BOARD OF TRUSTEES, UFCW LOCAL 555-EMPLOYERS HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UFCW LOCAL 555-EMPLOYERS HEALTH TRUST
Measure | Date | Value |
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2023 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2023 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $-118,766 |
Total unrealized appreciation/depreciation of assets | 2023-06-30 | $-118,766 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $40,006,994 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $36,660,329 |
Total income from all sources (including contributions) | 2023-06-30 | $157,798,486 |
Total loss/gain on sale of assets | 2023-06-30 | $-379,835 |
Total of all expenses incurred | 2023-06-30 | $152,946,667 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $149,860,971 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $155,134,210 |
Value of total assets at end of year | 2023-06-30 | $156,665,753 |
Value of total assets at beginning of year | 2023-06-30 | $148,467,269 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $3,085,696 |
Total interest from all sources | 2023-06-30 | $481,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $191,318 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $191,318 |
Administrative expenses professional fees incurred | 2023-06-30 | $590,359 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $8,002,814 |
Participant contributions at end of year | 2023-06-30 | $1,623,779 |
Participant contributions at beginning of year | 2023-06-30 | $1,457,278 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $1,688,881 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $2,696,308 |
Administrative expenses (other) incurred | 2023-06-30 | $877,544 |
Liabilities. Value of operating payables at end of year | 2023-06-30 | $112,805 |
Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $185,185 |
Total non interest bearing cash at end of year | 2023-06-30 | $42,075,200 |
Total non interest bearing cash at beginning of year | 2023-06-30 | $36,743,744 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $4,851,819 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $116,658,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $111,806,940 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Investment advisory and management fees | 2023-06-30 | $255,560 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $8,847,313 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $10,683,951 |
Income. Interest from US Government securities | 2023-06-30 | $192,225 |
Income. Interest from corporate debt instruments | 2023-06-30 | $267,277 |
Value of interest in common/collective trusts at end of year | 2023-06-30 | $74,224,259 |
Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $72,431,723 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $545,783 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $954,085 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $954,085 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $22,466 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-06-30 | $26,224,872 |
Asset value of US Government securities at end of year | 2023-06-30 | $7,565,618 |
Asset value of US Government securities at beginning of year | 2023-06-30 | $7,208,109 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $697,055 |
Net investment gain or loss from common/collective trusts | 2023-06-30 | $1,792,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Contributions received in cash from employer | 2023-06-30 | $147,131,396 |
Employer contributions (assets) at end of year | 2023-06-30 | $12,454,115 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $11,340,471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $123,636,099 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-06-30 | $4,613,071 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-06-30 | $2,929,295 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-06-30 | $3,027,734 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-06-30 | $2,022,305 |
Contract administrator fees | 2023-06-30 | $1,362,233 |
Liabilities. Value of benefit claims payable at end of year | 2023-06-30 | $39,894,189 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-06-30 | $36,475,144 |
Did the plan have assets held for investment | 2023-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Aggregate proceeds on sale of assets | 2023-06-30 | $12,321,816 |
Aggregate carrying amount (costs) on sale of assets | 2023-06-30 | $12,701,651 |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2023-06-30 | 952036255 |
2022 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-1,446,273 |
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-1,446,273 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $36,660,329 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $33,883,235 |
Total income from all sources (including contributions) | 2022-06-30 | $133,691,664 |
Total loss/gain on sale of assets | 2022-06-30 | $6,869 |
Total of all expenses incurred | 2022-06-30 | $139,795,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $137,134,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $138,692,794 |
Value of total assets at end of year | 2022-06-30 | $148,467,269 |
Value of total assets at beginning of year | 2022-06-30 | $151,793,952 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $2,660,920 |
Total interest from all sources | 2022-06-30 | $325,783 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $228,569 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $228,569 |
Administrative expenses professional fees incurred | 2022-06-30 | $468,912 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $7,367,615 |
Participant contributions at end of year | 2022-06-30 | $1,457,278 |
Participant contributions at beginning of year | 2022-06-30 | $1,678,504 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $2,696,308 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $1,660,833 |
Administrative expenses (other) incurred | 2022-06-30 | $710,459 |
Liabilities. Value of operating payables at end of year | 2022-06-30 | $185,185 |
Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $178,386 |
Total non interest bearing cash at end of year | 2022-06-30 | $36,743,744 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $35,729,921 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-6,103,777 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $111,806,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $117,910,717 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $255,858 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $10,683,951 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $11,643,159 |
Income. Interest from US Government securities | 2022-06-30 | $160,324 |
Income. Interest from corporate debt instruments | 2022-06-30 | $164,472 |
Value of interest in common/collective trusts at end of year | 2022-06-30 | $72,431,723 |
Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $75,485,673 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $954,085 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $1,273,580 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $1,273,580 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $987 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $26,345,348 |
Asset value of US Government securities at end of year | 2022-06-30 | $7,208,109 |
Asset value of US Government securities at beginning of year | 2022-06-30 | $7,645,088 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-1,062,128 |
Net investment gain or loss from common/collective trusts | 2022-06-30 | $-3,053,950 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Contributions received in cash from employer | 2022-06-30 | $131,325,179 |
Employer contributions (assets) at end of year | 2022-06-30 | $11,340,471 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $11,492,272 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $110,789,173 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-06-30 | $2,929,295 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-06-30 | $2,838,763 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-06-30 | $2,022,305 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-06-30 | $2,346,159 |
Contract administrator fees | 2022-06-30 | $1,225,691 |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $36,475,144 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $33,704,849 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $3,779,612 |
Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $3,772,743 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2022-06-30 | 952036255 |
2021 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $-1,882,602 |
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $-1,882,602 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $33,883,235 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $31,480,456 |
Total income from all sources (including contributions) | 2021-06-30 | $129,432,805 |
Total loss/gain on sale of assets | 2021-06-30 | $2,040,367 |
Total of all expenses incurred | 2021-06-30 | $140,692,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $137,824,449 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $124,624,469 |
Value of total assets at end of year | 2021-06-30 | $151,793,952 |
