2024-10-07T08:51:20-05:00 2023-12-31 571157523 Aprio LLP 111 Rockville Pike Suite 600 Rockville MD 20850 990 2023-01-01 456491273 The Catholic Charities USA Employee Welfare Benefit Trust CATH 7035491390 2050 Ballenger Avenue Alexandria VA 22314 Keith R Styles Esq Authorized Representative 7035491390 2024-10-06 1 0 Stacy Cullen P00974308 3012316200 2024-10-06 2023 2024-10-15 13:58:12Z Keith R Styles Esq 2050 Ballenger Avenue Alexandria VA 22314 44556837 0 X N/A X ERISA Trust 2011 VA To provide health benefits to the employees & members of Catholic Charities USA and other qualifying Catholic Organizations. 5 5 1 5 0 0 0 0 41037738 44269833 137554 287004 0 0 41175292 44556837 0 0 34287679 33551519 144373 149593 0 0 0 3771353 4070714 38203405 37771826 2971887 6785011 11925296 18992769 5599608 5026885 6325688 13965884 To provide health benefits to the employees & members of Catholic Charities USA and other qualifying Catholic Organizations. 0 0 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 0 0 0 0 0 0 0 0 0 1 0 0 1 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 3 0 1 1 1 0 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 Cherry Bekaert 7034626200 8330 Boone Boulevard Suite 350 Vienna VA 22182 X Kerry Robinson Chair 3.00 X 0 0 0 Charles C Cornelio Trustee 1.00 X 0 0 0 Elida Hernandez Trustee 1.00 X 0 0 0 Jane Durne Crowley Trustee 1.00 X 0 0 0 Reverend Patrick Keating Trustee 1.00 X 0 0 0 0 0 0 0 0 0 0 ProSourcing Partners 8330 Boone Boulevard Suite 350 Vienna VA 22182 Accounting Services 133026 1 Contributions to the Trust 524292 44269833 44269833 44269833 287004 287004 44556837 44269833 0 287004 33551519 99859 42287 7447 204598 95686 8344 1590 14339 43396 Administrative Expenses 3702070 Employee Expenses 691 37771826 2768185 6676815 2180575 2677929 6272 2827566 5030659 4053833 4549837 95137 51257 11925296 18992769 4837149 4828550 762459 198335 5599608 5026885 X 6325688 13965884 6325688 13965884 11925296 18992769 X 6785011 656985 198200 X X 0 1 X 1 0 0 Fixed Income Securities 4549837 F 4549837 Premiums Billed in Advance 198335 198335 X 45213822 656985 656985 44556837 0 44556837 37573626 0 37573626 198200 198200 37771826 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 CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. Part XII, Line 4b - Other Adjustments: Change in IBNR 198,200. Form 990, Part VI, Section A, line 7a 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 documentation is not required. Form 990, Part VI, Section B, line 11b 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 Directors submit a conflict-of-interest questionnaire annually. Form 990, Part VI, Section C, line 19 These documents are made available upon reasonable request. Form 990, Part XI, line 9: Change in IBNR 198,200. Catholic Charities - USA 2050 Ballenger Avenue Alexandria VA 22314 530196620 Religious VA 501(c)(3) Line 1 N/A 0 Catholic Charities - Maryville 1150 N River Road Des Plaines IL 60016 362170873 Religious IL 501(c)(3) Line 1 N/A 0 Catholic Charities - Misericordia 6300 N Rdge Chicago IL 60660 362170153 Religious IL 501(c)(3) Line 1 N/A 0 Catholic Charities - TX Panhandle PO Box 15127 Amarillo TX 79105 750818147 Religious TX 501(c)(3) Line 1 N/A 0 Catholic Legal Immigration Network 8757 Georgia Avenue Suite 850 Silver Spring MD 20910 521584951 Religious MD 501(c)(3) Line 1 N/A 0 Catholic Charities of the Archdiocese of Chicago 721 N LaSalle Street Chicago IL 60654 362170821 Religious IL 501(c)(3) Line 1 N/A 0 Commonwealth Catholic Charities 1601 Rolling Hills Drive Richmond VA 23229 540505877 Religious VA 501(c)(3) Line 1 N/A 0 Catholic Charities of Omaha 9223 Bedford Avenue Omaha NE 68134 470376612 Religious NE 501(c)(3) Line 1 N/A 0 Catholic Charities Brooklyn & Queens 191 Joralemon Street Brooklyn NY 11201 111633548 Religious NY 501(c)(3) Line 1 N/A 0 Catholic Charities of the Diocese of Pittsburgh 212 Ninth Street Pittsburgh PA 15222 251326213 Religious PA 501(c)(3) Line 1 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0