401k Plan data: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES plan

CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 401k Plan overview

Plan Name	CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES
Plan identification number	005

CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

CATHOLIC FINANCIAL LIFE has sponsored the creation of one or more 401k plans.

Company Name: CATHOLIC FINANCIAL LIFE

Employer identification number (EIN): 390201015

NAIC Classification: 524140

Additional information about CATHOLIC FINANCIAL LIFE

Jurisdiction of Incorporation: Virginia Secretary of State

Incorporation Date: 2010-05-18

Company Identification Number: F182555

Legal Registered Office Address: 4701 Cox Rd Ste 285

Glen Allen
United States of America (USA)
23060-6808

More information about CATHOLIC FINANCIAL LIFE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
005 2013-12-31 JEFFREY B. TILLEY JEFFREY B. TILLEY 2017-06-07
005 2012-12-31 JEFFREY B. TILLEY JEFFREY B. TILLEY 2014-10-14
005 2011-12-31 JEFFREY B. TILLEY JEFFREY B. TILLEY 2013-10-15
005 2009-12-31 JEFFREY B. TILLEY
005 2008-12-31

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
005	2013-12-31	JEFFREY B. TILLEY	JEFFREY B. TILLEY	2017-06-07
005	2012-12-31	JEFFREY B. TILLEY	JEFFREY B. TILLEY	2014-10-14
005	2011-12-31	JEFFREY B. TILLEY	JEFFREY B. TILLEY	2013-10-15
005	2009-12-31	JEFFREY B. TILLEY
005	2008-12-31

Plan Statistics for CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES

401k plan membership statisitcs for CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES

Measure Date Value
2013: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2013 401k membership
Total participants, beginning-of-year 2013-12-31 95
Total number of active participants reported on line 7a of the Form 5500 2013-12-31 0
Number of retired or separated participants receiving benefits 2013-12-31 0
Number of other retired or separated participants entitled to future benefits 2013-12-31 0
Total of all active and inactive participants 2013-12-31 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-12-31 0
Total participants 2013-12-31 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-12-31 0
2012: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2012 401k membership
Total participants, beginning-of-year 2012-12-31 95
Total number of active participants reported on line 7a of the Form 5500 2012-12-31 8
Number of retired or separated participants receiving benefits 2012-12-31 57
Number of other retired or separated participants entitled to future benefits 2012-12-31 20
Total of all active and inactive participants 2012-12-31 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-31 10
Total participants 2012-12-31 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-31 0
2011: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2011 401k membership
Total participants, beginning-of-year 2011-12-31 96
Total number of active participants reported on line 7a of the Form 5500 2011-12-31 9
Number of retired or separated participants receiving benefits 2011-12-31 57
Number of other retired or separated participants entitled to future benefits 2011-12-31 23
Total of all active and inactive participants 2011-12-31 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-31 6
Total participants 2011-12-31 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-31 0
2009: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2009 401k membership
Total participants, beginning-of-year 2009-12-31 102
Total number of active participants reported on line 7a of the Form 5500 2009-12-31 11
Number of retired or separated participants receiving benefits 2009-12-31 58
Number of other retired or separated participants entitled to future benefits 2009-12-31 25
Total of all active and inactive participants 2009-12-31 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-31 6
Total participants 2009-12-31 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-31 0