Value of total assets at beginning of year | 2021-06-30 | $160,650,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $2,868,001 |
Total interest from all sources | 2021-06-30 | $405,755 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $317,941 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $256,205 |
Administrative expenses professional fees incurred | 2021-06-30 | $556,256 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $8,172,836 |
Participant contributions at end of year | 2021-06-30 | $1,678,504 |
Participant contributions at beginning of year | 2021-06-30 | $1,715,217 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $1,660,833 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $154,820 |
Administrative expenses (other) incurred | 2021-06-30 | $792,107 |
Liabilities. Value of operating payables at end of year | 2021-06-30 | $178,386 |
Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $115,655 |
Total non interest bearing cash at end of year | 2021-06-30 | $35,729,921 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $12,176,587 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $-11,259,645 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $117,910,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $129,170,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $276,124 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $11,643,159 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $16,661,699 |
Income. Interest from US Government securities | 2021-06-30 | $195,304 |
Income. Interest from corporate debt instruments | 2021-06-30 | $210,375 |
Value of interest in common/collective trusts at end of year | 2021-06-30 | $75,485,673 |
Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $98,669,071 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $1,273,580 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $1,780,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $1,780,043 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $76 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $27,072,764 |
Asset value of US Government securities at end of year | 2021-06-30 | $7,645,088 |
Asset value of US Government securities at beginning of year | 2021-06-30 | $14,450,104 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $2,110,273 |
Net investment gain or loss from common/collective trusts | 2021-06-30 | $1,816,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Contributions received in cash from employer | 2021-06-30 | $116,451,633 |
Employer contributions (assets) at end of year | 2021-06-30 | $11,492,272 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $257,957 |
Income. Dividends from common stock | 2021-06-30 | $61,736 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $110,751,685 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-06-30 | $2,838,763 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-06-30 | $7,345,988 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-06-30 | $2,346,159 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-06-30 | $2,980,428 |
Contract administrator fees | 2021-06-30 | $1,243,514 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-06-30 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-06-30 | $4,458,904 |
Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $33,704,849 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $31,364,801 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Aggregate proceeds on sale of assets | 2021-06-30 | $53,863,759 |
Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $51,823,392 |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2021-06-30 | 952036255 |
2020 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $1,459,992 |
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $1,459,992 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $31,480,456 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $33,975,639 |
Total income from all sources (including contributions) | 2020-06-30 | $58,099,403 |
Total loss/gain on sale of assets | 2020-06-30 | $405,999 |
Total of all expenses incurred | 2020-06-30 | $133,423,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $130,875,498 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $48,680,019 |
Value of total assets at end of year | 2020-06-30 | $160,650,818 |
Value of total assets at beginning of year | 2020-06-30 | $238,470,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $2,547,905 |
Total interest from all sources | 2020-06-30 | $662,445 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $493,998 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $385,248 |
Administrative expenses professional fees incurred | 2020-06-30 | $451,781 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $8,249,333 |
Participant contributions at end of year | 2020-06-30 | $1,715,217 |
Participant contributions at beginning of year | 2020-06-30 | $1,914,613 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $154,820 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $457,725 |
Administrative expenses (other) incurred | 2020-06-30 | $488,261 |
Liabilities. Value of operating payables at end of year | 2020-06-30 | $115,655 |
Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $357,090 |
Total non interest bearing cash at end of year | 2020-06-30 | $12,176,587 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $50,891,621 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $-75,324,000 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $129,170,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $204,494,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $376,506 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $16,661,699 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $11,598,085 |
Income. Interest from US Government securities | 2020-06-30 | $357,912 |
Income. Interest from corporate debt instruments | 2020-06-30 | $290,394 |
Value of interest in common/collective trusts at end of year | 2020-06-30 | $98,669,071 |
Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $128,201,968 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $1,780,043 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $1,643,130 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $1,643,130 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $14,139 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $26,370,199 |
Asset value of US Government securities at end of year | 2020-06-30 | $14,450,104 |
Asset value of US Government securities at beginning of year | 2020-06-30 | $14,194,492 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-70,154 |
Net investment gain or loss from common/collective trusts | 2020-06-30 | $6,467,104 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Contributions received in cash from employer | 2020-06-30 | $40,430,686 |
Employer contributions (assets) at end of year | 2020-06-30 | $257,957 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $12,253,483 |
Income. Dividends from common stock | 2020-06-30 | $108,750 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $104,505,299 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-06-30 | $7,345,988 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-06-30 | $8,942,721 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-06-30 | $2,980,428 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-06-30 | $4,026,966 |
Contract administrator fees | 2020-06-30 | $1,231,357 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-06-30 | $4,458,904 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $4,279,631 |
Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $31,364,801 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $33,618,549 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-06-30 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-06-30 | $65,566 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Aggregate proceeds on sale of assets | 2020-06-30 | $18,201,256 |
Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $17,795,257 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2020-06-30 | 952036255 |
2019 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $2,062,763 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $2,062,763 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $33,975,639 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $31,282,504 |
Total income from all sources (including contributions) | 2019-06-30 | $163,427,424 |
Total loss/gain on sale of assets | 2019-06-30 | $-197,561 |
Total of all expenses incurred | 2019-06-30 | $137,110,589 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $134,083,266 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $154,175,535 |
Value of total assets at end of year | 2019-06-30 | $238,470,001 |
Value of total assets at beginning of year | 2019-06-30 | $209,460,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $3,027,323 |
Total interest from all sources | 2019-06-30 | $677,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $421,013 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $305,924 |
Administrative expenses professional fees incurred | 2019-06-30 | $680,899 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $8,744,163 |
Participant contributions at end of year | 2019-06-30 | $1,914,613 |
Participant contributions at beginning of year | 2019-06-30 | $2,047,500 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $457,725 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $161,997 |
