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ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 401k Plan overview

Plan NameALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN
Plan identification number 504

ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN Benefits

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

401k Sponsoring company profile

NOKIA OF AMERICA CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:NOKIA OF AMERICA CORPORATION
Employer identification number (EIN):223408857
NAIC Classification:334200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042024-01-01INGRID ORAV
5042023-01-01
5042023-01-01INGRID ORAV
5042022-01-01
5042022-01-01INGRID ORAV
5042021-01-01
5042021-01-01INGRID ORAV
5042020-01-01
5042019-01-01
5042017-01-01INGRID ORAV
5042016-01-01INGRID ORAV
5042015-01-01INGRID ORAV
5042014-01-01INGRID ORAV
5042013-01-01INGRID ORAV
5042012-01-01INGRID ORAV
5042011-01-01CASSANDRA LAMMERS
5042010-01-01CASSANDRA LAMMERS
5042009-01-01CASSANDRA LAMMERS

Plan Statistics for ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN

401k plan membership statisitcs for ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN

Measure Date Value
2023: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0162,122
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-0158,486
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-0158,486
2022: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0166,194
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0162,122
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0162,122
2021: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0170,385
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-0166,194
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0166,194
2020: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0174,610
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-0170,385
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0170,385
2019: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0178,234
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0174,610
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0174,610
2017: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0186,166
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0182,454
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0182,454
2016: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0189,210
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0186,166
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0186,166
2015: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0192,930
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0189,210
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0189,210
2014: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0195,929
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0192,930
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0192,930
2013: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0199,715
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0195,929
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0195,929
2012: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01103,331
Total number of active participants reported on line 7a of the Form 55002012-01-0199,715
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0199,715
2011: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01106,735
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01103,331
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01103,331
2010: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01109,902
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-01106,735
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01106,735
Total participants2010-01-01106,735
2009: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01112,665
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01109,902
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01109,902

Financial Data on ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN

Measure Date Value
2023 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$64,687,000
Total unrealized appreciation/depreciation of assets2023-12-31$64,687,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$17,562,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$19,134,000
Total income from all sources (including contributions)2023-12-31$212,838,000
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$155,755,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$148,013,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$110,353,000
Value of total assets at end of year2023-12-31$648,103,000
Value of total assets at beginning of year2023-12-31$592,592,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$7,742,000
Total interest from all sources2023-12-31$2,898,000
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$58,053,000
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$51,157,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$16,800,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$14,205,000
Other income not declared elsewhere2023-12-31$9,167,000
Administrative expenses (other) incurred2023-12-31$179,000
Liabilities. Value of operating payables at end of year2023-12-31$10,662,000
Liabilities. Value of operating payables at beginning of year2023-12-31$10,934,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$57,083,000
Value of net assets at end of year (total assets less liabilities)2023-12-31$630,541,000
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$573,458,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$691,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,420,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,960,000
Interest earned on other investments2023-12-31$2,898,000
Value of interest in common/collective trusts at end of year2023-12-31$148,681,000
Value of interest in common/collective trusts at beginning of year2023-12-31$128,111,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$475,202,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$443,316,000
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$7,365,000
Net investment gain or loss from common/collective trusts2023-12-31$25,733,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,143,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$140,648,000
Contract administrator fees2023-12-31$3,770,000
Liabilities. Value of benefit claims payable at end of year2023-12-31$6,900,000
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$8,200,000
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$64,687,000
Total unrealized appreciation/depreciation of assets2023-01-01$64,687,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$17,562,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$19,134,000
Total income from all sources (including contributions)2023-01-01$212,838,000
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$155,755,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$148,013,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$110,353,000
Value of total assets at end of year2023-01-01$648,103,000
Value of total assets at beginning of year2023-01-01$592,592,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$7,742,000
Total interest from all sources2023-01-01$2,898,000
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$12,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$58,053,000
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$51,157,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$16,800,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$14,205,000
Other income not declared elsewhere2023-01-01$9,167,000
Administrative expenses (other) incurred2023-01-01$179,000
Liabilities. Value of operating payables at end of year2023-01-01$10,662,000
Liabilities. Value of operating payables at beginning of year2023-01-01$10,934,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$57,083,000
Value of net assets at end of year (total assets less liabilities)2023-01-01$630,541,000
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$573,458,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$691,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$7,420,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$6,960,000
Interest earned on other investments2023-01-01$2,898,000
Value of interest in common/collective trusts at end of year2023-01-01$148,681,000
