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CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 401k Plan overview

Plan NameCATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE
Plan identification number 002

CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH
Employer identification number (EIN):251326213
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01
0022016-07-01SARAH ARNOLD SARAH ARNOLD2018-03-15
0022015-07-01KIMBERLY GANNON KIMBERLY GANNON2017-01-30
0022014-07-01SUSAN RAUSCHER SUSAN RAUSCHER2016-01-28
0022013-07-01EUGENE BOKOR SUSAN RAUSCHER2015-01-29
0022012-07-01EUGENE BOKOR SUSAN RAUSCHER2014-03-07
0022011-07-01EUGENE BOKOR SUSAN RAUSCHER2012-12-19
0022010-07-01EUGENE BOKOR SUSAN RAUSCHER2012-01-13
0022009-07-01EUGENE BOKOR SUSAN RAUSCHER2011-01-27

Plan Statistics for CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE

401k plan membership statisitcs for CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE

Measure Date Value
2022: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2022 401k membership
Total participants, beginning-of-year2022-07-01112
Total number of active participants reported on line 7a of the Form 55002022-07-0172
Number of retired or separated participants receiving benefits2022-07-014
Number of other retired or separated participants entitled to future benefits2022-07-0134
Total of all active and inactive participants2022-07-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01110
Number of participants with account balances2022-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2021 401k membership
Total participants, beginning-of-year2021-07-01108
Total number of active participants reported on line 7a of the Form 55002021-07-0172
Number of retired or separated participants receiving benefits2021-07-014
Number of other retired or separated participants entitled to future benefits2021-07-0134
Total of all active and inactive participants2021-07-01110
Total participants2021-07-01110
Number of participants with account balances2021-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-016
2020: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2020 401k membership
Total participants, beginning-of-year2020-07-0183
Total number of active participants reported on line 7a of the Form 55002020-07-0166
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0140
Total of all active and inactive participants2020-07-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-01107
Number of participants with account balances2020-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-013
2019: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2019 401k membership
Total participants, beginning-of-year2019-07-01111
Total number of active participants reported on line 7a of the Form 55002019-07-0173
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0136
Total of all active and inactive participants2019-07-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01111
Number of participants with account balances2019-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-014
2018: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2018 401k membership
Total participants, beginning-of-year2018-07-01126
Total number of active participants reported on line 7a of the Form 55002018-07-0169
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0139
Total of all active and inactive participants2018-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01110
Number of participants with account balances2018-07-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-017
2017: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2017 401k membership
Total participants, beginning-of-year2017-07-01130
Total number of active participants reported on line 7a of the Form 55002017-07-0184
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0137
Total of all active and inactive participants2017-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-013
Total participants2017-07-01124
Number of participants with account balances2017-07-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-018
2016: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2016 401k membership
Total participants, beginning-of-year2016-07-01134
Total number of active participants reported on line 7a of the Form 55002016-07-0191
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0136
Total of all active and inactive participants2016-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01130
Number of participants with account balances2016-07-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0110
2015: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2015 401k membership
Total participants, beginning-of-year2015-07-01131
Total number of active participants reported on line 7a of the Form 55002015-07-0197
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0134
Total of all active and inactive participants2015-07-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01133
Number of participants with account balances2015-07-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0112
2014: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2014 401k membership
Total participants, beginning-of-year2014-07-01132
Total number of active participants reported on line 7a of the Form 55002014-07-0198
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0129
Total of all active and inactive participants2014-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01129
Number of participants with account balances2014-07-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2013 401k membership
Total participants, beginning-of-year2013-07-01138
Total number of active participants reported on line 7a of the Form 55002013-07-0197
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0130
Total of all active and inactive participants2013-07-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-013
Total participants2013-07-01130
Number of participants with account balances2013-07-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0110
2012: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2012 401k membership
Total participants, beginning-of-year2012-07-01147
Total number of active participants reported on line 7a of the Form 55002012-07-01106
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0130
Total of all active and inactive participants2012-07-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-012
Total participants2012-07-01138
Number of participants with account balances2012-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-019
2011: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2011 401k membership
Total participants, beginning-of-year2011-07-01162
Total number of active participants reported on line 7a of the Form 55002011-07-01121
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0130
Total of all active and inactive participants2011-07-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-013
Total participants2011-07-01154