Measure	Date	Value
2013: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2013 401k membership
Total participants, beginning-of-year	2013-12-31	95
Total number of active participants reported on line 7a of the Form 5500	2013-12-31	0
Number of retired or separated participants receiving benefits	2013-12-31	0
Number of other retired or separated participants entitled to future benefits	2013-12-31	0
Total of all active and inactive participants	2013-12-31	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-12-31	0
Total participants	2013-12-31	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-12-31	0
2012: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2012 401k membership
Total participants, beginning-of-year	2012-12-31	95
Total number of active participants reported on line 7a of the Form 5500	2012-12-31	8
Number of retired or separated participants receiving benefits	2012-12-31	57
Number of other retired or separated participants entitled to future benefits	2012-12-31	20
Total of all active and inactive participants	2012-12-31	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-31	10
Total participants	2012-12-31	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-31	0
2011: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2011 401k membership
Total participants, beginning-of-year	2011-12-31	96
Total number of active participants reported on line 7a of the Form 5500	2011-12-31	9
Number of retired or separated participants receiving benefits	2011-12-31	57
Number of other retired or separated participants entitled to future benefits	2011-12-31	23
Total of all active and inactive participants	2011-12-31	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-31	6
Total participants	2011-12-31	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-31	0
2009: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2009 401k membership
Total participants, beginning-of-year	2009-12-31	102
Total number of active participants reported on line 7a of the Form 5500	2009-12-31	11
Number of retired or separated participants receiving benefits	2009-12-31	58
Number of other retired or separated participants entitled to future benefits	2009-12-31	25
Total of all active and inactive participants	2009-12-31	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-31	6
Total participants	2009-12-31	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-31	0

