2023 Form 5500 filing — Catholic Charities Usa And Participating Employers Master Welfare Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011082022NAL0036382160001) for Catholic Charities Usa And Participating Employers Master Welfare Benefit Plan, reported by The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B under EIN 45-6491273 and plan number 501. It reports 2,951 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011082022NAL0036382160001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B
- EIN
- 45-6491273
- Plan number
- 501
- Location
- Alexandria, VA
- Participants
- 2,951
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,992,769
- Total liabilities (EOY)
- $760,885
- Net assets (EOY)
- $18,231,884
- Total income / additions
- $45,267,506
- Benefits paid
- $36,042,165
- Administrative expenses
- $1,783,345
- Total expenses
- $37,825,510
- Net increase / (decrease)
- $7,441,996
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Carefirst Administrators | THIRD PARTY ADMIN/PBM | $11,522,255 | not reported in the loaded dataset |
| Usi Insurance Services | BROKER | $316,490 | not reported in the loaded dataset |
| Cordia Partners | ACCOUNTANT | $162,823 | not reported in the loaded dataset |
| S. Robinson | PLAN EMPLOYEE | $149,593 | not reported in the loaded dataset |
| Delta Dental Of Virginia | NONE | $84,714 | not reported in the loaded dataset |
| Health Advocate | OTHER | $66,450 | not reported in the loaded dataset |
| P&A Administrative Services, Inc. | COBRA ADMIN | $54,430 | not reported in the loaded dataset |
| Usi Insurance Services Northwest | PHARMACY CONSULTANT | $49,992 | not reported in the loaded dataset |
| Hub International | INSURANCE | $43,396 | not reported in the loaded dataset |
| Vision Service Plan | VISION ADMINISTRATOR | $42,934 | not reported in the loaded dataset |
| 4mybenefits, Inc. | BENEFIT ADMINISTRATOR | $42,183 | not reported in the loaded dataset |
| Aprio Llp | AUDITOR | $41,774 | not reported in the loaded dataset |
| Healthsparq/Md Live Med | NONE | $28,484 | not reported in the loaded dataset |
| Zomohealth, LLC | OTHER SERVICES | $26,855 | not reported in the loaded dataset |
| Conifer Health | HEALTH DATA WAREHOUSE | $8,862 | not reported in the loaded dataset |