2024-09-09T14:50:27-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 10 S RIVERSIDE PLAZA 9TH FLOOR CHICAGO IL 60606 990 2023-01-01 363094218 RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF THE CHRISTIAN RELI 6303782900 1205 WINDHAM PKWY ROMEOVILLE IL 604461672 PATRICK FEEHAN CFO OF CHRISTIAN BROTHERS SERVICES 6303782900 2024-08-22 1 1 DAVID LOWENTHAL P00378651 3122071040 2024-08-22 2023 2024-08-08 14:25:15Z CHRISTIAN BROTHERS RISK POOLING TRUST PATRICK FEEHAN 1205 WINDHAM PKWY ROMEOVILLE IL 604461672 299986500 0 X WWW.CBSERVICES.ORG/ X 1980 IL TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. 6 6 0 0 0 0 0 0 101780952 105391792 5160001 21209725 5576 0 106946529 126601517 0 0 75033863 91653830 0 0 0 0 0 19146599 20020358 94180462 111674188 12766067 14927329 387643733 449981916 232680250 252057806 154963483 197924110 TRUST WAS ESTABLISHED TO PROVIDE PROTECTION AND INDEMNIFY THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS. 0 0 110574315 105391792 THE TRUST PROVIDES PROTECTION AND INDEMNIFIES THE BENEFICIARIES AGAINST RISKS OF FINANCIAL LOSS DUE TO DAMAGE, DESTRUCTION OR LOSS OF PROPERTY, OR THE IMPOSITION OF LEGAL LIABILITY, AND PROTECTS FULL-TIME STUDENTS OF THE BENEFICIARIES AGAINST THE RISK OF LOSS DUE TO ACCIDENT, SICKNESS OR DISABLEMENT. IN ADDITION, THE TRUST PROVIDES WORKERS' COMPENSATION, OCCUPATIONAL DISEASE AND EMPLOYER LIABILITY TO BENEFICIARIES. 110574315 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 3 0 1 0 1 1 0 0 0 0 0 0 0 X 6 6 0 1 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 X CHRISTIAN BROTHERS SERVICES PATRICK FEEHAN 6303782900 1205 WINDHAM PARKWAY ROMEOVILLE IL 604461679 X SR JANICE BEMOWSKI RC TRUSTEE 0.50 0.00 X 0 0 0 MICHAEL FRIGO TRUSTEE 0.50 0.00 X 0 0 0 PRESTON KENDALL TRUSTEE 0.50 0.00 X 0 0 0 SR MARY HELENE GALUSZKA OSF TRUSTEE 0.50 0.00 X 0 0 0 CHERYL SHAW TRUSTEE 0.50 0.00 X 0 0 0 KEITH ZEKIND TRUSTEE 0.50 0.00 X 0 0 0 0 0 0 0 0 0 0 CHRISTIAN BROTHERS SERVICES 1205 WINDHAM PKWY ROMEOVILLE IL 60446 ADMINISTRATIVE SERVICES 18805400 THE NORTHERN TRUST COMPANY 801 SOUTH CANAL STREET CHICAGO IL 60607 BANKING SERVICES 446342 CHRISTIAN BROTHERS INVESTMENT SERVICES 777 THIRD AVENUE 29TH FLOOR NEW YORK NY 10017 INVESTMENT MANAGEMENT SERVICES 312718 TORTOISE CAPITAL ADVISORS LLC 6363 COLLEGE BOULEVARD SUITE 100 OVERLAND PARK KS 66211 INVESTMENT MANAGEMENT SERVICES 169386 4 CONTRIBUTIONS EARNED 900099 105391792 105391792 105391792 7806463 7806463 186788245 173384983 13403262 13403262 13403262 126601517 105391792 0 21209725 91653830 91653830 1099873 1099873 ADMINISTRATIVE SERVICE 18805400 18805400 FINANCIAL REGULATORY FE 39340 39340 APPRAISAL FEES 36000 36000 MOTOR VEHICLE REPORT 26899 26899 12846 12846 111674188 110574315 1099873 0 16412669 18011903 22543979 32389940 13798705 19732990 87400038 58582617 247488342 321264466 387643733 449981916 1075467 481514 52963899 59138968 178640884 192437324 232680250 252057806 X 154963483 197924110 154963483 197924110 387643733 449981916 14927329 28033298 0 X 0 1 X 1 0 X 87000042 91605067 97198857 101780952 105391792 482976710 87000042 91605067 97198857 101780952 105391792 482976710 0 6786530 7727777 9629650 2992979 7798972 34935908 6786530 7727777 9629650 2992979 7798972 34935908 448040802 5802059 5203776 5563428 6586516 7806463 30962242 5802059 5203776 5563428 6586516 7806463 30962242 88042 56867 5576 150485 92890143 96865710 102762285 108373044 113198255 514089437 0.87150 0.88360 0.06020 0.06020 X 0 DEBT AND DEBT RELATED SECURITIES 121428623 F COMMON COMMINGLED TRUSTS 196934374 F CAPTIVE INSURANCE COMPANY 2901469 C 321264466 CASE RESERVES 108987448 CLAIMS INCURRED BUT NOT REPORTED 82301070 CONTRIBUTION REFUNDS AND OVERPAYMENTS PAYABLE 1148806 192437324 153649550 28033298 28033298 125616252 985265 985265 126601517 110688923 0 110688923 985265 985265 111674188 FORM 990, ITEM C, NAME OF ORGANIZATION: RELIGIOUS AND CHARITABLE RISK POOLING TRUST OF THE BROTHERS OF THE CHRISTIAN SCHOOLS AND AFFILIATES FORM 990, PART VI, SECTION A, LINE 3 THE TRUST HAS AN AGREEMENT WITH CHRISTIAN BROTHERS SERVICES TO PROVIDE CLAIMS ADMINISTRATION, UNDERWRITING, BILLING & ENROLLMENT OF MEMBERS, OFFICE SPACE, ACTUARIAL & GENERAL ACCOUNTING, AMONG OTHER DUTIES FOR THE TRUST. FORM 990, PART VI, SECTION B, LINE 11B THE CHIEF FINANCIAL OFFICER OF THE ADMINISTRATOR OF THE PLAN WILL REVIEW, SIGN AND FILE THE RETURN ON BEHALF OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE FUND HAS ADOPTED THE CONFLICT OF INTEREST POLICY OF CHRISTIAN BROTHERS SERVICES. TRUSTEES ARE REQUIRED TO REVIEW AND SIGN THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 1023, FORM 990, GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PATRICK FEEHAN, 1205 WINDHAM PARKWAY, ROMEOVILLE, IL 60446-1679. CHRISTIAN BROTHERS SERVICES- 36-3884439 1205 WINDHAM PKWY ROMEOVILLE IL 60446 TPA OF PLANS FOR RELIGIOUS ORGANIZATIONS IL 501(C)(3) LINE 1 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0