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| Plan Name | 403(B) THRIFT PLAN OF CATHOLIC RESIDENTIAL SERVICES |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | CATHOLIC RESIDENTIAL SERVICES |
| Employer identification number (EIN): | 311344280 |
| NAIC Classification: | 623000 |
| NAIC Description: | Nursing and Residential Care Facilities |
Additional information about CATHOLIC RESIDENTIAL SERVICES
| Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
| Incorporation Date: | 1992-02-10 |
| Company Identification Number: | 816338 |
| Legal Registered Office Address: |
100 EAST 8TH STREET - CINCINNATI United States of America (USA) 45202 |
More information about CATHOLIC RESIDENTIAL SERVICES
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2014-07-01 | AMY LINZ | 2015-06-24 | ||
| 001 | 2013-07-01 | AMY LINZ | 2014-11-07 | AMY LINZ | 2014-11-07 |
| 001 | 2012-07-01 | AMY LINZ | AMY LINZ | 2014-01-23 | |
| 001 | 2011-07-01 | AMY LINZ | 2013-01-04 | ||
| 001 | 2010-07-01 | AMY LINZ | 2012-01-05 | AMY LINZ | 2012-01-05 |
| Measure | Date | Value |
|---|---|---|
| 2012: 403(B) THRIFT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-07-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 94 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 4 |
| Total of all active and inactive participants | 2012-07-01 | 98 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 98 |
| Number of participants with account balances | 2012-07-01 | 15 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2013 : 403(B) THRIFT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2013 401k financial data | ||
| Transfers to/from the plan | 2013-06-30 | $0 |
| Total plan liabilities at end of year | 2013-06-30 | $0 |
| Total plan liabilities at beginning of year | 2013-06-30 | $0 |
| Total income from all sources | 2013-06-30 | $25,527 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $10,239 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $10,000 |
| Total plan assets at end of year | 2013-06-30 | $90,944 |
| Total plan assets at beginning of year | 2013-06-30 | $75,656 |
| Value of fidelity bond covering the plan | 2013-06-30 | $256,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $12,010 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $239 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $0 |
| Other income received | 2013-06-30 | $7,764 |
| Net income (gross income less expenses) | 2013-06-30 | $15,288 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $90,944 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $75,656 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $5,753 |
| Value of certain deemed distributions of participant loans | 2013-06-30 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012: 403(B) THRIFT PLAN OF CATHOLIC RESIDENTIAL SERVICES 2012 form 5500 responses | ||
|---|---|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 016082I | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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