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CONSOLIDATED CATHOLIC BENEFIT PLAN 401k Plan overview

Plan NameCONSOLIDATED CATHOLIC BENEFIT PLAN
Plan identification number 001

CONSOLIDATED CATHOLIC BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONSOLIDATED CATHOLIC ADMINIST has sponsored the creation of one or more 401k plans.

Company Name:CONSOLIDATED CATHOLIC ADMINIST
Employer identification number (EIN):134064939
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSOLIDATED CATHOLIC BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARY MOE MARY MOE2018-10-12
0012016-01-01MARY MOE MARY MOE2017-10-13
0012015-01-01MARY MOE MARY MOE2016-08-24
0012014-01-01MARY MOE MARY MOE2015-10-13
0012013-01-01MARY MOE
0012012-01-01MARY TAPIA
0012011-01-01MARY TAPIA
0012010-01-01MARY TAPIA
0012009-01-01MARY TAPIA
0012009-01-01MARY TAPIA

Plan Statistics for CONSOLIDATED CATHOLIC BENEFIT PLAN

401k plan membership statisitcs for CONSOLIDATED CATHOLIC BENEFIT PLAN

Measure Date Value
2022: CONSOLIDATED CATHOLIC BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01635
Total number of active participants reported on line 7a of the Form 55002022-01-01495
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01148
Total of all active and inactive participants2022-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01647
Number of participants with account balances2022-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0154
Number of employers contributing to the scheme2022-01-0125
2021: CONSOLIDATED CATHOLIC BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01688
Total number of active participants reported on line 7a of the Form 55002021-01-01495
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01635
Number of participants with account balances2021-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
Number of employers contributing to the scheme2021-01-0125
2020: CONSOLIDATED CATHOLIC BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01674
Total number of active participants reported on line 7a of the Form 55002020-01-01547
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01137
Total of all active and inactive participants2020-01-01687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01687
Number of participants with account balances2020-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: CONSOLIDATED CATHOLIC BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01667
Total number of active participants reported on line 7a of the Form 55002019-01-01550
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01121
Total of all active and inactive participants2019-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01674
Number of participants with account balances2019-01-01409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: CONSOLIDATED CATHOLIC BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01663
Total number of active participants reported on line 7a of the Form 55002018-01-01516
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01135
Total of all active and inactive participants2018-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01654
Number of participants with account balances2018-01-01404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: CONSOLIDATED CATHOLIC BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01661
Total number of active participants reported on line 7a of the Form 55002017-01-01513
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01131
Total of all active and inactive participants2017-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01647
Number of participants with account balances2017-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: CONSOLIDATED CATHOLIC BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01693
Total number of active participants reported on line 7a of the Form 55002016-01-01510
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01134
Total of all active and inactive participants2016-01-01646
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01646
Number of participants with account balances2016-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: CONSOLIDATED CATHOLIC BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01755
Total number of active participants reported on line 7a of the Form 55002015-01-01546
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-01136
Total of all active and inactive participants2015-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01684
Number of participants with account balances2015-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: CONSOLIDATED CATHOLIC BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01731
Total number of active participants reported on line 7a of the Form 55002014-01-01623
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01745
Number of participants with account balances2014-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
Number of employers contributing to the scheme2014-01-0124
2013: CONSOLIDATED CATHOLIC BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01688
Total number of active participants reported on line 7a of the Form 55002013-01-01665
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-01731
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01731
Number of participants with account balances2013-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
Number of employers contributing to the scheme2013-01-015
2012: CONSOLIDATED CATHOLIC BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01787
Total number of active participants reported on line 7a of the Form 55002012-01-01495
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01193
Total of all active and inactive participants2012-01-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01688
Number of participants with account balances2012-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: CONSOLIDATED CATHOLIC BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01737
Total number of active participants reported on line 7a of the Form 55002011-01-01597
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01190
Total of all active and inactive participants2011-01-01787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01787
Number of participants with account balances2011-01-01476
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: CONSOLIDATED CATHOLIC BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01833
Total number of active participants reported on line 7a of the Form 55002010-01-01586
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01151
Total of all active and inactive participants2010-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01737
Number of participants with account balances2010-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: CONSOLIDATED CATHOLIC BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01946
Total number of active participants reported on line 7a of the Form 55002009-01-01690
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01143
Total of all active and inactive participants2009-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01833
Number of participants with account balances2009-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0135

