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Employer · plans filed under one EIN

Knights of Columbus Supreme Council

New Haven, CT · Finance and insurance

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$863Mnet assets across plans
6,914participant records3,406 active
$14.2Memployer contributions, latest plan years$4,168 per active record
$134KSchedule C compensation to organisations$19.41 per participant record

5 retirement plans with 100 or more participants file Form 5500 under Knights of Columbus Supreme Council's employer identification number (New Haven, Connecticut). Their latest filings total 6,914 participant records and $863M in net assets.

The largest is Knights of Columbus Agents Pension Plan, a defined benefit pension plan with 3,071 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $14.2M and participant contributions $9.8M in the latest plan years; benefits paid were $40.4M. Schedule C compensation reported to service provider organisations totalled $134K.

Combined net assets moved from $255M in 2009 to $863M in 2024 (up 239%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Knights of Columbus Agents Pension Plandefined benefit pension plan20243,071$264M$85,907—$0
Knights of Columbus Retirement Plan for Non-Bargaining Unit Employeesdefined benefit pension plan20241,120$290M$258,490$20,000$0
The Knights of Columbus Tax Savings Investment Plan for U.S. Agents401(k) plan2024986$42.7M$43,320—$34K
The Management Tax Savings Investment Plan for Knights of Columbus401(k) plan2024928$156M$168,135$3,202$100K
Knights of Columbus Retirement Plan for Bargaining Unit Employeesdefined benefit pension plan2024809$111M$137,163—$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $255M2010: $293M2011: $293M2012: $340M2013: $417M2014: $454M2015: $459M2016: $496M2017: $569M2018: $538M2019: $642M2020: $717M2021: $824M2022: $704M2023: $798M2024: $863M$255M$863M20092012201620202024
Combined net assets
2009: 5,7122010: 5,9152011: 6,0972012: 6,2972013: 6,4112014: 6,5832015: 6,6792016: 6,8802017: 7,2442018: 6,7482019: 6,6342020: 6,6562021: 6,7792022: 6,8612023: 6,9282024: 6,9145,7127,2446,91420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202456,914$863M$14.2M$9.8M
202356,928$798M$14.1M$9.6M
202256,861$704M$20.5M$8.9M
202156,779$824M$24.2M$8.6M
202056,656$717M$27.6M$7.8M
201956,634$642M$30.0M$6.9M
201856,748$538M$19.7M$7.0M
201757,244$569M$16.9M$6.7M
201656,880$496M$15.6M$6.4M
201556,679$459M$16.0M$6.1M
201456,583$454M$16.1M$5.6M
201356,411$417M$25.0M$5.2M
201256,297$340M$17.4M$5.0M
201156,097$293M$7.2M$4.7M
201055,915$293M$11.1M$4.5M
200955,712$255M$6.9M$4.2M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$134,187
Morningstar Investment Management LInvestment advisory (participants)2$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$134K
Morningstar Investment Management L$0

Questions and answers

How many retirement plans does Knights of Columbus Supreme Council have?

5 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Knights of Columbus Agents Pension Plan, Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees, The Knights of Columbus Tax Savings Investment Plan for U.S. Agents and The Management Tax Savings Investment Plan for Knights of Columbus and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Knights of Columbus Supreme Council contribute to its plans?

$14,196,324 in employer contributions across these plans in their latest plan years, about $4,168 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Principal Life Insurance Company and Morningstar Investment Management L. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.