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SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 401k Plan overview

Plan NameSAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU
Plan identification number 501

SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

SAN DIEGO COUNTY TEAMSTERS - EMPLOYERS INSURANCE TRUST has sponsored the creation of one or more 401k plans.

Company Name:SAN DIEGO COUNTY TEAMSTERS - EMPLOYERS INSURANCE TRUST
Employer identification number (EIN):237243412
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01VICTOR TORRES2024-01-11 VICTOR TORRES2024-01-11
5012021-04-01VICTOR TORRES2023-01-12 VICTOR TORRES2023-01-12
5012020-04-01VICTOR TORRES2022-01-12 VICTOR TORRES2022-01-12
5012019-04-01VICTOR TORRES2021-01-12 VICTOR TORRES2021-01-12
5012018-04-01VICTOR TORRES2019-12-13 VICTOR TORRES2019-12-13
5012017-04-01
5012016-04-01
5012015-04-01
5012014-04-01
5012013-04-01
5012012-04-01VICTOR TORRES
5012011-04-01VICTOR TORRES
5012010-04-01VICTOR TORRES
5012009-04-01VICTOR TORRES

Plan Statistics for SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU

401k plan membership statisitcs for SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU

Measure Date Value
2022: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2022 401k membership
Total participants, beginning-of-year2022-04-011,956
Total number of active participants reported on line 7a of the Form 55002022-04-011,918
Number of retired or separated participants receiving benefits2022-04-0136
Total of all active and inactive participants2022-04-011,954
Number of employers contributing to the scheme2022-04-0137
2021: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2021 401k membership
Total participants, beginning-of-year2021-04-011,826
Total number of active participants reported on line 7a of the Form 55002021-04-011,925
Number of retired or separated participants receiving benefits2021-04-0131
Total of all active and inactive participants2021-04-011,956
Number of employers contributing to the scheme2021-04-0138
2020: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2020 401k membership
Total participants, beginning-of-year2020-04-012,125
Total number of active participants reported on line 7a of the Form 55002020-04-011,802
Number of retired or separated participants receiving benefits2020-04-0124
Total of all active and inactive participants2020-04-011,826
Number of employers contributing to the scheme2020-04-0141
2019: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2019 401k membership
Total participants, beginning-of-year2019-04-012,185
Total number of active participants reported on line 7a of the Form 55002019-04-012,123
Number of retired or separated participants receiving benefits2019-04-0132
Total of all active and inactive participants2019-04-012,155
Number of employers contributing to the scheme2019-04-0142
2018: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2018 401k membership
Total participants, beginning-of-year2018-04-012,206
Total number of active participants reported on line 7a of the Form 55002018-04-012,154
Number of retired or separated participants receiving benefits2018-04-0131
Total of all active and inactive participants2018-04-012,185
Number of employers contributing to the scheme2018-04-0142
2017: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2017 401k membership
Total participants, beginning-of-year2017-04-012,366
Total number of active participants reported on line 7a of the Form 55002017-04-012,181
Number of retired or separated participants receiving benefits2017-04-0125
Total of all active and inactive participants2017-04-012,206
Number of employers contributing to the scheme2017-04-0144
2016: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2016 401k membership
Total participants, beginning-of-year2016-04-012,456
Total number of active participants reported on line 7a of the Form 55002016-04-012,341
Number of retired or separated participants receiving benefits2016-04-0125
Total of all active and inactive participants2016-04-012,366
Number of employers contributing to the scheme2016-04-0144
2015: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2015 401k membership
Total participants, beginning-of-year2015-04-012,771
Total number of active participants reported on line 7a of the Form 55002015-04-012,431
Number of retired or separated participants receiving benefits2015-04-0125
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-012,456
Number of employers contributing to the scheme2015-04-0158
2014: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2014 401k membership
Total participants, beginning-of-year2014-04-012,674
Total number of active participants reported on line 7a of the Form 55002014-04-012,750
Number of retired or separated participants receiving benefits2014-04-0121
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-012,771
Number of employers contributing to the scheme2014-04-0148
2013: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2013 401k membership
Total participants, beginning-of-year2013-04-012,624
Total number of active participants reported on line 7a of the Form 55002013-04-012,644
Number of retired or separated participants receiving benefits2013-04-0130
Total of all active and inactive participants2013-04-012,674
Number of employers contributing to the scheme2013-04-0148
2012: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2012 401k membership
Total participants, beginning-of-year2012-04-012,672
Total number of active participants reported on line 7a of the Form 55002012-04-012,593
Number of retired or separated participants receiving benefits2012-04-0131
Total of all active and inactive participants2012-04-012,624
Number of employers contributing to the scheme2012-04-0153
2011: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2011 401k membership
Total participants, beginning-of-year2011-04-012,753
Total number of active participants reported on line 7a of the Form 55002011-04-012,634
Number of retired or separated participants receiving benefits2011-04-0138
Total of all active and inactive participants2011-04-012,672
Number of employers contributing to the scheme2011-04-0160
2010: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2010 401k membership
Total participants, beginning-of-year2010-04-012,856
Total number of active participants reported on line 7a of the Form 55002010-04-012,709
Number of retired or separated participants receiving benefits2010-04-0144
Total of all active and inactive participants2010-04-012,753
Number of employers contributing to the scheme2010-04-0162
2009: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2009 401k membership
Total participants, beginning-of-year2009-04-013,017
Total number of active participants reported on line 7a of the Form 55002009-04-012,816
Number of retired or separated participants receiving benefits2009-04-0140
Total of all active and inactive participants2009-04-012,856
Number of employers contributing to the scheme2009-04-0163

Financial Data on SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU

Measure Date Value
2023 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-304,628
Total unrealized appreciation/depreciation of assets2023-03-31$-304,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$5,370,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$4,846,201
Total income from all sources (including contributions)2023-03-31$28,325,177
Total loss/gain on sale of assets2023-03-31$-51,225
Total of all expenses incurred2023-03-31$27,355,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$26,592,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$28,233,510
Value of total assets at end of year2023-03-31$16,709,969
Value of total assets at beginning of year2023-03-31$15,215,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$762,833
Total interest from all sources2023-03-31$143,085
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$78,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$16,493
Administrative expenses professional fees incurred2023-03-31$129,119
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$1,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$42,810
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-03-31$412,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$158,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$309,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$473,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$377,915
Other income not declared elsewhere2023-03-31$244,679
Administrative expenses (other) incurred2023-03-31$176,076
Liabilities. Value of operating payables at end of year2023-03-31$90,320
