2023 Form 5500 filing — Consolidated Catholic 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 20241014190427NAL0015451955001) for Consolidated Catholic Benefit Plan, reported by Consolidated Catholic Administ under EIN 13-4064939 and plan number 001. It reports 682 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014190427NAL0015451955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Consolidated Catholic Administ
- EIN
- 13-4064939
- Plan number
- 001
- Location
- Roswell, GA
- Participants
- 682
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $26,109,549
- Total liabilities (EOY)
- $17,437
- Net assets (EOY)
- $26,092,112
- Employer contributions
- $217,600
- Participant contributions
- $1,270,853
- Total income / additions
- $5,274,118
- Benefits paid
- $1,198,742
- Administrative expenses
- $120,689
- Total expenses
- $1,336,868
- Net increase / (decrease)
- $3,937,250
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $109,932 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $68,824 | not reported in the loaded dataset |
| Whittlesey & Hadley Pc | AUDITOR | $13,553 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $719 | not reported in the loaded dataset |