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ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 401k Plan overview

Plan NameROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST
Plan identification number 501

ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

ROMAN CATHOLIC BISHOP OF PORTLAND has sponsored the creation of one or more 401k plans.

Company Name:ROMAN CATHOLIC BISHOP OF PORTLAND
Employer identification number (EIN):010212546
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01
5012020-01-01

Plan Statistics for ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST

401k plan membership statisitcs for ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST

Measure Date Value
2022: ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-01105
Total number of active participants reported on line 7a of the Form 55002022-07-0138
Number of retired or separated participants receiving benefits2022-07-0149
Total of all active and inactive participants2022-07-0187
2021: ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-0194
Total number of active participants reported on line 7a of the Form 55002021-07-0155
Number of retired or separated participants receiving benefits2021-07-0150
Total of all active and inactive participants2021-07-01105
2020: ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01102
Total number of active participants reported on line 7a of the Form 55002020-07-0142
Number of retired or separated participants receiving benefits2020-07-0152
Total of all active and inactive participants2020-07-0194
Total participants2020-07-0194
Total participants, beginning-of-year2020-01-010
Total number of active participants reported on line 7a of the Form 55002020-01-0150
Number of retired or separated participants receiving benefits2020-01-0152
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01102

Financial Data on ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST

Measure Date Value
2023 : ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$254,219
Total unrealized appreciation/depreciation of assets2023-06-30$254,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$18,276
Total income from all sources (including contributions)2023-06-30$1,680,301
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,145,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,090,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,277,241
Value of total assets at end of year2023-06-30$6,166,246
Value of total assets at beginning of year2023-06-30$5,648,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$54,398
Total interest from all sources2023-06-30$86,748
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$62,093
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$18,586
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Assets. Other investments not covered elsewhere at end of year2023-06-30$45,399
Assets. Other investments not covered elsewhere at beginning of year2023-06-30$63,193
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-06-30$1,090,720
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$13,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$9,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$18,276
Administrative expenses (other) incurred2023-06-30$32,305
Total non interest bearing cash at end of year2023-06-30$483,957
Total non interest bearing cash at beginning of year2023-06-30$320,304
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$535,183
Value of net assets at end of year (total assets less liabilities)2023-06-30$6,165,475
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$5,630,292
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
Investment advisory and management fees2023-06-30$22,093
Income. Interest from US Government securities2023-06-30$21,113
Income. Interest from corporate debt instruments2023-06-30$50,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$316,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$369,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$369,976
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$14,938
Asset value of US Government securities at end of year2023-06-30$567,078
Asset value of US Government securities at beginning of year2023-06-30$376,054
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$1,277,241
Employer contributions (assets) at end of year2023-06-30$143,931
Employer contributions (assets) at beginning of year2023-06-30$134,267
Income. Dividends from common stock2023-06-30$43,507
Asset. Corporate debt instrument debt (other) at end of year2023-06-30$1,032,123
Asset. Corporate debt instrument debt (other) at beginning of year2023-06-30$1,147,920
Assets. Corporate common stocks other than exployer securities at end of year2023-06-30$3,562,960
Assets. Corporate common stocks other than exployer securities at beginning of year2023-06-30$3,226,962
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2023-06-30010494526
2022 : ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-595,547
Total unrealized appreciation/depreciation of assets2022-06-30$-595,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$18,276
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$4,495
Total income from all sources (including contributions)2022-06-30$691,587
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$986,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$935,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,177,165
Value of total assets at end of year2022-06-30$5,648,568
Value of total assets at beginning of year2022-06-30$5,929,831
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$50,821
Total interest from all sources2022-06-30$50,359
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$59,610
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$10,102
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Assets. Other investments not covered elsewhere at end of year2022-06-30$63,193
Assets. Other investments not covered elsewhere at beginning of year2022-06-30$81,257
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-06-30$935,810
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$9,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$5,880
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$18,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$4,495
Administrative expenses (other) incurred2022-06-30$26,279
Total non interest bearing cash at end of year2022-06-30$320,304
Total non interest bearing cash at beginning of year2022-06-30$191,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-295,044
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,630,292
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,925,336
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
Investment advisory and management fees2022-06-30$24,542
Income. Interest from US Government securities2022-06-30$1,097
Income. Interest from corporate debt instruments2022-06-30$49,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$369,976
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$306,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$306,931
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$41
Asset value of US Government securities at end of year2022-06-30$376,054