Value of interest in common/collective trusts at beginning of year2023-01-01$128,111,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$475,202,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$443,316,000
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$7,365,000
Net investment gain or loss from common/collective trusts2023-01-01$25,733,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$1,143,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$140,648,000
Contract administrator fees2023-01-01$3,770,000
Liabilities. Value of benefit claims payable at end of year2023-01-01$6,900,000
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$8,200,000
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2023-01-01133891517
2022 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-91,854,000
Total unrealized appreciation/depreciation of assets2022-12-31$-91,854,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$19,134,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,160,000
Total income from all sources (including contributions)2022-12-31$8,391,000
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$179,601,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$171,121,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$118,432,000
Value of total assets at end of year2022-12-31$592,592,000
Value of total assets at beginning of year2022-12-31$754,828,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,480,000
Total interest from all sources2022-12-31$969,000
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$8,480,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$67,353,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$50,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$14,205,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,903,000
Other income not declared elsewhere2022-12-31$9,363,000
Liabilities. Value of operating payables at end of year2022-12-31$10,934,000
Liabilities. Value of operating payables at beginning of year2022-12-31$460,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-171,210,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$573,458,000
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$744,668,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,960,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,341,000
Interest earned on other investments2022-12-31$969,000
Value of interest in common/collective trusts at end of year2022-12-31$128,111,000
Value of interest in common/collective trusts at beginning of year2022-12-31$161,642,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$443,316,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$571,942,000
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$9,896,000
Net investment gain or loss from common/collective trusts2022-12-31$-28,519,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$1,079,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$161,225,000
Liabilities. Value of benefit claims payable at end of year2022-12-31$8,200,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$9,700,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-12-31133891517
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-91,854,000
Total unrealized appreciation/depreciation of assets2022-01-01$-91,854,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$19,134,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$10,160,000
Total income from all sources (including contributions)2022-01-01$8,391,000
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$179,601,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$171,121,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$118,432,000
Value of total assets at end of year2022-01-01$592,592,000
Value of total assets at beginning of year2022-01-01$754,828,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$8,480,000
Total interest from all sources2022-01-01$969,000
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$8,480,000
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$12,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$67,353,000
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$50,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$14,205,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$18,903,000
Other income not declared elsewhere2022-01-01$9,363,000
Liabilities. Value of operating payables at end of year2022-01-01$10,934,000
Liabilities. Value of operating payables at beginning of year2022-01-01$460,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-171,210,000
Value of net assets at end of year (total assets less liabilities)2022-01-01$573,458,000
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$744,668,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,960,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$2,341,000
Interest earned on other investments2022-01-01$969,000
Value of interest in common/collective trusts at end of year2022-01-01$128,111,000
Value of interest in common/collective trusts at beginning of year2022-01-01$161,642,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$443,316,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$571,942,000
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$9,896,000
Net investment gain or loss from common/collective trusts2022-01-01$-28,519,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,079,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$161,225,000
Liabilities. Value of benefit claims payable at end of year2022-01-01$8,200,000
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$9,700,000
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01DELOITTE & TOUCHE LLP
Accountancy firm EIN2022-01-01133891517
2021 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$41,332,000
Total unrealized appreciation/depreciation of assets2021-12-31$41,332,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,160,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,668,000
Total income from all sources (including contributions)2021-12-31$501,904,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$207,665,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$198,117,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$432,267,000
Value of total assets at end of year2021-12-31$754,828,000
Value of total assets at beginning of year2021-12-31$465,097,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,548,000
Total interest from all sources2021-12-31$122,000
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$9,548,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$72,512,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$359,093,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,903,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$35,290,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,051,000
Other income not declared elsewhere2021-12-31$6,553,000
Liabilities. Value of operating payables at end of year2021-12-31$460,000
Liabilities. Value of operating payables at beginning of year2021-12-31$217,000
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$294,239,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$744,668,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$450,429,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,341,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,683,000
Interest earned on other investments2021-12-31$122,000
Value of interest in common/collective trusts at end of year2021-12-31$161,642,000
Value of interest in common/collective trusts at beginning of year2021-12-31$145,121,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$571,942,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$271,003,000
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$11,211,000
Net investment gain or loss from common/collective trusts2021-12-31$21,630,000
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$662,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$186,906,000
Liabilities. Value of benefit claims payable at end of year2021-12-31$9,700,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$7,400,000
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 name2021-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2021-12-31133891517
2020 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,668,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,827,000
