401k Plan data: CATHOLIC CHARITIES 401K PLAN plan

CATHOLIC CHARITIES 401K PLAN 401k Plan overview

Plan Name	CATHOLIC CHARITIES 401K PLAN
Plan identification number	001

CATHOLIC CHARITIES 401K PLAN Benefits

401k Plan Type

Defined 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 CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON

Employer identification number (EIN): 741109733

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC CHARITIES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 BRENDA BOCANEGRA 2019-10-14
001 2018-01-01 BRENDA BOCANEGRA 2020-04-29
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 MICHAEL NICKNISH
001 2013-01-01 MICHAEL NICKNISH
001 2012-01-01 AMY THIBODEAUX
001 2011-01-01 MICHAEL PIERI
001 2010-01-01 KATHY FOUNTAIN
001 2009-01-01 KATHY FOUNTAIN

Plan Statistics for CATHOLIC CHARITIES 401K PLAN

401k plan membership statisitcs for CATHOLIC CHARITIES 401K PLAN

Measure Date Value
2018: CATHOLIC CHARITIES 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 491
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 390
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 156
Total of all active and inactive participants 2018-01-01 546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 546
Number of participants with account balances 2018-01-01 388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 22
2017: CATHOLIC CHARITIES 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 561
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 367
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 126
Total of all active and inactive participants 2017-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 493
Number of participants with account balances 2017-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 29
2016: CATHOLIC CHARITIES 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 511
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 380
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 182
Total of all active and inactive participants 2016-01-01 562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 562
Number of participants with account balances 2016-01-01 407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 30
2015: CATHOLIC CHARITIES 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 461
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 376
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 144
Total of all active and inactive participants 2015-01-01 522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 522
Number of participants with account balances 2015-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 16
2014: CATHOLIC CHARITIES 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 392
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 344
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 117
Total of all active and inactive participants 2014-01-01 461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 461
Number of participants with account balances 2014-01-01 348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 13
2013: CATHOLIC CHARITIES 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 406
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 310
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 87
Total of all active and inactive participants 2013-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 397
Number of participants with account balances 2013-01-01 284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 15
2012: CATHOLIC CHARITIES 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 307
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 98
Total of all active and inactive participants 2012-01-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 405
Number of participants with account balances 2012-01-01 302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 28
2011: CATHOLIC CHARITIES 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 427
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 300
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 68
Total of all active and inactive participants 2011-01-01 368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 368
Number of participants with account balances 2011-01-01 289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 27
2010: CATHOLIC CHARITIES 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 382
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 323
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 99
Total of all active and inactive participants 2010-01-01 422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 422
Number of participants with account balances 2010-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 21
2009: CATHOLIC CHARITIES 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 316
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 66
Total of all active and inactive participants 2009-01-01 382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 382
Number of participants with account balances 2009-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2018: CATHOLIC CHARITIES 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	491
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	390
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	156
Total of all active and inactive participants	2018-01-01	546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	546
Number of participants with account balances	2018-01-01	388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	22
2017: CATHOLIC CHARITIES 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	561
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	367
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	126
Total of all active and inactive participants	2017-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	493
Number of participants with account balances	2017-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	29
2016: CATHOLIC CHARITIES 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	511
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	380
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	182
Total of all active and inactive participants	2016-01-01	562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	562
Number of participants with account balances	2016-01-01	407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	30
2015: CATHOLIC CHARITIES 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	461
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	376
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	144
Total of all active and inactive participants	2015-01-01	522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	522
Number of participants with account balances	2015-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	16
2014: CATHOLIC CHARITIES 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	392
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	344
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	117
Total of all active and inactive participants	2014-01-01	461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	461
Number of participants with account balances	2014-01-01	348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	13
2013: CATHOLIC CHARITIES 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	406
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	310
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	87
Total of all active and inactive participants	2013-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	397
Number of participants with account balances	2013-01-01	284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2012: CATHOLIC CHARITIES 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	307
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	98
Total of all active and inactive participants	2012-01-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	405
Number of participants with account balances	2012-01-01	302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	28
2011: CATHOLIC CHARITIES 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	427
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	300
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	68
Total of all active and inactive participants	2011-01-01	368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	368
Number of participants with account balances	2011-01-01	289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	27
2010: CATHOLIC CHARITIES 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	382
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	323
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	99
Total of all active and inactive participants	2010-01-01	422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	422
Number of participants with account balances	2010-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	21
2009: CATHOLIC CHARITIES 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	316
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	66
Total of all active and inactive participants	2009-01-01	382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	382
Number of participants with account balances	2009-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on CATHOLIC CHARITIES 401K PLAN