Administrative expenses (other) incurred | 2019-06-30 | $753,975 |
Liabilities. Value of operating payables at end of year | 2019-06-30 | $357,090 |
Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $304,230 |
Total non interest bearing cash at end of year | 2019-06-30 | $50,891,621 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $61,054,899 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $26,316,835 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $204,494,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $178,177,527 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $353,178 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $11,598,085 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $5,984,299 |
Income. Interest from US Government securities | 2019-06-30 | $285,713 |
Income. Interest from corporate debt instruments | 2019-06-30 | $362,539 |
Value of interest in common/collective trusts at end of year | 2019-06-30 | $128,201,968 |
Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $98,267,171 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $1,643,130 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $1,743,594 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $1,743,594 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $29,543 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $25,253,587 |
Asset value of US Government securities at end of year | 2019-06-30 | $14,194,492 |
Asset value of US Government securities at beginning of year | 2019-06-30 | $14,204,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $353,082 |
Net investment gain or loss from common/collective trusts | 2019-06-30 | $5,934,797 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Contributions received in cash from employer | 2019-06-30 | $145,431,372 |
Employer contributions (assets) at end of year | 2019-06-30 | $12,253,483 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $12,458,803 |
Income. Dividends from common stock | 2019-06-30 | $115,089 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $108,829,679 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-06-30 | $8,942,721 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-06-30 | $6,114,996 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-06-30 | $4,026,966 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-06-30 | $3,213,411 |
Contract administrator fees | 2019-06-30 | $1,239,271 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $4,279,631 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $4,139,422 |
Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $33,618,549 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $30,978,274 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-06-30 | $65,566 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-06-30 | $69,046 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Aggregate proceeds on sale of assets | 2019-06-30 | $7,173,004 |
Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $7,370,565 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2019-06-30 | 952036255 |
2018 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $-839,053 |
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $-839,053 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $31,282,504 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $28,034,482 |
Total income from all sources (including contributions) | 2018-06-30 | $162,179,736 |
Total loss/gain on sale of assets | 2018-06-30 | $-82,517,242 |
Total of all expenses incurred | 2018-06-30 | $129,692,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $127,122,695 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $161,399,344 |
Value of total assets at end of year | 2018-06-30 | $209,460,031 |
Value of total assets at beginning of year | 2018-06-30 | $173,724,680 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $2,569,712 |
Total interest from all sources | 2018-06-30 | $601,842 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $261,220 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $171,454 |
Administrative expenses professional fees incurred | 2018-06-30 | $530,795 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $9,311,050 |
Participant contributions at end of year | 2018-06-30 | $2,047,500 |
Participant contributions at beginning of year | 2018-06-30 | $2,185,393 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $161,997 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $365,717 |
Administrative expenses (other) incurred | 2018-06-30 | $400,298 |
Liabilities. Value of operating payables at end of year | 2018-06-30 | $304,230 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $207,240 |
Total non interest bearing cash at end of year | 2018-06-30 | $61,054,899 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $45,994,984 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $32,487,329 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $178,177,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $145,690,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $291,019 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $5,984,299 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $2,468,380 |
Income. Interest from US Government securities | 2018-06-30 | $280,361 |
Income. Interest from corporate debt instruments | 2018-06-30 | $308,496 |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $98,267,171 |
Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $1,743,594 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $200,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $200,905 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $12,985 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $24,980,773 |
Asset value of US Government securities at end of year | 2018-06-30 | $14,204,893 |
Asset value of US Government securities at beginning of year | 2018-06-30 | $45,403,715 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $243,719 |
Net investment gain or loss from common/collective trusts | 2018-06-30 | $83,029,906 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Contributions received in cash from employer | 2018-06-30 | $152,088,294 |
Employer contributions (assets) at end of year | 2018-06-30 | $12,458,803 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $12,415,784 |
Income. Dividends from common stock | 2018-06-30 | $89,766 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $102,141,922 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-06-30 | $6,114,996 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-06-30 | $52,971,012 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-06-30 | $3,213,411 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-06-30 | $11,639,894 |
Contract administrator fees | 2018-06-30 | $1,347,600 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $4,139,422 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-06-30 | $30,978,274 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $27,827,242 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-06-30 | $69,046 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-06-30 | $78,896 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Aggregate proceeds on sale of assets | 2018-06-30 | $42,945,987 |
Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $125,463,229 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2018-06-30 | 952036255 |
2017 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $-522,132 |
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $-522,132 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $28,034,482 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $27,469,123 |
Total income from all sources (including contributions) | 2017-06-30 | $155,694,842 |
Total loss/gain on sale of assets | 2017-06-30 | $30,092 |
Total of all expenses incurred | 2017-06-30 | $119,755,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $116,927,826 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $154,178,153 |
Value of total assets at end of year | 2017-06-30 | $173,724,680 |
Value of total assets at beginning of year | 2017-06-30 | $137,220,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $2,828,099 |
Total interest from all sources | 2017-06-30 | $1,636,785 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $43,910 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $43,910 |
Administrative expenses professional fees incurred | 2017-06-30 | $412,872 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $10,612,630 |
Participant contributions at end of year | 2017-06-30 | $2,185,393 |
Participant contributions at beginning of year | 2017-06-30 | $1,754,622 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $365,717 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $246,601 |
Administrative expenses (other) incurred | 2017-06-30 | $968,559 |
Liabilities. Value of operating payables at end of year | 2017-06-30 | $207,240 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $139,142 |
Total non interest bearing cash at end of year | 2017-06-30 | $45,994,984 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $29,306,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $35,938,917 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $145,690,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $109,751,281 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $253,448 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $2,468,380 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $2,096,435 |