Total income from all sources (including contributions)2020-12-31$129,763,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$91,060,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$80,693,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$93,597,000
Value of total assets at end of year2020-12-31$465,097,000
Value of total assets at beginning of year2020-12-31$428,553,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,367,000
Total interest from all sources2020-12-31$461,000
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$10,367,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$89,688,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$35,290,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$36,342,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,051,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,695,000
Other income not declared elsewhere2020-12-31$16,938,000
Liabilities. Value of operating payables at end of year2020-12-31$217,000
Liabilities. Value of operating payables at beginning of year2020-12-31$332,000
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$38,703,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$450,429,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$411,726,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,683,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,142,000
Interest earned on other investments2020-12-31$461,000
Value of interest in common/collective trusts at end of year2020-12-31$145,121,000
Value of interest in common/collective trusts at beginning of year2020-12-31$131,428,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$271,003,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$232,641,000
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$11,766,000
Net investment gain or loss from common/collective trusts2020-12-31$18,767,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,909,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$68,927,000
Liabilities. Value of benefit claims payable at end of year2020-12-31$7,400,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$6,800,000
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 name2020-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2020-12-31133891517
2019 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,827,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,869,000
Total income from all sources (including contributions)2019-12-31$169,282,000
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$181,150,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$171,868,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$103,195,000
Value of total assets at end of year2019-12-31$428,553,000
Value of total assets at beginning of year2019-12-31$448,463,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,282,000
Total interest from all sources2019-12-31$1,987,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$9,282,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$90,766,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$36,342,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$51,068,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,695,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,926,000
Other income not declared elsewhere2019-12-31$38,092,000
Liabilities. Value of operating payables at end of year2019-12-31$332,000
Liabilities. Value of operating payables at beginning of year2019-12-31$743,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-11,868,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$411,726,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$423,594,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,142,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$41,979,000
Interest earned on other investments2019-12-31$1,987,000
Value of interest in common/collective trusts at end of year2019-12-31$131,428,000
Value of interest in common/collective trusts at beginning of year2019-12-31$110,495,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$232,641,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$244,921,000
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$20,130,000
Net investment gain or loss from common/collective trusts2019-12-31$26,008,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,429,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$151,738,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$6,800,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$14,200,000
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 name2019-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2019-12-31134008324
2018 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24,869,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,045,000
Total income from all sources (including contributions)2018-12-31$109,142,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$214,437,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$206,225,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$121,467,000
Value of total assets at end of year2018-12-31$448,463,000
Value of total assets at beginning of year2018-12-31$563,934,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,212,000
Total interest from all sources2018-12-31$2,111,000
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$8,212,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$100,062,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,514,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$51,068,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$70,454,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,926,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,618,000
Other income not declared elsewhere2018-12-31$-8,570,000
Liabilities. Value of operating payables at end of year2018-12-31$743,000
Liabilities. Value of operating payables at beginning of year2018-12-31$627,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-105,295,000
Value of net assets at end of year (total assets less liabilities)2018-12-31$423,594,000
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$528,889,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$41,979,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,903,000
Interest earned on other investments2018-12-31$2,111,000
Value of interest in common/collective trusts at end of year2018-12-31$110,495,000
Value of interest in common/collective trusts at beginning of year2018-12-31$123,912,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$244,921,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$320,665,000
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$37,662,000
Net investment gain or loss from common/collective trusts2018-12-31$-5,866,000
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$5,891,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$168,563,000
Liabilities. Value of benefit claims payable at end of year2018-12-31$14,200,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$16,800,000
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 name2018-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2018-12-31134008324
2017 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$35,045,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,585,000
Total income from all sources (including contributions)2017-12-31$181,747,000
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$176,862,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$166,631,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$118,581,000
Value of total assets at end of year2017-12-31$563,934,000
Value of total assets at beginning of year2017-12-31$554,589,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,231,000
Total interest from all sources2017-12-31$806,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$10,231,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$99,801,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,747,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$70,454,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$91,727,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,618,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$8,091,000
Other income not declared elsewhere2017-12-31$43,384,000
Liabilities. Value of operating payables at end of year2017-12-31$627,000
Liabilities. Value of operating payables at beginning of year2017-12-31$694,000
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$4,885,000
Value of net assets at end of year (total assets less liabilities)2017-12-31$528,889,000
