?>
Logo

403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC.
Plan identification number 002

403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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.

401k Sponsoring company profile

CATHOLIC COMMUNITY SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:CATHOLIC COMMUNITY SERVICE, INC.
Employer identification number (EIN):920042651
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about CATHOLIC COMMUNITY SERVICE, INC.

Jurisdiction of Incorporation: Alaska Department Commerce, Community & Economic Development
Incorporation Date: 1973-01-23
Company Identification Number: 11536D
Legal Registered Office Address: 419 6TH ST

JUNEAU
United States of America (USA)
99801

More information about CATHOLIC COMMUNITY SERVICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022015-07-01TAMRA CATT TAMRA CATT2017-04-18
0022015-07-01TAMRA CATT TAMRA CATT2017-04-12
0022015-07-01TAMRA CATT TAMRA CATT2017-10-31
0022014-07-01TAMRA CATT TAMRA CATT2016-04-08
0022013-07-01CARLEEN MITCHELL CARLEEN MITCHELL2015-04-13
0022012-07-01CARLEEN MITCHELL
0022011-07-01CARLEEN MITCHELL
0022009-07-01CARLEEN MITCHELL
0022009-07-01CARLEEN MITCHELL

Plan Statistics for 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC.

Measure Date Value
2015: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-01220
Total number of active participants reported on line 7a of the Form 55002015-07-01102
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01104
Total of all active and inactive participants2015-07-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01207
Number of participants with account balances2015-07-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0126
2014: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-01211
Total number of active participants reported on line 7a of the Form 55002014-07-01117
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01102
Total of all active and inactive participants2014-07-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01220
Number of participants with account balances2014-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0133
2013: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-01205
Total number of active participants reported on line 7a of the Form 55002013-07-01122
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0188
Total of all active and inactive participants2013-07-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01211
Number of participants with account balances2013-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0120
2012: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-01199
Total number of active participants reported on line 7a of the Form 55002012-07-01121
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0184
Total of all active and inactive participants2012-07-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01205
Number of participants with account balances2012-07-01205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0120
2011: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-01200
Total number of active participants reported on line 7a of the Form 55002011-07-01125
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0174
Total of all active and inactive participants2011-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01199
Number of participants with account balances2011-07-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0113
2009: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-01177
Total number of active participants reported on line 7a of the Form 55002009-07-01118
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0166
Total of all active and inactive participants2009-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01184
Number of participants with account balances2009-07-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-0117

Financial Data on 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC.

