401k Plan data: C.A.T.C.H., INC. PENSION PLAN plan

C.A.T.C.H., INC. PENSION PLAN 401k Plan overview

Plan Name	C.A.T.C.H., INC. PENSION PLAN
Plan identification number	001

C.A.T.C.H., INC. PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITIZENS ACTING TOGETHER CAN HELP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CITIZENS ACTING TOGETHER CAN HELP, INC.

Employer identification number (EIN): 232097990

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.A.T.C.H., INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-07-01 JAMES KENNEDY
001 2015-07-01 JAMES KENNEDY
001 2014-07-01
001 2013-07-01 JAMES KENNEDY
001 2012-07-01 JAMES KENNEDY
001 2011-07-01 JAMES KENNEDY
001 2009-07-01 JAMES KENNEDY

Plan Statistics for C.A.T.C.H., INC. PENSION PLAN

401k plan membership statisitcs for C.A.T.C.H., INC. PENSION PLAN

Measure Date Value
2016: C.A.T.C.H., INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 398
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 221
Number of retired or separated participants receiving benefits 2016-07-01 33
Number of other retired or separated participants entitled to future benefits 2016-07-01 156
Total of all active and inactive participants 2016-07-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 410
Number of participants with account balances 2016-07-01 332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: C.A.T.C.H., INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 405
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 244
Number of retired or separated participants receiving benefits 2015-07-01 44
Number of other retired or separated participants entitled to future benefits 2015-07-01 110
Total of all active and inactive participants 2015-07-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 398
Number of participants with account balances 2015-07-01 344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
2014: C.A.T.C.H., INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 431
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 263
Number of retired or separated participants receiving benefits 2014-07-01 36
Number of other retired or separated participants entitled to future benefits 2014-07-01 106
Total of all active and inactive participants 2014-07-01 405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 405
Number of participants with account balances 2014-07-01 362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: C.A.T.C.H., INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 441
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 265
Number of retired or separated participants receiving benefits 2013-07-01 31
Number of other retired or separated participants entitled to future benefits 2013-07-01 135
Total of all active and inactive participants 2013-07-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 431
Number of participants with account balances 2013-07-01 383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
2012: C.A.T.C.H., INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 397
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 297
Number of retired or separated participants receiving benefits 2012-07-01 16
Number of other retired or separated participants entitled to future benefits 2012-07-01 128
Total of all active and inactive participants 2012-07-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 441
Number of participants with account balances 2012-07-01 406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
2011: C.A.T.C.H., INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 373
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 302
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 95
Total of all active and inactive participants 2011-07-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 397
Number of participants with account balances 2011-07-01 397
2009: C.A.T.C.H., INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 343
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 268
Number of retired or separated participants receiving benefits 2009-07-01 18
Number of other retired or separated participants entitled to future benefits 2009-07-01 81
Total of all active and inactive participants 2009-07-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 367
Number of participants with account balances 2009-07-01 367

Measure	Date	Value
2016: C.A.T.C.H., INC. PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	398
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	221
Number of retired or separated participants receiving benefits	2016-07-01	33
Number of other retired or separated participants entitled to future benefits	2016-07-01	156
Total of all active and inactive participants	2016-07-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	410
Number of participants with account balances	2016-07-01	332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: C.A.T.C.H., INC. PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	405
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	244
Number of retired or separated participants receiving benefits	2015-07-01	44
Number of other retired or separated participants entitled to future benefits	2015-07-01	110
Total of all active and inactive participants	2015-07-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	398
Number of participants with account balances	2015-07-01	344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
2014: C.A.T.C.H., INC. PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	431
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	263
Number of retired or separated participants receiving benefits	2014-07-01	36
Number of other retired or separated participants entitled to future benefits	2014-07-01	106
Total of all active and inactive participants	2014-07-01	405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	405
Number of participants with account balances	2014-07-01	362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: C.A.T.C.H., INC. PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	441
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	265
Number of retired or separated participants receiving benefits	2013-07-01	31
Number of other retired or separated participants entitled to future benefits	2013-07-01	135
Total of all active and inactive participants	2013-07-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	431
Number of participants with account balances	2013-07-01	383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
2012: C.A.T.C.H., INC. PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	397
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	297
Number of retired or separated participants receiving benefits	2012-07-01	16
Number of other retired or separated participants entitled to future benefits	2012-07-01	128
Total of all active and inactive participants	2012-07-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	441
Number of participants with account balances	2012-07-01	406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
2011: C.A.T.C.H., INC. PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	373
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	302
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	95
Total of all active and inactive participants	2011-07-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	397
Number of participants with account balances	2011-07-01	397
2009: C.A.T.C.H., INC. PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	343
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	268
Number of retired or separated participants receiving benefits	2009-07-01	18
Number of other retired or separated participants entitled to future benefits	2009-07-01	81
Total of all active and inactive participants	2009-07-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	367
Number of participants with account balances	2009-07-01	367