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$524,004,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,903,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$29,764,000
Interest earned on other investments2017-12-31$806,000
Value of interest in common/collective trusts at end of year2017-12-31$123,912,000
Value of interest in common/collective trusts at beginning of year2017-12-31$107,506,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$320,665,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$325,592,000
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$44,552,000
Net investment gain or loss from common/collective trusts2017-12-31$18,976,000
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$1,033,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$122,079,000
Liabilities. Value of benefit claims payable at end of year2017-12-31$16,800,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$21,800,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2017-12-31134008324
2016 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,585,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$44,297,000
Total income from all sources (including contributions)2016-12-31$163,260,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$162,516,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$151,492,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$134,740,000
Value of total assets at end of year2016-12-31$554,589,000
Value of total assets at beginning of year2016-12-31$567,557,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,024,000
Total interest from all sources2016-12-31$329,000
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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$11,024,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$117,871,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$8,034,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$91,727,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$92,235,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$8,091,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$18,552,000
Other income not declared elsewhere2016-12-31$20,170,000
Liabilities. Value of operating payables at end of year2016-12-31$694,000
Liabilities. Value of operating payables at beginning of year2016-12-31$645,000
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$744,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$524,004,000
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$523,260,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$29,764,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,296,000
Interest earned on other investments2016-12-31$329,000
Value of interest in common/collective trusts at end of year2016-12-31$107,506,000
Value of interest in common/collective trusts at beginning of year2016-12-31$109,306,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$325,592,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$351,720,000
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$61,006,000
Net investment gain or loss from common/collective trusts2016-12-31$8,021,000
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$8,835,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$90,486,000
Liabilities. Value of benefit claims payable at end of year2016-12-31$21,800,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$25,100,000
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
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 name2016-12-31PRICEWATERHOUSECOOPERS LLP
Accountancy firm EIN2016-12-31134008324
2015 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44,297,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$39,107,000
Total income from all sources (including contributions)2015-12-31$160,669,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$180,491,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$169,019,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$155,961,000
Value of total assets at end of year2015-12-31$567,557,000
Value of total assets at beginning of year2015-12-31$582,189,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,472,000
Total interest from all sources2015-12-31$161,000
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$11,472,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$12,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$135,083,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$92,235,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$60,609,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$18,552,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,622,000
Other income not declared elsewhere2015-12-31$3,536,000
Liabilities. Value of operating payables at end of year2015-12-31$645,000
Liabilities. Value of operating payables at beginning of year2015-12-31$485,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-19,822,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$523,260,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$543,082,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,296,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,633,000
Interest earned on other investments2015-12-31$161,000
Value of interest in common/collective trusts at end of year2015-12-31$109,306,000
Value of interest in common/collective trusts at beginning of year2015-12-31$111,171,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$351,720,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$395,776,000
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$75,225,000
Net investment gain or loss from common/collective trusts2015-12-31$1,011,000
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$20,878,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$93,794,000
Liabilities. Value of benefit claims payable at end of year2015-12-31$25,100,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$25,000,000
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
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,107,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,431,000
Total income from all sources (including contributions)2014-12-31$215,647,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$248,469,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$237,193,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$180,092,000
Value of total assets at end of year2014-12-31$582,189,000
Value of total assets at beginning of year2014-12-31$614,335,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,276,000
Total interest from all sources2014-12-31$120,000
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$11,276,000
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$145,779,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$60,609,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$64,542,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,622,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,422,000
Other income not declared elsewhere2014-12-31$26,752,000
Liabilities. Value of operating payables at end of year2014-12-31$485,000
Liabilities. Value of operating payables at beginning of year2014-12-31$1,909,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-32,822,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$543,082,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$575,904,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,633,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,226,000
Interest earned on other investments2014-12-31$120,000
Value of interest in common/collective trusts at end of year2014-12-31$111,171,000
Value of interest in common/collective trusts at beginning of year2014-12-31$106,707,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,367,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,367,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$395,776,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$410,493,000
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$72,051,000
Net investment gain or loss from common/collective trusts2014-12-31$8,683,000
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$34,313,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$165,142,000
Liabilities. Value of benefit claims payable at end of year2014-12-31$25,000,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$25,100,000
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