Liabilities. Value of operating payables at beginning of year2023-03-31$73,864
Total non interest bearing cash at end of year2023-03-31$6,019,597
Total non interest bearing cash at beginning of year2023-03-31$5,312,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$969,367
Value of net assets at end of year (total assets less liabilities)2023-03-31$11,339,102
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$10,369,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$47,004
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$252,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$396,421
Interest earned on other investments2023-03-31$2,082
Income. Interest from US Government securities2023-03-31$44,198
Income. Interest from corporate debt instruments2023-03-31$92,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$312,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$16,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$16,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$4,755
Expenses. Payments to insurance carriers foe the provision of benefits2023-03-31$23,391,432
Asset value of US Government securities at end of year2023-03-31$3,382,425
Asset value of US Government securities at beginning of year2023-03-31$2,493,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-18,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$28,190,700
Employer contributions (assets) at end of year2023-03-31$2,503,100
Employer contributions (assets) at beginning of year2023-03-31$2,357,070
Income. Dividends from common stock2023-03-31$62,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$2,789,323
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$2,368,118
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$2,473,705
Contract administrator fees2023-03-31$410,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$1,713,455
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$1,856,935
Liabilities. Value of benefit claims payable at end of year2023-03-31$4,806,644
Liabilities. Value of benefit claims payable at beginning of year2023-03-31$4,394,422
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$729,374
Aggregate carrying amount (costs) on sale of assets2023-03-31$780,599
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2023-03-31542189926
2022 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-177,039
Total unrealized appreciation/depreciation of assets2022-03-31$-177,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$4,846,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$4,244,240
Total income from all sources (including contributions)2022-03-31$26,773,736
Total loss/gain on sale of assets2022-03-31$32,407
Total of all expenses incurred2022-03-31$25,726,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$25,002,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$26,339,895
Value of total assets at end of year2022-03-31$15,215,936
Value of total assets at beginning of year2022-03-31$13,566,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$723,875
Total interest from all sources2022-03-31$82,389
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$61,963
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$10,845
Administrative expenses professional fees incurred2022-03-31$122,513
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$39,153
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-03-31$572,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$309,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$301,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$377,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$366,505
Other income not declared elsewhere2022-03-31$440,493
Administrative expenses (other) incurred2022-03-31$147,146
Liabilities. Value of operating payables at end of year2022-03-31$73,864
Liabilities. Value of operating payables at beginning of year2022-03-31$56,242
Total non interest bearing cash at end of year2022-03-31$5,312,231
Total non interest bearing cash at beginning of year2022-03-31$3,615,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$1,047,603
Value of net assets at end of year (total assets less liabilities)2022-03-31$10,369,735
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$9,322,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$51,204
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$396,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$390,478
Interest earned on other investments2022-03-31$1,600
Income. Interest from US Government securities2022-03-31$1,732
Income. Interest from corporate debt instruments2022-03-31$78,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$16,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$543,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$543,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$72
Expenses. Payments to insurance carriers foe the provision of benefits2022-03-31$21,008,549
Asset value of US Government securities at end of year2022-03-31$2,493,120
Asset value of US Government securities at beginning of year2022-03-31$2,499,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$-6,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$26,300,742
Employer contributions (assets) at end of year2022-03-31$2,357,070
Employer contributions (assets) at beginning of year2022-03-31$2,359,243
Income. Dividends from common stock2022-03-31$51,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$3,420,780
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$2,473,705
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$2,452,995
Contract administrator fees2022-03-31$403,012
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$1,856,935
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$1,403,457
Liabilities. Value of benefit claims payable at end of year2022-03-31$4,394,422
Liabilities. Value of benefit claims payable at beginning of year2022-03-31$3,821,493
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$1,398,321
Aggregate carrying amount (costs) on sale of assets2022-03-31$1,365,914
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2022-03-31542189926
2021 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$758,950
Total unrealized appreciation/depreciation of assets2021-03-31$758,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$4,244,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$5,135,111
Total income from all sources (including contributions)2021-03-31$28,998,505
Total loss/gain on sale of assets2021-03-31$-101,774
Total of all expenses incurred2021-03-31$28,683,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$27,994,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$27,774,028
Value of total assets at end of year2021-03-31$13,566,372
Value of total assets at beginning of year2021-03-31$14,141,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$688,630
Total interest from all sources2021-03-31$118,581
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$54,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$16,110
Administrative expenses professional fees incurred2021-03-31$127,520
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$71,651
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-03-31$-1,251,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$301,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$439,676
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$366,505
Other income not declared elsewhere2021-03-31$374,340
Administrative expenses (other) incurred2021-03-31$125,425
Liabilities. Value of operating payables at end of year2021-03-31$56,242
Liabilities. Value of operating payables at beginning of year2021-03-31$62,125
Total non interest bearing cash at end of year2021-03-31$3,615,620
Total non interest bearing cash at beginning of year2021-03-31$4,377,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$315,431
Value of net assets at end of year (total assets less liabilities)2021-03-31$9,322,132
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$9,006,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$45,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$390,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$482,754
Interest earned on other investments2021-03-31$1,084
Income. Interest from US Government securities2021-03-31$26,663
Income. Interest from corporate debt instruments2021-03-31$78,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$543,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$787,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$787,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$12,552
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$25,472,735
Asset value of US Government securities at end of year2021-03-31$2,499,840
Asset value of US Government securities at beginning of year2021-03-31$2,499,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$20,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$27,702,377
Employer contributions (assets) at end of year2021-03-31$2,359,243
Employer contributions (assets) at beginning of year2021-03-31$2,841,099
Income. Dividends from common stock2021-03-31$37,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$3,773,202
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$2,452,995
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$2,020,104
Contract administrator fees2021-03-31$390,179
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$1,403,457
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$693,032
Liabilities. Value of benefit claims payable at end of year2021-03-31$3,821,493
Liabilities. Value of benefit claims payable at beginning of year2021-03-31$5,072,986
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$897,045
Aggregate carrying amount (costs) on sale of assets2021-03-31$998,819
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2021-03-31542189926
2020 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-220,872
Total unrealized appreciation/depreciation of assets2020-03-31$-220,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$5,135,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$4,709,616
Total income from all sources (including contributions)2020-03-31$30,565,626
Total loss/gain on sale of assets2020-03-31$-196,821
Total of all expenses incurred2020-03-31$30,849,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$30,162,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$30,158,267
Value of total assets at end of year2020-03-31$14,141,812
Value of total assets at beginning of year2020-03-31$14,000,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$687,612
Total interest from all sources2020-03-31$166,895
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$48,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$19,363
Administrative expenses professional fees incurred2020-03-31$126,015
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$58,752
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-03-31$379,780
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$439,676
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$248,081
Other income not declared elsewhere2020-03-31$633,674
Administrative expenses (other) incurred2020-03-31$139,200
Liabilities. Value of operating payables at end of year2020-03-31$62,125
Liabilities. Value of operating payables at beginning of year2020-03-31$16,410
Total non interest bearing cash at end of year2020-03-31$4,377,964
Total non interest bearing cash at beginning of year2020-03-31$4,477,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-284,237
Value of net assets at end of year (total assets less liabilities)2020-03-31$9,006,701
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$9,290,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$45,368
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$482,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$479,994
Interest earned on other investments2020-03-31$1,106
Income. Interest from US Government securities2020-03-31$53,407
Income. Interest from corporate debt instruments2020-03-31$102,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$787,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$148,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$148,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$10,181
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$25,702,399
Asset value of US Government securities at end of year2020-03-31$2,499,521
Asset value of US Government securities at beginning of year2020-03-31$2,487,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-23,918
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$30,099,515
Employer contributions (assets) at end of year2020-03-31$2,841,099
Employer contributions (assets) at beginning of year2020-03-31$2,525,343
Income. Dividends from common stock2020-03-31$29,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$4,080,072
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$2,020,104
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$3,235,327
Contract administrator fees2020-03-31$377,029
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$693,032
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$398,807
Liabilities. Value of benefit claims payable at end of year2020-03-31$5,072,986
Liabilities. Value of benefit claims payable at beginning of year2020-03-31$4,693,206
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$1,216,646
Aggregate carrying amount (costs) on sale of assets2020-03-31$1,413,467
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2020-03-31542189926
2019 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$11,807
Total unrealized appreciation/depreciation of assets2019-03-31$11,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$4,709,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$4,837,522
Total income from all sources (including contributions)2019-03-31$28,673,168
Total loss/gain on sale of assets2019-03-31$-78,225
Total of all expenses incurred2019-03-31$28,236,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$27,491,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$28,166,206
Value of total assets at end of year2019-03-31$14,000,554
Value of total assets at beginning of year2019-03-31$13,691,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$744,196
Total interest from all sources2019-03-31$139,761
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$36,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$18,954
Administrative expenses professional fees incurred2019-03-31$166,518
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,000,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$32,196
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-03-31$-126,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$248,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$245,601
Other income not declared elsewhere2019-03-31$399,131
Administrative expenses (other) incurred2019-03-31$163,919
Liabilities. Value of operating payables at end of year2019-03-31$16,410
Liabilities. Value of operating payables at beginning of year2019-03-31$17,644
Total non interest bearing cash at end of year2019-03-31$4,477,141
Total non interest bearing cash at beginning of year2019-03-31$4,923,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$437,049
Value of net assets at end of year (total assets less liabilities)2019-03-31$9,290,938
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$8,853,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$44,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$479,994
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$493,028
Interest earned on other investments2019-03-31$1,125
Income. Interest from US Government securities2019-03-31$17,569
Income. Interest from corporate debt instruments2019-03-31$113,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$148,395
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$2,217,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$2,217,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$7,331
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$23,471,020
Asset value of US Government securities at end of year2019-03-31$2,487,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-2,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$28,134,010
Employer contributions (assets) at end of year2019-03-31$2,525,343
Employer contributions (assets) at beginning of year2019-03-31$2,335,531
Income. Dividends from common stock2019-03-31$17,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$4,147,575
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$3,235,327
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$3,062,138
Contract administrator fees2019-03-31$369,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-03-31$398,807
Assets. Corporate common stocks other than exployer securities at beginning of year2019-03-31$414,612
Liabilities. Value of benefit claims payable at end of year2019-03-31$4,693,206
Liabilities. Value of benefit claims payable at beginning of year2019-03-31$4,819,878
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$748,045
Aggregate carrying amount (costs) on sale of assets2019-03-31$826,270
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31HENNINGFIELD & ASSOCIATES, INC
Accountancy firm EIN2019-03-31542189926
2018 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-105,961
Total unrealized appreciation/depreciation of assets2018-03-31$-105,961
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$4,837,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$4,449,767
Total income from all sources (including contributions)2018-03-31$27,331,110
Total loss/gain on sale of assets2018-03-31$-1,497
Total of all expenses incurred2018-03-31$26,619,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$25,928,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$26,975,513
Value of total assets at end of year2018-03-31$13,691,411
Value of total assets at beginning of year2018-03-31$12,591,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$690,514
Total interest from all sources2018-03-31$119,516
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$28,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$14,553
Administrative expenses professional fees incurred2018-03-31$114,161
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,000,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$20,941
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-03-31$412,311
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$245,601
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$200,255
Other income not declared elsewhere2018-03-31$322,367
Administrative expenses (other) incurred2018-03-31$173,123
Liabilities. Value of operating payables at end of year2018-03-31$17,644
Liabilities. Value of operating payables at beginning of year2018-03-31$42,200
Total non interest bearing cash at end of year2018-03-31$4,923,332
Total non interest bearing cash at beginning of year2018-03-31$4,822,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$712,002
Value of net assets at end of year (total assets less liabilities)2018-03-31$8,853,889
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$8,141,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$44,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$493,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$399,664
Interest earned on other investments2018-03-31$675
Income. Interest from corporate debt instruments2018-03-31$115,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$2,217,169
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$1,490,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$1,490,547
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$3,603
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$21,428,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$-6,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$26,954,572
Employer contributions (assets) at end of year2018-03-31$2,335,531
Employer contributions (assets) at beginning of year2018-03-31$2,369,421
Income. Dividends from common stock2018-03-31$13,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$4,088,265
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$3,062,138
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$2,971,043
Contract administrator fees2018-03-31$358,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$414,612
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$338,106
Liabilities. Value of benefit claims payable at end of year2018-03-31$4,819,878
Liabilities. Value of benefit claims payable at beginning of year2018-03-31$4,407,567
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$1,670,484
Aggregate carrying amount (costs) on sale of assets2018-03-31$1,671,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2018-03-31542189926
2017 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$304,947
Total unrealized appreciation/depreciation of assets2017-03-31$304,947
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$4,449,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$55,886
Total income from all sources (including contributions)2017-03-31$28,287,275
Total loss/gain on sale of assets2017-03-31$37,338
Total of all expenses incurred2017-03-31$30,374,112
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$29,634,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$27,467,343
Value of total assets at end of year2017-03-31$12,591,654
Value of total assets at beginning of year2017-03-31$10,284,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$739,292
Total interest from all sources2017-03-31$167,078
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$21,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$14,579
Administrative expenses professional fees incurred2017-03-31$132,866
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,000,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$60,814
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-03-31$4,407,567
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$200,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$18,784
Other income not declared elsewhere2017-03-31$286,240
Administrative expenses (other) incurred2017-03-31$189,312
Liabilities. Value of operating payables at end of year2017-03-31$42,200
Liabilities. Value of operating payables at beginning of year2017-03-31$55,886
Total non interest bearing cash at end of year2017-03-31$4,822,618
Total non interest bearing cash at beginning of year2017-03-31$3,187,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$-2,086,837
Value of net assets at end of year (total assets less liabilities)2017-03-31$8,141,887
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$10,228,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$41,874
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$399,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$2,805,328
Interest earned on other investments2017-03-31$686
Income. Interest from corporate debt instruments2017-03-31$165,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$1,490,547
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,936,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,936,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$1,239
Expenses. Payments to insurance carriers foe the provision of benefits2017-03-31$21,562,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$2,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$27,406,529
Employer contributions (assets) at end of year2017-03-31$2,369,421
Employer contributions (assets) at beginning of year2017-03-31$2,336,224
Income. Dividends from common stock2017-03-31$6,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$3,664,600
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$2,971,043
Contract administrator fees2017-03-31$375,240
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$338,106
Liabilities. Value of benefit claims payable at end of year2017-03-31$4,407,567
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$1,189,497
Aggregate carrying amount (costs) on sale of assets2017-03-31$1,152,159
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2017-03-31542189926
2016 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-354,325
Total unrealized appreciation/depreciation of assets2016-03-31$-354,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$55,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$20,968
Total income from all sources (including contributions)2016-03-31$26,616,978
Total of all expenses incurred2016-03-31$26,059,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$25,348,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$26,815,268
Value of total assets at end of year2016-03-31$10,284,610
Value of total assets at beginning of year2016-03-31$9,692,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$711,711
Total interest from all sources2016-03-31$137,442
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$18,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Administrative expenses professional fees incurred2016-03-31$146,616
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,000,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$58,098
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-03-31$4,009,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$18,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$17,481
Administrative expenses (other) incurred2016-03-31$152,594
Liabilities. Value of operating payables at end of year2016-03-31$55,886
Liabilities. Value of operating payables at beginning of year2016-03-31$20,968
Total non interest bearing cash at end of year2016-03-31$3,187,608
Total non interest bearing cash at beginning of year2016-03-31$2,377,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$557,080
Value of net assets at end of year (total assets less liabilities)2016-03-31$10,228,724
