RUHL exhibit unabridged
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DioceseStateFinancial information available?Pension benefit obligationPension Plan AssetsPension funding ratioPension funding zonePost- retirement benefit obligationPost- retirement assetsPost- retirement funding ratioPost- retirement funding zonePension detailsPriests' pension asset (liability)Priests' post-retirement obligation
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AlbanyNYNo
3
AlexandriaLANo
4
AllentownPANo
5
Altoona-JohnstownPANo
6
BakerORNo
7
Baton RougeLANo
8
BiloxiMSNo
9
Birmingham ALNo
10
BridgeportCTNo
11
BrownsvilleTXNo
12
CamdenNJNo
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CharlestonSCNo
14
ColumbusOHNo
15
CovingtonKYNo
16
CrookstonMNNo
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Dodge CityKSNo
18
El PasoTXNo
19
FairbanksAKNo
20
Fall River MANo
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Fort Wayne-South Bend INNo
22
FresnoCANo
23
GallupNMNo
24
Grand IslandNENo
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Great Falls-BillingsMTNo
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HarrisburgPANo
27
HartfordCTNo
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HelenaMTNo
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Houma-ThibodauxLANo
30
JacksonMSNo
31
Kansas City-St. JosephMONo
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Lafayette INNo
33
Lafayette LANo
34
Lake CharlesLANo
35
Las VegasNVNo
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LexingtonKYNo
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LincolnNENo
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Military ServicesDCNo
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MobileALNo
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MontereyCANo
41
NashvilleTNNo
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New Ulm MNNo
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New York NYNo
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NewarkNJNo
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NorwichCTNo
46
OmahaNENo
47
PeoriaILNo
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PhoenixAZNo
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PuebloCONo
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Rapid CitySDNo
51
RenoNVNo
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Rockford ILNo
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SacramentoCANo
54
SalinaKSNo
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San AngeloTXNo
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San BernardinoCANo
57
San Diego CANo
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Santa FeNMNo
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ShreveportLANo
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Sioux FallsSDNo
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SpokaneWANo
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SpringfieldILNo
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SpringfieldMANo
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St. Cloud MNNo
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St. ThomasVINo
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SteubenvilleOHNo
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StocktonCANo
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SuperiorWINo
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ToledoOHNo
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TrentonNJNo
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TucsonAZNo Separate annual Catholic appeal pays $100,000 to support 24 retired priests.
72
TulsaOKNo
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VictoriaTXNo
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Wheeling-CharlestonWVNo
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WichitaKSNo
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WilmingtonDENo
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WorcesterMANo The Diocesan central administration does not have a defined pension program covering priests. It does provide an annual subsidy based on available current funding. It is funded through agency assessments and parish assessments. Pay as you go
78
AmarilloTXYes $ 3,610,816.00 $ 3,269,354.00 91%GREEN Auditor provides qualified opinion because diocese hasn't recorded a liability for the defined benefit pension plan. The pension plan valuation is as of 7/1/2012. $ (341,462.00)
79
AnchorageAKYes Does not show pension benefit obligation $ 2,925,700.00 yes
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ArlingtonVAYes $ 16,471,472.00 $ 9,422,197.00 57% RED $ 7,484,062.00 $ - 0%RED There is no indication of a priests' plan. $ (7,049,275.00) $ (7,484,062.00)
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Atlanta GAYes $ 17,710,486.00 $ 10,709,146.00 60% RED $ 4,377,139.00 $ 4,699,977.00 107%GREEN $ (7,001,146.00) $ 322,838.00
82
AustinTXYes Priests have retirement plan and post-retirement benefits, but no amounts are provided. multi-employer plan Multi-employer plan
83
Baltimore MDYes $ 40,063,200.00 $ 25,638,400.00 64% RED $ 21,303,200.00 $ 7,948,800.00 37%RED The priests' pension plan covers substantially all archdiocesan priests. $ (14,424,800.00) $ (13,354,485.00)
84
BeaumontTXYes Diocese provides just an "annual report." It shows "pension adjustment" on the income statement, but there is no balance sheet and no disclosure notes.
85
BellevilleILYes Unable to tell if pension benefits and post-retirement benefits are for priest or lay or both. $ (3,100,000.00) $ (5,642,955.00)
86
BismarckNDYes Expansion Fund financials are available. There are no statements for the diocese.
87
Boise IDYes $ 11,371,000.00 $ 4,466,000.00 39% RED $ (6,905,000.00)
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Boston MAYes $ 80,976,000.00 $ 38,936,000.00 48% RED $ 39,759,000.00 $ - 0%RED $ (42,040,000.00) $ (39,759,000.00)
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BrooklynNYYes No information about priests' plan.
90
BuffaloNYYes $ 41,646,000.00 $ 46,346,000.00 111%GREEN One of few dioceses with overfunded pension plan. $ 4,700,000.00
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BurlingtonVTYes $ 7,813,846.00 $ 7,717,207.00 99%GREEN $ 1,690,335.00 $ - 0%RED The merger with Sisters of St. Joseph in 2001 resulted in retirement and post-retirement obligations of $327,336 and no assets. $ (96,639.00) $ (1,690,335.00)
92
CharlotteNCYes $ 20,879,000.00 $ 5,277,000.00 25% RED $ (15,602,000.00) $ (10,196,536.00)
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CheyenneWYYes Notes state that Clergy Retirement Fund for Diocese of Cheyenne is not included. $ (1,060,291.00)
94
ChicagoILYes $ 925,530,000.00 $ 876,427,000.00 95%GREEN $ 167,421,000.00 $ 4,439,000.00 3%RED $ (49,103,000.00) $ (162,982,000.00)
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CincinnatiOHYes $ 89,482,336.00 $ 4,169,253.00 5% RED Notes state that Priests' Retirement Corporation is not included. $ (85,313,083.00)
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ClevelandOHYes Diocesan pension plan booklet is available online. Employees are participants of the Diocese of Cleveland Pension Plan, Diocese of Cleveland Priests' Retirement Plan, or the Catholic Charities Defined Contribution Plan. yes note 9
97
Colorada SpringsCOYes Cannot determine if pension plan is for both lay employees and priests. $ (1,664,488.00)
98
Corpus ChristiTXYes $ 5,160,783.00 $ 3,151,497.00 61% RED $ 5,078,000.00 $ - 0%RED There seems to be an error on Page 3: same pension liability for two years. $ (2,009,286.00) $ (5,078,000.00)
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DallasTXYes $ 11,261,941.00 $ 6,047,049.00 54% RED $ 8,488,280.00 $ - 0%RED Notes state that priests' plan assets are separately maintained and not part of accompanying financial statements. $ (5,214,892.00) $ (8,488,280.00)
100
Davenport IAYes There is no information about priests' retirement; the Catholic Foundation for Davenport provided $2,000,000 for priest healthcare.
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Sheet1
Multiemployer plans
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