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SAN DIEGO UNITE - HERE HEALTH FUND 401k Plan overview

Plan NameSAN DIEGO UNITE - HERE HEALTH FUND
Plan identification number 501

SAN DIEGO UNITE - HERE HEALTH FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, SAN DIEGO UNITE - HERE HEALTH FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SAN DIEGO UNITE - HERE HEALTH FUND
Employer identification number (EIN):951708883
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO UNITE - HERE HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MILLER KAPLAN ARASE LLP
5012016-01-01MILLER KAPLAN ARASE LLP
5012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-17
5012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-15
5012013-01-01SANDY S GARCIA SANDY S GARCIA2014-10-14
5012012-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-11-03
5012011-01-01
5012009-01-01SONYA CASALNUOVO

Plan Statistics for SAN DIEGO UNITE - HERE HEALTH FUND

401k plan membership statisitcs for SAN DIEGO UNITE - HERE HEALTH FUND

Measure Date Value
2023: SAN DIEGO UNITE - HERE HEALTH FUND 2023 401k membership
Total participants, beginning-of-year2023-01-013,134
Total number of active participants reported on line 7a of the Form 55002023-01-013,499
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-013,500
Total participants2023-01-013,500
Number of employers contributing to the scheme2023-01-0123
2022: SAN DIEGO UNITE - HERE HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,518
Total number of active participants reported on line 7a of the Form 55002022-01-013,133
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,134
Total participants2022-01-013,134
Number of employers contributing to the scheme2022-01-0150
2021: SAN DIEGO UNITE - HERE HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,682
Total number of active participants reported on line 7a of the Form 55002021-01-012,517
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,518
Total participants2021-01-012,518
Number of employers contributing to the scheme2021-01-0124
2020: SAN DIEGO UNITE - HERE HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-01-013,661
Total number of active participants reported on line 7a of the Form 55002020-01-011,680
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,682
Total participants2020-01-011,682
Number of employers contributing to the scheme2020-01-0128
2019: SAN DIEGO UNITE - HERE HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-01-013,074
Total number of active participants reported on line 7a of the Form 55002019-01-013,659
Number of retired or separated participants receiving benefits2019-01-012
Total of all active and inactive participants2019-01-013,661
Total participants2019-01-013,661
Number of employers contributing to the scheme2019-01-0123
2018: SAN DIEGO UNITE - HERE HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-01-013,073
Total number of active participants reported on line 7a of the Form 55002018-01-013,073
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013,074
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
Number of employers contributing to the scheme2018-01-0124
2017: SAN DIEGO UNITE - HERE HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,996
Total number of active participants reported on line 7a of the Form 55002017-01-013,072
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-013,073
Total participants2017-01-013,073
Number of employers contributing to the scheme2017-01-0127
2016: SAN DIEGO UNITE - HERE HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,760
Total number of active participants reported on line 7a of the Form 55002016-01-012,995
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-012,996
Total participants2016-01-012,996
Number of employers contributing to the scheme2016-01-0132
2015: SAN DIEGO UNITE - HERE HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-01-013,175
Total number of active participants reported on line 7a of the Form 55002015-01-012,759
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-012,760
Total participants2015-01-012,760
Number of employers contributing to the scheme2015-01-0120
2014: SAN DIEGO UNITE - HERE HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-01-013,008
Total number of active participants reported on line 7a of the Form 55002014-01-013,170
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-013,175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-013,175
Number of participants with account balances2014-01-010
Number of employers contributing to the scheme2014-01-0125
2013: SAN DIEGO UNITE - HERE HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-01-013,351
Total number of active participants reported on line 7a of the Form 55002013-01-013,003
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-013,008
Total participants2013-01-013,008
Number of employers contributing to the scheme2013-01-0125
2012: SAN DIEGO UNITE - HERE HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-01-013,375
Total number of active participants reported on line 7a of the Form 55002012-01-013,344
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-013,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,351
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0125
2011: SAN DIEGO UNITE - HERE HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,423
Total number of active participants reported on line 7a of the Form 55002011-01-013,371
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-013,375
Total participants2011-01-013,375
Number of employers contributing to the scheme2011-01-0126
2009: SAN DIEGO UNITE - HERE HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,272
Total number of active participants reported on line 7a of the Form 55002009-01-012,734
Number of retired or separated participants receiving benefits2009-01-0112
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,746
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0121

Financial Data on SAN DIEGO UNITE - HERE HEALTH FUND

Measure Date Value
2022 : SAN DIEGO UNITE - HERE HEALTH FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,660,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,640,534
Total income from all sources (including contributions)2022-12-31$37,536,794
Total of all expenses incurred2022-12-31$31,727,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,525,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$38,611,790
Value of total assets at end of year2022-12-31$39,637,816
Value of total assets at beginning of year2022-12-31$33,809,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,201,995
Total interest from all sources2022-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$366,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$366,874
Administrative expenses professional fees incurred2022-12-31$184,504
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$775,085
Participant contributions at end of year2022-12-31$51,583
Participant contributions at beginning of year2022-12-31$47,951
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,796,075