Measure	Date	Value
2018 : CATHOLIC CHARITIES 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$261,839
Total of all expenses incurred	2018-12-31	$468,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$450,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$607,714
Value of total assets at end of year	2018-12-31	$5,319,735
Value of total assets at beginning of year	2018-12-31	$5,526,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,149
Total interest from all sources	2018-12-31	$5,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$400,707
Participant contributions at end of year	2018-12-31	$101,343
Participant contributions at beginning of year	2018-12-31	$148,858
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$14,061
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$45,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-206,392
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,319,735
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,526,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,201,224
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,348,345
Interest on participant loans	2018-12-31	$5,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$17,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$9,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-350,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$161,856
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$5,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$450,082
Contract administrator fees	2018-12-31	$18,149
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2018-12-31	364745545
2017 : CATHOLIC CHARITIES 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$1,434,454
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$869,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$847,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$682,507
Value of total assets at end of year	2017-12-31	$5,526,127
Value of total assets at beginning of year	2017-12-31	$4,961,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$22,069
Total interest from all sources	2017-12-31	$5,129
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$365,828
Participant contributions at end of year	2017-12-31	$148,858
Participant contributions at beginning of year	2017-12-31	$130,180
Participant contributions at end of year	2017-12-31	$14,061
Participant contributions at beginning of year	2017-12-31	$16,538
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$172,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$564,601
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,526,127
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,961,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,348,345
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$4,732,521
Interest on participant loans	2017-12-31	$5,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$9,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$76,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$746,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$144,409
Employer contributions (assets) at end of year	2017-12-31	$5,805
Employer contributions (assets) at beginning of year	2017-12-31	$5,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$847,784
Contract administrator fees	2017-12-31	$22,069
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2017-12-31	364745545
2016 : CATHOLIC CHARITIES 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$962,018
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$326,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$310,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$631,751
Value of total assets at end of year	2016-12-31	$4,961,526
Value of total assets at beginning of year	2016-12-31	$4,325,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,885
Total interest from all sources	2016-12-31	$3,950
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$386,826
Participant contributions at end of year	2016-12-31	$130,180
Participant contributions at beginning of year	2016-12-31	$95,661
Participant contributions at end of year	2016-12-31	$16,538
Participant contributions at beginning of year	2016-12-31	$15,792
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$94,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$635,541
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,961,526
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,325,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$4,732,521
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,140,804
Interest on participant loans	2016-12-31	$3,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$76,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$68,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$326,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$150,159
Employer contributions (assets) at end of year	2016-12-31	$5,486
Employer contributions (assets) at beginning of year	2016-12-31	$5,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$310,592
Contract administrator fees	2016-12-31	$15,885
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2016-12-31	364745545
2015 : CATHOLIC CHARITIES 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$509,362
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$472,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$457,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$568,827
Value of total assets at end of year	2015-12-31	$4,325,985
Value of total assets at beginning of year	2015-12-31	$4,288,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,652
Total interest from all sources	2015-12-31	$4,813
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$390,037
Participant contributions at end of year	2015-12-31	$95,661
Participant contributions at beginning of year	2015-12-31	$130,632
Participant contributions at end of year	2015-12-31	$15,792
Participant contributions at beginning of year	2015-12-31	$15,184
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$54,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$37,164
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,325,985
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$4,288,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,140,804
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,070,113
Interest on participant loans	2015-12-31	$4,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$68,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$64,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-64,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$124,532
Employer contributions (assets) at end of year	2015-12-31	$5,657
Employer contributions (assets) at beginning of year	2015-12-31	$8,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$457,546
Contract administrator fees	2015-12-31	$14,652
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2015-12-31	364745545
2014 : CATHOLIC CHARITIES 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$707,419
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$276,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$258,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$463,423
Value of total assets at end of year	2014-12-31	$4,288,821
Value of total assets at beginning of year	2014-12-31	$3,857,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$17,560
Total interest from all sources	2014-12-31	$4,932
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$300,173
Participant contributions at end of year	2014-12-31	$130,632
Participant contributions at beginning of year	2014-12-31	$144,777
Participant contributions at end of year	2014-12-31	$15,184
Participant contributions at beginning of year	2014-12-31	$10,903
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$52,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$431,105
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$4,288,821
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,857,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,070,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$3,635,839
Interest on participant loans	2014-12-31	$4,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$64,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$59,151
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$239,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$110,923
