Catholic Benefits Association

What Catholic Benefits Association does

Catholic Benefits Association (CBA) is a private membership association headquartered in Castle Rock, Colorado, that delivers benefits administration, legal advocacy, and human-resources consulting to Catholic employers, Catholic dioceses, and employees enrolled in member health plans in the United States. The organization operates on a recurring-dues membership model and offers a vertically integrated suite of services: Legal Advocacy defending First Amendment rights and securing religious-liberty protections; Human Resources Consultative Services providing consultation, education, and implementable tools to align HR practice with Catholic identity; the Genesis self-funded health plan, marketed as an "authentically Catholic" cost-savings solution; the CBA Multiple Employer 401(k) Plan (MEP), a faith-aligned retirement plan delivered with fiduciary partner Innovest Portfolio Solutions under USCCB investment guidelines; a Catholic Professional Development e-learning platform launched in 2025; and a Members Only Room password-protected portal housing HR templates, handbook samples, job-description models, and compliance resources. The association under 10 employees reports "10 Years of Service" and claims to have secured civil liberties protections for more Catholic employers than any other organization of its kind, supported by multiple federal and state-court permanent injunctions (EEOC mandates in 2025; Colorado SB 190 in August 2025; HD v. Hochul filed April 2026). Distribution runs primarily through Catholic institutional networks — diocesan websites, parish bulletins, Catholic schools, and Catholic professional organizations such as Legatus and the Knights of Columbus — with content marketing across an in-house blog portfolio (HR Conversations, Healthcare Insights, Everyday Ethics, General Counsel's Report) and email newsletters. Revenue is generated through subscription/recurring membership dues plus ancillary service fees; specific pricing, member count, and financial figures are not publicly disclosed.

Name

Catholic Benefits Association

Legal name

Catholic Benefits Association

Website

https://catholicbenefitsassociation.org

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Catholic Benefits Association is a private membership association serving U.S. Catholic employers, dioceses, and ministries with faith-aligned benefits administration, religious-liberty legal advocacy, HR consulting, and the Genesis self-funded health plan.

Ownership category

akta.pro rank

Headquarters

HQ city

Castle Rock

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Others, Marketing or Sales, Technology or R&D

Revenue model

1. Membership Dues: The CBA operates as a membership association serving Catholic employers. Revenue is generated through membership dues and subscriptions from Catholic employers, dioceses, and Catholic organizations seeking benefits administration, legal advocacy, and HR consulting services aligned with Catholic teachings.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The Catholic Benefits Association (CBA) is a membership association that provides Catholic employers, dioceses, ministries, and affiliated organizations with faith-aligned employee benefits and supporting services. Its core offerings are the Genesis self-funded Catholic health plan, the CBA Multiple Employer 401(k) Plan (MEP) with USCCB-aligned investments, legal advocacy and litigation defending First Amendment religious liberty rights, Human Resources Consultative Services, and a Members Only Room portal with HR templates and compliance resources.

Product overview

The Catholic Benefits Association (CBA) is a membership organization serving Catholic employers, dioceses, and ministries. Rather than a single unified software product, CBA offers a portfolio of benefit and professional services including: the Genesis health plan (authentically Catholic self-funded health benefits), the CBA Multiple Employer 401(k) Plan (faith-aligned retirement), Legal Advocacy services (religious liberty protection), Human Resources Consultative Services, and Catholic Professional Development (e-learning). CBA also provides a Members Only Room portal with HR templates, handbook samples, and compliance resources. The organization helps Catholic employers align their workplace practices, benefits offerings, and employment policies with Catholic teaching.

Differentiator

Problem solved

Functional benefit

Brands

• Genesis: A cost-savings and authentically Catholic solution for delivering the services of self-funded health plans.
• CBA Multiple Employer 401(k) Plan (MEP)

Products and services

• Legal Advocacy Legal advocacy and litigation in defense of the First Amendment rights of Catholic employers, including religious liberty protections against conflicting regulatory mandates such as EEOC rules on contraception, abortion, IVF, gender transition services, and pronouns. Available to CBA member Catholic employers and dioceses.
• Human Resources Consultative Services Consultation, education, and implementable tools for Catholic HR professionals to align HR practices, employee conversations, and workplace integration with Catholic identity. Provided to CBA member organizations.
• Genesis Health Plan Cost-savings and authentically Catholic solution for delivering self-funded health plan services aligned with Church teaching. Provided to CBA member Catholic employers, dioceses, ministries, and apostolates, with the Diocese of Sioux Falls as an example adopter.
• CBA Multiple Employer 401(k) Plan (MEP) Faith-aligned retirement plan for Catholic employers offering USCCB-aligned investment options, reduced fiduciary liability, and cost efficiencies through a Multiple Employer Plan structure. Developed in partnership with Innovest Portfolio Solutions as the faith-aligned fiduciary partner.
• Catholic Professional Development E-learning platform providing practical guidance for leaders on navigating Catholic identity in HR processes, employee conversations, faith integration, and Catholic identity in the workplace.

Named customers1 record

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Innovest Portfolio SolutionscoreStrategic or Co-development PartnerInnovest Portfolio Solutions serves as the faith-aligned fiduciary partner for the CBA Multiple Employer 401(k) Plan (MEP). The MEP was developed with Innovest Portfolio Solutions, an industry leader in faith-aligned investments, to provide investment options carefully selected to align with Catholic teaching and USCCB investment guidelines. This partnership enables CBA to offer members a cost-effective retirement plan with reduced fiduciary liability.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Mercer (Marsh McLennan): Global incumbent benefits broker and consultant serving large employers including Catholic health systems; broad portfolio of HCM, benefits administration, and consulting that competes for the same HR/budget allocation.
• OneDigital: Large US benefits broker and HR consulting firm with a faith-based/religious employer vertical; provides comparable HR consulting, benefits administration, and retirement plan services to mid-market and enterprise employers.

Direct peers

• GuideStone Financial Resources: Faith-based (Southern Baptist) benefits and retirement plan administrator serving ministers and church employees; directly comparable Multiple Employer 401(k) and health plan offerings aligned with religious values.
• Church Pension Group: Episcopal Church benefits administrator offering health, retirement, and welfare benefits plus legal/advisory services to faith-aligned employers; structurally analogous faith-based benefits association.
• LCMS Benefits (Lutheran Church-Missouri Synod): Faith-based benefits administrator providing health, retirement, and HR resources to LCMS-affiliated employers and ministries; closest denominational analog to CBA's Catholic focus.
• Brotherhood Mutual Insurance: Faith-aligned insurance carrier serving churches, ministries, and Christian organizations with property/casualty and benefits products; overlaps with CBA's mission of serving faith-based employers with values-aligned coverage.
• Christian Employers Alliance: Direct peer providing faith-aligned benefits administration, legal advocacy, and HR resources to Christian (non-Catholic) employers; competes for the same value proposition in an adjacent religious-employer niche.

Emerging players

• Christian Healthcare Ministries: Faith-based health cost-sharing ministry serving Christian individuals and organizations; partial overlap with CBA's Genesis self-funded health plan concept but focused on member-to-member sharing rather than employer-sponsored benefits.
• National Association of Church Business Administration: Professional association for church business administrators offering HR, benefits, and operational guidance to religious employers; partially overlapping content/membership value proposition with CBA.

Others

• USCCB (United States Conference of Catholic Bishops): Catholic governing body that issues moral/ethical guidance to Catholic institutions; not a benefits administrator, but a key content/standards source that CBA's offerings reference and could be displaced or augmented by.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/catholic-benefits-association

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Catholic Benefits Association