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,871,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$220,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$129,428
Other income not declared elsewhere2022-12-31$873,387
Administrative expenses (other) incurred2022-12-31$377,354
Liabilities. Value of operating payables at end of year2022-12-31$662,485
Liabilities. Value of operating payables at beginning of year2022-12-31$417,254
Total non interest bearing cash at end of year2022-12-31$16,644,188
Total non interest bearing cash at beginning of year2022-12-31$9,586,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$5,808,954
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,977,440
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,168,486
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$10,208,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,457,472
Value of interest in common/collective trusts at end of year2022-12-31$3,162,424
Value of interest in common/collective trusts at beginning of year2022-12-31$3,862,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,076
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$30,525,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,615,851
Net investment gain or loss from common/collective trusts2022-12-31$-699,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$37,836,705
Employer contributions (assets) at end of year2022-12-31$3,627,964
Employer contributions (assets) at beginning of year2022-12-31$2,756,062
Contract administrator fees2022-12-31$614,634
Liabilities. Value of benefit claims payable at end of year2022-12-31$10,997,891
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$11,223,280
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$3,925,563
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$4,096,108
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : SAN DIEGO UNITE - HERE HEALTH FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,640,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,849,702
Total income from all sources (including contributions)2021-12-31$25,389,847
Total of all expenses incurred2021-12-31$26,377,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$25,159,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$22,929,472
Value of total assets at end of year2021-12-31$33,809,020
Value of total assets at beginning of year2021-12-31$32,005,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,217,760
Total interest from all sources2021-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$345,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$345,340
Administrative expenses professional fees incurred2021-12-31$207,307
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$773,288
Participant contributions at end of year2021-12-31$47,951
Participant contributions at beginning of year2021-12-31$40,064
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,871,849
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,273,994
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$129,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,492,899
Other income not declared elsewhere2021-12-31$1,510,975
Administrative expenses (other) incurred2021-12-31$326,636
Liabilities. Value of operating payables at end of year2021-12-31$417,254
Liabilities. Value of operating payables at beginning of year2021-12-31$457,476
Total non interest bearing cash at end of year2021-12-31$9,586,193
Total non interest bearing cash at beginning of year2021-12-31$3,794,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-987,702
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,168,486
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,156,188
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
Investment advisory and management fees2021-12-31$35,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,457,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,586,996
Value of interest in common/collective trusts at end of year2021-12-31$3,862,883
Value of interest in common/collective trusts at beginning of year2021-12-31$4,299,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$971
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$971
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$99
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$25,159,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-360,170
Net investment gain or loss from common/collective trusts2021-12-31$964,131
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$22,156,184
Employer contributions (assets) at end of year2021-12-31$2,756,062
Employer contributions (assets) at beginning of year2021-12-31$1,264,255
Contract administrator fees2021-12-31$648,050
Liabilities. Value of benefit claims payable at end of year2021-12-31$11,223,280
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$8,392,226
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$4,096,108
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,251,921
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 name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SAN DIEGO UNITE - HERE HEALTH FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,849,702
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,211,273
Total income from all sources (including contributions)2020-12-31$19,891,162
Total of all expenses incurred2020-12-31$28,136,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,938,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,085,576
Value of total assets at end of year2020-12-31$32,005,890
Value of total assets at beginning of year2020-12-31$45,612,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,197,239
Total interest from all sources2020-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$638,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$638,209
Administrative expenses professional fees incurred2020-12-31$175,380
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,023,371
Participant contributions at end of year2020-12-31$40,064
Participant contributions at beginning of year2020-12-31$76,677
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,273,994
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$2,261,191
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,492,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,215,766
Other income not declared elsewhere2020-12-31$22,577
Administrative expenses (other) incurred2020-12-31$360,433
Liabilities. Value of operating payables at end of year2020-12-31$457,476
Liabilities. Value of operating payables at beginning of year2020-12-31$350,848
Total non interest bearing cash at end of year2020-12-31$3,794,836
Total non interest bearing cash at beginning of year2020-12-31$8,226,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-8,244,895
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,156,188
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$31,401,083
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