Interest earned on other investments | 2017-06-30 | $11,016 |
Income. Interest from US Government securities | 2017-06-30 | $609,759 |
Income. Interest from corporate debt instruments | 2017-06-30 | $1,012,900 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $200,905 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $4,140,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $4,140,544 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $3,110 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $21,152,236 |
Asset value of US Government securities at end of year | 2017-06-30 | $45,403,715 |
Asset value of US Government securities at beginning of year | 2017-06-30 | $53,784,930 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $328,034 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Contributions received in cash from employer | 2017-06-30 | $143,565,523 |
Employer contributions (assets) at end of year | 2017-06-30 | $12,415,784 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $11,604,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $95,775,590 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-06-30 | $52,971,012 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-06-30 | $26,186,514 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-06-30 | $11,639,894 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-06-30 | $8,088,660 |
Contract administrator fees | 2017-06-30 | $1,193,220 |
Liabilities. Value of benefit claims payable at end of year | 2017-06-30 | $27,827,242 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-06-30 | $27,329,981 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-06-30 | $78,896 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-06-30 | $10,836 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Aggregate proceeds on sale of assets | 2017-06-30 | $174,337,678 |
Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $174,307,586 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2017-06-30 | 952036255 |
2016 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $411,725 |
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $411,725 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $27,469,123 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $26,119,370 |
Total income from all sources (including contributions) | 2016-06-30 | $147,311,838 |
Total loss/gain on sale of assets | 2016-06-30 | $-43,519 |
Total of all expenses incurred | 2016-06-30 | $122,681,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $119,413,265 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $146,083,995 |
Value of total assets at end of year | 2016-06-30 | $137,220,404 |
Value of total assets at beginning of year | 2016-06-30 | $111,239,937 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $3,267,859 |
Total interest from all sources | 2016-06-30 | $782,104 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $40,863 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $40,863 |
Administrative expenses professional fees incurred | 2016-06-30 | $542,659 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $7,527,195 |
Participant contributions at end of year | 2016-06-30 | $1,754,622 |
Participant contributions at beginning of year | 2016-06-30 | $1,759,130 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $246,601 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $106,241 |
Administrative expenses (other) incurred | 2016-06-30 | $1,318,050 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $139,142 |
Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $78,190 |
Total non interest bearing cash at end of year | 2016-06-30 | $29,306,987 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $57,513,348 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $24,630,714 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $109,751,281 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $85,120,567 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $142,701 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $2,096,435 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $2,018,901 |
Income. Interest from US Government securities | 2016-06-30 | $289,551 |
Income. Interest from corporate debt instruments | 2016-06-30 | $490,679 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $4,140,544 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $983,242 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $983,242 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $1,874 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $18,583,446 |
Asset value of US Government securities at end of year | 2016-06-30 | $53,784,930 |
Asset value of US Government securities at beginning of year | 2016-06-30 | $15,017,890 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $36,670 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $138,556,800 |
Employer contributions (assets) at end of year | 2016-06-30 | $11,604,275 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $11,596,824 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $100,829,819 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-06-30 | $26,186,514 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-06-30 | $18,842,360 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-06-30 | $8,088,660 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-06-30 | $3,347,206 |
Contract administrator fees | 2016-06-30 | $1,264,449 |
Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $27,329,981 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $26,041,180 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-06-30 | $10,836 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-06-30 | $54,795 |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Aggregate proceeds on sale of assets | 2016-06-30 | $46,945,961 |
Aggregate carrying amount (costs) on sale of assets | 2016-06-30 | $46,989,480 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2016-06-30 | 952036255 |
2015 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-147,770 |
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-147,770 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $26,119,370 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $27,642,296 |
Total income from all sources (including contributions) | 2015-06-30 | $141,619,480 |
Total loss/gain on sale of assets | 2015-06-30 | $17,055 |
Total of all expenses incurred | 2015-06-30 | $117,635,570 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $114,599,722 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $141,079,091 |
Value of total assets at end of year | 2015-06-30 | $111,239,937 |
Value of total assets at beginning of year | 2015-06-30 | $88,778,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $3,035,848 |
Total interest from all sources | 2015-06-30 | $534,081 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $37,746 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $37,746 |
Administrative expenses professional fees incurred | 2015-06-30 | $467,592 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $9,339,604 |
Participant contributions at end of year | 2015-06-30 | $1,759,130 |
Participant contributions at beginning of year | 2015-06-30 | $1,852,500 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $106,241 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $753,515 |
Administrative expenses (other) incurred | 2015-06-30 | $1,431,268 |
Liabilities. Value of operating payables at end of year | 2015-06-30 | $78,190 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $185,004 |
Total non interest bearing cash at end of year | 2015-06-30 | $57,513,348 |
Total non interest bearing cash at beginning of year | 2015-06-30 | $46,051,633 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $23,983,910 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $85,120,567 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $61,136,657 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $93,207 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $2,018,901 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $1,881,878 |
Interest earned on other investments | 2015-06-30 | $610 |
Income. Interest from US Government securities | 2015-06-30 | $174,356 |
Income. Interest from corporate debt instruments | 2015-06-30 | $358,996 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $983,242 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $115,603 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $115,603 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $119 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $19,176,666 |
Asset value of US Government securities at end of year | 2015-06-30 | $15,017,890 |
Asset value of US Government securities at beginning of year | 2015-06-30 | $11,484,902 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $99,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $131,739,487 |
Employer contributions (assets) at end of year | 2015-06-30 | $11,596,824 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $10,426,136 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $95,423,056 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-06-30 | $18,842,360 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-06-30 | $14,330,391 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-06-30 | $3,347,206 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-06-30 | $1,879,278 |