Number of participants with account balances2011-07-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2010: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2010 401k membership
Total participants, beginning-of-year2010-07-01165
Total number of active participants reported on line 7a of the Form 55002010-07-01137
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-0133
Total of all active and inactive participants2010-07-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-013
Total participants2010-07-01173
Number of participants with account balances2010-07-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-019
2009: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2009 401k membership
Total participants, beginning-of-year2009-07-01164
Total number of active participants reported on line 7a of the Form 55002009-07-01122
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0138
Total of all active and inactive participants2009-07-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-013
Total participants2009-07-01163
Number of participants with account balances2009-07-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-016

Financial Data on CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE

Measure Date Value
2023 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2023 401k financial data
Total income from all sources (including contributions)2023-06-30$627,200
Total of all expenses incurred2023-06-30$305,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$288,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$229,729
Value of total assets at end of year2023-06-30$3,732,728
Value of total assets at beginning of year2023-06-30$3,411,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$17,167
Total interest from all sources2023-06-30$3,367
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$21,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$21,137
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$400,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Other income not declared elsewhere2023-06-30$-1,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$321,560
Value of net assets at end of year (total assets less liabilities)2023-06-30$3,732,728
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$3,411,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$1,315,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,232,265
Interest earned on other investments2023-06-30$3,367
Value of interest in common/collective trusts at end of year2023-06-30$2,219,936
Value of interest in common/collective trusts at beginning of year2023-06-30$1,972,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$197,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$206,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$140,914
Net investment gain or loss from common/collective trusts2023-06-30$233,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$229,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$288,473
Contract administrator fees2023-06-30$17,167
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30GROSSMAN YANAK & FORD
Accountancy firm EIN2023-06-30251638525
2022 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2022 401k financial data
Total income from all sources (including contributions)2022-06-30$-332,889
Total of all expenses incurred2022-06-30$248,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$229,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$192,232
Value of total assets at end of year2022-06-30$3,411,168
Value of total assets at beginning of year2022-06-30$3,992,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$18,625
Total interest from all sources2022-06-30$2,365
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$19,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$19,020
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$400,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Participant contributions at beginning of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$0
Other income not declared elsewhere2022-06-30$-8,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-580,994
Value of net assets at end of year (total assets less liabilities)2022-06-30$3,411,168
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$3,992,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,232,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$1,773,668
Value of interest in pooled separate accounts at beginning of year2022-06-30$0
Interest earned on other investments2022-06-30$2,365
Value of interest in common/collective trusts at end of year2022-06-30$1,972,378
Value of interest in common/collective trusts at beginning of year2022-06-30$2,002,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$206,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$215,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-225,650
Net investment gain or loss from common/collective trusts2022-06-30$-312,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$192,232
Employer contributions (assets) at beginning of year2022-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$229,480
Contract administrator fees2022-06-30$18,625
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GROSSMAN YANAK & FORD
Accountancy firm EIN2022-06-30251638525
2021 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2021 401k financial data
Total income from all sources (including contributions)2021-06-30$1,090,997
Total of all expenses incurred2021-06-30$428,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$419,979
Value of total corrective distributions2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$172,569
Value of total assets at end of year2021-06-30$3,992,162
Value of total assets at beginning of year2021-06-30$3,329,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$8,022
Total interest from all sources2021-06-30$3,462
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$3,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$3,870
Administrative expenses professional fees incurred2021-06-30$0
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$400,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Funding deficiency by the employer to the plan for this plan year2021-06-30$19,011
Minimum employer required contribution for this plan year2021-06-30$194,995
Amount contributed by the employer to the plan for this plan year2021-06-30$175,984
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Participant contributions at end of year2021-06-30$0
Participant contributions at beginning of year2021-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Other income not declared elsewhere2021-06-30$-568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$662,996
Value of net assets at end of year (total assets less liabilities)2021-06-30$3,992,162
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$3,329,166
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$1,773,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$0
Value of interest in pooled separate accounts at end of year2021-06-30$0