Investment advisory and management fees2020-12-31$32,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,586,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,242,714
Value of interest in common/collective trusts at end of year2020-12-31$4,299,954
Value of interest in common/collective trusts at beginning of year2020-12-31$5,646,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$971
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$13,116,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$289,853
Net investment gain or loss from common/collective trusts2020-12-31$854,928
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$17,062,205
Employer contributions (assets) at end of year2020-12-31$1,264,255
Employer contributions (assets) at beginning of year2020-12-31$3,512,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,822,130
Contract administrator fees2020-12-31$628,781
Liabilities. Value of benefit claims payable at end of year2020-12-31$8,392,226
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$13,860,425
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,251,921
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,430,098
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 name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SAN DIEGO UNITE - HERE HEALTH FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,211,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,038,759
Total income from all sources (including contributions)2019-12-31$41,841,627
Total of all expenses incurred2019-12-31$36,438,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$35,308,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$38,911,886
Value of total assets at end of year2019-12-31$45,612,356
Value of total assets at beginning of year2019-12-31$37,036,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,129,878
Total interest from all sources2019-12-31$4
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$831,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$831,270
Administrative expenses professional fees incurred2019-12-31$127,183
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,025,888
Participant contributions at end of year2019-12-31$76,677
Participant contributions at beginning of year2019-12-31$67,773
Assets. Other investments not covered elsewhere at end of year2019-12-31$2,261,191
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,100,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,215,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$220,135
Other income not declared elsewhere2019-12-31$170,510
Administrative expenses (other) incurred2019-12-31$318,863
Liabilities. Value of operating payables at end of year2019-12-31$350,848
Liabilities. Value of operating payables at beginning of year2019-12-31$387,733
Total non interest bearing cash at end of year2019-12-31$8,226,051
Total non interest bearing cash at beginning of year2019-12-31$7,391,079
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$5,403,024
Value of net assets at end of year (total assets less liabilities)2019-12-31$31,401,083
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,998,059
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
Investment advisory and management fees2019-12-31$36,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,242,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,856,766
Value of interest in common/collective trusts at end of year2019-12-31$5,646,570
Value of interest in common/collective trusts at beginning of year2019-12-31$4,296,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$17,291,135
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$576,886
Net investment gain or loss from common/collective trusts2019-12-31$1,351,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$37,885,998
Employer contributions (assets) at end of year2019-12-31$3,512,334
Employer contributions (assets) at beginning of year2019-12-31$2,842,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,017,590
Contract administrator fees2019-12-31$646,872
Liabilities. Value of benefit claims payable at end of year2019-12-31$13,860,425
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$10,651,026
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,430,098
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$2,260,208
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)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : SAN DIEGO UNITE - HERE HEALTH FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,038,759
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,548,162
Total income from all sources (including contributions)2018-12-31$36,664,575
Total of all expenses incurred2018-12-31$30,325,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,215,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,685,898
Value of total assets at end of year2018-12-31$37,036,818
Value of total assets at beginning of year2018-12-31$29,207,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,110,606
Total interest from all sources2018-12-31$508
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$516,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$516,970
Administrative expenses professional fees incurred2018-12-31$244,444
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$983,853
Participant contributions at end of year2018-12-31$67,773
Participant contributions at beginning of year2018-12-31$70,768
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,100,000
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$220,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$193,087
Administrative expenses (other) incurred2018-12-31$209,462
Liabilities. Value of operating payables at end of year2018-12-31$387,733
Liabilities. Value of operating payables at beginning of year2018-12-31$156,077
Total non interest bearing cash at end of year2018-12-31$7,391,079
Total non interest bearing cash at beginning of year2018-12-31$10,187,396
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$6,338,931
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,998,059
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,659,128
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
Investment advisory and management fees2018-12-31$27,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,856,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,733,717
Value of interest in common/collective trusts at end of year2018-12-31$4,296,882
Value of interest in common/collective trusts at beginning of year2018-12-31$3,037,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$508
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$18,629,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-348,936
Net investment gain or loss from common/collective trusts2018-12-31$-189,865
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$35,702,045
Employer contributions (assets) at end of year2018-12-31$2,842,982
Employer contributions (assets) at beginning of year2018-12-31$3,829,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,585,136
Contract administrator fees2018-12-31$629,602