Contract administrator fees | 2015-06-30 | $1,043,781 |
Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $26,041,180 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $27,457,292 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-06-30 | $54,795 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-06-30 | $3,117 |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Aggregate proceeds on sale of assets | 2015-06-30 | $21,464,325 |
Aggregate carrying amount (costs) on sale of assets | 2015-06-30 | $21,447,270 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2015-06-30 | 952036255 |
2014 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $160,699 |
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $160,699 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $27,642,296 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $25,737,932 |
Total income from all sources (including contributions) | 2014-06-30 | $133,887,077 |
Total loss/gain on sale of assets | 2014-06-30 | $-195,753 |
Total of all expenses incurred | 2014-06-30 | $116,316,858 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $113,925,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $133,030,246 |
Value of total assets at end of year | 2014-06-30 | $88,778,953 |
Value of total assets at beginning of year | 2014-06-30 | $69,304,370 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $2,391,431 |
Total interest from all sources | 2014-06-30 | $522,856 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $32,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $32,025 |
Administrative expenses professional fees incurred | 2014-06-30 | $581,009 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $10,010,180 |
Participant contributions at end of year | 2014-06-30 | $1,852,500 |
Participant contributions at beginning of year | 2014-06-30 | $1,892,014 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $753,515 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $1,493,352 |
Administrative expenses (other) incurred | 2014-06-30 | $569,985 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $185,004 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $99,851 |
Total non interest bearing cash at end of year | 2014-06-30 | $46,051,633 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $27,066,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $17,570,219 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $61,136,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $43,566,438 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $85,121 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $1,881,878 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $1,512,849 |
Income. Interest from US Government securities | 2014-06-30 | $259,078 |
Income. Interest from corporate debt instruments | 2014-06-30 | $263,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $115,603 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $729,953 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $729,953 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $94 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $12,033,441 |
Asset value of US Government securities at end of year | 2014-06-30 | $11,484,902 |
Asset value of US Government securities at beginning of year | 2014-06-30 | $15,074,258 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $337,004 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $123,020,066 |
Employer contributions (assets) at end of year | 2014-06-30 | $10,426,136 |
Employer contributions (assets) at beginning of year | 2014-06-30 | $10,038,047 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $101,891,986 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-06-30 | $14,330,391 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-06-30 | $9,601,974 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-06-30 | $1,879,278 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-06-30 | $1,867,740 |
Contract administrator fees | 2014-06-30 | $1,155,316 |
Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $27,457,292 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $25,638,081 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-06-30 | $3,117 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-06-30 | $27,383 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Aggregate proceeds on sale of assets | 2014-06-30 | $21,507,467 |
Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $21,703,220 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2014-06-30 | 952036255 |
2013 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-206,039 |
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-206,039 |
Total transfer of assets to this plan | 2013-06-30 | $19,015,745 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $25,737,932 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $8,813,812 |
Total income from all sources (including contributions) | 2013-06-30 | $39,118,142 |
Total loss/gain on sale of assets | 2013-06-30 | $-32,292 |
Total of all expenses incurred | 2013-06-30 | $35,335,918 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $34,356,322 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $38,683,279 |
Value of total assets at end of year | 2013-06-30 | $69,304,370 |
Value of total assets at beginning of year | 2013-06-30 | $29,582,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $979,596 |
Total interest from all sources | 2013-06-30 | $477,708 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $22,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $22,203 |
Administrative expenses professional fees incurred | 2013-06-30 | $342,656 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $3,063,870 |
Participant contributions at end of year | 2013-06-30 | $1,892,014 |
Participant contributions at beginning of year | 2013-06-30 | $650,861 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $1,493,352 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $281,736 |
Administrative expenses (other) incurred | 2013-06-30 | $148,010 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $99,851 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $27,205 |
Total non interest bearing cash at end of year | 2013-06-30 | $27,066,800 |
Total non interest bearing cash at beginning of year | 2013-06-30 | $5,215,847 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $3,782,224 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $43,566,438 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $20,768,469 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $101,814 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $1,512,849 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $957,546 |
Interest earned on other investments | 2013-06-30 | $10,855 |
Income. Interest from US Government securities | 2013-06-30 | $265,022 |
Income. Interest from corporate debt instruments | 2013-06-30 | $201,827 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $729,953 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $414,767 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $414,767 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $4 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $3,038,329 |
Asset value of US Government securities at end of year | 2013-06-30 | $15,074,258 |
Asset value of US Government securities at beginning of year | 2013-06-30 | $11,535,921 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $173,283 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $35,619,409 |
Employer contributions (assets) at end of year | 2013-06-30 | $10,038,047 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $2,975,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $31,317,993 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-06-30 | $9,601,974 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-06-30 | $6,489,485 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-06-30 | $1,867,740 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-06-30 | $1,051,680 |
Contract administrator fees | 2013-06-30 | $387,116 |
Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $25,638,081 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $8,786,607 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-06-30 | $27,383 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-06-30 | $9,429 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Aggregate proceeds on sale of assets | 2013-06-30 | $22,614,161 |
Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $22,646,453 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2013-06-30 | 952036255 |
2012 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $-41,771 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $-41,771 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $8,813,812 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $9,265,160 |
Total income from all sources (including contributions) | 2012-06-30 | $38,836,565 |
Total loss/gain on sale of assets | 2012-06-30 | $82,367 |
Total of all expenses incurred | 2012-06-30 | $36,012,962 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $35,234,653 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $38,345,636 |
Value of total assets at end of year | 2012-06-30 | $29,582,281 |
