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403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD
Plan identification number 002

403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD
Employer identification number (EIN):060667607
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRIAN ZEBROWSKI2023-12-20 BRIAN ZEBROWSKI2023-12-20
0022021-01-01BRIAN ZEBROWSKI2022-10-17 BRIAN ZEBROWSKI2022-10-17
0022020-01-01BRIAN ZEBROWSKI2021-10-15 BRIAN ZEBROWSKI2021-10-15
0022019-01-01ANTHONY J. MASCARO, JR.2020-10-13 ANTHONY J. MASCARO, JR.2020-10-13
0022018-01-01MAREK KUKULKA2019-09-27 MAREK KUKULKA2019-09-27
0022017-01-01
0022016-01-01
0022015-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01LOIS NESCI
0022011-01-01LOIS NESCI
0022010-01-01LOIS NESCI
0022009-01-01ROSA ALMA SENATORE
0022009-01-01ROSA ALMA SENATORE

Plan Statistics for 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD

Measure Date Value
2022: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2022 401k membership
Total participants, beginning-of-year2022-01-01835
Total number of active participants reported on line 7a of the Form 55002022-01-01568
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01305
Total of all active and inactive participants2022-01-01877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01878
Number of participants with account balances2022-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2021 401k membership
Total participants, beginning-of-year2021-01-01840
Total number of active participants reported on line 7a of the Form 55002021-01-01574
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01278
Total of all active and inactive participants2021-01-01852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01858
Number of participants with account balances2021-01-01669
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0153
2020: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2020 401k membership
Total participants, beginning-of-year2020-01-01894
Total number of active participants reported on line 7a of the Form 55002020-01-01568
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01268
Total of all active and inactive participants2020-01-01836
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01840
Number of participants with account balances2020-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0162
2019: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2019 401k membership
Total participants, beginning-of-year2019-01-01794
Total number of active participants reported on line 7a of the Form 55002019-01-01652
Number of other retired or separated participants entitled to future benefits2019-01-01241
Total of all active and inactive participants2019-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01894
Number of participants with account balances2019-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2018 401k membership
Total participants, beginning-of-year2018-01-01687
Total number of active participants reported on line 7a of the Form 55002018-01-01549
Number of other retired or separated participants entitled to future benefits2018-01-01243
Total of all active and inactive participants2018-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01794
Number of participants with account balances2018-01-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2017 401k membership
Total participants, beginning-of-year2017-01-01723
Total number of active participants reported on line 7a of the Form 55002017-01-01495
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01190
Total of all active and inactive participants2017-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01687
Number of participants with account balances2017-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2016 401k membership
Total participants, beginning-of-year2016-01-01685
Total number of active participants reported on line 7a of the Form 55002016-01-01585
Number of other retired or separated participants entitled to future benefits2016-01-01137
Total of all active and inactive participants2016-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01723
Number of participants with account balances2016-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0129
2015: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2015 401k membership
Total participants, beginning-of-year2015-01-01614
Total number of active participants reported on line 7a of the Form 55002015-01-01543
Number of other retired or separated participants entitled to future benefits2015-01-01140
Total of all active and inactive participants2015-01-01683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01685
Number of participants with account balances2015-01-01685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0148
2014: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2014 401k membership
Total participants, beginning-of-year2014-01-01569
Total number of active participants reported on line 7a of the Form 55002014-01-01505
Number of other retired or separated participants entitled to future benefits2014-01-01108
Total of all active and inactive participants2014-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01614
Number of participants with account balances2014-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2013 401k membership
Total participants, beginning-of-year2013-01-01590
Total number of active participants reported on line 7a of the Form 55002013-01-01495
Number of other retired or separated participants entitled to future benefits2013-01-01117
Total of all active and inactive participants2013-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01615
Number of participants with account balances2013-01-01614
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2012 401k membership
Total participants, beginning-of-year2012-01-01532
Total number of active participants reported on line 7a of the Form 55002012-01-01494
Number of other retired or separated participants entitled to future benefits2012-01-0194
Total of all active and inactive participants2012-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01590
Number of participants with account balances2012-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0116
2011: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2011 401k membership
Total participants, beginning-of-year2011-01-01388
Total number of active participants reported on line 7a of the Form 55002011-01-01444
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01532
Number of participants with account balances2011-01-01532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2010 401k membership
Total participants, beginning-of-year2010-01-01382
Total number of active participants reported on line 7a of the Form 55002010-01-01310
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01388
Number of participants with account balances2010-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0112
2009: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2009 401k membership
Total participants, beginning-of-year2009-01-01364
Total number of active participants reported on line 7a of the Form 55002009-01-01336
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01382
Total participants2009-01-01382
Number of participants with account balances2009-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0118