Liabilities. Value of benefit claims payable at end of year2018-12-31$10,651,026
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$9,392,085
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$2,260,208
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$1,155,142
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SAN DIEGO UNITE - HERE HEALTH FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,548,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,175,668
Total income from all sources (including contributions)2017-12-31$32,952,648
Total loss/gain on sale of assets2017-12-31$-9,928
Total of all expenses incurred2017-12-31$26,330,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,252,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,845,557
Value of total assets at end of year2017-12-31$29,207,290
Value of total assets at beginning of year2017-12-31$22,213,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,078,462
Total interest from all sources2017-12-31$173,317
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$96,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$96,259
Administrative expenses professional fees incurred2017-12-31$229,944
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$962,522
Participant contributions at end of year2017-12-31$70,768
Participant contributions at beginning of year2017-12-31$73,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$193,087
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$343,145
Administrative expenses (other) incurred2017-12-31$195,829
Liabilities. Value of operating payables at end of year2017-12-31$156,077
Liabilities. Value of operating payables at beginning of year2017-12-31$241,178
Total non interest bearing cash at end of year2017-12-31$10,187,396
Total non interest bearing cash at beginning of year2017-12-31$5,599,762
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$6,621,757
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,659,128
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,037,371
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
Investment advisory and management fees2017-12-31$41,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,733,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,134,892
Income. Interest from US Government securities2017-12-31$80,422
Income. Interest from corporate debt instruments2017-12-31$91,720
Value of interest in common/collective trusts at end of year2017-12-31$3,037,500
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$65,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$65,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,175
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$16,283,334
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$3,912,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$856,881
Net investment gain or loss from common/collective trusts2017-12-31$-9,438
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$30,883,035
Employer contributions (assets) at end of year2017-12-31$3,829,046
Employer contributions (assets) at beginning of year2017-12-31$2,453,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,969,095
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$3,526,451
Contract administrator fees2017-12-31$611,268
Liabilities. Value of benefit claims payable at end of year2017-12-31$9,392,085
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$8,934,490
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$1,155,142
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,104,060
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
Aggregate proceeds on sale of assets2017-12-31$23,816,271
Aggregate carrying amount (costs) on sale of assets2017-12-31$23,826,199
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SAN DIEGO UNITE - HERE HEALTH FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-130,348
Total unrealized appreciation/depreciation of assets2016-12-31$-130,348
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,175,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,928,709
Total income from all sources (including contributions)2016-12-31$28,892,904
Total loss/gain on sale of assets2016-12-31$-27,446
Total of all expenses incurred2016-12-31$25,203,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$24,035,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$28,226,710
Value of total assets at end of year2016-12-31$22,213,039
Value of total assets at beginning of year2016-12-31$19,276,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,168,194
Total interest from all sources2016-12-31$265,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$178,582
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$903,378
Participant contributions at end of year2016-12-31$73,793
Participant contributions at beginning of year2016-12-31$73,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$343,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$293,181
Administrative expenses (other) incurred2016-12-31$349,369
Liabilities. Value of operating payables at end of year2016-12-31$241,178
Liabilities. Value of operating payables at beginning of year2016-12-31$691,530
Total non interest bearing cash at end of year2016-12-31$5,599,762
Total non interest bearing cash at beginning of year2016-12-31$4,864,068
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,689,453
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,037,371
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,347,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$46,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,134,892
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,376,813
Income. Interest from US Government securities2016-12-31$136,445
Income. Interest from corporate debt instruments2016-12-31$129,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$65,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$62,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$62,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$287
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$14,279,534
Asset value of US Government securities at end of year2016-12-31$3,912,073
Asset value of US Government securities at beginning of year2016-12-31$4,110,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$558,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$27,323,332
Employer contributions (assets) at end of year2016-12-31$2,453,833
Employer contributions (assets) at beginning of year2016-12-31$2,253,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,755,723
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$3,526,451
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$3,242,237
Contract administrator fees2016-12-31$593,464
Liabilities. Value of benefit claims payable at end of year2016-12-31$8,934,490
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$9,237,179
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,104,060
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$21,564,204
Aggregate carrying amount (costs) on sale of assets2016-12-31$21,591,650