Value of total assets at beginning of year | 2012-06-30 | $27,210,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $778,309 |
Total interest from all sources | 2012-06-30 | $402,200 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $17,692 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $17,692 |
Administrative expenses professional fees incurred | 2012-06-30 | $226,522 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $3,010,142 |
Participant contributions at end of year | 2012-06-30 | $650,861 |
Participant contributions at beginning of year | 2012-06-30 | $673,559 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $281,736 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $278,409 |
Administrative expenses (other) incurred | 2012-06-30 | $93,872 |
Liabilities. Value of operating payables at end of year | 2012-06-30 | $27,205 |
Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $40,356 |
Total non interest bearing cash at end of year | 2012-06-30 | $5,215,847 |
Total non interest bearing cash at beginning of year | 2012-06-30 | $5,832,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $2,823,603 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $20,768,469 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $17,944,866 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $84,818 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $957,546 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $909,413 |
Interest earned on other investments | 2012-06-30 | $9,457 |
Income. Interest from US Government securities | 2012-06-30 | $194,204 |
Income. Interest from corporate debt instruments | 2012-06-30 | $198,539 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $414,767 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $274,945 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $274,945 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $3,155,650 |
Asset value of US Government securities at end of year | 2012-06-30 | $11,535,921 |
Asset value of US Government securities at beginning of year | 2012-06-30 | $9,743,314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $30,441 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $35,335,494 |
Employer contributions (assets) at end of year | 2012-06-30 | $2,975,009 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $2,954,395 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $32,079,003 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-06-30 | $6,489,485 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-06-30 | $5,792,242 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-06-30 | $1,051,680 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-06-30 | $743,831 |
Contract administrator fees | 2012-06-30 | $373,097 |
Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $8,786,607 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $9,224,804 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-06-30 | $9,429 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-06-30 | $7,797 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Aggregate proceeds on sale of assets | 2012-06-30 | $16,129,846 |
Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $16,047,479 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2012-06-30 | 952036255 |
2011 : UFCW LOCAL 555-EMPLOYERS HEALTH TRUST 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $-35,710 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $-35,710 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $9,265,160 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $8,285,100 |
Total income from all sources (including contributions) | 2011-06-30 | $40,258,430 |
Total loss/gain on sale of assets | 2011-06-30 | $64,432 |
Total of all expenses incurred | 2011-06-30 | $33,883,399 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $33,038,692 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $39,717,533 |
Value of total assets at end of year | 2011-06-30 | $27,210,026 |
Value of total assets at beginning of year | 2011-06-30 | $19,854,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $844,707 |
Total interest from all sources | 2011-06-30 | $299,577 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $15,261 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $15,261 |
Administrative expenses professional fees incurred | 2011-06-30 | $260,769 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $3,733,979 |
Participant contributions at end of year | 2011-06-30 | $673,559 |
Participant contributions at beginning of year | 2011-06-30 | $529,284 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $278,409 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $259,152 |
Administrative expenses (other) incurred | 2011-06-30 | $166,210 |
Liabilities. Value of operating payables at end of year | 2011-06-30 | $40,356 |
Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $28,653 |
Total non interest bearing cash at end of year | 2011-06-30 | $5,832,121 |
Total non interest bearing cash at beginning of year | 2011-06-30 | $6,567,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $6,375,031 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $17,944,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $11,569,835 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $71,610 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $909,413 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $696,815 |
Income. Interest from US Government securities | 2011-06-30 | $147,647 |
Income. Interest from corporate debt instruments | 2011-06-30 | $150,987 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $274,945 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $1,170,122 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $1,170,122 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $943 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $3,390,647 |
Asset value of US Government securities at end of year | 2011-06-30 | $9,743,314 |
Asset value of US Government securities at beginning of year | 2011-06-30 | $5,063,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $197,337 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $35,983,554 |
Employer contributions (assets) at end of year | 2011-06-30 | $2,954,395 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $3,016,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $29,648,045 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-06-30 | $5,792,242 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-06-30 | $2,010,262 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $743,831 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $530,743 |
Contract administrator fees | 2011-06-30 | $346,118 |
Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $9,224,804 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $8,256,447 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-06-30 | $7,797 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-06-30 | $10,732 |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Aggregate proceeds on sale of assets | 2011-06-30 | $14,893,110 |
Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $14,828,678 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2011-06-30 | 952036255 |
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 5 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 8635 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $78,609 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 3 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 86 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $420,898 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 4 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 21 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $99,623 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 2 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 9401 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000521 |
Policy instance | 6 |
Insurance contract or identification number | 40000521 | Number of Individuals Covered | 1 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | PDP PLAN | Welfare Benefit Premiums Paid to Carrier | USD $1,387 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 7 |
Insurance contract or identification number | 0R093772 | Number of Individuals Covered | 2446 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 8 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 2390 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,037,886 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 1 |
Policy instance | 9 |
Insurance contract or identification number | SEE FOOTNOTE 1 | Number of Individuals Covered | 421 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Other welfare benefits provided | MEDIGAP | Welfare Benefit Premiums Paid to Carrier | USD $556,214 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 9 | Insurance policy start date | 2022-07-01 | Insurance policy end date | 2023-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,103 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 9 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $49,026 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 2 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 7823 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 3 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 94 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $474,581 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 4 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 26 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $121,922 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 5 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 7102 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $66,643 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 7 |