Value of interest in pooled separate accounts at beginning of year2021-06-30$2,981,285
Interest earned on other investments2021-06-30$3,462
Value of interest in common/collective trusts at end of year2021-06-30$2,002,676
Value of interest in common/collective trusts at beginning of year2021-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$215,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$347,881
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$115,029
Net investment gain/loss from pooled separate accounts2021-06-30$720,920
Net investment gain or loss from common/collective trusts2021-06-30$75,715
Net gain/loss from 103.12 investment entities2021-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$172,569
Employer contributions (assets) at end of year2021-06-30$0
Employer contributions (assets) at beginning of year2021-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$419,979
Contract administrator fees2021-06-30$8,022
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30GROSSMAN YANAK & FORD
Accountancy firm EIN2021-06-30251638525
2020 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$0
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$278,201
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$319,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$316,146
Value of total corrective distributions2020-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$158,356
Value of total assets at end of year2020-06-30$3,329,166
Value of total assets at beginning of year2020-06-30$3,370,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$3,565
Total income from rents2020-06-30$0
Total interest from all sources2020-06-30$4,123
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$0
Administrative expenses professional fees incurred2020-06-30$0
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$400,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Amount of non-exempt transactions with any party-in-interest2020-06-30$0
Contributions received from participants2020-06-30$0
Participant contributions at end of year2020-06-30$0
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$3,866
Administrative expenses (other) incurred2020-06-30$0
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-41,510
Value of net assets at end of year (total assets less liabilities)2020-06-30$3,329,166
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$3,370,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-06-30$0
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-06-30$0
Investment advisory and management fees2020-06-30$0
Value of interest in pooled separate accounts at end of year2020-06-30$2,981,285
Value of interest in pooled separate accounts at beginning of year2020-06-30$2,987,505
Income. Interest from loans (other than to participants)2020-06-30$0
Interest earned on other investments2020-06-30$4,123
Income. Interest from US Government securities2020-06-30$0
Income. Interest from corporate debt instruments2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$347,881
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$370,775
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$0
Net investment gain/loss from pooled separate accounts2020-06-30$111,856
Net investment gain or loss from common/collective trusts2020-06-30$0
Net gain/loss from 103.12 investment entities2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$158,356
Employer contributions (assets) at end of year2020-06-30$0
Employer contributions (assets) at beginning of year2020-06-30$12,396
Income. Dividends from preferred stock2020-06-30$0
Income. Dividends from common stock2020-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$316,146
Contract administrator fees2020-06-30$3,565
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$0
Aggregate carrying amount (costs) on sale of assets2020-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GROSSMAN YANAK & FORD
Accountancy firm EIN2020-06-30251638525
2019 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$0
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$330,110
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$566,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$562,202
Value of total corrective distributions2019-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$152,716
Value of total assets at end of year2019-06-30$3,370,676
Value of total assets at beginning of year2019-06-30$3,606,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$4,122
Total income from rents2019-06-30$0
Total interest from all sources2019-06-30$4,018
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$0
Administrative expenses professional fees incurred2019-06-30$0
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$400,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Funding deficiency by the employer to the plan for this plan year2019-06-30$-21
Minimum employer required contribution for this plan year2019-06-30$177,556
Amount contributed by the employer to the plan for this plan year2019-06-30$177,577
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Amount of non-exempt transactions with any party-in-interest2019-06-30$0
Contributions received from participants2019-06-30$0
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$0
Other income not declared elsewhere2019-06-30$7,097
Administrative expenses (other) incurred2019-06-30$0
Liabilities. Value of operating payables at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-236,214
Value of net assets at end of year (total assets less liabilities)2019-06-30$3,370,676
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$3,606,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-06-30$0
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-06-30$0
Investment advisory and management fees2019-06-30$0
Value of interest in pooled separate accounts at end of year2019-06-30$2,987,505
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,230,625
Income. Interest from loans (other than to participants)2019-06-30$0
Interest earned on other investments2019-06-30$4,018
Income. Interest from US Government securities2019-06-30$0
Income. Interest from corporate debt instruments2019-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$370,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$376,265
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$0
Net investment gain/loss from pooled separate accounts2019-06-30$166,279
Net investment gain or loss from common/collective trusts2019-06-30$0
Net gain/loss from 103.12 investment entities2019-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$152,716
Employer contributions (assets) at end of year2019-06-30$12,396
Employer contributions (assets) at beginning of year2019-06-30$0
Income. Dividends from preferred stock2019-06-30$0
Income. Dividends from common stock2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$562,202
Contract administrator fees2019-06-30$4,122
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$0
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$0