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 name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$38,431,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$48,402,000
Total income from all sources (including contributions)2013-12-31$265,618,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$198,279,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$183,828,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$183,017,000
Value of total assets at end of year2013-12-31$614,335,000
Value of total assets at beginning of year2013-12-31$556,967,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,451,000
Total interest from all sources2013-12-31$257,000
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$14,451,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$144,463,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$64,542,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$67,092,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,422,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9,575,000
Other income not declared elsewhere2013-12-31$62,966,000
Liabilities. Value of operating payables at end of year2013-12-31$1,909,000
Liabilities. Value of operating payables at beginning of year2013-12-31$3,227,000
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$67,339,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$575,904,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$508,565,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,226,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,435,000
Interest earned on other investments2013-12-31$257,000
Value of interest in common/collective trusts at end of year2013-12-31$106,707,000
Value of interest in common/collective trusts at beginning of year2013-12-31$92,216,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,367,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,600,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,600,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$410,493,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$375,624,000
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$57,059,000
Net investment gain or loss from common/collective trusts2013-12-31$19,378,000
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$38,554,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$126,769,000
Liabilities. Value of benefit claims payable at end of year2013-12-31$25,100,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$35,600,000
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
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$48,402,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,130,000
Total income from all sources (including contributions)2012-12-31$222,287,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$200,234,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$185,613,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$179,750,000
Value of total assets at end of year2012-12-31$556,967,000
Value of total assets at beginning of year2012-12-31$504,642,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,621,000
Total interest from all sources2012-12-31$200,000
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$14,621,000
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$150,412,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$67,092,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$14,623,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9,575,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,242,000
Other income not declared elsewhere2012-12-31$36,381,000
Liabilities. Value of operating payables at end of year2012-12-31$3,227,000
Liabilities. Value of operating payables at beginning of year2012-12-31$3,488,000
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$22,053,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$508,565,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$486,512,000
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,435,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$200,000
Value of interest in common/collective trusts at end of year2012-12-31$92,216,000
Value of interest in common/collective trusts at beginning of year2012-12-31$96,903,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,600,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$14,266,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$14,266,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$375,624,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$378,850,000
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$74,996,000
Net investment gain or loss from common/collective trusts2012-12-31$5,956,000
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$29,338,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$110,617,000
Liabilities. Value of benefit claims payable at end of year2012-12-31$35,600,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,400,000
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
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31346565596
2011 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$239,000
Total unrealized appreciation/depreciation of assets2011-12-31$239,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,130,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$25,352,000
Total income from all sources (including contributions)2011-12-31$251,166,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$290,380,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$275,592,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$234,631,000
Value of total assets at end of year2011-12-31$504,642,000
Value of total assets at beginning of year2011-12-31$551,078,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,788,000
Total interest from all sources2011-12-31$2,000
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$164,905,000
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,953,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$14,623,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,242,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$22,191,000
Other income not declared elsewhere2011-12-31$15,030,000
Administrative expenses (other) incurred2011-12-31$14,788,000
Liabilities. Value of operating payables at end of year2011-12-31$3,488,000
Liabilities. Value of operating payables at beginning of year2011-12-31$3,161,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-39,214,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$486,512,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$525,726,000
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
Interest earned on other investments2011-12-31$2,000
Value of interest in common/collective trusts at end of year2011-12-31$96,903,000
Value of interest in common/collective trusts at beginning of year2011-12-31$96,351,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$14,266,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$12,512,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$12,512,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$378,850,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$442,214,000
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$62,349,000
Net investment gain or loss from common/collective trusts2011-12-31$1,264,000
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$39,773,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$213,243,000
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,400,000
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
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31346565596
2010 : ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$832,000
Total unrealized appreciation/depreciation of assets2010-12-31$832,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$25,352,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,056,000
Total income from all sources (including contributions)2010-12-31$268,040,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$284,616,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$267,513,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$221,436,000
Value of total assets at end of year2010-12-31$551,078,000
Value of total assets at beginning of year2010-12-31$571,358,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,103,000
Total interest from all sources2010-12-31$13,000