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SAN DIEGO UNITE - HERE HEALTH FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-92,953
Total unrealized appreciation/depreciation of assets2015-12-31$-92,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,928,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,293,400
Total income from all sources (including contributions)2015-12-31$27,452,335
Total loss/gain on sale of assets2015-12-31$-78,139
Total of all expenses incurred2015-12-31$26,066,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$25,022,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$27,217,967
Value of total assets at end of year2015-12-31$19,276,627
Value of total assets at beginning of year2015-12-31$17,255,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,043,958
Total interest from all sources2015-12-31$264,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$108,992
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$992,744
Participant contributions at end of year2015-12-31$73,485
Participant contributions at beginning of year2015-12-31$89,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$293,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$114,934
Other income not declared elsewhere2015-12-31$82,226
Administrative expenses (other) incurred2015-12-31$302,660
Liabilities. Value of operating payables at end of year2015-12-31$691,530
Liabilities. Value of operating payables at beginning of year2015-12-31$74,500
Total non interest bearing cash at end of year2015-12-31$4,864,068
Total non interest bearing cash at beginning of year2015-12-31$3,881,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,385,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,347,918
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,962,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$51,818
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,376,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,317,670
Income. Interest from US Government securities2015-12-31$141,562
Income. Interest from corporate debt instruments2015-12-31$122,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$62,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$58,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$58,501
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$14,799,545
Asset value of US Government securities at end of year2015-12-31$4,110,577
Asset value of US Government securities at beginning of year2015-12-31$4,004,111
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$59,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$26,225,223
Employer contributions (assets) at end of year2015-12-31$2,253,877
Employer contributions (assets) at beginning of year2015-12-31$1,776,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,223,174
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$3,242,237
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$3,012,922
Contract administrator fees2015-12-31$580,488
Liabilities. Value of benefit claims payable at end of year2015-12-31$9,237,179
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$9,218,900
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$17,684,930
Aggregate carrying amount (costs) on sale of assets2015-12-31$17,763,069
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SAN DIEGO UNITE - HERE HEALTH FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-28,491
Total unrealized appreciation/depreciation of assets2014-12-31$-28,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,293,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,032,310
Total income from all sources (including contributions)2014-12-31$25,782,131
Total loss/gain on sale of assets2014-12-31$-10,786
Total of all expenses incurred2014-12-31$24,933,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$24,079,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$24,976,761
Value of total assets at end of year2014-12-31$17,255,660
Value of total assets at beginning of year2014-12-31$16,145,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$854,174
Total interest from all sources2014-12-31$263,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$105,736
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,016,514
Participant contributions at end of year2014-12-31$89,000
Participant contributions at beginning of year2014-12-31$94,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$114,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$127,598
Other income not declared elsewhere2014-12-31$62,204
Administrative expenses (other) incurred2014-12-31$134,130
Liabilities. Value of operating payables at end of year2014-12-31$74,500
Liabilities. Value of operating payables at beginning of year2014-12-31$85,050
Total non interest bearing cash at end of year2014-12-31$3,881,825
Total non interest bearing cash at beginning of year2014-12-31$2,691,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$848,948
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,962,260
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,113,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$50,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,317,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,799,068
Income. Interest from US Government securities2014-12-31$129,143
Income. Interest from corporate debt instruments2014-12-31$134,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$58,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$-3,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$-3,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$15,147,890
Asset value of US Government securities at end of year2014-12-31$4,004,111
Asset value of US Government securities at beginning of year2014-12-31$3,257,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$518,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$23,960,247
Employer contributions (assets) at end of year2014-12-31$1,776,697
Employer contributions (assets) at beginning of year2014-12-31$2,576,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,931,119
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$3,012,922
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$3,601,905
Contract administrator fees2014-12-31$563,580
Liabilities. Value of benefit claims payable at end of year2014-12-31$9,218,900
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$8,947,260
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$15,120,220
Aggregate carrying amount (costs) on sale of assets2014-12-31$15,131,006
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SAN DIEGO UNITE - HERE HEALTH FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-132,972
Total unrealized appreciation/depreciation of assets2013-12-31$-132,972
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,032,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,517,272
Total income from all sources (including contributions)2013-12-31$23,697,713
Total loss/gain on sale of assets2013-12-31$-201,551
Total of all expenses incurred2013-12-31$23,425,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$22,264,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$22,477,527
