Original filing (PDF)20260228101332NAL0003065058001

SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA

Name: SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA — PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA, Form 5500 (2024)
Creator: SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA

Form 5500

FILING_RECEIVED

PENSION PLAN FOR THE CLERGYMEN OF THE SERBIAN OTHODOX CHURCH IN THE UNITED STATES & CANADA

Defined-contribution retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

102

Accounts w/ balance

110

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA.

Plan sponsor

Name

SERBIAN ORTHODOX CHURCH IN THE U.S.A. & CANADA

EIN

34-6565657

Address

296 OLD ROUTE 21 ROAD · CARMICHAELS, PA · 15320

Phone

(574) 855-6114

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Name

PENSION COMMITTEE, SERBIAN ORTHODOX CHURCH IN THE USA & CANADA

EIN

34-6565657

City

CARMICHAEL, PA

Phone

(574) 855-6114

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-08-01

Tax period

2025-07-31

Filed

2026-02-28

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Insurance

Name	EIN	Location	Relation	Direct comp	Indirect comp
MUTUAL OF AMERICA INSURANCE COMPANY	—	NEW YORK, NY	INSURANCE CARRIER	$1K	—

Investments

1 pooled fund· $9.9M

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
SEPARATE ACCOUNT NO 1 MUTUAL OF AMERICA LIFE INSURANCE · EIN 13-1614399 / PN 000	Pooled Separate Account	$9.9M	100.0%

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