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$94,382,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,512,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$36,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$22,191,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$25,426,000
Other income not declared elsewhere2010-12-31$44,158,000
Administrative expenses (other) incurred2010-12-31$17,103,000
Liabilities. Value of operating payables at end of year2010-12-31$3,161,000
Liabilities. Value of operating payables at beginning of year2010-12-31$3,630,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-16,576,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$525,726,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$542,302,000
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
Interest earned on other investments2010-12-31$13,000
Value of interest in common/collective trusts at end of year2010-12-31$96,351,000
Value of interest in common/collective trusts at beginning of year2010-12-31$102,248,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$12,512,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$442,214,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$469,109,000
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$50,701,000
Net investment gain or loss from common/collective trusts2010-12-31$1,601,000
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$114,542,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$180,812,000
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
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 name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN

2023: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALCATEL-LUCENT RETIREE WELFARE BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 1
Insurance contract or identification number509964
Number of Individuals Covered157
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $585,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700140-RET
Policy instance 8
Insurance contract or identification number0700140-RET
Number of Individuals Covered20292
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,502,986
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 number122636
Policy instance 2
Insurance contract or identification number122636
Number of Individuals Covered239
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $632,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 3
Insurance contract or identification number07368
Number of Individuals Covered195
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $494,076
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 number639
Policy instance 4
Insurance contract or identification number639
Number of Individuals Covered6
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,198
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 number35147
Policy instance 5
Insurance contract or identification number35147
Number of Individuals Covered303
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,174,855
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number11439
Policy instance 6
Insurance contract or identification number11439
Number of Individuals Covered309
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $183,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083G 190374G
Policy instance 7
Insurance contract or identification number95083G 190374G
Number of Individuals Covered57582
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $180,000
Total amount of fees paid to insurance companyUSD $533,946
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 7
Insurance contract or identification number2081
Number of Individuals Covered23
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $141,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 6
Insurance contract or identification number2204
Number of Individuals Covered42
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $141,892
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 5
Insurance contract or identification number8384
Number of Individuals Covered35
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $152,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 4
Insurance contract or identification number07368
Number of Individuals Covered206
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $537,707
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 number122636
Policy instance 3
Insurance contract or identification number122636
Number of Individuals Covered256
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $817,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 2
Insurance contract or identification number8800
Number of Individuals Covered41
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $208,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 1
Insurance contract or identification number509964
Number of Individuals Covered172
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $719,019
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 number639
Policy instance 8
Insurance contract or identification number639
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $43,570
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 number35147
Policy instance 9
Insurance contract or identification number35147
Number of Individuals Covered329
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,432,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number67-77087
Policy instance 10
Insurance contract or identification number67-77087
Number of Individuals Covered100
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $575,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number304356, 303931
Policy instance 17
Insurance contract or identification number304356, 303931
Number of Individuals Covered88
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $217,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract numberSEE BELOW*
Policy instance 16
Insurance contract or identification numberSEE BELOW*
Number of Individuals Covered47
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $22,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700140-RET
Policy instance 15
Insurance contract or identification number0700140-RET
Number of Individuals Covered21459
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,288,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 14
Insurance contract or identification number95083-G
Number of Individuals Covered61299
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $180,000
Total amount of fees paid to insurance companyUSD $781,059
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CHA HEALTH (National Association of Insurance Commissioners NAIC id number: 95158 )
Policy contract number311354, 311347
Policy instance 13
Insurance contract or identification number311354, 311347
Number of Individuals Covered79
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $149,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number11453
Policy instance 12
Insurance contract or identification number11453
Number of Individuals Covered381
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $246,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 11
Insurance contract or identification number142111
Number of Individuals Covered115
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $520,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 10
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 7
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95090 )
Policy contract number092027
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 6
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060406
Policy instance 5
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 4
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 3
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1102174000
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 12
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number67-77087
Policy instance 13
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 18
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number304356, 303931
Policy instance 23
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS028740
Policy instance 22
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract numberSEE BELOW*
Policy instance 21
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700140-RET
Policy instance 20
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS028740
Policy instance 19
CHA HEALTH (National Association of Insurance Commissioners NAIC id number: 95158 )