Insurance contract or identification number | 0R093772 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,336,052 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 8 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 2574 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,806,378 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 1 |
Policy instance | 9 |
Insurance contract or identification number | SEE FOOTNOTE 1 | Number of Individuals Covered | 188 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Other welfare benefits provided | MEDIGAP | Welfare Benefit Premiums Paid to Carrier | USD $274,895 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 6 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 2 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | PDP PLAN | Welfare Benefit Premiums Paid to Carrier | USD $1,955 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 4 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 103 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $522,448 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 6 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 7487 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $66,224 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 7 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 3 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,066 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 8 |
Insurance contract or identification number | 0R093772 | Number of Individuals Covered | 2396 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,451,765 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 9 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 2731 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,685,691 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 1 |
Policy instance | 10 |
Insurance contract or identification number | SEE FOOTNOTE 1 | Number of Individuals Covered | 362 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Other welfare benefits provided | MEDIGAP | Welfare Benefit Premiums Paid to Carrier | USD $515,687 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 11 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $58,576 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 034562 |
Policy instance | 2 |
Insurance contract or identification number | 034562 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,265 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 3 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 8033 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 5 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 30 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $153,533 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 4 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 103 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $468,237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 3 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 7691 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 034562 |
Policy instance | 2 |
Insurance contract or identification number | 034562 | Number of Individuals Covered | 2 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,927 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 12 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $85,828 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 5 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 42 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $181,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 6 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 0 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,512 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 7 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 4 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,778 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 8 |
Insurance contract or identification number | 0R093772 | Number of Individuals Covered | 2369 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,342,160 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 9 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 2712 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,671,024 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 1 |
Policy instance | 10 |
Insurance contract or identification number | SEE FOOTNOTE 1 | Number of Individuals Covered | 330 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $489,031 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 4 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 111 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $501,413 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 3 |
Insurance contract or identification number | 612432 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 034562 |
Policy instance | 2 |
Insurance contract or identification number | 034562 | Number of Individuals Covered | 2 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,603 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 16 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $106,232 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 5 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 42 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $186,726 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 6 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 7313 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $65,149 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 8 |
Insurance contract or identification number | 0R093772 | Number of Individuals Covered | 2374 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,238,589 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 7 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 7 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,750 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 9 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 2590 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,017,613 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 1 |
Policy instance | 10 |
Insurance contract or identification number | SEE FOOTNOTE 1 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 6 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 7791 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $65,790 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 7 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 8 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,830 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 8 |
Insurance contract or identification number | 0R093772 | Number of Individuals Covered | 2431 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,922,834 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 9 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 2470 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,122,782 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 1 |
Policy instance | 10 |
Insurance contract or identification number | SEE FOOTNOTE 1 | Number of Individuals Covered | 299 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $448,186 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 5 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 46 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $220,202 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 4 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 123 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $507,848 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 3 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 7740 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 034562 |
Policy instance | 2 |
Insurance contract or identification number | 034562 | Number of Individuals Covered | 3 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,215 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 20 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $122,649 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000521 |
Policy instance | 10 |
Insurance contract or identification number | 40000521 | Number of Individuals Covered | 7 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,824 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 9 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 2080 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,210,690 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 8 |
Insurance contract or identification number | 5215073 | Number of Individuals Covered | 142 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,379 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D, DEPENDENT LIFE | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $26,152 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,379 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | N/A | Insurance broker organization code? | 3 |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000509 |
Policy instance | 7 |
