Consolidated Catholic Benefit Plan — Form 5500 plan (Consolidated Catholic Administ)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Consolidated Catholic Benefit Plan is a benefit plan reported by Consolidated Catholic Administ under EIN 13-4064939 and plan number 001. The latest loaded filing year is 2023. The filing reports 682 participants and $26,109,549 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Consolidated Catholic Administ
- EIN
- 13-4064939
- Plan number
- 001
- Plan type
- 2
- Location
- Roswell, GA
- Latest filing year
- 2023
- Participants
- 682
- End-of-year plan assets
- $26,109,549
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 682 | H, C | 20241014190427NAL0015451955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $26,109,549
- Total liabilities (EOY)
- $17,437
- Net assets (EOY)
- $26,092,112
- Net assets (BOY)
- $22,154,862
Income & contributions
- Employer contributions
- $217,600
- Participant contributions
- $1,270,853
- Total contributions
- $1,535,322
- Total income / additions
- $5,274,118
Expenses & distributions
- Benefits paid
- $1,198,742
- Administrative expenses
- $120,689
- Total expenses
- $1,336,868
- Net increase / (decrease)
- $3,937,250
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $109,932 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $68,824 | not reported in the loaded dataset | 2023 |
| Whittlesey & Hadley Pc | AUDITOR | $13,553 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $719 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Consolidated Catholic Administ
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Roswell, GA
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Whittlesey & Hadley Pc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation