UNITE HERE HEALTH has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2024 : UNITE HERE HEALTH 2024 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2024-03-31 | $-4,279,095 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2024-03-31 | $-2,400,072 |
| Total unrealized appreciation/depreciation of assets | 2024-03-31 | $-6,679,167 |
| Total transfer of assets to this plan | 2024-03-31 | $3,181,009 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-03-31 | $373,426,295 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2024-03-31 | $258,830,890 |
| Total income from all sources (including contributions) | 2024-03-31 | $1,367,059,414 |
| Total loss/gain on sale of assets | 2024-03-31 | $-411,002 |
| Total of all expenses incurred | 2024-03-31 | $1,199,557,770 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-03-31 | $1,093,028,375 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-03-31 | $1,319,888,286 |
| Value of total assets at end of year | 2024-03-31 | $1,264,134,589 |
| Value of total assets at beginning of year | 2024-03-31 | $978,856,531 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-03-31 | $106,529,395 |
| Total income from rents | 2024-03-31 | $122,360 |
| Total interest from all sources | 2024-03-31 | $4,637,667 |
| Total dividends received (eg from common stock, registered investment company shares) | 2024-03-31 | $15,350,406 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2024-03-31 | $15,350,406 |
| Assets. Real estate other than employer real property at end of year | 2024-03-31 | $54,869,840 |
| Assets. Real estate other than employer real property at beginning of year | 2024-03-31 | $58,968,548 |
| Was this plan covered by a fidelity bond | 2024-03-31 | Yes |
| Value of fidelity bond cover | 2024-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2024-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2024-03-31 | No |
| Contributions received from participants | 2024-03-31 | $28,885,494 |
| Participant contributions at end of year | 2024-03-31 | $2,643,499 |
| Participant contributions at beginning of year | 2024-03-31 | $2,486,115 |
| Assets. Other investments not covered elsewhere at end of year | 2024-03-31 | $50,885,203 |
| Assets. Other investments not covered elsewhere at beginning of year | 2024-03-31 | $44,365,953 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2024-03-31 | $277,347,517 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2024-03-31 | $26,846,068 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2024-03-31 | $23,169,873 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2024-03-31 | $153,589,803 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2024-03-31 | $60,018,765 |
| Other income not declared elsewhere | 2024-03-31 | $14,182,909 |
| Administrative expenses (other) incurred | 2024-03-31 | $30,792,612 |
| Liabilities. Value of operating payables at end of year | 2024-03-31 | $20,280,049 |
| Liabilities. Value of operating payables at beginning of year | 2024-03-31 | $13,266,851 |
| Total non interest bearing cash at end of year | 2024-03-31 | $118,376,527 |
| Total non interest bearing cash at beginning of year | 2024-03-31 | $70,184,465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-03-31 | No |
| Value of net income/loss | 2024-03-31 | $167,501,644 |
| Value of net assets at end of year (total assets less liabilities) | 2024-03-31 | $890,708,294 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-03-31 | $720,025,641 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2024-03-31 | $49,037,067 |
| Assets. partnership/joint venture interests at beginning of year | 2024-03-31 | $58,419,690 |
| Investment advisory and management fees | 2024-03-31 | $1,785,426 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2024-03-31 | $431,803,171 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2024-03-31 | $277,264,776 |
| Interest earned on other investments | 2024-03-31 | $64,558 |
| Income. Interest from US Government securities | 2024-03-31 | $1,966,702 |
| Income. Interest from corporate debt instruments | 2024-03-31 | $2,549,317 |
| Value of interest in common/collective trusts at end of year | 2024-03-31 | $144,336,186 |
| Value of interest in common/collective trusts at beginning of year | 2024-03-31 | $152,600,311 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2024-03-31 | $57,090 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2024-03-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2024-03-31 | $38,697,928 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2024-03-31 | $66,080,604 |
| Asset value of US Government securities at end of year | 2024-03-31 | $83,355,934 |
| Asset value of US Government securities at beginning of year | 2024-03-31 | $76,000,646 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2024-03-31 | $-3,409,411 |
| Net investment gain or loss from common/collective trusts | 2024-03-31 | $23,983,924 |
| Net gain/loss from 103.12 investment entities | 2024-03-31 | $-606,558 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2024-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2024-03-31 | No |
| Contributions received in cash from employer | 2024-03-31 | $1,291,002,792 |
| Employer contributions (assets) at end of year | 2024-03-31 | $102,392,985 |
| Employer contributions (assets) at beginning of year | 2024-03-31 | $91,271,156 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2024-03-31 | $749,600,254 |
| Asset. Corporate debt instrument preferred debt at end of year | 2024-03-31 | $568,878 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2024-03-31 | $576,802 |
| Asset. Corporate debt instrument debt (other) at end of year | 2024-03-31 | $80,191,338 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2024-03-31 | $58,072,982 |
| Contract administrator fees | 2024-03-31 | $16,119,690 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2024-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2024-03-31 | $199,556,443 |