Value of total assets at end of year2013-12-31$16,145,622
Value of total assets at beginning of year2013-12-31$16,357,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,160,871
Total interest from all sources2013-12-31$260,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$108,640
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$940,416
Participant contributions at end of year2013-12-31$94,207
Participant contributions at beginning of year2013-12-31$65,465
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$127,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$241,964
Other income not declared elsewhere2013-12-31$95,121
Administrative expenses (other) incurred2013-12-31$310,140
Liabilities. Value of operating payables at end of year2013-12-31$85,050
Liabilities. Value of operating payables at beginning of year2013-12-31$27,711
Total non interest bearing cash at end of year2013-12-31$2,691,960
Total non interest bearing cash at beginning of year2013-12-31$947,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$272,591
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,113,312
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,840,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$47,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,799,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,400,458
Income. Interest from US Government securities2013-12-31$123,478
Income. Interest from corporate debt instruments2013-12-31$137,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$-3,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$208,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$208,400
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$51
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$14,684,863
Asset value of US Government securities at end of year2013-12-31$3,257,733
Asset value of US Government securities at beginning of year2013-12-31$4,045,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,198,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$21,537,111
Employer contributions (assets) at end of year2013-12-31$2,576,739
Employer contributions (assets) at beginning of year2013-12-31$2,427,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,579,388
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$3,601,905
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$4,022,207
Contract administrator fees2013-12-31$694,709
Liabilities. Value of benefit claims payable at end of year2013-12-31$8,947,260
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$9,489,561
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$26,871,032
Aggregate carrying amount (costs) on sale of assets2013-12-31$27,072,583
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SAN DIEGO UNITE - HERE HEALTH FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$28,218
Total unrealized appreciation/depreciation of assets2012-12-31$28,218
Total transfer of assets to this plan2012-12-31$215,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,517,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,566,805
Total income from all sources (including contributions)2012-12-31$21,803,395
Total loss/gain on sale of assets2012-12-31$-36,943
Total of all expenses incurred2012-12-31$25,464,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$24,539,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$20,729,835
Value of total assets at end of year2012-12-31$16,357,993
Value of total assets at beginning of year2012-12-31$17,853,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$924,944
Total interest from all sources2012-12-31$333,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$120,561
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$613,928
Participant contributions at end of year2012-12-31$65,465
Participant contributions at beginning of year2012-12-31$53,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$241,964
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$211,699
Other income not declared elsewhere2012-12-31$143,407
Administrative expenses (other) incurred2012-12-31$127,883
Liabilities. Value of operating payables at end of year2012-12-31$27,711
Liabilities. Value of operating payables at beginning of year2012-12-31$24,224
Total non interest bearing cash at end of year2012-12-31$947,118
Total non interest bearing cash at beginning of year2012-12-31$357,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-3,661,445
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,840,721
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,286,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$55,501
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,400,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,794,665
Income. Interest from US Government securities2012-12-31$157,328
Income. Interest from corporate debt instruments2012-12-31$175,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$208,400
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,253,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,253,846
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$16,537,532
Asset value of US Government securities at end of year2012-12-31$4,045,354
Asset value of US Government securities at beginning of year2012-12-31$5,268,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$605,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,115,907
Employer contributions (assets) at end of year2012-12-31$2,427,027
Employer contributions (assets) at beginning of year2012-12-31$1,721,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,002,364
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$4,022,207
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$5,191,620
Contract administrator fees2012-12-31$620,999
Liabilities. Value of benefit claims payable at end of year2012-12-31$9,489,561
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$7,542,581
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$24,087,761
Aggregate carrying amount (costs) on sale of assets2012-12-31$24,124,704
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : SAN DIEGO UNITE - HERE HEALTH FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$122,692
Total unrealized appreciation/depreciation of assets2011-12-31$122,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,566,805
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,845,125
Total income from all sources (including contributions)2011-12-31$19,080,348
Total loss/gain on sale of assets2011-12-31$100,513
Total of all expenses incurred2011-12-31$23,425,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$22,447,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$18,161,540
Value of total assets at end of year2011-12-31$17,853,758
Value of total assets at beginning of year2011-12-31$20,477,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$978,192
Total interest from all sources2011-12-31$470,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$132,618
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$556,586