Policy contract number311354, 311347
Policy instance 17
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 16
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number11453
Policy instance 15
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 8
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 6
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060406
Policy instance 5
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 4
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 3
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number11021741001
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 12
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number67-77087
Policy instance 13
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95090 )
Policy contract number092027
Policy instance 1
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number304356, 303931
Policy instance 23
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS028740
Policy instance 22
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract numberSEE BELOW*
Policy instance 21
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700140-RET
Policy instance 20
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS028740
Policy instance 19
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 18
CHA HEALTH (National Association of Insurance Commissioners NAIC id number: 95158 )
Policy contract numberSEE BELOW*
Policy instance 17
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 16
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number11453
Policy instance 15
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 8
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 6
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060406
Policy instance 5
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 4
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 3
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number11021741001
Policy instance 2
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95090 )
Policy contract number092027
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 12
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number67-77087
Policy instance 13
HUMANA BENEFIT PLAN OF ILLINOIS, INC. (National Association of Insurance Commissioners NAIC id number: 60052 )
Policy contract number304356, 303931
Policy instance 23
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS028740
Policy instance 22
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract numberSEE BELOW*
Policy instance 21
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700140-RET
Policy instance 20
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS028740
Policy instance 19
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 18
CHA HEALTH (National Association of Insurance Commissioners NAIC id number: 95158 )
Policy contract numberSEE BELOW*
Policy instance 17
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 16
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number11453
Policy instance 15
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 9
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 7
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523,B73523
Policy instance 6
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060408,060406
Policy instance 5
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 4
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 3
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10093PD 000
Policy instance 2
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95434 )
Policy contract number092027
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 13
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 )
Policy contract number79-77087
Policy instance 14
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 26
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number67-77087
Policy instance 25
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number*SEE BELOW
Policy instance 24
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number*SEE BELOW
Policy instance 23
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700140-RET
Policy instance 22
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73525,B73524
Policy instance 21
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract number*SEE BELOW
Policy instance 20
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 19
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number*SEE BELOW
Policy instance 18
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 17
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number*SEE BELOW
Policy instance 16
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 15
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number* SEE BELOW
Policy instance 23
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number*SEE BELOW
Policy instance 18
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 13
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 )
Policy contract number67-77087
Policy instance 14
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 15
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number011453
Policy instance 16
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 17
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 19
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract number*SEE BELOW
Policy instance 20
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73525,B73524
Policy instance 21
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0700140-RET
Policy instance 22
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number*SEE BELOW
Policy instance 24
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH2001,R5287
Policy instance 25
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number67-77087
Policy instance 26
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 11
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95434 )
Policy contract number092027
Policy instance 1
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10093PD 000
Policy instance 2
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 3
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 4
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060408,060406
Policy instance 5
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523,B73523
Policy instance 6
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 9
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 10
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 16
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract numberB2941
Policy instance 19
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 18
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number011453
Policy instance 17
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 14
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 20
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS28740
Policy instance 21
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73525,B73524
Policy instance 22
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number* SEE BELOW
Policy instance 24
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number700140-RET
Policy instance 23
HUMANA ADVANTAGE CARE PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 10126 )
Policy contract numberH9248
Policy instance 25
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberSRSUP H1509
Policy instance 28
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 )
Policy contract number77087
Policy instance 27
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 12
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 11
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS28740
Policy instance 26
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number77087
Policy instance 15
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95434 )
Policy contract number092027
Policy instance 1
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number*SEE BELOW
Policy instance 2
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number*SEE BELOW
Policy instance 3
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 4
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 8
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523,B73523
Policy instance 7
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060408,060406
Policy instance 6
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 14
