balance 2018-06-30 37,526
Total funding amount beforereflecting carryover/prefunding balances 2018-06-30 7,457
Additional cash requirement 2018-06-30 7,457
Contributions allocatedtoward minimum required contributions for current year 2018-06-30 7,457
Unpaid minimum required contributions for current year 2018-06-30 0
Unpaid minimum required contributions for all years 2018-06-30 0
2017: AMERICAN FRATERNAL UNION PENSION PLAN 2017 401k membership
Market value of plan assets 2017-06-30 1,509,413
Acturial value of plan assets 2017-06-30 1,509,413
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 1,256,082
Number of terminated vested participants 2017-06-30 5
Fundng target for terminated vested participants 2017-06-30 288,344
Active participant vested funding target 2017-06-30 0
Number of active participants 2017-06-30 0
Total funding liabilities for active participants 2017-06-30 0
Total participant count 2017-06-30 16
Total funding target for all participants 2017-06-30 1,544,426
Balance at beginning of prior year after applicable adjustments 2017-06-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 31,827
Amount remaining of carryover balance 2017-06-30 0
Amount remaining of prefunding balance 2017-06-30 31,827
Present value of excess contributions 2017-06-30 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 0
Reductions in prefunding balances due to elections or deemed elections 2017-06-30 0
Balance of carryovers at beginning of current year 2017-06-30 0
Balance of prefunding at beginning of current year 2017-06-30 31,642
Total employer contributions 2017-06-30 11,261
Total employee contributions 2017-06-30 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-06-30 0
Contributions made to avoid restrictions adjusted to valuation date 2017-06-30 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-06-30 11,017
Unpaid minimum required contributions for all prior years 2017-06-30 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 0
Net shortfall amortization installment of oustanding balance 2017-06-30 66,655
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 11,013
Additional cash requirement 2017-06-30 11,013
Contributions allocatedtoward minimum required contributions for current year 2017-06-30 11,017
Unpaid minimum required contributions for current year 2017-06-30 0
Unpaid minimum required contributions for all years 2017-06-30 0

Measure	Date	Value
2023: AMERICAN FRATERNAL UNION PENSION PLAN 2023 401k membership
Market value of plan assets	2023-06-30	1,355,673
Acturial value of plan assets	2023-06-30	1,355,673
Funding target for retired participants and beneficiaries receiving payment	2023-06-30	1,150,908
Number of terminated vested participants	2023-06-30	4
Fundng target for terminated vested participants	2023-06-30	307,531
Active participant vested funding target	2023-06-30	0
Number of active participants	2023-06-30	0
Total funding liabilities for active participants	2023-06-30	0
Total participant count	2023-06-30	15
Total funding target for all participants	2023-06-30	1,458,439
Balance at beginning of prior year after applicable adjustments	2023-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-06-30	47,577
Amount remaining of carryover balance	2023-06-30	0
Amount remaining of prefunding balance	2023-06-30	47,577
Present value of excess contributions	2023-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-06-30	0
Balance of carryovers at beginning of current year	2023-06-30	0
Balance of prefunding at beginning of current year	2023-06-30	45,446
Total employer contributions	2023-06-30	0
Total employee contributions	2023-06-30	0
Remaining amount of unpaid minimum required contributions	2023-06-30	0
Minimum required contributions for current year target normal cost	2023-06-30	0
Net shortfall amortization installment of oustanding balance	2023-06-30	148,212
Total funding amount beforereflecting carryover/prefunding balances	2023-06-30	13,697
Prefunding balance elected to use to offset funding requirement	2023-06-30	13,697
Additional cash requirement	2023-06-30	0
Unpaid minimum required contributions for current year	2023-06-30	0
Unpaid minimum required contributions for all years	2023-06-30	0
2022: AMERICAN FRATERNAL UNION PENSION PLAN 2022 401k membership
Market value of plan assets	2022-06-30	1,562,066
Acturial value of plan assets	2022-06-30	1,562,066
Funding target for retired participants and beneficiaries receiving payment	2022-06-30	1,174,767
Number of terminated vested participants	2022-06-30	4
Fundng target for terminated vested participants	2022-06-30	284,034
Active participant vested funding target	2022-06-30	0
Number of active participants	2022-06-30	0
Total funding liabilities for active participants	2022-06-30	0
Total participant count	2022-06-30	15
Total funding target for all participants	2022-06-30	1,458,801
Balance at beginning of prior year after applicable adjustments	2022-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-06-30	35,011
Amount remaining of carryover balance	2022-06-30	0
Amount remaining of prefunding balance	2022-06-30	35,011
Present value of excess contributions	2022-06-30	134