Participant contributions at end of year2011-12-31$53,802
Participant contributions at beginning of year2011-12-31$41,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$211,699
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$236,900
Other income not declared elsewhere2011-12-31$146,145
Administrative expenses (other) incurred2011-12-31$163,062
Liabilities. Value of operating payables at end of year2011-12-31$24,224
Liabilities. Value of operating payables at beginning of year2011-12-31$29,204
Total non interest bearing cash at end of year2011-12-31$357,906
Total non interest bearing cash at beginning of year2011-12-31$1,265,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,344,938
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,286,953
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,631,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$64,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,794,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,715,618
Income. Interest from US Government securities2011-12-31$211,101
Income. Interest from corporate debt instruments2011-12-31$259,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,253,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$268,824
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$268,824
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$48
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,794,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,715,618
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$14,129,270
Asset value of US Government securities at end of year2011-12-31$5,268,859
Asset value of US Government securities at beginning of year2011-12-31$6,476,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$79,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,604,954
Employer contributions (assets) at end of year2011-12-31$1,721,361
Employer contributions (assets) at beginning of year2011-12-31$1,551,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,317,824
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$5,191,620
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$6,920,675
Contract administrator fees2011-12-31$617,536
Liabilities. Value of benefit claims payable at end of year2011-12-31$7,542,581
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,815,921
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$31,189,177
Aggregate carrying amount (costs) on sale of assets2011-12-31$31,088,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : SAN DIEGO UNITE - HERE HEALTH FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-52,410
Total unrealized appreciation/depreciation of assets2010-12-31$-52,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,845,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,406,796
Total income from all sources (including contributions)2010-12-31$16,617,165
Total loss/gain on sale of assets2010-12-31$275,543
Total of all expenses incurred2010-12-31$18,213,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,230,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,198,462
Value of total assets at end of year2010-12-31$20,477,016
Value of total assets at beginning of year2010-12-31$21,635,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$982,997
Total interest from all sources2010-12-31$598,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$108,670
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$564,542
Participant contributions at end of year2010-12-31$41,086
Participant contributions at beginning of year2010-12-31$46,449
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$236,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$255,034
Other income not declared elsewhere2010-12-31$111,583
Administrative expenses (other) incurred2010-12-31$157,016
Liabilities. Value of operating payables at end of year2010-12-31$29,204
Liabilities. Value of operating payables at beginning of year2010-12-31$15,587
Total non interest bearing cash at end of year2010-12-31$1,265,292
Total non interest bearing cash at beginning of year2010-12-31$865,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,596,513
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,631,891
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,228,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$87,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,715,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,229,666
Income. Interest from US Government securities2010-12-31$273,171
Income. Interest from corporate debt instruments2010-12-31$323,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$268,824
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$339,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$339,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$997
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$12,054,288
Asset value of US Government securities at end of year2010-12-31$6,476,700
Asset value of US Government securities at beginning of year2010-12-31$7,215,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$485,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$14,633,920
Employer contributions (assets) at end of year2010-12-31$1,551,921
Employer contributions (assets) at beginning of year2010-12-31$1,283,768
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,176,393
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$6,920,675
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$8,398,966
Contract administrator fees2010-12-31$629,408
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,815,921
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$5,391,209
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$45,997,262
Aggregate carrying amount (costs) on sale of assets2010-12-31$45,721,719
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for SAN DIEGO UNITE - HERE HEALTH FUND

2023: SAN DIEGO UNITE - HERE HEALTH FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SAN DIEGO UNITE - HERE HEALTH FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SAN DIEGO UNITE - HERE HEALTH FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SAN DIEGO UNITE - HERE HEALTH FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SAN DIEGO UNITE - HERE HEALTH FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SAN DIEGO UNITE - HERE HEALTH FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SAN DIEGO UNITE - HERE HEALTH FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SAN DIEGO UNITE - HERE HEALTH FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SAN DIEGO UNITE - HERE HEALTH FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SAN DIEGO UNITE - HERE HEALTH FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SAN DIEGO UNITE - HERE HEALTH FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SAN DIEGO UNITE - HERE HEALTH FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SAN DIEGO UNITE - HERE HEALTH FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SAN DIEGO UNITE - HERE HEALTH FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10499