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 9
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523,B73523
Policy instance 8
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060406
Policy instance 7
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 6
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 5
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214424
Policy instance 4
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number*SEE BELOW
Policy instance 2
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10093PD 000
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 15
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number77087
Policy instance 16
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS28740
Policy instance 27
HUMANA ADVANTAGE CARE PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 10126 )
Policy contract numberH9248,D7825
Policy instance 26
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number* SEE BELOW
Policy instance 25
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 13
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number700140-RET
Policy instance 24
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73525,B73524
Policy instance 23
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS28740
Policy instance 22
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number95083-G
Policy instance 21
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95434 )
Policy contract number092027
Policy instance 1
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract numberB2941
Policy instance 20
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 19
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number011453
Policy instance 18
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 17
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH1509
Policy instance 28
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95434 )
Policy contract number092027
Policy instance 1
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 17
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number011453
Policy instance 18
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 19
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract numberB2941
Policy instance 20
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number98083-G
Policy instance 21
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS28740
Policy instance 22
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73525,B73524
Policy instance 23
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number700140-RET
Policy instance 24
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH1509
Policy instance 25
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract number* SEE BELOW
Policy instance 26
HUMANA ADVANTAGE CARE PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 10126 )
Policy contract numberH9248,D7825
Policy instance 27
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS28740
Policy instance 28
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 )
Policy contract number77087
Policy instance 16
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 15
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 14
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number*SEE BELOW
Policy instance 2
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10093PD 000
Policy instance 3
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214424
Policy instance 4
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 5
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 6
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060406
Policy instance 7
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523,B73523
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number07368
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 11
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 3
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95434 )
Policy contract number092027
Policy instance 2
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 1
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142111
Policy instance 7
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number060406
Policy instance 27
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 )
Policy contract number77087
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 5
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 28
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number11486
Policy instance 13
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214424
Policy instance 14
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number008102
Policy instance 15
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number7368
Policy instance 16
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 17
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract numberB2941,H9248
Policy instance 18
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 19
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number0AA27A003
Policy instance 20
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73525, B73524
Policy instance 21
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 22
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number700140-RET
Policy instance 23
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523 & B73523
Policy instance 24
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 25
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number950836,190374G
Policy instance 26
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 )
Policy contract numberP7004,P3540
Policy instance 12
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10093PD 000
Policy instance 8
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract numberUS28740
Policy instance 9
HUMANA ADVANTAGE CARE PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 10126 )
Policy contract numberR3176, R3891
Policy instance 10
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS28740
Policy instance 11
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH1509
Policy instance 6
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523 B73523
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number8384
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number2081
Policy instance 2
HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 95529 )
Policy contract number77087
Policy instance 10
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number2204
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number7368
Policy instance 24
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number639
Policy instance 9
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number142115
Policy instance 4
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214424
Policy instance 7
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number93587-2-G
Policy instance 6
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number700140-RET
Policy instance 8
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberH73523 & B73523
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number122636
Policy instance 13
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 )
Policy contract numberUS28740
Policy instance 14
HEALTH PARTNERS OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 95300 )
Policy contract number11453 11486
Policy instance 15
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract number60406
Policy instance 16
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number10093PD 000
Policy instance 17
UNITED HEALTHCARE OF OKLAHOMA (National Association of Insurance Commissioners NAIC id number: 96903 )
Policy contract number10785
Policy instance 18
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number8800
Policy instance 19
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract numberB2941
Policy instance 20
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95434 )
Policy contract number92027
Policy instance 21
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number0AA27A003
Policy instance 22
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35147
Policy instance 23
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberH0609 H1509
Policy instance 25
KEYSTONE HEALTH PLAN CENTRAL (National Association of Insurance Commissioners NAIC id number: 95199 )
Policy contract number509964
Policy instance 11

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