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CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 401k Plan overview

Plan NameCATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN
Plan identification number 003

CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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.

401k Sponsoring company profile

CATHOLIC ORDER OF FORESTERS has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC ORDER OF FORESTERS
Employer identification number (EIN):360879870
NAIC Classification:524140

Additional information about CATHOLIC ORDER OF FORESTERS

Jurisdiction of Incorporation: Maryland Secretary of State
Incorporation Date:
Company Identification Number: F00004044

More information about CATHOLIC ORDER OF FORESTERS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01HOLLY K. NAUMAN2024-06-12
0032022-01-01HOLLY K. NAUMAN2023-08-18
0032021-01-01HOLLY K. NAUMAN2022-09-14
0032020-01-01HOLLY K. NAUMAN2021-07-26
0032019-01-01HOLLY K. NAUMAN2020-06-16
0032018-01-01HOLLY K. NAUMAN2019-07-10
0032017-01-01HOLLY K. LA VINE2018-07-23
0032016-01-01HOLLY LA VINE2017-10-10
0032015-01-01DAVID E. HUBER
0032014-01-01DAVID E. HUBER
0032013-01-01DAVID E. HUBER
0032012-01-01DAVID E. HUBER
0032011-01-01DAVID E HUBER
0032010-01-01DAVID E HUBER
0032009-01-01DAVID E HUBER

Plan Statistics for CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN

401k plan membership statisitcs for CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN

Measure Date Value
2015: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0178
Total number of active participants reported on line 7a of the Form 55002015-01-0174
Number of other retired or separated participants entitled to future benefits2015-01-0115
Total of all active and inactive participants2015-01-0189
Total participants2015-01-0189
Number of participants with account balances2015-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0175
Total number of active participants reported on line 7a of the Form 55002014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-0178
Total participants2014-01-0178
Number of participants with account balances2014-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0170
Total number of active participants reported on line 7a of the Form 55002013-01-0162
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0175
Total participants2013-01-0175
Number of participants with account balances2013-01-0175
2012: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0172
Total number of active participants reported on line 7a of the Form 55002012-01-0160
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0170
Total participants2012-01-0170
Number of participants with account balances2012-01-0170
2011: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0173
Total number of active participants reported on line 7a of the Form 55002011-01-0162
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0172
Total participants2011-01-0172
Number of participants with account balances2011-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0165
Total number of active participants reported on line 7a of the Form 55002010-01-0164
Number of other retired or separated participants entitled to future benefits2010-01-019
Total of all active and inactive participants2010-01-0173
Total participants2010-01-0173
Number of participants with account balances2010-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0170
Total number of active participants reported on line 7a of the Form 55002009-01-0158
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-0165
Total participants2009-01-0165
Number of participants with account balances2009-01-0165

Financial Data on CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN

Measure Date Value
2015 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,332,594
Expenses. Total of all expenses incurred2015-12-31$162,224
Benefits paid (including direct rollovers)2015-12-31$139,205
Total plan assets at end of year2015-12-31$8,546,252
Total plan assets at beginning of year2015-12-31$7,375,882
Value of fidelity bond covering the plan2015-12-31$1,000,000
Total contributions received or receivable from participants2015-12-31$750,143
Expenses. Other expenses not covered elsewhere2015-12-31$23,019
Contributions received from other sources (not participants or employers)2015-12-31$303
Other income received2015-12-31$105,261
Net income (gross income less expenses)2015-12-31$1,170,370
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,546,252
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$7,375,882
Total contributions received or receivable from employer(s)2015-12-31$476,887
2014 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,050,872
Expenses. Total of all expenses incurred2014-12-31$1,291,976
Benefits paid (including direct rollovers)2014-12-31$1,283,456
Total plan assets at end of year2014-12-31$7,375,882
Total plan assets at beginning of year2014-12-31$7,616,986
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$506,428
Expenses. Other expenses not covered elsewhere2014-12-31$8,520
Contributions received from other sources (not participants or employers)2014-12-31$16,282
Other income received2014-12-31$341,509
Net income (gross income less expenses)2014-12-31$-241,104
Net plan assets at end of year (total assets less liabilities)2014-12-31$7,375,882
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,616,986
Total contributions received or receivable from employer(s)2014-12-31$186,653
2013 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,522,231
Expenses. Total of all expenses incurred2013-12-31$827,062
Benefits paid (including direct rollovers)2013-12-31$798,780
Total plan assets at end of year2013-12-31$7,616,986
Total plan assets at beginning of year2013-12-31$6,921,817
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$434,844
Expenses. Other expenses not covered elsewhere2013-12-31$28,282
Other income received2013-12-31$943,100
Net income (gross income less expenses)2013-12-31$695,169
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,616,986
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,921,817
Total contributions received or receivable from employer(s)2013-12-31$144,287
2012 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,134,555
Expenses. Total of all expenses incurred2012-12-31$289,831
Benefits paid (including direct rollovers)2012-12-31$289,266
Total plan assets at end of year2012-12-31$6,921,817
Total plan assets at beginning of year2012-12-31$6,077,093
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$406,504
Expenses. Other expenses not covered elsewhere2012-12-31$565
Other income received2012-12-31$579,536
Net income (gross income less expenses)2012-12-31$844,724
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,921,817
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$6,077,093
Total contributions received or receivable from employer(s)2012-12-31$148,515
2011 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$468,507
Expenses. Total of all expenses incurred2011-12-31$93,162
Benefits paid (including direct rollovers)2011-12-31$92,126
Total plan assets at end of year2011-12-31$6,077,093
Total plan assets at beginning of year2011-12-31$5,701,748
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$394,635
Expenses. Other expenses not covered elsewhere2011-12-31$1,036
Other income received2011-12-31$-70,768
Net income (gross income less expenses)2011-12-31$375,345
Net plan assets at end of year (total assets less liabilities)2011-12-31$6,077,093
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,701,748
Total contributions received or receivable from employer(s)2011-12-31$144,640
2010 : CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,067,695
Expenses. Total of all expenses incurred2010-12-31$361,251
Benefits paid (including direct rollovers)2010-12-31$355,196
Total plan assets at end of year2010-12-31$5,701,748
Total plan assets at beginning of year2010-12-31$4,995,304
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$378,469
Expenses. Other expenses not covered elsewhere2010-12-31$6,055
Other income received2010-12-31$548,266
Net income (gross income less expenses)2010-12-31$706,444
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,701,748
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,995,304
Total contributions received or receivable from employer(s)2010-12-31$140,960

Form 5500 Responses for CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN

2015: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CATHOLIC ORDER OF FORESTERS INCENTIVE SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010013
Policy instance 1
Insurance contract or identification number010013
Number of Individuals Covered89
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010013
Policy instance 1
Insurance contract or identification number010013
Number of Individuals Covered78
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010013
Policy instance 1
Insurance contract or identification number010013
Number of Individuals Covered75
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010013
Policy instance 1
Insurance contract or identification number010013
Number of Individuals Covered70
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $513
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees513
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameFINANCIAL NETWORK INVESTMENTS CORP
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010013
Policy instance 1
Insurance contract or identification number010013
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of fees paid to insurance companyUSD $5,886
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number010013
Policy instance 1
Insurance contract or identification number010013
Number of Individuals Covered73
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of fees paid to insurance companyUSD $5,073
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5073
Additional information about fees paid to insurance brokerSERVICES TO INSURER OR PLAN
Insurance broker organization code?4
Insurance broker nameFINANCIAL NETWORK INVESTMENTS CORP

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