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$9,671,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$38,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$2,805,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$3,462,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,936,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$1,497,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$1,497,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$137,442
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$21,326,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$26,757,170
Employer contributions (assets) at end of year2016-03-31$2,336,224
Employer contributions (assets) at beginning of year2016-03-31$2,337,631
Income. Dividends from common stock2016-03-31$18,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$11,650
Contract administrator fees2016-03-31$373,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31CARNE, LAZARUS & GOLDBARG, LLP
Accountancy firm EIN2016-03-31330784506
2015 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$-382,223
Total unrealized appreciation/depreciation of assets2015-03-31$-382,223
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$20,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$21,996
Total income from all sources (including contributions)2015-03-31$26,362,447
Total of all expenses incurred2015-03-31$25,764,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$25,098,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$26,584,059
Value of total assets at end of year2015-03-31$9,692,612
Value of total assets at beginning of year2015-03-31$9,095,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$665,986
Total interest from all sources2015-03-31$148,944
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$11,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Administrative expenses professional fees incurred2015-03-31$109,291
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$76,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$17,481
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$19,711
Administrative expenses (other) incurred2015-03-31$148,719
Liabilities. Value of operating payables at end of year2015-03-31$20,968
Liabilities. Value of operating payables at beginning of year2015-03-31$21,996
Total non interest bearing cash at end of year2015-03-31$2,377,741
Total non interest bearing cash at beginning of year2015-03-31$1,635,184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$597,930
Value of net assets at end of year (total assets less liabilities)2015-03-31$9,671,644
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$9,073,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$41,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$3,462,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$2,801,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$1,497,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$2,423,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$2,423,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$148,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$26,507,853
Employer contributions (assets) at end of year2015-03-31$2,337,631
Employer contributions (assets) at beginning of year2015-03-31$2,216,000
Income. Dividends from common stock2015-03-31$11,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$25,098,531
Contract administrator fees2015-03-31$366,128
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31CARNE, LAZARUS, & GOLDBARG, LLP
Accountancy firm EIN2015-03-31330784506
2014 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$100,413
Total unrealized appreciation/depreciation of assets2014-03-31$100,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$21,996
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$71,806
Total income from all sources (including contributions)2014-03-31$24,883,521
Total of all expenses incurred2014-03-31$24,236,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$23,571,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$24,662,671
Value of total assets at end of year2014-03-31$9,095,710
Value of total assets at beginning of year2014-03-31$8,498,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$665,223
Total interest from all sources2014-03-31$107,618
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$12,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Administrative expenses professional fees incurred2014-03-31$127,648
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$150,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$19,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$14,250
Administrative expenses (other) incurred2014-03-31$134,187
Liabilities. Value of operating payables at end of year2014-03-31$21,996
Liabilities. Value of operating payables at beginning of year2014-03-31$71,806
Total non interest bearing cash at end of year2014-03-31$1,635,184
Total non interest bearing cash at beginning of year2014-03-31$1,521,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$646,952
Value of net assets at end of year (total assets less liabilities)2014-03-31$9,073,714
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$8,426,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$41,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$2,801,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$3,034,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$2,423,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$2,011,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$2,011,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$107,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$24,511,859
Employer contributions (assets) at end of year2014-03-31$2,216,000
Employer contributions (assets) at beginning of year2014-03-31$1,916,000
Income. Dividends from common stock2014-03-31$12,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$23,571,346
Contract administrator fees2014-03-31$362,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31CARNE, LAZARUS & GOLDBARG, LLP
Accountancy firm EIN2014-03-31330784506
2013 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$-46,557
Total unrealized appreciation/depreciation of assets2013-03-31$-46,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$71,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$341,684
Total income from all sources (including contributions)2013-03-31$22,389,349
Total of all expenses incurred2013-03-31$21,786,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$21,136,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$22,315,467
Value of total assets at end of year2013-03-31$8,498,568
Value of total assets at beginning of year2013-03-31$8,166,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$650,948
Total interest from all sources2013-03-31$117,544
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$2,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Administrative expenses professional fees incurred2013-03-31$109,490
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$209,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$14,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$17,405
Administrative expenses (other) incurred2013-03-31$141,548
Liabilities. Value of operating payables at end of year2013-03-31$71,806
Liabilities. Value of operating payables at beginning of year2013-03-31$341,684
Total non interest bearing cash at end of year2013-03-31$1,521,762
Total non interest bearing cash at beginning of year2013-03-31$129,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$602,401
Value of net assets at end of year (total assets less liabilities)2013-03-31$8,426,762
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$7,824,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$41,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$3,034,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$3,120,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$2,011,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,893,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,893,944
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$117,544
Asset value of US Government securities at end of year2013-03-31$0
Asset value of US Government securities at beginning of year2013-03-31$1,001,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$22,105,750
Employer contributions (assets) at end of year2013-03-31$1,916,000
Employer contributions (assets) at beginning of year2013-03-31$2,003,000
Income. Dividends from common stock2013-03-31$2,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$21,136,000
Contract administrator fees2013-03-31$358,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31CARNE, LAZARUS & GOLDBARG, LLP
Accountancy firm EIN2013-03-31330784506
2012 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$-255,743