Aggregate carrying amount (costs) on sale of assets2019-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GROSSMAN YANAK & FORD
Accountancy firm EIN2019-06-30251638525
2018 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$0
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total transfer of assets to this plan2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$483,715
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$168,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$161,695
Value of total corrective distributions2018-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$194,410
Value of total assets at end of year2018-06-30$3,606,890
Value of total assets at beginning of year2018-06-30$3,292,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$7,152
Total income from rents2018-06-30$0
Total interest from all sources2018-06-30$2,600
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$0
Administrative expenses professional fees incurred2018-06-30$0
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$400,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Funding deficiency by the employer to the plan for this plan year2018-06-30$-721
Minimum employer required contribution for this plan year2018-06-30$208,521
Amount contributed by the employer to the plan for this plan year2018-06-30$209,242
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Amount of non-exempt transactions with any party-in-interest2018-06-30$0
Contributions received from participants2018-06-30$0
Participant contributions at end of year2018-06-30$0
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$0
Other income not declared elsewhere2018-06-30$-2,524
Administrative expenses (other) incurred2018-06-30$0
Liabilities. Value of operating payables at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$314,868
Value of net assets at end of year (total assets less liabilities)2018-06-30$3,606,890
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$3,292,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-06-30$0
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-06-30$0
Investment advisory and management fees2018-06-30$0
Value of interest in pooled separate accounts at end of year2018-06-30$3,230,625
Value of interest in pooled separate accounts at beginning of year2018-06-30$2,871,866
Income. Interest from loans (other than to participants)2018-06-30$0
Interest earned on other investments2018-06-30$2,600
Income. Interest from US Government securities2018-06-30$0
Income. Interest from corporate debt instruments2018-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$376,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$396,665
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$0
Net investment gain/loss from pooled separate accounts2018-06-30$289,229
Net investment gain or loss from common/collective trusts2018-06-30$0
Net gain/loss from 103.12 investment entities2018-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$194,410
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$23,491
Income. Dividends from preferred stock2018-06-30$0
Income. Dividends from common stock2018-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$161,695
Contract administrator fees2018-06-30$7,152
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$0
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$0
Aggregate carrying amount (costs) on sale of assets2018-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GROSSMAN YANAK & FORD
Accountancy firm EIN2018-06-30251638525
2017 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$0
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total transfer of assets to this plan2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$583,085
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$430,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$420,919
Value of total corrective distributions2017-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$203,174
Value of total assets at end of year2017-06-30$3,292,022
Value of total assets at beginning of year2017-06-30$3,139,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,244
Total income from rents2017-06-30$0
Total interest from all sources2017-06-30$2,890
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$0
Administrative expenses professional fees incurred2017-06-30$0
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$400,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Amount of non-exempt transactions with any party-in-interest2017-06-30$0
Contributions received from participants2017-06-30$0
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$0
Other income not declared elsewhere2017-06-30$-5,495
Administrative expenses (other) incurred2017-06-30$0
Liabilities. Value of operating payables at beginning of year2017-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$152,922
Value of net assets at end of year (total assets less liabilities)2017-06-30$3,292,022
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$3,139,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-06-30$0
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-06-30$0
Investment advisory and management fees2017-06-30$0
Value of interest in pooled separate accounts at end of year2017-06-30$2,871,866
Value of interest in pooled separate accounts at beginning of year2017-06-30$2,624,182
Income. Interest from loans (other than to participants)2017-06-30$0
Interest earned on other investments2017-06-30$2,890
Income. Interest from US Government securities2017-06-30$0
Income. Interest from corporate debt instruments2017-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$396,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$514,918
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$0
Net investment gain/loss from pooled separate accounts2017-06-30$382,516
Net investment gain or loss from common/collective trusts2017-06-30$0
Net gain/loss from 103.12 investment entities2017-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$203,174
Employer contributions (assets) at end of year2017-06-30$23,491
Employer contributions (assets) at beginning of year2017-06-30$0
Income. Dividends from preferred stock2017-06-30$0
Income. Dividends from common stock2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$420,919
Contract administrator fees2017-06-30$9,244
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$0
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$0
Aggregate carrying amount (costs) on sale of assets2017-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2017-06-30251638525
2016 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$0
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$198,985
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$157,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$150,456
Value of total corrective distributions2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$202,472
Value of total assets at end of year2016-06-30$3,139,100