Financial Data on 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD

Measure Date Value
2022 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-771,616
Total of all expenses incurred2022-12-31$439,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$436,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$921,056
Value of total assets at end of year2022-12-31$13,932,566
Value of total assets at beginning of year2022-12-31$15,143,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,861
Total interest from all sources2022-12-31$83,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$365,884
Participant contributions at end of year2022-12-31$17,745
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$123,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,210,915
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,932,566
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,143,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,659,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,481,961
Interest earned on other investments2022-12-31$83,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,237,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,661,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,692,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$431,393
Employer contributions (assets) at end of year2022-12-31$17,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$436,438
Contract administrator fees2022-12-31$2,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WHITTLESEY PC
Accountancy firm EIN2022-12-31060903326
2021 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,964,274
Total of all expenses incurred2021-12-31$1,006,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,001,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,542,856
Value of total assets at end of year2021-12-31$15,143,481
Value of total assets at beginning of year2021-12-31$13,185,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,481
Total interest from all sources2021-12-31$94,463
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$253,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$235,025
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$12,024
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$955,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$13,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,957,837
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,143,481
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,185,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,481,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,753,366
Interest earned on other investments2021-12-31$94,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,661,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,406,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,073,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$352,384
Income. Dividends from common stock2021-12-31$253,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,001,956
Contract administrator fees2021-12-31$4,481
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WHITTLESEY PC
Accountancy firm EIN2021-12-31060903326
2020 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,413,427
Total of all expenses incurred2020-12-31$1,084,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,080,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,186,490
Value of total assets at end of year2020-12-31$13,185,644
Value of total assets at beginning of year2020-12-31$11,856,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,633
Total interest from all sources2020-12-31$84,537
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$177,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$294,593
Participant contributions at end of year2020-12-31$12,024
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$506,415
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,328,739
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,185,644
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,856,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,753,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,912,499
Interest earned on other investments2020-12-31$84,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,406,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,944,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$964,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$385,482
Income. Dividends from common stock2020-12-31$177,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,080,055
Contract administrator fees2020-12-31$4,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WHITTLESEY PC
Accountancy firm EIN2020-12-31060903326
2019 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,399,946
Total of all expenses incurred2019-12-31$1,827,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,822,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,874,537
Value of total assets at end of year2019-12-31$11,856,905
Value of total assets at beginning of year2019-12-31$10,284,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,097
Total interest from all sources2019-12-31$85,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$120,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$435,310
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$18,322
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,126,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,572,466
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,856,905
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,284,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,912,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,869,138
Interest earned on other investments2019-12-31$85,457
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,944,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,382,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,319,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$313,073
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$14,034
Income. Dividends from common stock2019-12-31$120,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,822,383
Contract administrator fees2019-12-31$5,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WHITTLESEY PC
Accountancy firm EIN2019-12-31060903326
2018 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$611,027
Total of all expenses incurred2018-12-31$703,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$698,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,013,727
Value of total assets at end of year2018-12-31$10,284,439
Value of total assets at beginning of year2018-12-31$10,377,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,363
Total interest from all sources2018-12-31$59,998
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$434,968
Participant contributions at end of year2018-12-31$18,322
Participant contributions at beginning of year2018-12-31$15,205
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$250,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-92,730
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,284,439
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,377,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,869,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,310,122
Interest earned on other investments2018-12-31$59,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,382,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,037,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-464,660
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$327,911
Employer contributions (assets) at end of year2018-12-31$14,034
Employer contributions (assets) at beginning of year2018-12-31$14,461
Income. Dividends from common stock2018-12-31$1,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$698,394
Contract administrator fees2018-12-31$5,363
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WHITTLESEY PC
Accountancy firm EIN2018-12-31060903326
2017 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,063,792
Total of all expenses incurred2017-12-31$1,474,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,468,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$998,182
Value of total assets at end of year2017-12-31$10,377,169
Value of total assets at beginning of year2017-12-31$9,787,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,659