Financial Data on CONSOLIDATED CATHOLIC BENEFIT PLAN

Measure Date Value
2022 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,739,844
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,192,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,079,244
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,423,932
Value of total assets at end of year2022-12-31$22,159,626
Value of total assets at beginning of year2022-12-31$27,087,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$113,144
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$47,268
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,344,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,344,152
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$399
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,248,416
Participant contributions at end of year2022-12-31$210,685
Participant contributions at beginning of year2022-12-31$157,973
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$16,612
Assets. Other investments not covered elsewhere at end of year2022-12-31$230,151
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$520,834
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$10,894
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$41,768
Administrative expenses (other) incurred2022-12-31$2,913
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-4,932,232
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,154,862
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,087,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$89,169
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,448,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$25,236,527
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$6,030
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$41,238
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,270,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,153,670
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,435
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,596,964
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$164,622
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,476
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,074,809
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$20,663
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$4,764
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITTLESEY
Accountancy firm EIN2022-12-31060886632
2021 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,915,533
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,083,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,935,126
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$2,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,491,232
Value of total assets at end of year2021-12-31$27,087,094
Value of total assets at beginning of year2021-12-31$24,255,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$146,506
Total interest from all sources2021-12-31$42,401
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,280,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,280,709
Administrative expenses professional fees incurred2021-12-31$15,372
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,260,513
Participant contributions at end of year2021-12-31$157,973
Participant contributions at beginning of year2021-12-31$137,447
Participant contributions at end of year2021-12-31$16,612
Participant contributions at beginning of year2021-12-31$8,027
Assets. Other investments not covered elsewhere at end of year2021-12-31$520,834
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$476,451
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$69,979
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$41,159
Administrative expenses (other) incurred2021-12-31$1,919
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,831,590
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,087,094
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,255,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$125,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$25,236,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$22,214,494
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$5,842
Interest earned on other investments2021-12-31$36,559
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,153,670
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,417,735
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,060,032
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$160,740
Employer contributions (assets) at end of year2021-12-31$1,476
Employer contributions (assets) at beginning of year2021-12-31$1,348
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,935,126
Contract administrator fees2021-12-31$3,547
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITTLESEY
Accountancy firm EIN2021-12-31060886632
2020 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,913,555
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,051,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,920,323
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$2,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,530,115
Value of total assets at end of year2020-12-31$24,255,504
Value of total assets at beginning of year2020-12-31$21,393,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$129,200
Total interest from all sources2020-12-31$52,291
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$698,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$698,431
Administrative expenses professional fees incurred2020-12-31$13,580
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,299,153
Participant contributions at end of year2020-12-31$137,447
Participant contributions at beginning of year2020-12-31$205,447
Participant contributions at end of year2020-12-31$8,027
Assets. Other investments not covered elsewhere at end of year2020-12-31$476,451
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$420,846
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$62,622
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$80,288
Administrative expenses (other) incurred2020-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,861,777
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,255,504
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$21,393,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$112,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$22,214,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,559,945
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$8,134
Interest earned on other investments2020-12-31$44,157
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$33
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,417,735
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,207,456
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,552,430
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$168,340
Employer contributions (assets) at end of year2020-12-31$1,348
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,920,323
Contract administrator fees2020-12-31$3,508
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WHITTLESEY PC
Accountancy firm EIN2020-12-31060903326
2019 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,290,809
Total income from all sources (including contributions)2019-12-31$5,290,809
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,064,580
Total of all expenses incurred2019-12-31$2,064,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,949,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,949,234
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$7,478
Value of total corrective distributions2019-12-31$7,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,488,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,488,977
Value of total assets at end of year2019-12-31$21,393,727
Value of total assets at end of year2019-12-31$21,393,727
Value of total assets at beginning of year2019-12-31$18,167,498
Value of total assets at beginning of year2019-12-31$18,167,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$107,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$107,868
Total interest from all sources2019-12-31$52,768
Total interest from all sources2019-12-31$52,768
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$746,949
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$746,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$746,949
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$746,949
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,310,881
Participant contributions at end of year2019-12-31$205,447
Participant contributions at end of year2019-12-31$205,447
Participant contributions at beginning of year2019-12-31$227,311
Participant contributions at beginning of year2019-12-31$227,311
Participant contributions at beginning of year2019-12-31$34,694
Participant contributions at beginning of year2019-12-31$34,694
Assets. Other investments not covered elsewhere at end of year2019-12-31$420,846
Assets. Other investments not covered elsewhere at end of year2019-12-31$420,846
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$349,614
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$349,614
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,440
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$7,440
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$36,840
Other income not declared elsewhere2019-12-31$36,840
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,226,229
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,393,727
Value of net assets at end of year (total assets less liabilities)2019-12-31$21,393,727
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,167,498
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,167,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$103,986
Investment advisory and management fees2019-12-31$103,986
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,559,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,291,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$16,291,002
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$9,196
Interest on participant loans2019-12-31$9,196
