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MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 401k Plan overview

Plan NameMEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN
Plan identification number 001

MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MEDICAL INSURANCE EXCHANGE OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:MEDICAL INSURANCE EXCHANGE OF CALIFORNIA
Employer identification number (EIN):942298312
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DANIEL BELBUSTI2024-10-11
0012022-01-01DENIS DILLON2023-10-12
0012021-01-01DENIS DILLON2022-10-11 DENIS DILLON2022-10-11
0012021-01-01
0012020-01-01
0012020-01-01DENIS DILLON2021-10-07 DENIS DILLON2021-10-07
0012019-01-01
0012018-01-01
0012017-01-01DENIS DILLON
0012016-01-01DENIS DILLON
0012015-01-01DENIS DILLON
0012014-01-01JAMES KING
0012013-01-01JAMES KING JAMES KING2014-10-17

Plan Statistics for MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN

401k plan membership statisitcs for MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN

Measure Date Value
2022: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3161,402,187
Acturial value of plan assets2022-12-3158,252,339
Funding target for retired participants and beneficiaries receiving payment2022-12-3136,399,266
Number of terminated vested participants2022-12-3144
Fundng target for terminated vested participants2022-12-314,413,887
Active participant vested funding target2022-12-3110,220,621
Number of active participants2022-12-3145
Total funding liabilities for active participants2022-12-3110,608,351
Total participant count2022-12-31149
Total funding target for all participants2022-12-3151,421,504
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-314,376,255
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-311,018,700
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-313,357,555
Present value of excess contributions2022-12-311,128,592
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-311,239,174
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-311,239,174
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-314,940,878
Total employer contributions2022-12-31800,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31758,821
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31625,306
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31758,821
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3157,885,966
Acturial value of plan assets2021-12-3152,825,406
Funding target for retired participants and beneficiaries receiving payment2021-12-3131,137,926
Number of terminated vested participants2021-12-3139
Fundng target for terminated vested participants2021-12-314,116,657
Active participant vested funding target2021-12-3113,910,277
Number of active participants2021-12-3154
Total funding liabilities for active participants2021-12-3114,605,743
Total participant count2021-12-31146
Total funding target for all participants2021-12-3149,860,326
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,256,696
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-312,245,430
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-311,011,266
Present value of excess contributions2021-12-312,817,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-313,204,703
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-313,204,703
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-314,376,255
Total employer contributions2021-12-311,200,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-311,128,592
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31887,120
Net shortfall amortization installment of oustanding balance2021-12-311,411,175
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,018,700
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-311,018,700
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-311,128,592
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01146
Total number of active participants reported on line 7a of the Form 55002021-01-0145
Number of retired or separated participants receiving benefits2021-01-0157
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01149
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3149,928,241
Acturial value of plan assets2020-12-3147,745,500
Funding target for retired participants and beneficiaries receiving payment2020-12-3129,320,374
Number of terminated vested participants2020-12-3136
Fundng target for terminated vested participants2020-12-314,106,729
Active participant vested funding target2020-12-3115,268,853
Number of active participants2020-12-3156
Total funding liabilities for active participants2020-12-3115,913,192
Total participant count2020-12-31142
Total funding target for all participants2020-12-3149,340,295
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-312,902,858
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-311,982,490
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31920,368
Present value of excess contributions2020-12-311,794,677
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,152,715
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-312,152,715
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,256,696
Total employer contributions2020-12-313,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,817,781
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31897,612
Net shortfall amortization installment of oustanding balance2020-12-314,851,491
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,245,430
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-312,245,430
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-312,817,781
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01141
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-0151
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01146
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3141,413,298
Acturial value of plan assets2019-12-3143,406,541
Funding target for retired participants and beneficiaries receiving payment2019-12-3129,093,766
Number of terminated vested participants2019-12-3128
Fundng target for terminated vested participants2019-12-313,242,630
Active participant vested funding target2019-12-3115,270,509
Number of active participants2019-12-3162
Total funding liabilities for active participants2019-12-3115,270,509
Total participant count2019-12-31139
Total funding target for all participants2019-12-3147,606,905
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,368,523
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-312,439,788
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31928,735
Present value of excess contributions2019-12-312,142,748
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,025,111
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-312,025,111