Asset value of US Government securities at beginning of year2022-06-30$206,977
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 contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,177,165
Employer contributions (assets) at end of year2022-06-30$134,267
Employer contributions (assets) at beginning of year2022-06-30$111,318
Income. Dividends from common stock2022-06-30$49,508
Asset. Corporate debt instrument debt (other) at end of year2022-06-30$1,147,920
Asset. Corporate debt instrument debt (other) at beginning of year2022-06-30$1,169,581
Assets. Corporate common stocks other than exployer securities at end of year2022-06-30$3,226,962
Assets. Corporate common stocks other than exployer securities at beginning of year2022-06-30$3,856,315
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 name2022-06-30BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2022-06-30010494526
2021 : ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$888,241
Total unrealized appreciation/depreciation of assets2021-06-30$888,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$4,495
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,446
Total income from all sources (including contributions)2021-06-30$2,029,974
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$981,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$917,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,055,602
Value of total assets at end of year2021-06-30$5,929,831
Value of total assets at beginning of year2021-06-30$4,878,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$63,846
Total interest from all sources2021-06-30$31,997
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$54,134
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$7,059
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Assets. Other investments not covered elsewhere at end of year2021-06-30$81,257
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$79,452
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$10,880
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-06-30$917,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$5,880
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$8,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$4,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,446
Administrative expenses (other) incurred2021-06-30$38,416
Total non interest bearing cash at end of year2021-06-30$191,572
Total non interest bearing cash at beginning of year2021-06-30$129,832
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$1,048,307
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,925,336
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,877,029
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
Investment advisory and management fees2021-06-30$25,430
Income. Interest from US Government securities2021-06-30$3,836
Income. Interest from corporate debt instruments2021-06-30$28,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$306,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$529,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$529,580
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$36
Asset value of US Government securities at end of year2021-06-30$206,977
Asset value of US Government securities at beginning of year2021-06-30$384,381
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$1,044,722
Employer contributions (assets) at end of year2021-06-30$111,318
Employer contributions (assets) at beginning of year2021-06-30$222,167
Income. Dividends from preferred stock2021-06-30$49
Income. Dividends from common stock2021-06-30$47,026
Asset. Corporate debt instrument debt (other) at end of year2021-06-30$1,169,581
Asset. Corporate debt instrument debt (other) at beginning of year2021-06-30$1,158,917
Assets. Corporate common stocks other than exployer securities at end of year2021-06-30$3,856,315
Assets. Corporate common stocks other than exployer securities at beginning of year2021-06-30$2,366,128
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2021-06-30010494526
2020 : ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$-16,167
Total unrealized appreciation/depreciation of assets2020-06-30$-16,167
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,446
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$5,396,088
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$519,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$502,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$5,370,944
Value of total assets at end of year2020-06-30$4,878,475
Value of total assets at beginning of year2020-06-30$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$16,663
Total interest from all sources2020-06-30$19,736
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$21,575
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$3,757
Was this plan covered by a fidelity bond2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$79,452
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$10,520
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-06-30$502,396
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$8,018
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 end of year2020-06-30$1,446
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$0
Administrative expenses (other) incurred2020-06-30$7,768
Total non interest bearing cash at end of year2020-06-30$129,832
Total non interest bearing cash 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
Income. Non cash contributions2020-06-30$4,137,168
Value of net income/loss2020-06-30$4,877,029
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,877,029
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$0
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
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$8,895
Income. Interest from US Government securities2020-06-30$2,401
Income. Interest from corporate debt instruments2020-06-30$16,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$529,580
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$626
Asset value of US Government securities at end of year2020-06-30$384,381
Asset value of US Government securities at beginning of year2020-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
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$1,223,256
Employer contributions (assets) at end of year2020-06-30$222,167
Employer contributions (assets) at beginning of year2020-06-30$0
Income. Dividends from preferred stock2020-06-30$888
Income. Dividends from common stock2020-06-30$16,930
Asset. Corporate debt instrument debt (other) at end of year2020-06-30$1,158,917
Asset. Corporate debt instrument debt (other) at beginning of year2020-06-30$0
Assets. Corporate common stocks other than exployer securities at end of year2020-06-30$2,366,128
Assets. Corporate common stocks other than exployer securities 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
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2020-06-30010494526

Form 5500 Responses for ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST

2022: ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ROMAN CATHOLIC DIOCESE OF PORTLAND DIOCESAN PRIESTS' MEDICAL BENEFITS TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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