Merger of Catholic United Financial With and Into Trusted Fraternal Life

​​Last Updated: December 11, 2024​

Information on the Proposed Merger of Catholic United Financial with and Into Trusted Fraternal Life​

On October 31, 2024, Trusted Fraternal Life (TFL, the “Applicant"), submitted a filing, in the matter of the merger of Catholic United Financial (CUF) with and into Trusted Fraternal Life. As a result of the merger between TFL and CUF, CUF will be merged into TFL, with TFL being the surviving company. The acquisition of control will occur as outlined in the merger agreement and the expected effective date is January 1, 2025.

Filings

• Transmittal Letter
  
• Evidence of Proposed Contract Submitted to Members Requirement [CONFIDENTIAL]
• Signed Agreement of Merger
  
• Certified TFL Board Resolution Approving Merger
  
• Certified CUF Board Resolution Approving Merger
  
• Annual Statement for TFL, formerly Catholic Financial Life, as of 12/31/2023
  
• Annual Statement for CUF as of 12/31/2023
  
• List of Board Members
  
• Pre Transaction Organizational Chart
  
• Post Transaction Organizational Chart​
  
• Financial Projections of the Domestic Insurer [CONFIDENTIAL]

Recommendation Documents

• Recommendation Memo​
  

Approval Documents

• OCI Approval Letter ​​​