Measure Date Value
2016 : 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$304,882
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$900,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$898,488
Expenses. Certain deemed distributions of participant loans2016-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$303,766
Value of total assets at end of year2016-06-30$3,533,133
Value of total assets at beginning of year2016-06-30$4,129,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,474
Total interest from all sources2016-06-30$12,753
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$350,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$181,187
Participant contributions at end of year2016-06-30$27,394
Participant contributions at beginning of year2016-06-30$72,650
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$0
Other income not declared elsewhere2016-06-30$0
Administrative expenses (other) incurred2016-06-30$2,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-596,080
Value of net assets at end of year (total assets less liabilities)2016-06-30$3,533,133
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,129,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$2,380,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,601,090
Interest on participant loans2016-06-30$0
Interest earned on other investments2016-06-30$12,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,125,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,455,473
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$0
Net investment gain/loss from pooled separate accounts2016-06-30$-11,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$122,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$898,488
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30ELGEE, REHFELD AND MERTZ
Accountancy firm EIN2016-06-30920127098
2015 : 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$589,352
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$696,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$692,578
Expenses. Certain deemed distributions of participant loans2015-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$462,759
Value of total assets at end of year2015-06-30$4,129,213
Value of total assets at beginning of year2015-06-30$4,235,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$3,457
Total interest from all sources2015-06-30$15,247
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$350,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$257,531
Participant contributions at end of year2015-06-30$72,650
Participant contributions at beginning of year2015-06-30$77,893
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$991
Other income not declared elsewhere2015-06-30$5
Administrative expenses (other) incurred2015-06-30$3,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-106,683
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,129,213
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,235,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$2,601,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,760,729
Interest on participant loans2015-06-30$0
Interest earned on other investments2015-06-30$15,247
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,455,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,397,274
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$0
Net investment gain/loss from pooled separate accounts2015-06-30$111,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$204,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$692,578
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30ELGEE, REHFELD AND MERTZ
Accountancy firm EIN2015-06-30920127098
2014 : 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,050,815
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$690,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$662,853
Expenses. Certain deemed distributions of participant loans2014-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$562,891
Value of total assets at end of year2014-06-30$4,235,895
Value of total assets at beginning of year2014-06-30$3,876,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$28,118
Total interest from all sources2014-06-30$15,098
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$269,406
Participant contributions at end of year2014-06-30$77,893
Participant contributions at beginning of year2014-06-30$72,048
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$91,841
Other income not declared elsewhere2014-06-30$1,117
Administrative expenses (other) incurred2014-06-30$28,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$359,844
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,235,895
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,876,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,760,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,347,028
Interest on participant loans2014-06-30$0
Interest earned on other investments2014-06-30$15,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,397,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,456,975
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$0
Net investment gain/loss from pooled separate accounts2014-06-30$471,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$201,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$662,853
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30ELGEE REHFELD MERTZ, LLC
Accountancy firm EIN2014-06-30920127098
2013 : 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$794,783
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$449,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$414,159
Expenses. Certain deemed distributions of participant loans2013-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$476,469
Value of total assets at end of year2013-06-30$3,876,050
Value of total assets at beginning of year2013-06-30$3,530,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$35,266
Total interest from all sources2013-06-30$21,389
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$269,830
Participant contributions at end of year2013-06-30$72,048
Participant contributions at beginning of year2013-06-30$69,877
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$5,038
Other income not declared elsewhere2013-06-30$16,393
Administrative expenses (other) incurred2013-06-30$35,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$345,358
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,876,050
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$3,530,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$2,347,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,891,300
Interest on participant loans2013-06-30$0
Interest earned on other investments2013-06-30$21,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,456,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,569,515
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$280,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$201,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$414,159
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30ELGEE REHFELD MERTZ, LLC
Accountancy firm EIN2013-06-30920127098
2012 : 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$520,045
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$899,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$857,345
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$472,574
Value of total assets at end of year2012-06-30$3,530,692
Value of total assets at beginning of year2012-06-30$3,910,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$42,380
Total interest from all sources2012-06-30$35,550
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$125,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$263,169
Participant contributions at end of year2012-06-30$69,877
Participant contributions at beginning of year2012-06-30$106,065
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,599
Other income not declared elsewhere2012-06-30$19,716
Administrative expenses (other) incurred2012-06-30$42,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-379,680
Value of net assets at end of year (total assets less liabilities)2012-06-30$3,530,692
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$3,910,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,891,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,988,424
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$35,550
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,569,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,815,883
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-7,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$204,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$857,345
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ELGEE REHFELD MERTZ, LLC
Accountancy firm EIN2012-06-30920127098
2011 : 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$983,451
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$351,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$305,208
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$518,949
Value of total assets at end of year2011-06-30$3,910,372
Value of total assets at beginning of year2011-06-30$3,278,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$45,923
Total interest from all sources2011-06-30$42,298
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$125,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$291,934
Participant contributions at end of year2011-06-30$106,065
Participant contributions at beginning of year2011-06-30$70,626
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$12,169
Other income not declared elsewhere2011-06-30$20,878
Administrative expenses (other) incurred2011-06-30$45,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$632,320
Value of net assets at end of year (total assets less liabilities)2011-06-30$3,910,372
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,278,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$1,988,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,461,270
Interest on participant loans2011-06-30$0
Interest earned on other investments2011-06-30$42,298
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,815,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$1,746,156
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$401,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$214,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$305,208
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30ELGEE REHFELD MERTZ, LLC
Accountancy firm EIN2011-06-30920127098
2010 : 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC.

2015: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF CATHOLIC COMMUNITY SERVICE, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan 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 number015488J
Policy instance 1
Insurance contract or identification number015488J
Number of Individuals Covered207
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $868
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees868
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015488J
Policy instance 1
Insurance contract or identification number015488J
Number of Individuals Covered220
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,038
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2038
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015488J
Policy instance 1
Insurance contract or identification number015488J
Number of Individuals Covered211
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $358
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees358
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSEATTLE REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015488J
Policy instance 1
Insurance contract or identification number015488J
Number of Individuals Covered205
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $540
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees151
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameADAM REUGH
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015488J
Policy instance 1
Insurance contract or identification number015488J
Number of Individuals Covered199
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,111
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015488J
Policy instance 1
Insurance contract or identification number015488J
Number of Individuals Covered200
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $520
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
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.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3