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-06-30	141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-06-30	141
Balance of carryovers at beginning of current year	2022-06-30	0
Balance of prefunding at beginning of current year	2022-06-30	47,577
Remaining amount of unpaid minimum required contributions	2022-06-30	0
Minimum required contributions for current year target normal cost	2022-06-30	0
Total funding amount beforereflecting carryover/prefunding balances	2022-06-30	0
Additional cash requirement	2022-06-30	0
Unpaid minimum required contributions for current year	2022-06-30	0
Unpaid minimum required contributions for all years	2022-06-30	0
2021: AMERICAN FRATERNAL UNION PENSION PLAN 2021 401k membership
Market value of plan assets	2021-06-30	1,202,609
Acturial value of plan assets	2021-06-30	1,202,609
Funding target for retired participants and beneficiaries receiving payment	2021-06-30	1,313,925
Number of terminated vested participants	2021-06-30	4
Fundng target for terminated vested participants	2021-06-30	274,133
Active participant vested funding target	2021-06-30	0
Number of active participants	2021-06-30	0
Total funding liabilities for active participants	2021-06-30	0
Total participant count	2021-06-30	16
Total funding target for all participants	2021-06-30	1,588,058
Balance at beginning of prior year after applicable adjustments	2021-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-06-30	37,783
Amount remaining of carryover balance	2021-06-30	0
Amount remaining of prefunding balance	2021-06-30	37,783
Present value of excess contributions	2021-06-30	41
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-06-30	43
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-06-30	43
Balance of carryovers at beginning of current year	2021-06-30	0
Balance of prefunding at beginning of current year	2021-06-30	35,011
Total employer contributions	2021-06-30	80,326
Total employee contributions	2021-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-06-30	78,543
Remaining amount of unpaid minimum required contributions	2021-06-30	0
Minimum required contributions for current year target normal cost	2021-06-30	0
Net shortfall amortization installment of oustanding balance	2021-06-30	420,460
Total funding amount beforereflecting carryover/prefunding balances	2021-06-30	78,409
Additional cash requirement	2021-06-30	78,409
Contributions allocatedtoward minimum required contributions for current year	2021-06-30	78,543
Unpaid minimum required contributions for current year	2021-06-30	0
Unpaid minimum required contributions for all years	2021-06-30	0
2020: AMERICAN FRATERNAL UNION PENSION PLAN 2020 401k membership
Market value of plan assets	2020-06-30	1,409,477
Acturial value of plan assets	2020-06-30	1,409,477
Funding target for retired participants and beneficiaries receiving payment	2020-06-30	1,339,886
Number of terminated vested participants	2020-06-30	4
Fundng target for terminated vested participants	2020-06-30	253,046
Active participant vested funding target	2020-06-30	0
Number of active participants	2020-06-30	0
Total funding liabilities for active participants	2020-06-30	0
Total participant count	2020-06-30	16
Total funding target for all participants	2020-06-30	1,592,932
Balance at beginning of prior year after applicable adjustments	2020-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-06-30	38,057
Amount remaining of carryover balance	2020-06-30	0
Amount remaining of prefunding balance	2020-06-30	38,057
Present value of excess contributions	2020-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-06-30	0
Balance of carryovers at beginning of current year	2020-06-30	0
Balance of prefunding at beginning of current year	2020-06-30	37,783
Total employer contributions	2020-06-30	42,551
Total employee contributions	2020-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-06-30	41,076
Remaining amount of unpaid minimum required contributions	2020-06-30	0
Minimum required contributions for current year target normal cost	2020-06-30	0
Net shortfall amortization installment of oustanding balance	2020-06-30	221,238
Total funding amount beforereflecting carryover/prefunding balances	2020-06-30	41,035
Additional cash requirement	2020-06-30	41,035
Contributions allocatedtoward minimum required contributions for current year	2020-06-30	41,076
Unpaid minimum required contributions for current year	2020-06-30	0
Unpaid minimum required contributions for all years	2020-06-30	0
2019: AMERICAN FRATERNAL UNION PENSION PLAN 2019 401k membership
Market value of plan assets	2019-06-30	1,538,373
Acturial value of plan assets	2019-06-30	1,538,373
Funding target for retired participants and beneficiaries receiving payment	2019-06-30	1,263,894
Number of terminated vested participants	2019-06-30	5
Fundng target for terminated vested participants	2019-06-30	357,004
Active participant vested funding target	2019-06-30	0
Number of active participants	2019-06-30	0
Total funding liabilities for active participants	2019-06-30	0
Total participant count	2019-06-30	16
Total funding target for all participants	2019-06-30	1,620,898