Financial Data on CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES

Measure	Date	Value
2013 : CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-7,637,133
Total plan liabilities at end of year	2013-12-31	$7,643,829
Total plan liabilities at beginning of year	2013-12-31	$6,696
Total income from all sources	2013-12-31	$1,260
Expenses. Total of all expenses incurred	2013-12-31	$0
Benefits paid (including direct rollovers)	2013-12-31	$0
Total plan assets at end of year	2013-12-31	$7,643,829
Total plan assets at beginning of year	2013-12-31	$7,642,569
Value of fidelity bond covering the plan	2013-12-31	$1,250,000
Other income received	2013-12-31	$1,260
Net income (gross income less expenses)	2013-12-31	$1,260
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,635,873
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Transfers to/from the plan	2013-12-30	$0
Total plan liabilities at end of year	2013-12-30	$6,696
Total plan liabilities at beginning of year	2013-12-30	$2,533
Total income from all sources	2013-12-30	$1,239,385
Expenses. Total of all expenses incurred	2013-12-30	$550,915
Benefits paid (including direct rollovers)	2013-12-30	$512,023
Total plan assets at end of year	2013-12-30	$7,642,569
Total plan assets at beginning of year	2013-12-30	$6,949,936
Value of fidelity bond covering the plan	2013-12-30	$1,250,000
Total contributions received or receivable from participants	2013-12-30	$0
Expenses. Other expenses not covered elsewhere	2013-12-30	$0
Contributions received from other sources (not participants or employers)	2013-12-30	$0
Other income received	2013-12-30	$1,044,385
Noncash contributions received	2013-12-30	$0
Net income (gross income less expenses)	2013-12-30	$688,470
Net plan assets at end of year (total assets less liabilities)	2013-12-30	$7,635,873
Net plan assets at beginning of year (total assets less liabilities)	2013-12-30	$6,947,403
Total contributions received or receivable from employer(s)	2013-12-30	$195,000
Value of certain deemed distributions of participant loans	2013-12-30	$0
Value of corrective distributions	2013-12-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-30	$38,892
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-30	$0
2012 : CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2012 401k financial data
Total plan liabilities at end of year	2012-12-30	$2,533
Total plan liabilities at beginning of year	2012-12-30	$4,676
Total income from all sources	2012-12-30	$1,007,362
Expenses. Total of all expenses incurred	2012-12-30	$499,291
Benefits paid (including direct rollovers)	2012-12-30	$464,618
Total plan assets at end of year	2012-12-30	$6,949,936
Total plan assets at beginning of year	2012-12-30	$6,444,008
Value of fidelity bond covering the plan	2012-12-30	$1,250,000
Total contributions received or receivable from participants	2012-12-30	$0
Expenses. Other expenses not covered elsewhere	2012-12-30	$34,673
Contributions received from other sources (not participants or employers)	2012-12-30	$0
Other income received	2012-12-30	$737,362
Noncash contributions received	2012-12-30	$0
Net income (gross income less expenses)	2012-12-30	$508,071
Net plan assets at end of year (total assets less liabilities)	2012-12-30	$6,947,403
Net plan assets at beginning of year (total assets less liabilities)	2012-12-30	$6,439,332
Total contributions received or receivable from employer(s)	2012-12-30	$270,000
Value of certain deemed distributions of participant loans	2012-12-30	$0
Value of corrective distributions	2012-12-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-30	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-30	$0
2011 : CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-30	$-72,884
Total unrealized appreciation/depreciation of assets	2011-12-30	$-72,884
Total transfer of assets to this plan	2011-12-30	$0
Total transfer of assets from this plan	2011-12-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-30	$1,833
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-30	$5,715
Expenses. Interest paid	2011-12-30	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2011-12-30	$0
Total income from all sources (including contributions)	2011-12-30	$513,217
Total loss/gain on sale of assets	2011-12-30	$-1,079
Total of all expenses incurred	2011-12-30	$492,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-30	$456,238
Expenses. Certain deemed distributions of participant loans	2011-12-30	$0
Value of total corrective distributions	2011-12-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-30	$350,000
Value of total assets at end of year	2011-12-30	$6,444,008
Value of total assets at beginning of year	2011-12-30	$6,427,555
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-30	$36,644
Total income from rents	2011-12-30	$0
Total interest from all sources	2011-12-30	$186,651
Total dividends received (eg from common stock, registered investment company shares)	2011-12-30	$53,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-30	$53,382
Assets. Real estate other than employer real property at end of year	2011-12-30	$0
Assets. Real estate other than employer real property at beginning of year	2011-12-30	$0
Administrative expenses professional fees incurred	2011-12-30	$28,739
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-12-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-12-30	$0
Was this plan covered by a fidelity bond	2011-12-30	Yes
Value of fidelity bond cover	2011-12-30	$1,250,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-30	No
Contributions received from participants	2011-12-30	$0
Participant contributions at end of year	2011-12-30	$0
Participant contributions at beginning of year	2011-12-30	$0
Participant contributions at end of year	2011-12-30	$0
Participant contributions at beginning of year	2011-12-30	$0
Assets. Other investments not covered elsewhere at end of year	2011-12-30	$551,295
Assets. Other investments not covered elsewhere at beginning of year	2011-12-30	$477,671
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-30	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-30	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-30	$37,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-30	$40,151
Assets. Loans (other than to participants) at end of year	2011-12-30	$0
Assets. Loans (other than to participants) at beginning of year	2011-12-30	$0
Other income not declared elsewhere	2011-12-30	$-2,853
Administrative expenses (other) incurred	2011-12-30	$0
Liabilities. Value of operating payables at end of year	2011-12-30	$1,833
Liabilities. Value of operating payables at beginning of year	2011-12-30	$5,715
Total non interest bearing cash at end of year	2011-12-30	$0
Total non interest bearing cash at beginning of year	2011-12-30	$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	2011-12-30	No
Income. Non cash contributions	2011-12-30	$0
Value of net income/loss	2011-12-30	$20,335
Value of net assets at end of year (total assets less liabilities)	2011-12-30	$6,442,175
Value of net assets at beginning of year (total assets less liabilities)	2011-12-30	$6,421,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-30	No
Were any leases to which the plan was party in default or uncollectible	2011-12-30	No
Assets. partnership/joint venture interests at end of year	2011-12-30	$0
Assets. partnership/joint venture interests at beginning of year	2011-12-30	$0
Investment advisory and management fees	2011-12-30	$7,905
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-30	$2,872,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-30	$3,010,064
Interest on participant loans	2011-12-30	$0
Income. Interest from loans (other than to participants)	2011-12-30	$0
Interest earned on other investments	2011-12-30	$34,849
Income. Interest from US Government securities	2011-12-30	$26,250
Income. Interest from corporate debt instruments	2011-12-30	$125,300
Value of interest in master investment trust accounts at end of year	2011-12-30	$0
Value of interest in master investment trust accounts at beginning of year	2011-12-30	$0
Value of interest in common/collective trusts at end of year	2011-12-30	$0
Value of interest in common/collective trusts at beginning of year	2011-12-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-30	$480,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-30	$174,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-30	$174,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-30	$252
Assets. Value of investments in 103.12 investment entities at end of year	2011-12-30	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2011-12-30	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-30	$0
Asset value of US Government securities at end of year	2011-12-30	$514,373
Asset value of US Government securities at beginning of year	2011-12-30	$520,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-30	$0
Net investment gain/loss from pooled separate accounts	2011-12-30	$0
Net investment gain or loss from common/collective trusts	2011-12-30	$0
Net gain/loss from 103.12 investment entities	2011-12-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-30	No
Has the plan failed to provide any benefit when due under the plan	2011-12-30	No
Contributions received in cash from employer	2011-12-30	$350,000
Employer contributions (assets) at end of year	2011-12-30	$0
Employer contributions (assets) at beginning of year	2011-12-30	$110,000
Income. Dividends from preferred stock	2011-12-30	$0
Income. Dividends from common stock	2011-12-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-30	$456,238
Asset. Corporate debt instrument preferred debt at end of year	2011-12-30	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-30	$0
Asset. Corporate debt instrument debt (other) at end of year	2011-12-30	$1,987,640
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-30	$2,094,286
Contract administrator fees	2011-12-30	$0
Assets. Corporate common stocks other than exployer securities at end of year	2011-12-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-12-30	$0
Did the plan have assets held for investment	2011-12-30	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	2011-12-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-30	No
Aggregate proceeds on sale of assets	2011-12-30	$564,961
Aggregate carrying amount (costs) on sale of assets	2011-12-30	$566,040
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-30	Disclaimer
Accountancy firm name	2011-12-30	BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN	2011-12-30	390859910
2010 : CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-30	$0

