Carolyn Simon signed Catholic Charities & Community SVC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Catholic Charities & Community SVC's EIN is 84-0686679.
Download the official 2024 Form 5500 (PDF) for Catholic Charities & Community SVC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Catholic Charities & Community SVC's plan includes a 403(b) annuity, 403(b) custodial accounts.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TANDEM FINANCIAL | 82-4386489 | — | SERVICE PROVIDER | $0 | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
