2016-11-14T14:45:55-06:00 2015-12-31 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2015-01-01 456491273 THE CATHOLIC CHARITIES USA EMPLOYEE WELFARE BENEFIT TRUST CATH 7035491390 2050 BALLENGER AVENUE NO 400 ALEXANDRIA VA 22314 KEITH STYLES EVP AND COO 7035491390 2016-11-14 1 CRAIG STEVENS CPA P00177781 3012316200 2015 2017-02-10 21:41:12Z SISTER DONNA MARKHAM 2050 BALLENGER AVENUE NO 400 ALEXANDRIA VA 22314 29668030 0 X N/A X 2011 VA TO PROVIDE HEALTH BENEFITS TO THE EMPLOYEES & MEMBERS OF CATHOLIC CHARITIES USA. 5 5 0 0 0 0 0 0 27778275 29668030 0 0 0 0 27778275 29668030 0 0 23809601 22575359 0 0 0 0 0 2867086 2545672 26676687 25121031 1101588 4546999 4108074 8575189 3638617 3558733 469457 5016456 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. 0 0 THE TRUST PROVIDES FOR THE PAYMENT OF CERTAIN MEDICAL, DENTAL ANDVISION EXPENSES FOR EMPLOYEES, RETIREES, AND THEIR DEPENDENTS, ORREIMBURSEMENT OF OUT OF POCKET OR NON-REIMBURSABLE MEDICAL, DENTALAND VISION EXPENSES THROUGH FLEXIBLE SPENDING ACCOUNTS. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 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 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 1 1 0 0 0 X CORDIA PARTNERS 7034626200 8229 BOONE BLVD 300 VIENNA VA 22182 X SISTER DONNA MARKHAM CHAIR 3.00 X X 0 0 0 REV MSGR MICHAEL BOLAND TRUSTEE 1.00 X 0 0 0 MR CHARLES CORNELIO TRUSTEE 1.00 X 0 0 0 TIMOTHY NOELKER TRUSTEE 1.00 X 0 0 0 MS IRENE WARD TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 CONTRIBUTIONS TO THE TRUST 524292 29668030 29668030 29668030 29668030 29668030 0 0 22575359 22961 127034 100288 8045 41184 ADMINISTRATIVE FEES 2082892 ACA TRANSITION REINSURA 162404 OUTSOURCED SERVICES 864 25121031 3871037 8183208 195853 340588 41184 51393 4108074 8575189 3638617 3558733 3638617 3558733 X 0 0 0 0 469457 5016456 469457 5016456 4108074 8575189 4546999 0 X X 0 1 X 1 0 0 X 29668030 0 29668030 0 29668030 25121031 0 25121031 0 25121031 PART X, LINE 2: 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 NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE GOVERNING BODY TRUSTEES ARE APPOINTED BY THE PLAN SPONSOR, THE BOARD OF TRUSTEES OF CATHOLIC CHARITIES USA. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE NO COMMITTEE MEETINGS OF THE BOARD, THEREFORE DOCUMENTAION IS NOT REQUIRED. FORM 990, PART VI, SECTION B, LINE 11 990 REVIEW PROCESS THE BOARD IS PROVIDED A COPY OF THE FORM 990 FOR REVIEW BEFORE IT IS FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C MONITORING CONFLICT OF INTEREST POLICY DIRECTORS SUBMIT A CONFLICT OF INTEREST QUESTIONAIRE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 CERTAIN DOCUMENTS AVAILABLE TO THE PUBLIC THESE DOCUMENTS ARE MADE AVAILABLE UPON REASONABLE REQUEST. FORM 990 - PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE ITS PROCESS FROM THE PRIOR YEAR. CATHOLIC CHARITIES - USA 2050 BALLENGER AVENUE ALEXANDRIA VA 22314 530196620 RELIGIOUS VA 501(C)(3) LINE 1 N/A 0 CATHOLIC CHARITIES - MARYVILLE N/A CATHOLIC CHARITIES - MISERICORDIA N/A CATHOLIC CHARITIES - TX PANHANDLE N/A THE MINISTRY OF CARING - DELAWARE N/A CATHOLIC CHARITIES - CLINIC N/A CATHOLIC CHARITIES - WICHITA KANSAS N/A CATHOLIC CHARITIES - MAIN N/A CATHOLIC CHARITIES - HOLY FAMILY VILLA N/A COMMONWEALTH CHARITIES N/A HOUSE OF GOOD SHEPHERD N/A 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 CATHOLIC CHARITIES - USA C 902826 FMV CATHOLIC CHARITIES - MARYVILLE C 2399216 FMV CATHOLIC CHARITIES - MISERICORDIA C 5937283 FMV CATHOLIC CHARITIES - TX PANHANDLE C 227978 FMV THE MINISTRY OF CARING - DELAWARE C 909411 FMV CATHOLIC CHARITIES - CLINIC C 365090 FMV CATHOLIC CHARITIES - MAIN C 17184635 FMV CATHOLIC CHARITIES - HOLY FAMILY VILLA C 775985 FMV COMMONWEALTH CHARITIES C 930650 FMV