Insurance contract or identification number | 40000509 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,036 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 6 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 7946 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 5 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 54 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $196,184 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 4 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 159 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $684,232 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 3 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 7500 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 034562 |
Policy instance | 2 |
Insurance contract or identification number | 034562 | Number of Individuals Covered | 4 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,890 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 23 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $127,514 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 1 |
Policy instance | 11 |
Insurance contract or identification number | SEE FOOTNOTE 1 | Number of Individuals Covered | 113 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $148,705 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE 2 |
Policy instance | 12 |
Insurance contract or identification number | SEE FOOTNOTE 2 | Number of Individuals Covered | 172 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $214,050 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 29 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $149,627 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 034562 |
Policy instance | 2 |
Insurance contract or identification number | 034562 | Number of Individuals Covered | 4 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,895 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 11 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 126 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $171,251 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000521 |
Policy instance | 10 |
Insurance contract or identification number | 40000521 | Number of Individuals Covered | 7 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,228 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 19678 |
Policy instance | 9 |
Insurance contract or identification number | 19678 | Number of Individuals Covered | 1806 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,776,532 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 8 |
Insurance contract or identification number | 0R093772 | Number of Individuals Covered | 1763 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,851,142 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000509 |
Policy instance | 7 |
Insurance contract or identification number | 40000509 | Number of Individuals Covered | 6 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,200 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 3 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 9578 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 111276 |
Policy instance | 5 |
Insurance contract or identification number | 111276 | Number of Individuals Covered | 55 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $183,796 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 4 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 182 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $808,480 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 6 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 8492 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | 40000021 |
Policy instance | 12 |
Insurance contract or identification number | 40000021 | Number of Individuals Covered | 163 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $184,017 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 034562 |
Policy instance | 2 |
Insurance contract or identification number | 034562 | Number of Individuals Covered | 4 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,499 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 0R093772 |
Policy instance | 9 |
Insurance contract or identification number | 0R093772 | Number of Individuals Covered | 222 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,791,855 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000509 |
Policy instance | 8 |
Insurance contract or identification number | 40000509 | Number of Individuals Covered | 6 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,440 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 100544 |
Policy instance | 6 |
Insurance contract or identification number | 100544 | Number of Individuals Covered | 44 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $149,079 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | 800000017 |
Policy instance | 5 |
Insurance contract or identification number | 800000017 | Number of Individuals Covered | 21146 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $323,117 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1024 |
Policy instance | 4 |
Insurance contract or identification number | 1024 | Number of Individuals Covered | 171 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $725,115 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 3 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 9575 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12227540 |
Policy instance | 7 |
Insurance contract or identification number | 12227540 | Number of Individuals Covered | 8792 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 034513 |
Policy instance | 1 |
Insurance contract or identification number | 034513 | Number of Individuals Covered | 29 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $145,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 1 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 3153 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 9661 |
Policy instance | 2 |
Insurance contract or identification number | 9661 | Number of Individuals Covered | 29 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $120,129 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 3 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 133 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $153,136 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 100536 |
Policy instance | 4 |
Insurance contract or identification number | 100536 | Number of Individuals Covered | 21 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,449 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 03305998 |
Policy instance | 5 |
Insurance contract or identification number | 03305998 | Number of Individuals Covered | 2901 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000509 |
Policy instance | 6 |
Insurance contract or identification number | 40000509 | Number of Individuals Covered | 6 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,440 |
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REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 115 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $153,370 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 9661 |
Policy instance | 5 |
Insurance contract or identification number | 9661 | Number of Individuals Covered | 29 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $116,593 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 100536 |
Policy instance | 3 |
Insurance contract or identification number | 100536 | Number of Individuals Covered | 21 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $74,525 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 03305998 |
Policy instance | 2 |
Insurance contract or identification number | 03305998 | Number of Individuals Covered | 3105 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 40000509 |
Policy instance | 1 |
Insurance contract or identification number | 40000509 | Number of Individuals Covered | 0 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 6 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 3242 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PROVIDENCE MEDICARE SUPPLEMENT (National Association of Insurance Commissioners NAIC id number: 95005 ) |
Policy contract number | 100536 |
Policy instance | 5 |
Insurance contract or identification number | 100536 | Number of Individuals Covered | 30 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $96,925 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 03305998 |
Policy instance | 4 |
Insurance contract or identification number | 03305998 | Number of Individuals Covered | 3391 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 612432 |
Policy instance | 2 |
Insurance contract or identification number | 612432 | Number of Individuals Covered | 3671 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 9661 |
Policy instance | 3 |
Insurance contract or identification number | 9661 | Number of Individuals Covered | 35 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $142,027 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 ) |
Policy contract number | 813949 |
Policy instance | 1 |
Insurance contract or identification number | 813949 | Number of Individuals Covered | 109 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $225,037 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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