Value of total assets at beginning of year2016-06-30$3,097,535
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$6,964
Total income from rents2016-06-30$0
Total interest from all sources2016-06-30$3,700
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$0
Administrative expenses professional fees incurred2016-06-30$0
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$400,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Funding deficiency by the employer to the plan for this plan year2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$202,472
Amount contributed by the employer to the plan for this plan year2016-06-30$202,472
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Amount of non-exempt transactions with any party-in-interest2016-06-30$0
Contributions received from participants2016-06-30$0
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$0
Other income not declared elsewhere2016-06-30$4,277
Administrative expenses (other) incurred2016-06-30$0
Liabilities. Value of operating payables at beginning of year2016-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$41,565
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,139,100
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$3,097,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-06-30$0
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-06-30$0
Investment advisory and management fees2016-06-30$0
Value of interest in pooled separate accounts at end of year2016-06-30$2,624,182
Value of interest in pooled separate accounts at beginning of year2016-06-30$2,552,189
Income. Interest from loans (other than to participants)2016-06-30$0
Interest earned on other investments2016-06-30$3,700
Income. Interest from US Government securities2016-06-30$0
Income. Interest from corporate debt instruments2016-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$514,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$545,346
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-11,464
Net investment gain or loss from common/collective trusts2016-06-30$0
Net gain/loss from 103.12 investment entities2016-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$202,472
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$0
Income. Dividends from preferred stock2016-06-30$0
Income. Dividends from common stock2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$150,456
Contract administrator fees2016-06-30$6,964
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$0
Aggregate carrying amount (costs) on sale of assets2016-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GROSSMAN, YANAK & FORD, LLP
Accountancy firm EIN2016-06-30251638525
2015 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$0
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$270,341
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$378,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$368,620
Value of total corrective distributions2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$171,833
Value of total assets at end of year2015-06-30$3,097,535
Value of total assets at beginning of year2015-06-30$3,205,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$9,746
Total income from rents2015-06-30$0
Total interest from all sources2015-06-30$4,771
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$0
Administrative expenses professional fees incurred2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$400,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Funding deficiency by the employer to the plan for this plan year2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$186,227
Amount contributed by the employer to the plan for this plan year2015-06-30$186,227
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Amount of non-exempt transactions with any party-in-interest2015-06-30$0
Contributions received from participants2015-06-30$0
Participant contributions at end of year2015-06-30$0
Participant contributions at beginning of year2015-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$0
Other income not declared elsewhere2015-06-30$5,962
Administrative expenses (other) incurred2015-06-30$0
Liabilities. Value of operating payables at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-108,025
Value of net assets at end of year (total assets less liabilities)2015-06-30$3,097,535
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,205,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-06-30$0
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-06-30$0
Investment advisory and management fees2015-06-30$0
Value of interest in pooled separate accounts at end of year2015-06-30$2,552,189
Value of interest in pooled separate accounts at beginning of year2015-06-30$2,516,459
Income. Interest from loans (other than to participants)2015-06-30$0
Interest earned on other investments2015-06-30$4,771
Income. Interest from US Government securities2015-06-30$0
Income. Interest from corporate debt instruments2015-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$545,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$689,101
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$87,775
Net investment gain or loss from common/collective trusts2015-06-30$0
Net gain/loss from 103.12 investment entities2015-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$171,833
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$0
Income. Dividends from preferred stock2015-06-30$0
Income. Dividends from common stock2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$368,620
Contract administrator fees2015-06-30$9,746
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$0
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$0
Aggregate carrying amount (costs) on sale of assets2015-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GROSSMAN YANAK, AND FORD
Accountancy firm EIN2015-06-30251638525
2014 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$0
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets to this plan2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$602,752
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$217,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$202,818
Value of total corrective distributions2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$195,893
Value of total assets at end of year2014-06-30$3,205,560
Value of total assets at beginning of year2014-06-30$2,819,995
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$14,369
Total income from rents2014-06-30$0
Total interest from all sources2014-06-30$7,344
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$0
Administrative expenses professional fees incurred2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$400,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Funding deficiency by the employer to the plan for this plan year2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$195,893
Amount contributed by the employer to the plan for this plan year2014-06-30$195,893
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Amount of non-exempt transactions with any party-in-interest2014-06-30$0
