2021-10-21T14:31:46-05:00 2020-12-31 371611326 ARONSON LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990 2020-01-01 456491273 THE CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TRUST CATH 7035491390 2050 BALLENGER AVENUE ALEXANDRIA VA 22314 KEITH R STYLES Authorized Representative 2021-10-21 true KEITH R STYLES 999009999 GREGORY M PLOTTS CPA P01255941 3012316200 2020 2022-09-23 18:48:47Z KEITH R STYLES 2050 BALLENGER AVENUE ALEXANDRIA VA 22314 41775265 false X X ERISA Trust 2011 TO PROVIDE HEALTH BENEFITS TO THE EMPLOYEES & MEMBERS OF CATHOLIC CHARITIES USA AND OTHER QUALIFYING CATHOLIC ORGANIZATIONS. 5 5 0 5 0 0 0 0 30287716 41604955 276890 170310 0 0 30564606 41775265 0 0 27780389 36732039 101627 124843 0 0 0 3336605 4341827 31218621 41198709 -654015 576556 10457103 15869158 3067903 7260905 7389200 8608253 THE PLAN IS A WELFARE BENEFIT TRUST ESTABLISHED TO PROVIDE HEALTH, DENTAL AND VISION BENEFITS AND OTHER RELATED HEALTH BENEFITS TO THE EMPLOYEES AND MEMBERS OF CATHOLIC CHARITIES USA AND OTHER QUALIFYING CATHOLIC ORGANIZATIONS. false false THE TRUST PROVIDES FOR THE PAYMENT OF CERTAIN MEDICAL, DENTAL AND REIMBURSEMENT OF OUT OF POCKET OR NON-REIMBURSABLE MEDICAL, DENTAL AND VISION EXPENSES THROUGH FLEXIBLE SPENDING ACCOUNTS. 0 false false false false false false false false false true false false true true true false false false false false false false false false false false false false false false false false false false false false false false false true false false true 4 0 true 0 false false false false false false false false X 5 5 false false false false false true false true false false false true true true true true true false false false X CORDIA PARTNERS 7034626200 8330 BOONE BLVD STE 350 VIENNA VA 22182 X Charles C Cornelio Trustee 1.0 X 0 0 0 Jane Durne Crowley Trustee 1.0 X 0 0 0 Monsignor Michael Boland Trustee 1.0 X 0 0 0 Reverend Patrick Keating Trustee 1.0 X 0 0 0 Sister Donna Markham Chair 3.0 X 0 0 0 0 0 0 0 false false false 0 0 CONTRIBUTIONS TO THE TRUST 524292 41604955 41604955 0 0 0 0 41604955 170310 170310 0 0 0 0 0 0 0 0 0 41775265 41604955 0 170310 36732039 85246 32970 6627 2681 182479 107689 1372 2438 42393 Administrative Expenses 3999608 Bad Debt Expense 2426 Employee Expenses 741 0 41198709 1478157 4972737 637265 1549218 0 0 47208 0 0 0 4003048 4495343 4338633 4668450 0 0 136202 10457103 15869158 3067903 3915114 0 2000000 0 1345791 3067903 7260905 7389200 8608253 7389200 8608253 10457103 15869158 576556 642497 0 X false true X true false Fixed Income Securities 4668450 F 4668450 Accrued Medical Claims 510843 Premiums Billed in Advance 834948 1345791 X 42417762 642497 0 642497 41775265 0 0 41775265 40243709 0 0 40243709 955000 955000 41198709 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote Accounting principles generally accepted in the United States of America require Plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Change in IBNR - 955000 Form 990, Part VI, Line 7a Members or stockholders electing members of governing body TRUSTEES ARE APPOINTED BY THE PLAN SPONSOR, THE BOARD OF TRUSTEES OF CATHOLIC CHARITIES USA. Form 990, Part VI, Line 8b Documentation of meetings held by committees of governing body THERE ARE NO COMMITTEE MEETINGS OF THE BOARD, THEREFORE DOCUMENTAION IS NOT REQUIRED. Form 990, Part VI, Line 11b Review of form 990 by governing body THE BOARD IS PROVIDED A COPY OF THE FORM 990 FOR REVIEW BEFORE IT IS FILED WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy DIRECTORS SUBMIT A CONFLICT OF INTEREST QUESTIONAIRE ANNUALLY. Form 990, Part VI, Line 19 Required documents available to the public THESE DOCUMENTS ARE MADE AVAILABLE UPON REASONABLE REQUEST. Form 990, Part XII, Line 2c THERE ARE NO CHANGES TO THE OVERSIGHT PROCESURES DURING THE YEAR. CATHOLIC CHARITIES - USA 2050 BALLENGER AVENUE ALEXANDRIA VA 22314 530196620 Religious VA 501(c)(3) 1 NA false CATHOLIC CHARITIES - MARYVILLE 1150 N River Rd Des Plaines IL 60016 Religious IL 501(c)(3) 1 NA false CATHOLIC CHARITIES - MISERICORDIA 6300 N Ridge Chicago IL 60660 Religious IL 501(c)(3) 1 NA false CATHOLIC CHARITIES - TX PANHANDLE PO Box 15127 Amarillo TX 79105 Religious TX 501(c)(3) 1 NA false THE MINISTRY OF CARING - DELAWARE 115 East 14th Street Wilmington DE 19801 Public Charity DE 501(c)(3) 7 NA false CATHOLIC LEGAL IMMIGRATION NETWORK 8757 Georgia Ave Suite 850 Silver Spring MD 20910 Religious MD 501(c)(3) 1 NA false CATHOLIC CHARITIES of the ARCHDIOCESE of CHICAGO 721 N Lasalle St Chicago IL 60654 Religious IL 501(c)(3) 1 NA false HOLY FAMILY VILLA 1220 S Will-Cook Rd Palos Park IL 60464 Religious IL 501(c)(3) 1 NA false COMMONWEALTH CATHOLIC CHARITIES 1601 Rolling Hills Drive Richmond VA 23229 Religious VA 501(c)(3) 1 NA false CATHOLIC CHARITIES OF OMAHA 6223 Maple Street 4520 Omaha NE 68104 Religious NE 501(c)(3) 1 NA false false false true false false false false false false false false false false true false false false false false