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-312,902,858
Total employer contributions2019-12-313,025,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,835,465
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,214,365
Net shortfall amortization installment of oustanding balance2019-12-317,103,222
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-313,023,278
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-311,982,490
Additional cash requirement2019-12-311,040,788
Contributions allocatedtoward minimum required contributions for current year2019-12-312,835,465
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01139
Total number of active participants reported on line 7a of the Form 55002019-01-0155
Number of retired or separated participants receiving benefits2019-01-0149
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01141
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3143,438,599
Acturial value of plan assets2018-12-3141,019,457
Funding target for retired participants and beneficiaries receiving payment2018-12-3128,655,413
Number of terminated vested participants2018-12-3121
Fundng target for terminated vested participants2018-12-311,794,036
Active participant vested funding target2018-12-3114,393,771
Number of active participants2018-12-3164
Total funding liabilities for active participants2018-12-3114,681,828
Total participant count2018-12-31132
Total funding target for all participants2018-12-3145,131,277
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-313,785,179
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31879,777
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,905,402
Present value of excess contributions2018-12-311,132,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,287,474
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,368,523
Total employer contributions2018-12-312,768,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,561,579
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,205,970
Net shortfall amortization installment of oustanding balance2018-12-317,480,343
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,858,619
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-312,439,788
Additional cash requirement2018-12-31418,831
Contributions allocatedtoward minimum required contributions for current year2018-12-312,561,579
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01132
Total number of active participants reported on line 7a of the Form 55002018-01-0162
Number of retired or separated participants receiving benefits2018-01-0148
Number of other retired or separated participants entitled to future benefits2018-01-0128
Total of all active and inactive participants2018-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01139
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3137,099,656
Acturial value of plan assets2017-12-3137,884,875
Funding target for retired participants and beneficiaries receiving payment2017-12-3122,027,003
Number of terminated vested participants2017-12-3117
Fundng target for terminated vested participants2017-12-311,228,036
Active participant vested funding target2017-12-3116,179,508
Number of active participants2017-12-3162
Total funding liabilities for active participants2017-12-3116,363,192
Total participant count2017-12-31122
Total funding target for all participants2017-12-3139,618,231
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-313,939,504
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31376,983
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-313,562,521
Present value of excess contributions2017-12-312,525
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,683
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-313,785,179
Total employer contributions2017-12-312,860,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,690,406
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,258,361
Net shortfall amortization installment of oustanding balance2017-12-315,518,535
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,437,989
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31879,777
Additional cash requirement2017-12-311,558,212
Contributions allocatedtoward minimum required contributions for current year2017-12-312,690,406
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-0164
Number of retired or separated participants receiving benefits2017-01-0146
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01132
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3135,183,239
Acturial value of plan assets2016-12-3136,838,306
Funding target for retired participants and beneficiaries receiving payment2016-12-3117,909,571
Number of terminated vested participants2016-12-3113
Fundng target for terminated vested participants2016-12-31672,660
Active participant vested funding target2016-12-3117,261,001
Number of active participants2016-12-3167
Total funding liabilities for active participants2016-12-3117,459,903
Total participant count2016-12-31118
Total funding target for all participants2016-12-3136,042,134
Balance at beginning of prior year after applicable adjustments2016-12-31547,929
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,981,710
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31547,929
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-313,981,710
Present value of excess contributions2016-12-31835
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31826
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-313,939,504
Total employer contributions2016-12-311,600,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,525,255
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,203,247
Net shortfall amortization installment of oustanding balance2016-12-313,143,332
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,899,713
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31376,983
Additional cash requirement2016-12-311,522,730
Contributions allocatedtoward minimum required contributions for current year2016-12-311,525,255
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01118
Total number of active participants reported on line 7a of the Form 55002016-01-0162
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01122
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01118
Total number of active participants reported on line 7a of the Form 55002015-01-0167
Number of retired or separated participants receiving benefits2015-01-0137
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01119
Total number of active participants reported on line 7a of the Form 55002014-01-0173
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-0172
Number of retired or separated participants receiving benefits2013-01-0133
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010