Interest earned on other investments2019-12-31$43,572
Interest earned on other investments2019-12-31$43,572
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$33
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,207,456
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,207,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,259,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,259,617
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,965,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,965,275
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$170,656
Contributions received in cash from employer2019-12-31$170,656
Employer contributions (assets) at beginning of year2019-12-31$5,260
Employer contributions (assets) at beginning of year2019-12-31$5,260
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,949,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,949,234
Contract administrator fees2019-12-31$3,882
Contract administrator fees2019-12-31$3,882
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITTLESEY PC
Accountancy firm name2019-12-31WHITTLESEY PC
Accountancy firm EIN2019-12-31060903326
Accountancy firm EIN2019-12-31060903326
2018 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$652,500
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,596,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,457,815
Expenses. Certain deemed distributions of participant loans2018-12-31$1,346
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,626,839
Value of total assets at end of year2018-12-31$18,167,498
Value of total assets at beginning of year2018-12-31$19,111,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$137,554
Total interest from all sources2018-12-31$8,648
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$727,867
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$727,867
Administrative expenses professional fees incurred2018-12-31$31,731
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,235,459
Participant contributions at end of year2018-12-31$227,311
Participant contributions at beginning of year2018-12-31$168,939
Participant contributions at end of year2018-12-31$34,694
Participant contributions at beginning of year2018-12-31$29,216
Assets. Other investments not covered elsewhere at end of year2018-12-31$349,614
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$364,210
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$229,550
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-14,581
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-944,215
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,167,498
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,111,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$101,312
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$16,291,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,417,714
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$8,648
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,259,617
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,126,653
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,696,273
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$161,830
Employer contributions (assets) at end of year2018-12-31$5,260
Employer contributions (assets) at beginning of year2018-12-31$4,827
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,457,815
Contract administrator fees2018-12-31$4,511
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITTLESEY P.C.
Accountancy firm EIN2018-12-31060886632
2017 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,338,772
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,277,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,217,702
Expenses. Certain deemed distributions of participant loans2017-12-31$3,139
Value of total corrective distributions2017-12-31$1,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,602,275
Value of total assets at end of year2017-12-31$19,111,713
Value of total assets at beginning of year2017-12-31$16,050,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,736
Total interest from all sources2017-12-31$6,339
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$566,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$566,188
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,218,309
Participant contributions at end of year2017-12-31$168,939
Participant contributions at beginning of year2017-12-31$154,259
Participant contributions at end of year2017-12-31$29,216
Participant contributions at beginning of year2017-12-31$51,074
Assets. Other investments not covered elsewhere at end of year2017-12-31$364,210
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$424,352
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$229,815
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$33,488
Administrative expenses (other) incurred2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,061,347
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,111,713
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,050,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$48,545
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,417,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,277,462
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$6,339
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,126,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,135,341
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,130,482
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$154,151
Employer contributions (assets) at end of year2017-12-31$4,827
Employer contributions (assets) at beginning of year2017-12-31$7,878
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,217,702
Contract administrator fees2017-12-31$6,191
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITTLESEY PC
Accountancy firm EIN2017-12-31060886632
2016 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,586,474
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,318,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,294,370
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$2,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,513,920
Value of total assets at end of year2016-12-31$16,050,366
Value of total assets at beginning of year2016-12-31$14,782,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,602
Total interest from all sources2016-12-31$5,905
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$523,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$523,354
Administrative expenses professional fees incurred2016-12-31$17,890
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,088,980
Participant contributions at end of year2016-12-31$154,259
Participant contributions at beginning of year2016-12-31$193,083
Participant contributions at end of year2016-12-31$51,074
Participant contributions at beginning of year2016-12-31$24,869
Assets. Other investments not covered elsewhere at end of year2016-12-31$424,352
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$329,758
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$284,785
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$31,199
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,267,565
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,050,366
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,782,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,277,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,204,606
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$5,905
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,135,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,026,205
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$512,096
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$140,155
Employer contributions (assets) at end of year2016-12-31$7,878
Employer contributions (assets) at beginning of year2016-12-31$4,280
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,294,370
Contract administrator fees2016-12-31$3,712
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2016-12-31060903326
2015 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,161,579
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,561,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,537,980
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$1,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,231,064
Value of total assets at end of year2015-12-31$14,782,801
Value of total assets at beginning of year2015-12-31$15,182,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$21,873
Total interest from all sources2015-12-31$7,944
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$720,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$720,472
Administrative expenses professional fees incurred2015-12-31$17,647
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,055,652
Participant contributions at end of year2015-12-31$193,083
Participant contributions at beginning of year2015-12-31$230,022
Participant contributions at end of year2015-12-31$24,869
Participant contributions at beginning of year2015-12-31$10,033
Assets. Other investments not covered elsewhere at end of year2015-12-31$329,758
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$359,170
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$31,907
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Other income not declared elsewhere2015-12-31$-22,152
Administrative expenses (other) incurred2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-399,614
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,782,801
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,182,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,204,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,473,911
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$7,944
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,026,205
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,107,437
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-775,749
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$143,505
Employer contributions (assets) at end of year2015-12-31$4,280
Employer contributions (assets) at beginning of year2015-12-31$1,688
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,537,980