Employer contributions (assets) at end of year	2014-12-31	$8,496
Employer contributions (assets) at beginning of year	2014-12-31	$7,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$258,754
Contract administrator fees	2014-12-31	$17,560
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2014-12-31	364745545
2013 : CATHOLIC CHARITIES 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$987,845
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$274,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$253,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$452,759
Value of total assets at end of year	2013-12-31	$3,857,716
Value of total assets at beginning of year	2013-12-31	$3,144,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$20,744
Total interest from all sources	2013-12-31	$6,050
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$263,920
Participant contributions at end of year	2013-12-31	$144,777
Participant contributions at beginning of year	2013-12-31	$112,465
Participant contributions at end of year	2013-12-31	$10,903
Participant contributions at beginning of year	2013-12-31	$12,019
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$88,695
Other income not declared elsewhere	2013-12-31	$93
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$713,108
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,857,716
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,144,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$20,744
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$3,635,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,950,105
Interest on participant loans	2013-12-31	$6,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$59,151
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$66,017
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$528,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$100,144
Employer contributions (assets) at end of year	2013-12-31	$7,046
Employer contributions (assets) at beginning of year	2013-12-31	$4,002
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$253,993
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2013-12-31	364745545
2012 : CATHOLIC CHARITIES 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$1,663
Total income from all sources (including contributions)	2012-12-31	$765,217
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$809,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$782,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$380,527
Value of total assets at end of year	2012-12-31	$3,144,608
Value of total assets at beginning of year	2012-12-31	$3,190,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,239
Total interest from all sources	2012-12-31	$3,601
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$267,576
Participant contributions at end of year	2012-12-31	$112,465
Participant contributions at beginning of year	2012-12-31	$79,384
Participant contributions at end of year	2012-12-31	$12,019
Participant contributions at beginning of year	2012-12-31	$11,352
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$8,927
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,663
Other income not declared elsewhere	2012-12-31	$2,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-43,982
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,144,608
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,188,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$26,239
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,950,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,992,203
Interest on participant loans	2012-12-31	$3,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$66,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$102,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$378,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$104,024
Employer contributions (assets) at end of year	2012-12-31	$4,002
Employer contributions (assets) at beginning of year	2012-12-31	$4,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$782,960
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2012-12-31	364745545
2011 : CATHOLIC CHARITIES 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$5,945
Total income from all sources (including contributions)	2011-12-31	$378,184
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$578,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$563,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$392,919
Value of total assets at end of year	2011-12-31	$3,190,253
Value of total assets at beginning of year	2011-12-31	$3,394,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,634
Total interest from all sources	2011-12-31	$3,964
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$278,227
Participant contributions at end of year	2011-12-31	$79,384
Participant contributions at beginning of year	2011-12-31	$128,412
Participant contributions at end of year	2011-12-31	$11,352
Participant contributions at beginning of year	2011-12-31	$11,377
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$10,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$5,945
Other income not declared elsewhere	2011-12-31	$14
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-200,244
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,188,590
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,388,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$14,634
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,992,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,114,549
Interest on participant loans	2011-12-31	$3,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$102,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$49,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-18,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$104,063
Employer contributions (assets) at end of year	2011-12-31	$4,408
Employer contributions (assets) at beginning of year	2011-12-31	$91,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$563,794
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MFR, P.C.
Accountancy firm EIN	2011-12-31	760236814
2010 : CATHOLIC CHARITIES 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$5,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$7,461
Total income from all sources (including contributions)	2010-12-31	$867,250
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$83,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$64,329
Value of total corrective distributions	2010-12-31	$4,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$521,034
Value of total assets at end of year	2010-12-31	$3,394,779
Value of total assets at beginning of year	2010-12-31	$2,612,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,828
Total interest from all sources	2010-12-31	$4,854
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$259,878
Participant contributions at end of year	2010-12-31	$128,412
Participant contributions at beginning of year	2010-12-31	$87,912
Participant contributions at end of year	2010-12-31	$11,377
Participant contributions at beginning of year	2010-12-31	$9,692
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$74,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$5,945
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$7,461
Other income not declared elsewhere	2010-12-31	$158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$783,810
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,388,834
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,605,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$14,828
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,114,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,431,964
Interest on participant loans	2010-12-31	$4,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$49,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$78,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$341,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$186,683
Employer contributions (assets) at end of year	2010-12-31	$91,275
Employer contributions (assets) at beginning of year	2010-12-31	$4,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$64,329
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MFR, P.C.
Accountancy firm EIN	2010-12-31	760236814
2009 : CATHOLIC CHARITIES 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CATHOLIC CHARITIES 401K PLAN

