401k Plan data: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO plan

THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 401k Plan overview

Plan Name	THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO
Plan identification number	001

THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

CATHOLIC CHARITIES OF SOUTHWESTERN OHIO has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

Employer identification number (EIN): 310536968

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1924-02-02

Company Identification Number: 110361

Legal Registered Office Address: 100 EAST EIGHTH STREET
-
CINCINNATI
United States of America (USA)
45202

More information about CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01
001 2012-07-01 TED BERGH
001 2011-07-01 TED BERGH
001 2010-07-01 MOLLY HILL
001 2009-07-01 KATHLEEN DONNELLAN
001 2009-07-01 KIM FLACH

Plan Statistics for THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

401k plan membership statisitcs for THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

Measure Date Value
2017: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2017 401k membership
Market value of plan assets 2017-06-30 8,240,417
Acturial value of plan assets 2017-06-30 8,560,346
Funding target for retired participants and beneficiaries receiving payment 2017-06-30 5,842,354
Number of terminated vested participants 2017-06-30 70
Fundng target for terminated vested participants 2017-06-30 1,995,248
Active participant vested funding target 2017-06-30 974,000
Number of active participants 2017-06-30 22
Total funding liabilities for active participants 2017-06-30 979,338
Total participant count 2017-06-30 170
Total funding target for all participants 2017-06-30 8,816,940
Balance at beginning of prior year after applicable adjustments 2017-06-30 274,328
Prefunding balance at beginning of prior year after applicable adjustments 2017-06-30 239,345
Carryover balanced portion elected for use to offset prior years funding requirement 2017-06-30 7,976
Amount remaining of carryover balance 2017-06-30 266,352
Amount remaining of prefunding balance 2017-06-30 239,345
Present value of excess contributions 2017-06-30 225,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-06-30 239,611
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-06-30 239,611
Balance of carryovers at beginning of current year 2017-06-30 272,318
Balance of prefunding at beginning of current year 2017-06-30 484,317
Liquidity shortfalls end of Q1 2017-06-30 0
Liquidity shortfalls end of Q2 2017-06-30 0
Liquidity shortfalls end of Q3 2017-06-30 0
Liquidity shortfalls end of Q4 2017-06-30 0
Remaining amount of unpaid minimum required contributions 2017-06-30 0
Minimum required contributions for current year target normal cost 2017-06-30 26,258
Net shortfall amortization installment of oustanding balance 2017-06-30 1,013,229
Total funding amount beforereflecting carryover/prefunding balances 2017-06-30 29,983
Carryover balance elected to use to offset funding requirement 2017-06-30 29,983
Unpaid minimum required contributions for current year 2017-06-30 0
2016: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2016 401k membership
Total participants, beginning-of-year 2016-07-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 20
Number of retired or separated participants receiving benefits 2016-07-01 76
Number of other retired or separated participants entitled to future benefits 2016-07-01 63
Total of all active and inactive participants 2016-07-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 4
Total participants 2016-07-01 163
2015: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2015 401k membership
Total participants, beginning-of-year 2015-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 23
Number of retired or separated participants receiving benefits 2015-07-01 70
Number of other retired or separated participants entitled to future benefits 2015-07-01 67
Total of all active and inactive participants 2015-07-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 7
Total participants 2015-07-01 167
2014: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2014 401k membership
Total participants, beginning-of-year 2014-07-01 222
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 28
Number of retired or separated participants receiving benefits 2014-07-01 63
Number of other retired or separated participants entitled to future benefits 2014-07-01 79
Total of all active and inactive participants 2014-07-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 5
Total participants 2014-07-01 175
2013: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2013 401k membership
Total participants, beginning-of-year 2013-07-01 223
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 37
Number of retired or separated participants receiving benefits 2013-07-01 61
Number of other retired or separated participants entitled to future benefits 2013-07-01 121
Total of all active and inactive participants 2013-07-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 3
Total participants 2013-07-01 222
2012: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2012 401k membership
Total participants, beginning-of-year 2012-07-01 229
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 50
Number of retired or separated participants receiving benefits 2012-07-01 58
Number of other retired or separated participants entitled to future benefits 2012-07-01 109
Total of all active and inactive participants 2012-07-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 6
Total participants 2012-07-01 223
2011: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2011 401k membership
Total participants, beginning-of-year 2011-07-01 228
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 63
Number of retired or separated participants receiving benefits 2011-07-01 57
Number of other retired or separated participants entitled to future benefits 2011-07-01 103
Total of all active and inactive participants 2011-07-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 6
Total participants 2011-07-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2010: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2010 401k membership
Total participants, beginning-of-year 2010-07-01 212
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 71
Number of retired or separated participants receiving benefits 2010-07-01 46
Number of other retired or separated participants entitled to future benefits 2010-07-01 104
Total of all active and inactive participants 2010-07-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 7
Total participants 2010-07-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 0
2009: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2009 401k membership
Total participants, beginning-of-year 2009-07-01 210
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 84
Number of retired or separated participants receiving benefits 2009-07-01 29
Number of other retired or separated participants entitled to future benefits 2009-07-01 100
Total of all active and inactive participants 2009-07-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 6
Total participants 2009-07-01 219
Number of participants with account balances 2009-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0