Contract administrator fees2015-12-31$4,226
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2015-12-31060903326
2014 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,950,256
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,425,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,386,617
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$14,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,216,794
Value of total assets at end of year2014-12-31$15,182,415
Value of total assets at beginning of year2014-12-31$14,657,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,499
Total interest from all sources2014-12-31$6,519
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$568,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$568,138
Administrative expenses professional fees incurred2014-12-31$18,897
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,029,930
Participant contributions at end of year2014-12-31$230,022
Participant contributions at beginning of year2014-12-31$181,820
Participant contributions at end of year2014-12-31$10,033
Participant contributions at beginning of year2014-12-31$27,666
Assets. Other investments not covered elsewhere at end of year2014-12-31$359,170
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$74,451
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,290
Other income not declared elsewhere2014-12-31$-23
Administrative expenses (other) incurred2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$525,026
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,182,415
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,657,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,473,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,371,030
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$6,519
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,107,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$997,509
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$158,828
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$153,574
Employer contributions (assets) at end of year2014-12-31$1,688
Employer contributions (assets) at beginning of year2014-12-31$4,913
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,386,617
Contract administrator fees2014-12-31$5,602
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2014-12-31060903326
2013 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,609,402
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,420,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,353,780
Expenses. Certain deemed distributions of participant loans2013-12-31$40,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,321,403
Value of total assets at end of year2013-12-31$14,657,389
Value of total assets at beginning of year2013-12-31$12,468,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,858
Total interest from all sources2013-12-31$5,297
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$363,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$363,505
Administrative expenses professional fees incurred2013-12-31$20,725
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$969,870
Participant contributions at end of year2013-12-31$181,820
Participant contributions at beginning of year2013-12-31$149,590
Participant contributions at end of year2013-12-31$27,666
Participant contributions at beginning of year2013-12-31$35,256
Assets. Other investments not covered elsewhere at end of year2013-12-31$74,451
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$206,066
Other income not declared elsewhere2013-12-31$-1,166
Administrative expenses (other) incurred2013-12-31$1,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,189,040
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,657,389
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,468,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,371,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,526,665
Interest on participant loans2013-12-31$5,297
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$997,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$751,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,168,133
Net investment gain/loss from pooled separate accounts2013-12-31$752,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$145,467
Employer contributions (assets) at end of year2013-12-31$4,913
Employer contributions (assets) at beginning of year2013-12-31$5,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,353,780
Contract administrator fees2013-12-31$3,608
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WEINSTEIN & ANASTASIO
Accountancy firm EIN2013-12-31060886632
2012 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,576,156
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$885,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$883,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,307,229
Value of total assets at end of year2012-12-31$12,468,349
Value of total assets at beginning of year2012-12-31$10,777,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,735
Total interest from all sources2012-12-31$4,551
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,009,539
Participant contributions at end of year2012-12-31$149,590
Participant contributions at beginning of year2012-12-31$176,836
Participant contributions at end of year2012-12-31$35,256
Participant contributions at beginning of year2012-12-31$51,104
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$146,886
Other income not declared elsewhere2012-12-31$460
Administrative expenses (other) incurred2012-12-31$1,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,690,465
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,468,349
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,777,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$11,526,665
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,744,608
Interest on participant loans2012-12-31$4,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$751,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$797,706
Net investment gain/loss from pooled separate accounts2012-12-31$1,263,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$150,804
Employer contributions (assets) at end of year2012-12-31$5,559
Employer contributions (assets) at beginning of year2012-12-31$7,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$883,956
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WEINSTEIN & ANASTASIO
Accountancy firm EIN2012-12-31060886632
2011 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,671,655
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,733,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,730,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,623,293
Value of total assets at end of year2011-12-31$10,777,884
Value of total assets at beginning of year2011-12-31$10,839,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,350
Total interest from all sources2011-12-31$4,507
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,104,652
Participant contributions at end of year2011-12-31$176,836
Participant contributions at beginning of year2011-12-31$94,868
Participant contributions at end of year2011-12-31$51,104
Participant contributions at beginning of year2011-12-31$9,913
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Other income not declared elsewhere2011-12-31$558
Administrative expenses (other) incurred2011-12-31$2,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$383,723
Value of net income/loss2011-12-31$-61,507
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,777,884
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,839,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$9,744,608
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,050,613
Interest on participant loans2011-12-31$4,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$797,706
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$683,997
Net investment gain/loss from pooled separate accounts2011-12-31$43,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$134,918
Employer contributions (assets) at end of year2011-12-31$7,630
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,730,812
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WEINSTEIN & ANASTASIO
Accountancy firm EIN2011-12-31060886632
2010 : CONSOLIDATED CATHOLIC BENEFIT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,536,442
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,504,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,467,853
Expenses. Certain deemed distributions of participant loans2010-12-31$27,672
Value of total corrective distributions2010-12-31$3,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,338,329
Value of total assets at end of year2010-12-31$10,839,391
Value of total assets at beginning of year2010-12-31$9,807,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,605
Total interest from all sources2010-12-31$3,208
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,243,205
Participant contributions at end of year2010-12-31$94,868
Participant contributions at beginning of year2010-12-31$125,537
Participant contributions at end of year2010-12-31$9,913
Participant contributions at beginning of year2010-12-31$50,981
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$2,369
Other income not declared elsewhere2010-12-31$130
Administrative expenses (other) incurred2010-12-31$4,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,032,344
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,839,391
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,807,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$10,050,613
Value of interest in pooled separate accounts at beginning of year2010-12-31$9,628,185
Interest on participant loans2010-12-31$3,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$683,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$1,194,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$92,755
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$2,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,467,853
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WEINSTEIN & ANASTASIO, PC
Accountancy firm EIN2010-12-31060886632

