Catholic Charities Usa And Participating Employers Master Welfare Benefit Plan — Form 5500 plan (The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B)
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, Catholic Charities Usa And Participating Employers Master Welfare Benefit Plan is a benefit plan reported by The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B under EIN 45-6491273 and plan number 501. The latest loaded filing year is 2023. The filing reports 2,951 participants and $18,992,769 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B
- EIN
- 45-6491273
- Plan number
- 501
- Plan type
- 2
- Location
- Alexandria, VA
- Latest filing year
- 2023
- Participants
- 2,951
- End-of-year plan assets
- $18,992,769
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,951 | H, C | 20241011082022NAL0036382160001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,992,769
- Total liabilities (EOY)
- $760,885
- Net assets (EOY)
- $18,231,884
- Net assets (BOY)
- $10,789,888
Income & contributions
- Total contributions
- $44,269,833
- Total income / additions
- $45,267,506
Expenses & distributions
- Benefits paid
- $36,042,165
- Administrative expenses
- $1,783,345
- Total expenses
- $37,825,510
- Net increase / (decrease)
- $7,441,996
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Carefirst Administrators | THIRD PARTY ADMIN/PBM | $11,522,255 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services | BROKER | $316,490 | not reported in the loaded dataset | 2023 |
| Cordia Partners | ACCOUNTANT | $162,823 | not reported in the loaded dataset | 2023 |
| S. Robinson | PLAN EMPLOYEE | $149,593 | not reported in the loaded dataset | 2023 |
| Delta Dental Of Virginia | NONE | $84,714 | not reported in the loaded dataset | 2023 |
| Health Advocate | OTHER | $66,450 | not reported in the loaded dataset | 2023 |
| P&A Administrative Services, Inc. | COBRA ADMIN | $54,430 | not reported in the loaded dataset | 2023 |
| Usi Insurance Services Northwest | PHARMACY CONSULTANT | $49,992 | not reported in the loaded dataset | 2023 |
| Hub International | INSURANCE | $43,396 | not reported in the loaded dataset | 2023 |
| Vision Service Plan | VISION ADMINISTRATOR | $42,934 | not reported in the loaded dataset | 2023 |
| 4mybenefits, Inc. | BENEFIT ADMINISTRATOR | $42,183 | not reported in the loaded dataset | 2023 |
| Aprio Llp | AUDITOR | $41,774 | not reported in the loaded dataset | 2023 |
| Healthsparq/Md Live Med | NONE | $28,484 | not reported in the loaded dataset | 2023 |
| Zomohealth, LLC | OTHER SERVICES | $26,855 | not reported in the loaded dataset | 2023 |
| Conifer Health | HEALTH DATA WAREHOUSE | $8,862 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Board Of Trustees Of The Catholic Charities Usa Employee Welfare B
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Alexandria, VA
- Carefirst Administrators — Schedule C compensation
- Usi Insurance Services — Schedule C compensation
- Cordia Partners — Schedule C compensation
- S. Robinson — Schedule C compensation
- Delta Dental Of Virginia — Schedule C compensation
- Health Advocate — Schedule C compensation
- P&A Administrative Services, Inc. — Schedule C compensation
- Usi Insurance Services Northwest — Schedule C compensation
- Hub International — Schedule C compensation
- Vision Service Plan — Schedule C compensation
- 4mybenefits, Inc. — Schedule C compensation
- Aprio Llp — Schedule C compensation
- Healthsparq/Md Live Med — Schedule C compensation
- Zomohealth, LLC — Schedule C compensation
- Conifer Health — Schedule C compensation