Form 5500 Responses for CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES

2013: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2013 form 5500 responses
2013-12-31	Type of plan entity	Single employer plan
2013-12-31	Submission has been amended	Yes
2013-12-31	This submission is the final filing	Yes
2013-12-31	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-12-31	Plan is a collectively bargained plan	No
2013-12-31	Plan funding arrangement – Trust	Yes
2013-12-31	Plan benefit arrangement - Trust	Yes
2012: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2012 form 5500 responses
2012-12-31	Type of plan entity	Single employer plan
2012-12-31	Submission has been amended	No
2012-12-31	This submission is the final filing	No
2012-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2012-12-31	Plan is a collectively bargained plan	No
2012-12-31	Plan funding arrangement – Trust	Yes
2012-12-31	Plan benefit arrangement - Trust	Yes
2011: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2011 form 5500 responses
2011-12-31	Type of plan entity	Single employer plan
2011-12-31	Submission has been amended	No
2011-12-31	This submission is the final filing	No
2011-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-31	Plan is a collectively bargained plan	Yes
2011-12-31	Plan funding arrangement – Trust	Yes
2011-12-31	Plan benefit arrangement - Trust	Yes
2009: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2009 form 5500 responses
2009-12-31	Type of plan entity	Single employer plan
2009-12-31	Submission has been amended	No
2009-12-31	This submission is the final filing	No
2009-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-31	Plan is a collectively bargained plan	Yes
2009-12-31	Plan funding arrangement – Trust	Yes
2009-12-31	Plan benefit arrangement - Trust	Yes
2008: CATHOLIC FINANCIAL LIFE PENSION PLAN FOR FIELD REPRESENTATIVES 2008 form 5500 responses
2008-12-31	Type of plan entity	Single employer plan
2008-12-31	First time form 5500 has been submitted	Yes
2008-12-31	Submission has been amended	No
2008-12-31	This submission is the final filing	No
2008-12-31	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-31	Plan is a collectively bargained plan	No

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Company Name:	CATHOLIC FINANCIAL LIFE
Employer identification number (EIN):	390201015
NAIC Classification:	524140

Jurisdiction of Incorporation:	Virginia Secretary of State
Incorporation Date:	2010-05-18
Company Identification Number:	F182555
Legal Registered Office Address:	4701 Cox Rd Ste 285 Glen Allen United States of America (USA) 23060-6808