Balance at beginning of prior year after applicable adjustments	2019-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-06-30	35,405
Amount remaining of carryover balance	2019-06-30	0
Amount remaining of prefunding balance	2019-06-30	35,405
Present value of excess contributions	2019-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-06-30	0
Balance of carryovers at beginning of current year	2019-06-30	0
Balance of prefunding at beginning of current year	2019-06-30	38,057
Total employer contributions	2019-06-30	23,705
Total employee contributions	2019-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-06-30	21,941
Remaining amount of unpaid minimum required contributions	2019-06-30	0
Minimum required contributions for current year target normal cost	2019-06-30	0
Net shortfall amortization installment of oustanding balance	2019-06-30	120,582
Total funding amount beforereflecting carryover/prefunding balances	2019-06-30	21,941
Additional cash requirement	2019-06-30	21,941
Contributions allocatedtoward minimum required contributions for current year	2019-06-30	21,941
Unpaid minimum required contributions for current year	2019-06-30	0
Unpaid minimum required contributions for all years	2019-06-30	0
2018: AMERICAN FRATERNAL UNION PENSION PLAN 2018 401k membership
Market value of plan assets	2018-06-30	1,555,642
Acturial value of plan assets	2018-06-30	1,555,642
Funding target for retired participants and beneficiaries receiving payment	2018-06-30	1,241,510
Number of terminated vested participants	2018-06-30	5
Fundng target for terminated vested participants	2018-06-30	316,253
Active participant vested funding target	2018-06-30	0
Number of active participants	2018-06-30	0
Total funding liabilities for active participants	2018-06-30	0
Total participant count	2018-06-30	16
Total funding target for all participants	2018-06-30	1,557,763
Balance at beginning of prior year after applicable adjustments	2018-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-06-30	31,642
Amount remaining of carryover balance	2018-06-30	0
Amount remaining of prefunding balance	2018-06-30	31,642
Present value of excess contributions	2018-06-30	4
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-06-30	4
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-06-30	4
Balance of carryovers at beginning of current year	2018-06-30	0
Balance of prefunding at beginning of current year	2018-06-30	35,405
Total employer contributions	2018-06-30	7,556
Total employee contributions	2018-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-06-30	7,457
Remaining amount of unpaid minimum required contributions	2018-06-30	0
Minimum required contributions for current year target normal cost	2018-06-30	0
Net shortfall amortization installment of oustanding balance	2018-06-30	37,526
Total funding amount beforereflecting carryover/prefunding balances	2018-06-30	7,457
Additional cash requirement	2018-06-30	7,457
Contributions allocatedtoward minimum required contributions for current year	2018-06-30	7,457
Unpaid minimum required contributions for current year	2018-06-30	0
Unpaid minimum required contributions for all years	2018-06-30	0
2017: AMERICAN FRATERNAL UNION PENSION PLAN 2017 401k membership
Market value of plan assets	2017-06-30	1,509,413
Acturial value of plan assets	2017-06-30	1,509,413
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	1,256,082
Number of terminated vested participants	2017-06-30	5
Fundng target for terminated vested participants	2017-06-30	288,344
Active participant vested funding target	2017-06-30	0
Number of active participants	2017-06-30	0
Total funding liabilities for active participants	2017-06-30	0
Total participant count	2017-06-30	16
Total funding target for all participants	2017-06-30	1,544,426
Balance at beginning of prior year after applicable adjustments	2017-06-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	31,827
Amount remaining of carryover balance	2017-06-30	0
Amount remaining of prefunding balance	2017-06-30	31,827
Present value of excess contributions	2017-06-30	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-06-30	0
Balance of carryovers at beginning of current year	2017-06-30	0
Balance of prefunding at beginning of current year	2017-06-30	31,642
Total employer contributions	2017-06-30	11,261
Total employee contributions	2017-06-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-06-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-06-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-06-30	11,017
Unpaid minimum required contributions for all prior years	2017-06-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	0
Net shortfall amortization installment of oustanding balance	2017-06-30	66,655
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	11,013
Additional cash requirement	2017-06-30	11,013
Contributions allocatedtoward minimum required contributions for current year	2017-06-30	11,017
Unpaid minimum required contributions for current year	2017-06-30	0
Unpaid minimum required contributions for all years	2017-06-30	0

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Company Name:	CATHOLIC UNITED FINANCIAL
Employer identification number (EIN):	410182070
NAIC Classification:	524290