Measure	Date	Value
2017: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2017 401k membership
Market value of plan assets	2017-06-30	8,240,417
Acturial value of plan assets	2017-06-30	8,560,346
Funding target for retired participants and beneficiaries receiving payment	2017-06-30	5,842,354
Number of terminated vested participants	2017-06-30	70
Fundng target for terminated vested participants	2017-06-30	1,995,248
Active participant vested funding target	2017-06-30	974,000
Number of active participants	2017-06-30	22
Total funding liabilities for active participants	2017-06-30	979,338
Total participant count	2017-06-30	170
Total funding target for all participants	2017-06-30	8,816,940
Balance at beginning of prior year after applicable adjustments	2017-06-30	274,328
Prefunding balance at beginning of prior year after applicable adjustments	2017-06-30	239,345
Carryover balanced portion elected for use to offset prior years funding requirement	2017-06-30	7,976
Amount remaining of carryover balance	2017-06-30	266,352
Amount remaining of prefunding balance	2017-06-30	239,345
Present value of excess contributions	2017-06-30	225,858
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-06-30	239,611
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-06-30	239,611
Balance of carryovers at beginning of current year	2017-06-30	272,318
Balance of prefunding at beginning of current year	2017-06-30	484,317
Liquidity shortfalls end of Q1	2017-06-30	0
Liquidity shortfalls end of Q2	2017-06-30	0
Liquidity shortfalls end of Q3	2017-06-30	0
Liquidity shortfalls end of Q4	2017-06-30	0
Remaining amount of unpaid minimum required contributions	2017-06-30	0
Minimum required contributions for current year target normal cost	2017-06-30	26,258
Net shortfall amortization installment of oustanding balance	2017-06-30	1,013,229
Total funding amount beforereflecting carryover/prefunding balances	2017-06-30	29,983
Carryover balance elected to use to offset funding requirement	2017-06-30	29,983
Unpaid minimum required contributions for current year	2017-06-30	0
2016: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2016 401k membership
Total participants, beginning-of-year	2016-07-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	20
Number of retired or separated participants receiving benefits	2016-07-01	76
Number of other retired or separated participants entitled to future benefits	2016-07-01	63
Total of all active and inactive participants	2016-07-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	4
Total participants	2016-07-01	163
2015: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2015 401k membership
Total participants, beginning-of-year	2015-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	23
Number of retired or separated participants receiving benefits	2015-07-01	70
Number of other retired or separated participants entitled to future benefits	2015-07-01	67
Total of all active and inactive participants	2015-07-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	7
Total participants	2015-07-01	167
2014: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2014 401k membership
Total participants, beginning-of-year	2014-07-01	222
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	28
Number of retired or separated participants receiving benefits	2014-07-01	63
Number of other retired or separated participants entitled to future benefits	2014-07-01	79
Total of all active and inactive participants	2014-07-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	5
Total participants	2014-07-01	175
2013: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2013 401k membership
Total participants, beginning-of-year	2013-07-01	223
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	37
Number of retired or separated participants receiving benefits	2013-07-01	61
Number of other retired or separated participants entitled to future benefits	2013-07-01	121
Total of all active and inactive participants	2013-07-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	3
Total participants	2013-07-01	222
2012: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2012 401k membership
Total participants, beginning-of-year	2012-07-01	229
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	50
Number of retired or separated participants receiving benefits	2012-07-01	58
Number of other retired or separated participants entitled to future benefits	2012-07-01	109
Total of all active and inactive participants	2012-07-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	6
Total participants	2012-07-01	223
2011: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2011 401k membership
Total participants, beginning-of-year	2011-07-01	228
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	63
Number of retired or separated participants receiving benefits	2011-07-01	57
Number of other retired or separated participants entitled to future benefits	2011-07-01	103
Total of all active and inactive participants	2011-07-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	6
Total participants	2011-07-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2010: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2010 401k membership
Total participants, beginning-of-year	2010-07-01	212
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	71
Number of retired or separated participants receiving benefits	2010-07-01	46
Number of other retired or separated participants entitled to future benefits	2010-07-01	104
Total of all active and inactive participants	2010-07-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	7
Total participants	2010-07-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	0
2009: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2009 401k membership
Total participants, beginning-of-year	2009-07-01	210
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	84
Number of retired or separated participants receiving benefits	2009-07-01	29
Number of other retired or separated participants entitled to future benefits	2009-07-01	100
Total of all active and inactive participants	2009-07-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	6
Total participants	2009-07-01	219
Number of participants with account balances	2009-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0