Total interest from all sources2017-12-31$54,555
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$66,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$419,495
Participant contributions at end of year2017-12-31$15,205
Participant contributions at beginning of year2017-12-31$18,761
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$224,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$589,642
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,377,169
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,787,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,310,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,783,009
Interest earned on other investments2017-12-31$54,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,037,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,969,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$944,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$353,716
Employer contributions (assets) at end of year2017-12-31$14,461
Employer contributions (assets) at beginning of year2017-12-31$16,061
Income. Dividends from common stock2017-12-31$66,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,468,491
Contract administrator fees2017-12-31$5,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WHITTLESEY PC
Accountancy firm EIN2017-12-31060903326
2016 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,581,649
Total of all expenses incurred2016-12-31$500,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$494,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$977,950
Value of total assets at end of year2016-12-31$9,787,527
Value of total assets at beginning of year2016-12-31$8,706,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,802
Total interest from all sources2016-12-31$51,762
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$49,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$443,433
Participant contributions at end of year2016-12-31$18,761
Participant contributions at beginning of year2016-12-31$18,723
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$164,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,081,107
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,787,527
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,706,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,783,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,915,726
Interest earned on other investments2016-12-31$51,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,969,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,755,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$502,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$369,910
Employer contributions (assets) at end of year2016-12-31$16,061
Employer contributions (assets) at beginning of year2016-12-31$16,250
Income. Dividends from common stock2016-12-31$49,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$494,740
Contract administrator fees2016-12-31$5,802
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2016-12-31060903326
2015 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,147,633
Total of all expenses incurred2015-12-31$857,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$854,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,111,631
Value of total assets at end of year2015-12-31$8,706,420
Value of total assets at beginning of year2015-12-31$8,416,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,648
Total interest from all sources2015-12-31$46,701
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$10,254
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$452,616
Participant contributions at end of year2015-12-31$18,723
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$291,788
Other income not declared elsewhere2015-12-31$11,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$289,716
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,706,420
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,416,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,915,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,128,183
Interest earned on other investments2015-12-31$46,701
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,755,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,288,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-32,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$367,227
Employer contributions (assets) at end of year2015-12-31$16,250
Income. Dividends from common stock2015-12-31$10,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$854,269
Contract administrator fees2015-12-31$3,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2015-12-31060903326
2014 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,122
Total income from all sources (including contributions)2014-12-31$1,304,157
Total of all expenses incurred2014-12-31$602,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$601,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$847,500
Value of total assets at end of year2014-12-31$8,416,704
Value of total assets at beginning of year2014-12-31$7,723,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$838
Total interest from all sources2014-12-31$41,084
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$26,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$250,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$442,475
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$19,324
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$51,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,122
Other income not declared elsewhere2014-12-31$6,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$701,379
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,416,704
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,715,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,128,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,629,878
Interest earned on other investments2014-12-31$41,084
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,288,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,058,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$381,832
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$354,015
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$15,957
Income. Dividends from common stock2014-12-31$26,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$601,940
Contract administrator fees2014-12-31$838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2014-12-31060903326
2013 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,092
Total income from all sources (including contributions)2013-12-31$2,206,351
Total of all expenses incurred2013-12-31$551,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$541,544
Value of total corrective distributions2013-12-31$8,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,207,126
Value of total assets at end of year2013-12-31$7,723,447
Value of total assets at beginning of year2013-12-31$6,079,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,449
Total interest from all sources2013-12-31$35,056
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$41,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$491,576
Participant contributions at end of year2013-12-31$19,324
Participant contributions at beginning of year2013-12-31$22,304
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$368,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$8,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$19,092
Other income not declared elsewhere2013-12-31$5,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,655,236
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,715,325
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,060,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,629,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,381,807
Interest earned on other investments2013-12-31$35,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,058,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,658,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$917,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$346,714
Employer contributions (assets) at end of year2013-12-31$15,957
Employer contributions (assets) at beginning of year2013-12-31$16,304
Income. Dividends from common stock2013-12-31$41,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$541,544
Contract administrator fees2013-12-31$1,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2013-12-31060903326