Policy instance 4
Insurance contract or identification numberSL10499
Number of Individuals Covered3763
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED A&D
Welfare Benefit Premiums Paid to CarrierUSD $1,493,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003
Policy instance 3
Insurance contract or identification number003
Number of Individuals Covered1207
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,446,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number231520
Policy instance 2
Insurance contract or identification number231520
Number of Individuals Covered712
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,950,291
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: N/A )
Policy contract number12055568
Policy instance 1
Insurance contract or identification number12055568
Number of Individuals Covered2011
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $167,813
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: N/A )
Policy contract number12055568
Policy instance 1
Insurance contract or identification number12055568
Number of Individuals Covered1840
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $117,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number231520
Policy instance 2
Insurance contract or identification number231520
Number of Individuals Covered660
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,130,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50110
Policy instance 3
Insurance contract or identification numberSE3E50110
Number of Individuals Covered994
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $560,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003
Policy instance 4
Insurance contract or identification number003
Number of Individuals Covered967
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,675,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberSL10499
Policy instance 5
Insurance contract or identification numberSL10499
Number of Individuals Covered895
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED A&D
Welfare Benefit Premiums Paid to CarrierUSD $557,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-8270/C-8270
Policy instance 5
Insurance contract or identification numberG-8270/C-8270
Number of Individuals Covered2576
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED A&D
Welfare Benefit Premiums Paid to CarrierUSD $32,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003
Policy instance 4
Insurance contract or identification number003
Number of Individuals Covered920
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,427,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50110
Policy instance 3
Insurance contract or identification numberSE3E50110
Number of Individuals Covered1519
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Welfare Benefit Premiums Paid to CarrierUSD $968,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number231520
Policy instance 2
Insurance contract or identification number231520
Number of Individuals Covered2393
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,080,548
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: N/A )
Policy contract number12055568
Policy instance 1
Insurance contract or identification number12055568
Number of Individuals Covered1322
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-8270/C-8270
Policy instance 5
Insurance contract or identification numberG-8270/C-8270
Number of Individuals Covered2740
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED A&D
Welfare Benefit Premiums Paid to CarrierUSD $32,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003
Policy instance 4
Insurance contract or identification number003
Number of Individuals Covered2366
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,194,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3E50110
Policy instance 3
Insurance contract or identification numberSE3E50110
Number of Individuals Covered1540
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Welfare Benefit Premiums Paid to CarrierUSD $855,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number231520
Policy instance 2
Insurance contract or identification number231520
Number of Individuals Covered2490
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,649,286
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: N/A )
Policy contract number12055568
Policy instance 1
Insurance contract or identification number12055568
Number of Individuals Covered2810
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $227,311
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: N/A )
Policy contract number12055568
Policy instance 1
Insurance contract or identification number12055568
Number of Individuals Covered2768
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $216,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number231520
Policy instance 2
Insurance contract or identification number231520
Number of Individuals Covered2543
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,392,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3ES0110
Policy instance 3
Insurance contract or identification numberSE3ES0110
Number of Individuals Covered1540
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $850,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003
Policy instance 4
Insurance contract or identification number003
Number of Individuals Covered2396
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,712,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-3002/C-4291
Policy instance 5
Insurance contract or identification numberG-3002/C-4291
Number of Individuals Covered1805
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED A&D
Welfare Benefit Premiums Paid to CarrierUSD $23,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG-8270/C-8270
Policy instance 5
Insurance contract or identification numberG-8270/C-8270
Number of Individuals Covered2485
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedPOOLED A&D
Welfare Benefit Premiums Paid to CarrierUSD $136,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number003
Policy instance 4
Insurance contract or identification number003
Number of Individuals Covered2254
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,112,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberSE3ES0110
Policy instance 3
Insurance contract or identification numberSE3ES0110
Number of Individuals Covered1313
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $738,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number231520
Policy instance 2
Insurance contract or identification number231520
Number of Individuals Covered2543
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,392,369
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: N/A )
Policy contract number12055568
Policy instance 1
Insurance contract or identification number12055568
Number of Individuals Covered2523
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $200,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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