Financial Data on THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

Measure	Date	Value
2017 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$753,169
Total of all expenses incurred	2017-06-30	$629,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$592,040
Value of total assets at end of year	2017-06-30	$8,373,771
Value of total assets at beginning of year	2017-06-30	$8,250,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$37,846
Total interest from all sources	2017-06-30	$3,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$20,900
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	$123,283
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$8,373,771
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$8,250,488
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 pooled separate accounts at end of year	2017-06-30	$8,077,396
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$7,428,016
Interest earned on other investments	2017-06-30	$3,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$296,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$572,472
Net investment gain/loss from pooled separate accounts	2017-06-30	$749,380
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
Employer contributions (assets) at end of year	2017-06-30	$0
Employer contributions (assets) at beginning of year	2017-06-30	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$592,040
Contract administrator fees	2017-06-30	$16,946
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	BARNES DENNIG & CO., LTD.
Accountancy firm EIN	2017-06-30	311119890
2016 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$426,200
Total of all expenses incurred	2016-06-30	$630,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$598,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$250,000
Value of total assets at end of year	2016-06-30	$8,250,488
Value of total assets at beginning of year	2016-06-30	$8,455,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$32,576
Total interest from all sources	2016-06-30	$6,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$15,215
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
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	$-204,652
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$8,250,488
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$8,455,140
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 pooled separate accounts at end of year	2016-06-30	$7,428,016
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$7,557,847
Interest earned on other investments	2016-06-30	$6,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$572,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$647,293
Net investment gain/loss from pooled separate accounts	2016-06-30	$170,169
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	$250,000
Employer contributions (assets) at end of year	2016-06-30	$250,000
Employer contributions (assets) at beginning of year	2016-06-30	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$598,276
Contract administrator fees	2016-06-30	$17,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	BARNES DENNIG & CO., LTD.
Accountancy firm EIN	2016-06-30	311119890
2015 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$539,746
Total of all expenses incurred	2015-06-30	$649,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$615,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$250,000
Value of total assets at end of year	2015-06-30	$8,455,140
Value of total assets at beginning of year	2015-06-30	$8,564,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$33,980
Total interest from all sources	2015-06-30	$4,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$14,630
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
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	$-109,419
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$8,455,140
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$8,564,559
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 pooled separate accounts at end of year	2015-06-30	$7,557,847
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$7,902,450
Interest earned on other investments	2015-06-30	$4,350
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$647,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$412,109
Net investment gain/loss from pooled separate accounts	2015-06-30	$285,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
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	$250,000
Employer contributions (assets) at end of year	2015-06-30	$250,000
Employer contributions (assets) at beginning of year	2015-06-30	$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$615,185
Contract administrator fees	2015-06-30	$19,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	BARNES DENNIG & CO., LTD.
Accountancy firm EIN	2015-06-30	311119890
2014 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2014 401k financial data
Total income from all sources (including contributions)	2014-06-30	$1,344,750
Total of all expenses incurred	2014-06-30	$482,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$448,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$250,000
Value of total assets at end of year	2014-06-30	$8,564,559
Value of total assets at beginning of year	2014-06-30	$7,701,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$34,013
Total interest from all sources	2014-06-30	$5,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$11,860
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$600,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
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	$862,730
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$8,564,559
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$7,701,829
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 pooled separate accounts at end of year	2014-06-30	$7,902,450
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$7,102,742
Interest earned on other investments	2014-06-30	$5,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$412,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$583,087
Net investment gain/loss from pooled separate accounts	2014-06-30	$1,089,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
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	$250,000
Employer contributions (assets) at end of year	2014-06-30	$250,000
Employer contributions (assets) at beginning of year	2014-06-30	$16,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$448,007
Contract administrator fees	2014-06-30	$22,153
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
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	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	BARNES DENNIG & CO., LTD.
Accountancy firm EIN	2014-06-30	311119890
2013 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets	2013-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$0
Total unrealized appreciation/depreciation of assets	2013-06-30	$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	$10,515
Total income from all sources (including contributions)	2013-06-30	$745,045
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$401,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$370,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$61,000
Value of total assets at end of year	2013-06-30	$7,701,829
Value of total assets at beginning of year	2013-06-30	$7,368,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$31,227
Total interest from all sources	2013-06-30	$5,178
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
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$0
Administrative expenses professional fees incurred	2013-06-30	$11,645
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$600,000
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
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Liabilities. Value of operating payables at end of year	2013-06-30	$0
Liabilities. Value of operating payables at beginning of year	2013-06-30	$10,515
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	$343,660
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$7,701,829
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$7,358,169
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 pooled separate accounts at end of year	2013-06-30	$7,102,742
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$7,038,875
Interest earned on other investments	2013-06-30	$5,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$583,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$329,809
Net investment gain/loss from pooled separate accounts	2013-06-30	$678,867
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	$61,000
Employer contributions (assets) at end of year	2013-06-30	$16,000
Employer contributions (assets) at beginning of year	2013-06-30	$0
Income. Dividends from common stock	2013-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$370,158
Contract administrator fees	2013-06-30	$19,582
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
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
Aggregate proceeds on sale of assets	2013-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	BARNES DENNIG & CO., LTD.
Accountancy firm EIN	2013-06-30	311119890
2012 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 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	$10,515
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	$295,172
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$343,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$307,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$123,757
Value of total assets at end of year	2012-06-30	$7,368,684
Value of total assets at beginning of year	2012-06-30	$7,406,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$35,815
Total interest from all sources	2012-06-30	$8,369
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
Administrative expenses professional fees incurred	2012-06-30	$10,515
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$600,000
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
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Liabilities. Value of operating payables at end of year	2012-06-30	$10,515
Liabilities. Value of operating payables at beginning of year	2012-06-30	$0
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	$-48,486
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$7,358,169
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$7,406,655
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 pooled separate accounts at end of year	2012-06-30	$7,038,875
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$6,875,828
Interest earned on other investments	2012-06-30	$8,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$329,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$530,827
Net investment gain/loss from pooled separate accounts	2012-06-30	$163,046
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	$123,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$307,843
Contract administrator fees	2012-06-30	$25,300
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2012-06-30	310800053
2011 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 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	$1,290,714
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$257,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$220,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$172,248
Value of total assets at end of year	2011-06-30	$7,406,655
Value of total assets at beginning of year	2011-06-30	$6,372,941
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$36,482
Total interest from all sources	2011-06-30	$8,141
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
Administrative expenses professional fees incurred	2011-06-30	$10,440
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$600,000
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
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	$1,033,714
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$7,406,655
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$6,372,941
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 pooled separate accounts at end of year	2011-06-30	$6,875,828
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$6,045,503
Interest earned on other investments	2011-06-30	$8,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$530,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$327,438
Net investment gain/loss from pooled separate accounts	2011-06-30	$1,110,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
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	$172,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$220,518
Contract administrator fees	2011-06-30	$26,042
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	CLARK SCHAEFER HACKETT
Accountancy firm EIN	2011-06-30	310800053
2010 : THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 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