Contributions received from participants2014-06-30$0
Participant contributions at end of year2014-06-30$0
Participant contributions at beginning of year2014-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$-8,647
Administrative expenses (other) incurred2014-06-30$0
Liabilities. Value of operating payables at beginning of year2014-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$385,565
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,205,560
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,819,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-06-30$0
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-06-30$0
Investment advisory and management fees2014-06-30$0
Value of interest in pooled separate accounts at end of year2014-06-30$2,516,459
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,147,054
Income. Interest from loans (other than to participants)2014-06-30$0
Interest earned on other investments2014-06-30$7,344
Income. Interest from US Government securities2014-06-30$0
Income. Interest from corporate debt instruments2014-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$689,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$672,941
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$408,162
Net investment gain or loss from common/collective trusts2014-06-30$0
Net gain/loss from 103.12 investment entities2014-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$195,893
Employer contributions (assets) at end of year2014-06-30$0
Employer contributions (assets) at beginning of year2014-06-30$0
Income. Dividends from preferred stock2014-06-30$0
Income. Dividends from common stock2014-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$202,818
Contract administrator fees2014-06-30$14,369
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$0
Aggregate carrying amount (costs) on sale of assets2014-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GROSSMAN, YANAK, & FORD
Accountancy firm EIN2014-06-30251638525
2013 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$0
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total transfer of assets to this plan2013-06-30$0
Total transfer of assets from this plan2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$500,551
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$528,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$516,374
Value of total corrective distributions2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$197,106
Value of total assets at end of year2013-06-30$2,819,995
Value of total assets at beginning of year2013-06-30$2,848,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$12,599
Total income from rents2013-06-30$0
Total interest from all sources2013-06-30$12,831
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$0
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$400,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$199,739
Amount contributed by the employer to the plan for this plan year2013-06-30$199,739
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Amount of non-exempt transactions with any party-in-interest2013-06-30$0
Contributions received from participants2013-06-30$0
Participant contributions at end of year2013-06-30$0
Participant contributions at beginning of year2013-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$0
Other income not declared elsewhere2013-06-30$-3,848
Administrative expenses (other) incurred2013-06-30$0
Liabilities. Value of operating payables at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-28,422
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,819,995
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,848,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-06-30$0
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2013-06-30$0
Investment advisory and management fees2013-06-30$0
Value of interest in pooled separate accounts at end of year2013-06-30$2,147,054
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,190,147
Income. Interest from loans (other than to participants)2013-06-30$0
Interest earned on other investments2013-06-30$12,831
Income. Interest from US Government securities2013-06-30$0
Income. Interest from corporate debt instruments2013-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$672,941
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$658,270
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$294,462
Net investment gain or loss from common/collective trusts2013-06-30$0
Net gain/loss from 103.12 investment entities2013-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$197,106
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$0
Income. Dividends from preferred stock2013-06-30$0
Income. Dividends from common stock2013-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$516,374
Contract administrator fees2013-06-30$12,599
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$0
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$0
Aggregate carrying amount (costs) on sale of assets2013-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GROSSMAN, YANAK, & FORD LLP
Accountancy firm EIN2013-06-30251638525
2012 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$0
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$0
Total transfer of assets from this plan2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$220,618
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$372,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$360,753
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$200,103
Value of total assets at end of year2012-06-30$2,848,417
Value of total assets at beginning of year2012-06-30$3,000,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$12,101
Total income from rents2012-06-30$0
Total interest from all sources2012-06-30$17,262
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$0
Administrative expenses professional fees incurred2012-06-30$0
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$400,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$1,178
Minimum employer required contribution for this plan year2012-06-30$206,326
Amount contributed by the employer to the plan for this plan year2012-06-30$205,148
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Amount of non-exempt transactions with any party-in-interest2012-06-30$0
Contributions received from participants2012-06-30$0
Participant contributions at end of year2012-06-30$0
Participant contributions at beginning of year2012-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$67
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$0
Other income not declared elsewhere2012-06-30$2,710
Administrative expenses (other) incurred2012-06-30$0
Liabilities. Value of operating payables at beginning of year2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-152,236
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,848,417
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,000,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-06-30$0