Form 5500 Responses for CONSOLIDATED CATHOLIC BENEFIT PLAN

2022: CONSOLIDATED CATHOLIC BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONSOLIDATED CATHOLIC BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONSOLIDATED CATHOLIC BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
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)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONSOLIDATED CATHOLIC BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONSOLIDATED CATHOLIC BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONSOLIDATED CATHOLIC BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CONSOLIDATED CATHOLIC BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONSOLIDATED CATHOLIC BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONSOLIDATED CATHOLIC BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CONSOLIDATED CATHOLIC BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CONSOLIDATED CATHOLIC BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONSOLIDATED CATHOLIC BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CONSOLIDATED CATHOLIC BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CONSOLIDATED CATHOLIC BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number777570-01
Policy instance 1
Insurance contract or identification number777570-01
Number of Individuals Covered350
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered635
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered687
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered674
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered654
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered647
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered684
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered745
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35810
Policy instance 2
Insurance contract or identification numberG35810
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-04-15
Total amount of commissions paid to insurance brokerUSD $7,921
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,921
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 61058
Policy instance 1
Insurance contract or identification numberMR 61058
Number of Individuals Covered731
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35810
Policy instance 1
Insurance contract or identification numberG35810
Number of Individuals Covered467
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $29,037
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,037
Insurance broker organization code?3
Insurance broker nameLINSCO PRIVATE LEDGER CORP
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35810
Policy instance 1
Insurance contract or identification numberG35810
Number of Individuals Covered467
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $28,814
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG35810
Policy instance 1
Insurance contract or identification numberG35810
Number of Individuals Covered495
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,604
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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