Financial Data on MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN

Measure Date Value
2021 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,888,029
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,397,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,927,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,200,000
Value of total assets at end of year2021-12-31$61,413,619
Value of total assets at beginning of year2021-12-31$57,923,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$469,922
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,490,482
Value of net assets at end of year (total assets less liabilities)2021-12-31$61,413,619
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$57,923,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$59,714,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,839,275
Value of interest in pooled separate accounts at end of year2021-12-31$899,287
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,083,862
Net investment gain/loss from pooled separate accounts2021-12-31$5,688,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,200,000
Employer contributions (assets) at end of year2021-12-31$800,000
Employer contributions (assets) at beginning of year2021-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,927,625
Contract administrator fees2021-12-31$469,922
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$10,612,171
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,653,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,555,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,000,000
Value of total assets at end of year2020-12-31$57,923,137
Value of total assets at beginning of year2020-12-31$49,964,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,150
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,958,459
Value of net assets at end of year (total assets less liabilities)2020-12-31$57,923,137
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$49,964,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,839,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,834,267
Value of interest in pooled separate accounts at end of year2020-12-31$1,083,862
Value of interest in pooled separate accounts at beginning of year2020-12-31$930,411
Net investment gain/loss from pooled separate accounts2020-12-31$7,612,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,000,000
Employer contributions (assets) at end of year2020-12-31$2,000,000
Employer contributions (assets) at beginning of year2020-12-31$2,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,555,562
Contract administrator fees2020-12-31$98,150
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS
Accountancy firm EIN2020-12-31910189318
2019 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$11,041,188
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,550,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,460,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,025,000
Value of total assets at end of year2019-12-31$49,964,678
Value of total assets at beginning of year2019-12-31$41,474,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$89,604
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,490,653
Value of net assets at end of year (total assets less liabilities)2019-12-31$49,964,678
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,474,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,834,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,392,426
Value of interest in pooled separate accounts at end of year2019-12-31$930,411
Value of interest in pooled separate accounts at beginning of year2019-12-31$863,599
Net investment gain/loss from pooled separate accounts2019-12-31$8,016,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,025,000
Employer contributions (assets) at end of year2019-12-31$2,200,000
Employer contributions (assets) at beginning of year2019-12-31$2,218,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,460,931
Contract administrator fees2019-12-31$89,604
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS
Accountancy firm EIN2019-12-31910189318
2018 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$486,014
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,482,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,394,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,768,000
Value of total assets at end of year2018-12-31$41,474,025
Value of total assets at beginning of year2018-12-31$43,470,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,617
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,996,677
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,474,025
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,470,702
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,392,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,151,816
Value of interest in pooled separate accounts at end of year2018-12-31$863,599
Value of interest in pooled separate accounts at beginning of year2018-12-31$818,886
Net investment gain/loss from pooled separate accounts2018-12-31$-2,281,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,768,000
Employer contributions (assets) at end of year2018-12-31$2,218,000
Employer contributions (assets) at beginning of year2018-12-31$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,394,074
Contract administrator fees2018-12-31$88,617
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS
Accountancy firm EIN2018-12-31910189318
2017 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,621,815
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,257,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,176,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,860,000
Value of total assets at end of year2017-12-31$43,470,702
Value of total assets at beginning of year2017-12-31$37,106,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$81,038
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,364,044
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,470,702
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,106,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,151,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$35,966,771
Value of interest in pooled separate accounts at end of year2017-12-31$818,886
Value of interest in pooled separate accounts at beginning of year2017-12-31$739,887
Net investment gain/loss from pooled separate accounts2017-12-31$5,761,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,860,000
Employer contributions (assets) at end of year2017-12-31$1,500,000
Employer contributions (assets) at beginning of year2017-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,176,733
Contract administrator fees2017-12-31$81,038
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS
Accountancy firm EIN2017-12-31910189318
2016 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$3,368,687
Expenses. Total of all expenses incurred2016-12-31$1,840,355
Benefits paid (including direct rollovers)2016-12-31$1,766,438
Total plan assets at end of year2016-12-31$36,706,658
Total plan assets at beginning of year2016-12-31$35,178,326
Value of fidelity bond covering the plan2016-12-31$1,500,000
Other income received2016-12-31$2,163,687
Net income (gross income less expenses)2016-12-31$1,528,332
Net plan assets at end of year (total assets less liabilities)2016-12-31$36,706,658
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$35,178,326
Total contributions received or receivable from employer(s)2016-12-31$1,205,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$73,917
2015 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$701,624
Expenses. Total of all expenses incurred2015-12-31$1,659,024
Benefits paid (including direct rollovers)2015-12-31$1,583,959
Total plan assets at end of year2015-12-31$35,178,326
Total plan assets at beginning of year2015-12-31$36,135,726
Value of fidelity bond covering the plan2015-12-31$1,500,000
Other income received2015-12-31$-378,376
Net income (gross income less expenses)2015-12-31$-957,400
Net plan assets at end of year (total assets less liabilities)2015-12-31$35,178,326
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$36,135,726
Total contributions received or receivable from employer(s)2015-12-31$1,080,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$75,065
2014 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$3,310,992
Expenses. Total of all expenses incurred2014-12-31$1,653,803
Benefits paid (including direct rollovers)2014-12-31$1,602,692
Total plan assets at end of year2014-12-31$36,135,726
Total plan assets at beginning of year2014-12-31$34,478,537
Value of fidelity bond covering the plan2014-12-31$1,500,000
Other income received2014-12-31$2,120,992
Net income (gross income less expenses)2014-12-31$1,657,189
Net plan assets at end of year (total assets less liabilities)2014-12-31$36,135,726
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$34,478,537
Total contributions received or receivable from employer(s)2014-12-31$1,190,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$51,111
2013 : MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$5,563,999
Expenses. Total of all expenses incurred2013-12-31$1,497,938
Benefits paid (including direct rollovers)2013-12-31$1,455,830
Total plan assets at end of year2013-12-31$34,478,537
Total plan assets at beginning of year2013-12-31$30,412,476
Value of fidelity bond covering the plan2013-12-31$1,250,000
Other income received2013-12-31$4,473,999
Net income (gross income less expenses)2013-12-31$4,066,061
Net plan assets at end of year (total assets less liabilities)2013-12-31$34,478,537
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$30,412,476
Total contributions received or receivable from employer(s)2013-12-31$1,090,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$42,108

Form 5500 Responses for MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN

2021: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MEDICAL INSURANCE EXCHANGE OF CALIFORNIA PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Number of Individuals Covered156
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Number of Individuals Covered146
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Number of Individuals Covered141
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Number of Individuals Covered132
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Number of Individuals Covered118
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number77223-000
Policy instance 2
Insurance contract or identification number77223-000
Insurance policy start date2014-01-01
Insurance policy end date2014-07-13
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 13113
Policy instance 1
Insurance contract or identification numberSGIC 13113
Number of Individuals Covered118
Insurance policy start date2014-07-14
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number77223-000
Policy instance 1
Insurance contract or identification number77223-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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