Financial Data on C.A.T.C.H., INC. PENSION PLAN

Measure	Date	Value
2017 : C.A.T.C.H., INC. PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$508,952
Total unrealized appreciation/depreciation of assets	2017-06-30	$508,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$944,176
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$646,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$634,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$292,218
Value of total assets at end of year	2017-06-30	$7,462,376
Value of total assets at beginning of year	2017-06-30	$7,164,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$11,841
Total interest from all sources	2017-06-30	$143,006
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$297,379
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$7,462,376
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$7,164,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$3,371,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$4,589,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$24,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$32,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$32,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$143,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$4,066,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$2,542,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$292,218
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$634,956
Contract administrator fees	2017-06-30	$11,841
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	JOSEPH J LYONS PC
Accountancy firm EIN	2017-06-30	453999671
2016 : C.A.T.C.H., INC. PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-120,766
Total unrealized appreciation/depreciation of assets	2016-06-30	$-120,766
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	$348,553
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$516,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$509,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$327,423
Value of total assets at end of year	2016-06-30	$7,164,997
Value of total assets at beginning of year	2016-06-30	$7,332,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$6,933
Total interest from all sources	2016-06-30	$141,896
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 year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$327,423
Amount contributed by the employer to the plan for this plan year	2016-06-30	$327,423
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-167,806
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$7,164,997
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$7,332,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$4,589,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$7,294,030
Value of interest in pooled separate accounts at end of year	2016-06-30	$0
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$32,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$38,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$38,773
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$141,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$2,542,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$327,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$509,426
Contract administrator fees	2016-06-30	$6,933
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	JOSEPH J LYONS PC
Accountancy firm EIN	2016-06-30	453999671
2015 : C.A.T.C.H., INC. PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$129,025
Total unrealized appreciation/depreciation of assets	2015-06-30	$129,025
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	$614,060
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,171,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,165,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$338,616
Value of total assets at end of year	2015-06-30	$7,332,803
Value of total assets at beginning of year	2015-06-30	$7,890,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$6,004
Total interest from all sources	2015-06-30	$146,419
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 year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$338,616
Amount contributed by the employer to the plan for this plan year	2015-06-30	$338,616
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-557,276
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$7,332,803
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$7,890,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$7,294,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$7,865,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$38,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$24,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$24,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$146,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$338,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,165,332
Contract administrator fees	2015-06-30	$6,004
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	JOSEPH J LYONS PC
Accountancy firm EIN	2015-06-30	453999671
2014 : C.A.T.C.H., INC. PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$557,323
Total unrealized appreciation/depreciation of assets	2014-06-30	$557,323
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	$1,074,141
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$638,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$638,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$357,316
Value of total assets at end of year	2014-06-30	$7,890,079
Value of total assets at beginning of year	2014-06-30	$7,454,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$159,502
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 year	2014-06-30	No
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$357,316
Amount contributed by the employer to the plan for this plan year	2014-06-30	$357,316
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$435,675
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$7,890,079
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,454,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$7,865,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$7,428,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$24,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$25,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$25,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$159,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$357,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$638,466
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	JOSEPH J LYONS PC
Accountancy firm EIN	2014-06-30	453999671
2013 : C.A.T.C.H., INC. PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$383,590
Total unrealized appreciation/depreciation of assets	2013-06-30	$383,590
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	$946,751
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$734,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$734,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$427,464
Value of total assets at end of year	2013-06-30	$7,454,404
Value of total assets at beginning of year	2013-06-30	$7,242,512
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$135,697
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 year	2013-06-30	No
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$427,464
Amount contributed by the employer to the plan for this plan year	2013-06-30	$427,464
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$211,892
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,454,404
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$7,242,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$7,428,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$7,215,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$25,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$26,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$26,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$135,697
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$427,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$734,859
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	ROSENBERG, SMITH, COONEY & MIGL, PC
Accountancy firm EIN	2013-06-30	232657488
2012 : C.A.T.C.H., INC. PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$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	$681,712
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$341,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$341,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$457,826
Value of total assets at end of year	2012-06-30	$7,242,512
Value of total assets at beginning of year	2012-06-30	$6,902,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$0
Total interest from all sources	2012-06-30	$136,941
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 year	2012-06-30	No
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$457,826
Amount contributed by the employer to the plan for this plan year	2012-06-30	$457,826
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$339,817
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$7,242,512
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$6,902,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$7,215,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$6,880,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$26,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$22,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$22,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$136,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$86,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$457,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$341,895
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	ROSENBERG, SMITH, COONEY & MIGL, PC
Accountancy firm EIN	2012-06-30	232657488
2011 : C.A.T.C.H., INC. PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$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	$1,250,869
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$288,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$288,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$574,113
Value of total assets at end of year	2011-06-30	$6,902,695
Value of total assets at beginning of year	2011-06-30	$5,940,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$0
Total interest from all sources	2011-06-30	$124,016
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 year	2011-06-30	No
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$565,373
Amount contributed by the employer to the plan for this plan year	2011-06-30	$565,373
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$961,873
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$6,902,695
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$5,940,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$6,880,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$5,921,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$22,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$19,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$19,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$124,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$552,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$574,113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$288,996
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	ROSENBERG, SMITH, COONEY & MIGL, PC
Accountancy firm EIN	2011-06-30	232657488
2010 : C.A.T.C.H., INC. PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$526,088
Amount contributed by the employer to the plan for this plan year	2010-06-30	$526,088