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2012-06-30$0
Investment advisory and management fees2012-06-30$0
Value of interest in pooled separate accounts at end of year2012-06-30$2,190,147
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,237,366
Income. Interest from loans (other than to participants)2012-06-30$0
Interest earned on other investments2012-06-30$17,262
Income. Interest from US Government securities2012-06-30$0
Income. Interest from corporate debt instruments2012-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$658,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$763,287
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$543
Net investment gain or loss from common/collective trusts2012-06-30$0
Net gain/loss from 103.12 investment entities2012-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$200,103
Employer contributions (assets) at end of year2012-06-30$0
Employer contributions (assets) at beginning of year2012-06-30$0
Income. Dividends from preferred stock2012-06-30$0
Income. Dividends from common stock2012-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$360,686
Contract administrator fees2012-06-30$12,101
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$0
Aggregate carrying amount (costs) on sale of assets2012-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ALPERN ROSENTHAL
Accountancy firm EIN2012-06-30251724342
2011 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$770,669
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$694,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$681,839
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$217,073
Value of total assets at end of year2011-06-30$3,000,653
Value of total assets at beginning of year2011-06-30$2,924,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$12,627
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$21,990
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$400,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$217,073
Amount contributed by the employer to the plan for this plan year2011-06-30$217,073
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Amount of non-exempt transactions with any party-in-interest2011-06-30$0
Contributions received from participants2011-06-30$0
Participant contributions at end of year2011-06-30$0
Participant contributions at beginning of year2011-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$-2,631
Administrative expenses (other) incurred2011-06-30$0
Liabilities. Value of operating payables at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$76,203
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,000,653
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,924,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-06-30$0
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2011-06-30$0
Investment advisory and management fees2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$2,237,366
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,150,306
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$21,990
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$763,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$774,144
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$534,237
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$217,073
Employer contributions (assets) at end of year2011-06-30$0
Employer contributions (assets) at beginning of year2011-06-30$0
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$681,839
Contract administrator fees2011-06-30$12,627
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ALPERN ROSENTHAL
Accountancy firm EIN2011-06-30251724342
2010 : CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$491
Minimum employer required contribution for this plan year2010-06-30$214,933
Amount contributed by the employer to the plan for this plan year2010-06-30$214,442

Form 5500 Responses for CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE

2022: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: CATHOLIC CHARITIES OF THE DIOCESE OF PITTSBURGH, INC. AND ITS SUBSIDIARY COPORATIONS MONE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered113
Total amount of fees paid to insurance companyUSD $105
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees105
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered112
Total amount of fees paid to insurance companyUSD $107
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees80
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered107
Total amount of commissions paid to insurance brokerUSD $1,470
Total amount of fees paid to insurance companyUSD $487
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,470
Insurance broker organization code?3
Amount paid for insurance broker fees487
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered111
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,743
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,743
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered110
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,778
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,778
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered124
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,971
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered133
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $2,015
Total amount of fees paid to insurance companyUSD $900
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,015
Amount paid for insurance broker fees900
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered129
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1,831
Total amount of fees paid to insurance companyUSD $810
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,483
Amount paid for insurance broker fees810
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered130
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,975
Total amount of fees paid to insurance companyUSD $669
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,975
Amount paid for insurance broker fees669
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHENDERSON BROTHERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered138
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,983
Total amount of fees paid to insurance companyUSD $726
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,983
Amount paid for insurance broker fees726
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameHENDERSON BROTHERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered154
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,972
Total amount of fees paid to insurance companyUSD $703
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number401328
Policy instance 1
Insurance contract or identification number401328
Number of Individuals Covered173
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $2,042
Total amount of fees paid to insurance companyUSD $828
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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