2012 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,092
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,015
Total income from all sources (including contributions)2012-12-31$1,532,090
Total of all expenses incurred2012-12-31$267,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$258,963
Value of total corrective distributions2012-12-31$7,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,064,440
Value of total assets at end of year2012-12-31$6,079,181
Value of total assets at beginning of year2012-12-31$4,814,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,219
Total interest from all sources2012-12-31$34,378
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$512,190
Participant contributions at end of year2012-12-31$22,304
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$189,025
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$19,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$19,015
Other income not declared elsewhere2012-12-31$7,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,264,776
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,060,089
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,795,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,381,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,378,522
Interest earned on other investments2012-12-31$34,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,658,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,428,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$420,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$363,225
Employer contributions (assets) at end of year2012-12-31$16,304
Employer contributions (assets) at beginning of year2012-12-31$7,055
Income. Dividends from common stock2012-12-31$5,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$258,963
Contract administrator fees2012-12-31$1,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2012-12-31060903326
2011 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,393
Total income from all sources (including contributions)2011-12-31$924,014
Total of all expenses incurred2011-12-31$208,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$195,206
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$6,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$931,984
Value of total assets at end of year2011-12-31$4,814,328
Value of total assets at beginning of year2011-12-31$4,090,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,319
Total interest from all sources2011-12-31$33,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$497,394
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$19,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$10,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$715,528
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,795,313
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,079,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,378,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,844,073
Interest earned on other investments2011-12-31$33,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,428,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,240,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-41,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$407,071
Employer contributions (assets) at end of year2011-12-31$7,055
Employer contributions (assets) at beginning of year2011-12-31$5,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$195,206
Contract administrator fees2011-12-31$6,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2011-12-31060903326
2010 : 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,233
Total income from all sources (including contributions)2010-12-31$1,192,688
Total of all expenses incurred2010-12-31$252,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$238,185
Expenses. Certain deemed distributions of participant loans2010-12-31$3,836
Value of total corrective distributions2010-12-31$4,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$819,342
Value of total assets at end of year2010-12-31$4,090,178
Value of total assets at beginning of year2010-12-31$3,148,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,321
Total interest from all sources2010-12-31$34,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$444,152
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$19,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$10,393
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$939,819
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,079,785
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,139,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,844,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,050,894
Interest earned on other investments2010-12-31$34,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,240,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,058,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$339,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$375,190
Employer contributions (assets) at end of year2010-12-31$5,277
Employer contributions (assets) at beginning of year2010-12-31$19,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$238,185
Contract administrator fees2010-12-31$6,321
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WHITTLESEY & HADLEY, P.C.
Accountancy firm EIN2010-12-31060903326

Form 5500 Responses for 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD

2022: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF CATHOLIC CHARITIES, INC. - ARCHDIOCESE OF HARTFORD 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591
Policy instance 1
Insurance contract or identification number053591
Number of Individuals Covered878
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $933
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees933
Additional information about fees paid to insurance brokerPORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered858
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,473
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6473
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered836
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,473
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6473
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered893
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,165
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1165
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered794
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,202
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5202
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered687
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,256
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2256
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameHARTFORD REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered685
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $722
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees722
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA LIFE INSURANCE CO
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered614
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,108
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1108
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA LIFE INSURANCE CO
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered615
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,098
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3098
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameMUTUAL OF AMERICA LIFE INSURANCE CO
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered590
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $926
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees369
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAMPORTION OF INCENTIVE COMP. PROGRAPO
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER MCGLYNN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered532
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,330
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053591-F
Policy instance 1
Insurance contract or identification number053591-F
Number of Individuals Covered388
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,017
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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