Box 7.2.1 (original)

This folder contains a comprehensive overview of the Retirement Fund History, detailing its development from inception in 1974 through to 2025. It includes key milestones, historical context, and significant events that have shaped the Servants of Mary retirement fund over the years.

This folder contains documents related to the First Retirement Fund & Plan established in 1974, including correspondence and records from the Investment Management Agency Agreement with Marquette Bank. It also includes materials covering the period from 1912 to 2019, with specific focus on the years 1970 to 1975.

This folder contains documents related to the revisions of the Retirement Fund & Plan from 1976, 1978, and 1980, including minutes from the Retirement Board meetings, chapter reports, and correspondence spanning from January 1974 to 1980.

This folder contains two analyses of the retirement investment portfolio from 1985, providing detailed insights into the fund's performance and strategy during that period. It also includes the minutes of the Administrators of the Servants of Mary Continuing Fund Plan, documenting administrative decisions and discussions related to the management of the retirement fund from January 1974 to 1985.

This folder contains the minutes of the Administrators of the Servants of Mary Continuing Fund Plan for the Retirement Fund covering the years 1986 to 1990, with specific documents from the years 1976, 1978, and 1980.

This folder contains documents related to the decision to establish a Continuing Care Charitable Trust (CCCT) to replace the Retirement Fund & Plan, including records from the year 1985.

This folder contains documents related to the decision to allocate additional funds to three former members from the CCCT, including correspondence, financial records, and official approvals concerning the CCCT Gift to Former Members 1999.

This folder contains the First Servants of Mary Continuing Charitable Trust Instrument, adopted in 1991, also titled CCCT Instrument 1991.

This folder contains the Amendment and Restatement of the Servants of Mary Continuing Charitable Trust Instrument, 2003, also known as the CCCT Instrument 2003.

This folder contains the CCCT Instrument 2007, which pertains to the amendment related to the term limits of CCCT trustees, enacted in 2007. It includes documents and records from January 1991 that detail the changes made to trustee tenure policies within the organization.