Total unrealized appreciation/depreciation of assets2012-03-31$-255,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$341,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$8,130
Total income from all sources (including contributions)2012-03-31$20,987,279
Total of all expenses incurred2012-03-31$21,396,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$20,802,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$21,099,331
Value of total assets at end of year2012-03-31$8,166,045
Value of total assets at beginning of year2012-03-31$8,242,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$594,736
Total interest from all sources2012-03-31$128,283
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$6,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$79,658
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$850,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$208,259
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$17,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$26,473
Other income not declared elsewhere2012-03-31$9,011
Administrative expenses (other) incurred2012-03-31$121,671
Liabilities. Value of operating payables at end of year2012-03-31$341,684
Liabilities. Value of operating payables at beginning of year2012-03-31$8,130
Total non interest bearing cash at end of year2012-03-31$129,828
Total non interest bearing cash at beginning of year2012-03-31$209,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-409,567
Value of net assets at end of year (total assets less liabilities)2012-03-31$7,824,361
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$8,233,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$43,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$3,120,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$3,022,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,893,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$2,656,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$2,656,520
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$128,283
Asset value of US Government securities at end of year2012-03-31$1,001,427
Asset value of US Government securities at beginning of year2012-03-31$623,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$20,891,072
Employer contributions (assets) at end of year2012-03-31$2,003,000
Employer contributions (assets) at beginning of year2012-03-31$1,704,000
Income. Dividends from common stock2012-03-31$6,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$20,802,110
Contract administrator fees2012-03-31$349,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31CARNE, LAZARUS & GOLDBARG, LLP
Accountancy firm EIN2012-03-31330784506
2011 : SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$177,419
Total unrealized appreciation/depreciation of assets2011-03-31$177,419
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$8,130
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$56,122
Total income from all sources (including contributions)2011-03-31$20,693,020
Total of all expenses incurred2011-03-31$20,591,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$19,975,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$20,371,256
Value of total assets at end of year2011-03-31$8,242,058
Value of total assets at beginning of year2011-03-31$8,188,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$615,900
Total interest from all sources2011-03-31$138,881
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$5,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Administrative expenses professional fees incurred2011-03-31$86,070
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$850,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$239,924
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$26,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$44,550
Other income not declared elsewhere2011-03-31$139
Administrative expenses (other) incurred2011-03-31$119,585
Liabilities. Value of operating payables at end of year2011-03-31$8,130
Liabilities. Value of operating payables at beginning of year2011-03-31$56,122
Total non interest bearing cash at end of year2011-03-31$209,129
Total non interest bearing cash at beginning of year2011-03-31$96,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$101,417
Value of net assets at end of year (total assets less liabilities)2011-03-31$8,233,928
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$8,132,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$45,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$3,022,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$3,281,760
Income. Interest from US Government securities2011-03-31$92
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$2,656,520
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$2,121,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$2,121,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$138,789
Asset value of US Government securities at end of year2011-03-31$623,268
Asset value of US Government securities at beginning of year2011-03-31$867,581
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$20,131,332
Employer contributions (assets) at end of year2011-03-31$1,704,000
Employer contributions (assets) at beginning of year2011-03-31$1,776,000
Income. Dividends from common stock2011-03-31$5,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$19,975,703
Contract administrator fees2011-03-31$364,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31MCKAY, CARNE, LAZARUS & GOLDBARG
Accountancy firm EIN2011-03-31330784506

Form 5500 Responses for SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU

2022: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2010: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement - TrustYes
2009: SAN DIEGO COUNTY TEAMSTERS-EMPLOYERS INSURANCE TRU 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number104237
Policy instance 2
Insurance contract or identification number104237
Number of Individuals Covered2197
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,208,469
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 number0838944
Policy instance 1
Insurance contract or identification number0838944
Number of Individuals Covered439
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,892,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SHARP HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number1002141
Policy instance 8
Insurance contract or identification number1002141
Number of Individuals Covered918
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,403,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 3
Insurance contract or identification number2014A876
Number of Individuals Covered32
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,345
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C4291
Policy instance 4
Insurance contract or identification numberG-3002/C4291
Number of Individuals Covered1968
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $20,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 5
Insurance contract or identification number4877
Number of Individuals Covered338
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2637
Policy instance 6
Insurance contract or identification number2637
Number of Individuals Covered670
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $127,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00403800
Policy instance 7
Insurance contract or identification number00403800
Number of Individuals Covered1375
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $127,310
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 number0838944
Policy instance 1
Insurance contract or identification number0838944
Number of Individuals Covered409
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,788,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered0
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,487
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: 0000 )
Policy contract number104237
Policy instance 3
Insurance contract or identification number104237
Number of Individuals Covered2185
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,943,622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 4
Insurance contract or identification number2014A876
Number of Individuals Covered40
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 6
Insurance contract or identification number4877
Number of Individuals Covered840
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2638
Policy instance 7
Insurance contract or identification number2638
Number of Individuals Covered297
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $123,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00403800