2018: CATHOLIC CHARITIES 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CATHOLIC CHARITIES 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CATHOLIC CHARITIES 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CATHOLIC CHARITIES 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CATHOLIC CHARITIES 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CATHOLIC CHARITIES 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CATHOLIC CHARITIES 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CATHOLIC CHARITIES 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CATHOLIC CHARITIES 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CATHOLIC CHARITIES 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	388
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13,515
Total amount of fees paid to insurance company	USD $5,416
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,515
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Amount paid for insurance broker fees	5416

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	340
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,849
Total amount of fees paid to insurance company	USD $5,119
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $12,849
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MALCOLM THOMPSON & ASSOCIATES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	365
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $10,712
Total amount of fees paid to insurance company	USD $4,218
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $10,712
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MALCOLM THOMPSON & ASSOCIATES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	348
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $9,819
Total amount of fees paid to insurance company	USD $3,878
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $9,819
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MALCOLM THOMPSON & ASSOCIATES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	284
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $8,260
Total amount of fees paid to insurance company	USD $3,207
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $8,260
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MALCOLM THOMPSON & ASSOCIATES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	302
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $8,162
Total amount of fees paid to insurance company	USD $3,233
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $8,162
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MALCOLM THOMPSON & ASSOCIATES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	289
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,248
Total amount of fees paid to insurance company	USD $3,122
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

800016-000

Policy instance

Insurance contract or identification number	800016-000
Number of Individuals Covered	350
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,502
Total amount of fees paid to insurance company	USD $3,027
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $5,502
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	MALCOLM THOMPSON & ASSOCIATES, INC.

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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	CATHOLIC CHARITIES OF THE ARCHDIOCESE OF GALVESTON-HOUSTON
Employer identification number (EIN):	741109733
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	BRENDA BOCANEGRA	2019-10-14
001	2018-01-01	BRENDA BOCANEGRA	2020-04-29
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	MICHAEL NICKNISH
001	2013-01-01	MICHAEL NICKNISH
001	2012-01-01	AMY THIBODEAUX
001	2011-01-01	MICHAEL PIERI
001	2010-01-01	KATHY FOUNTAIN
001	2009-01-01	KATHY FOUNTAIN