Form 5500 Responses for C.A.T.C.H., INC. PENSION PLAN

2016: C.A.T.C.H., INC. PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: C.A.T.C.H., INC. PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: C.A.T.C.H., INC. PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: C.A.T.C.H., INC. PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: C.A.T.C.H., INC. PENSION PLAN 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
2011: C.A.T.C.H., INC. PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: C.A.T.C.H., INC. PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K1814A

Policy instance

Insurance contract or identification number	K1814A
Number of Individuals Covered	344
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $32,378
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	24695
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Insurance broker name	SCOTT J MERKEL

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K1814A

Policy instance

Insurance contract or identification number	K1814A
Number of Individuals Covered	360
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $30,642
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,535
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION
Insurance broker organization code?	3
Insurance broker name	SCOTT J MERKEL

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K1814A

Policy instance

Insurance contract or identification number	K1814A
Number of Individuals Covered	383
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	WILLIAM A AQUILA

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K1814A

Policy instance

Insurance contract or identification number	K1814A
Number of Individuals Covered	406
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $36,322
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28618
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $0
Insurance broker name	WILLIAM A AQUILA

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K1814A

Policy instance

Insurance contract or identification number	K1814A
Number of Individuals Covered	397
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $40,786
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ZURICH AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90537 )

Policy contract number

K1814A

Policy instance

Insurance contract or identification number	K1814A
Number of Individuals Covered	373
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CITIZENS ACTING TOGETHER CAN HELP, INC.
Employer identification number (EIN):	232097990
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Plan id#	Filing Submission Date	Name of Administrator
001	2016-07-01	JAMES KENNEDY
001	2015-07-01	JAMES KENNEDY
001	2014-07-01
001	2013-07-01	JAMES KENNEDY
001	2012-07-01	JAMES KENNEDY
001	2011-07-01	JAMES KENNEDY
001	2009-07-01	JAMES KENNEDY