Policy instance 8
Insurance contract or identification number00403800
Number of Individuals Covered1386
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $165,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SHARP HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number1002141
Policy instance 9
Insurance contract or identification number1002141
Number of Individuals Covered1059
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,435,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C4291
Policy instance 5
Insurance contract or identification numberG-3002/C4291
Number of Individuals Covered1790
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $16,733
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 number0838944
Policy instance 1
Insurance contract or identification number0838944
Number of Individuals Covered200
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,662,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00403800
Policy instance 8
Insurance contract or identification number00403800
Number of Individuals Covered1356
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $159,664
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: 0000 )
Policy contract number104237
Policy instance 3
Insurance contract or identification number104237
Number of Individuals Covered2544
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,038,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 4
Insurance contract or identification number2014A876
Number of Individuals Covered19
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C4291
Policy instance 5
Insurance contract or identification numberG-3002/C4291
Number of Individuals Covered1602
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $21,386
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 6
Insurance contract or identification number4877
Number of Individuals Covered908
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2638
Policy instance 7
Insurance contract or identification number2638
Number of Individuals Covered322
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SHARP HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number1002141
Policy instance 9
Insurance contract or identification number1002141
Number of Individuals Covered960
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,304,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered123
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,461,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 6
Insurance contract or identification number4877
Number of Individuals Covered439
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2638
Policy instance 7
Insurance contract or identification number2638
Number of Individuals Covered416
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $168,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C4291
Policy instance 5
Insurance contract or identification numberG-3002/C4291
Number of Individuals Covered1802
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 4
Insurance contract or identification number2014A876
Number of Individuals Covered22
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,542
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: 0000 )
Policy contract number104237
Policy instance 3
Insurance contract or identification number104237
Number of Individuals Covered2661
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,294,236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered201
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,976,663
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 number0838944
Policy instance 1
Insurance contract or identification number0838944
Number of Individuals Covered448
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,147,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00403800
Policy instance 8
Insurance contract or identification number00403800
Number of Individuals Covered1585
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $172,538
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 number0838944
Policy instance 1
Insurance contract or identification number0838944
Number of Individuals Covered429
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,781,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00403800
Policy instance 8
Insurance contract or identification number00403800
Number of Individuals Covered1524
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,817,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2638
Policy instance 7
Insurance contract or identification number2638
Number of Individuals Covered982
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $173,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 6
Insurance contract or identification number4877
Number of Individuals Covered1148
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C4291
Policy instance 5
Insurance contract or identification numberG-3002/C4291
Number of Individuals Covered1805
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $23,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 4
Insurance contract or identification number2014A876
Number of Individuals Covered26
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,129
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: 0000 )
Policy contract number104237
Policy instance 3
Insurance contract or identification number104237
Number of Individuals Covered2804
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,928,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered549
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,186,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00403800
Policy instance 8
Insurance contract or identification number00403800
Number of Individuals Covered1476
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $200,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2638
Policy instance 7
Insurance contract or identification number2638
Number of Individuals Covered1133
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $178,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 6
Insurance contract or identification number4877
Number of Individuals Covered1147
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C4291
Policy instance 5
Insurance contract or identification numberG-3002/C4291
Number of Individuals Covered1829
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $21,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 4
Insurance contract or identification number2014A876
Number of Individuals Covered32
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,859
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: 0000 )
Policy contract number104237
Policy instance 3
Insurance contract or identification number104237
Number of Individuals Covered2776
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,749,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered552
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,272,257
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 number0838944
Policy instance 1
Insurance contract or identification number0838944
Number of Individuals Covered435
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,685,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 8
Insurance contract or identification number2014A876
Number of Individuals Covered7
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 7
Insurance contract or identification numberVARIOUS
Number of Individuals Covered566
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,652,790
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 number0838944
Policy instance 6
Insurance contract or identification number0838944
Number of Individuals Covered162
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,349,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C-4291
Policy instance 1
Insurance contract or identification numberG-3002/C-4291
Number of Individuals Covered1794
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $26,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 5
Insurance contract or identification number4877
Number of Individuals Covered324
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2080
Policy instance 4
Insurance contract or identification number2080
Number of Individuals Covered584
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $235,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number845743
Policy instance 3
Insurance contract or identification number845743
Number of Individuals Covered1795
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $26,293
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: 0000 )
Policy contract number104237
Policy instance 2
Insurance contract or identification number104237