Form 5500 Responses for THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO

2016: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	This submission is the final filing	Yes
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	Yes
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 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
2010: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 2010 form 5500 responses
2010-07-01	Type of plan entity	Single employer plan
2010-07-01	Submission has been amended	Yes
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	No
2010-07-01	Plan funding arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2009: THE PENSION PLAN OF CATHOLIC CHARITIES OF SOUTHWESTERN OHIO 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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

005558-J

Policy instance

Insurance contract or identification number	005558-J
Number of Individuals Covered	167
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 $0
Contracts With Unallocated Funds Deposit Administration	1
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 number

005558-J

Policy instance

Insurance contract or identification number	005558-J
Number of Individuals Covered	175
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $64
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	64
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CINCINNATI REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

005558-J

Policy instance

Insurance contract or identification number	005558-J
Number of Individuals Covered	220
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 $49
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	49
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	CINCINNATI REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

005558-J

Policy instance

Insurance contract or identification number	005558-J
Number of Individuals Covered	223
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 $148
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	76
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	JASON PINSON

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

005558-J

Policy instance

Insurance contract or identification number	005558-J
Number of Individuals Covered	230
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $187
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

005558-J

Policy instance

Insurance contract or identification number	005558-J
Number of Individuals Covered	228
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 $252
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Company Name:	CATHOLIC CHARITIES OF SOUTHWESTERN OHIO
Employer identification number (EIN):	310536968
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1924-02-02
Company Identification Number:	110361
Legal Registered Office Address:	100 EAST EIGHTH STREET - CINCINNATI United States of America (USA) 45202