Retirement income—Planning

This folder contains correspondence related to issues with the CCCT listing in the Official Catholic Directory, dated January 2007.

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 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 the complete set of CCCT Trustee minutes starting from the first meeting held on January 2, 1991. The documents include minutes from various years, specifically 2000, 2003, 2004, 2006, 2007, and 2009, organized in individual folders for each year.

This folder contains the names of CCCT Trustees along with their dates of service. It also includes miscellaneous correspondence related to the trustees and their activities.

Correspondence re: CBA building and sale of Maria High School property, development of child care center, oncology center; American Health Services proposal for MRI and CT services; income statements; pamphlets

This folder contains the minutes and related documents from the Finance Committee Task Force for the years 1986-1987, with the documents dated December 31, 2002.