Number of Individuals Covered1006
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,947,442
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 number0838944
Policy instance 7
Insurance contract or identification number0838944
Number of Individuals Covered433
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,712,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number403800
Policy instance 6
Insurance contract or identification number403800
Number of Individuals Covered1774
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $253,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 5
Insurance contract or identification number4877
Number of Individuals Covered336
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,943
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2080
Policy instance 4
Insurance contract or identification number2080
Number of Individuals Covered623
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $259,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number845743
Policy instance 3
Insurance contract or identification number845743
Number of Individuals Covered1744
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $32,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 9
Insurance contract or identification number2014A876
Number of Individuals Covered4
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C-4291
Policy instance 1
Insurance contract or identification numberG-3002/C-4291
Number of Individuals Covered1742
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $28,528
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: 0000 )
Policy contract number104237
Policy instance 2
Insurance contract or identification number104237
Number of Individuals Covered975
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,634,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberL5632A
Policy instance 8
Insurance contract or identification numberL5632A
Number of Individuals Covered565
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,900,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MEDIEXCEL HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15347 )
Policy contract number2014A876
Policy instance 9
Insurance contract or identification number2014A876
Number of Individuals Covered4
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberL5632A
Policy instance 8
Insurance contract or identification numberL5632A
Number of Individuals Covered553
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,727,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number4877
Policy instance 5
Insurance contract or identification number4877
Number of Individuals Covered336
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2080
Policy instance 4
Insurance contract or identification number2080
Number of Individuals Covered623
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $237,176
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: 0000 )
Policy contract number104237
Policy instance 2
Insurance contract or identification number104237
Number of Individuals Covered975
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,366,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C-4291
Policy instance 1
Insurance contract or identification numberG-3002/C-4291
Number of Individuals Covered1742
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number403800
Policy instance 6
Insurance contract or identification number403800
Number of Individuals Covered1774
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $262,541
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: 0000 )
Policy contract number104237
Policy instance 2
Insurance contract or identification number104237
Number of Individuals Covered2400
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,299,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number845743
Policy instance 3
Insurance contract or identification number845743
Number of Individuals Covered1631
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $43,402
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2080
Policy instance 4
Insurance contract or identification number2080
Number of Individuals Covered625
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $256,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number211404
Policy instance 5
Insurance contract or identification number211404
Number of Individuals Covered420
Insurance policy start date2011-03-01
Insurance policy end date2012-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number403800
Policy instance 6
Insurance contract or identification number403800
Number of Individuals Covered1726
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $241,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number
Policy instance 8
Number of Individuals Covered562
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,080,875
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 number838944
Policy instance 7
Insurance contract or identification number838944
Number of Individuals Covered399
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,087,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C-4291
Policy instance 1
Insurance contract or identification numberG-3002/C-4291
Number of Individuals Covered1702
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $23,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2080
Policy instance 4
Insurance contract or identification number2080
Number of Individuals Covered678
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $251,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number845743
Policy instance 3
Insurance contract or identification number845743
Number of Individuals Covered1786
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $40,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3330098
Policy instance 7
Insurance contract or identification number3330098
Number of Individuals Covered3350
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,680,857
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number403800
Policy instance 6
Insurance contract or identification number403800
Number of Individuals Covered1684
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $577,722
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number211404
Policy instance 5
Insurance contract or identification number211404
Number of Individuals Covered420
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,708
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: 0000 )
Policy contract number104237
Policy instance 2
Insurance contract or identification number104237
Number of Individuals Covered993
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,633,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C-4291
Policy instance 1
Insurance contract or identification numberG-3002/C-4291
Number of Individuals Covered1692
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $26,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG-3002/C-4291
Policy instance 1
Insurance contract or identification numberG-3002/C-4291
Number of Individuals Covered1788
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $29,791
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: 0000 )
Policy contract number104237
Policy instance 2
Insurance contract or identification number104237
Number of Individuals Covered2540
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,354,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number845743
Policy instance 3
Insurance contract or identification number845743
Number of Individuals Covered1849
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $46,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number211404
Policy instance 5
Insurance contract or identification number211404
Number of Individuals Covered414
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,963
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN DENTAL SERVICES INC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2080
Policy instance 4
Insurance contract or identification number2080
Number of Individuals Covered766
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $273,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number403800
Policy instance 6
Insurance contract or identification number403800
Number of Individuals Covered1695
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $233,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3330098
Policy instance 7
Insurance contract or identification number3330098
Number of Individuals Covered3427
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,851,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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