| Liabilities. Value of benefit claims payable at beginning of year | 2024-03-31 | $185,545,274 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2024-03-31 | $118,827,893 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2024-03-31 | $26,777,286 |
| Did the plan have assets held for investment | 2024-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-03-31 | No |
| Aggregate proceeds on sale of assets | 2024-03-31 | $208,783,447 |
| Aggregate carrying amount (costs) on sale of assets | 2024-03-31 | $209,194,449 |
| Opinion of an independent qualified public accountant for this plan | 2024-03-31 | Unqualified |
| Accountancy firm name | 2024-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2024-03-31 | 300510353 |
| 2023 : UNITE HERE HEALTH 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2023-03-31 | $-53,266 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-980,078 |
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-1,033,344 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $258,830,890 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $213,902,539 |
| Total income from all sources (including contributions) | 2023-03-31 | $1,150,296,440 |
| Total loss/gain on sale of assets | 2023-03-31 | $-11,064,189 |
| Total of all expenses incurred | 2023-03-31 | $1,101,880,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $1,004,191,621 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $1,164,525,393 |
| Value of total assets at end of year | 2023-03-31 | $978,856,531 |
| Value of total assets at beginning of year | 2023-03-31 | $885,512,521 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $97,689,160 |
| Total income from rents | 2023-03-31 | $123,390 |
| Total interest from all sources | 2023-03-31 | $3,405,982 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $10,199,052 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $10,199,052 |
| Assets. Real estate other than employer real property at end of year | 2023-03-31 | $58,968,548 |
| Assets. Real estate other than employer real property at beginning of year | 2023-03-31 | $69,289,592 |
| Administrative expenses professional fees incurred | 2023-03-31 | $3,619,889 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Contributions received from participants | 2023-03-31 | $27,559,607 |
| Participant contributions at end of year | 2023-03-31 | $2,486,115 |
| Participant contributions at beginning of year | 2023-03-31 | $3,528,989 |
| Assets. Other investments not covered elsewhere at end of year | 2023-03-31 | $44,365,953 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-03-31 | $4,057,718 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-03-31 | $242,001,317 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $23,169,873 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $17,487,469 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-03-31 | $60,018,765 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-03-31 | $43,095,517 |
| Other income not declared elsewhere | 2023-03-31 | $13,789,773 |
| Administrative expenses (other) incurred | 2023-03-31 | $76,140,232 |
| Liabilities. Value of operating payables at end of year | 2023-03-31 | $13,266,851 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-31 | $10,230,132 |
| Total non interest bearing cash at end of year | 2023-03-31 | $70,184,465 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $66,209,622 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $48,415,659 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $720,025,641 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $671,609,982 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-03-31 | $58,419,690 |
| Assets. partnership/joint venture interests at beginning of year | 2023-03-31 | $59,677,489 |
| Investment advisory and management fees | 2023-03-31 | $1,686,551 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $277,264,776 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $273,871,154 |
| Interest earned on other investments | 2023-03-31 | $63,155 |
| Income. Interest from US Government securities | 2023-03-31 | $1,102,117 |
| Income. Interest from corporate debt instruments | 2023-03-31 | $2,190,299 |
| Value of interest in common/collective trusts at end of year | 2023-03-31 | $152,600,311 |
| Value of interest in common/collective trusts at beginning of year | 2023-03-31 | $135,826,269 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $451,171 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $451,171 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $50,411 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2023-03-31 | $38,697,928 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-03-31 | $32,511,847 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $59,312,118 |
| Asset value of US Government securities at end of year | 2023-03-31 | $76,000,646 |
| Asset value of US Government securities at beginning of year | 2023-03-31 | $82,958,906 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-20,845,356 |
| Net investment gain or loss from common/collective trusts | 2023-03-31 | $-7,653,597 |
| Net gain/loss from 103.12 investment entities | 2023-03-31 | $-1,150,664 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $1,136,965,786 |
| Employer contributions (assets) at end of year | 2023-03-31 | $91,271,156 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $69,572,907 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-03-31 | $702,878,186 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-03-31 | $576,802 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-03-31 | $969,390 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-03-31 | $58,072,982 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-03-31 | $61,470,021 |
| Contract administrator fees | 2023-03-31 | $16,242,488 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-03-31 | $185,545,274 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $160,576,890 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-03-31 | $26,777,286 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-03-31 | $7,629,977 |
| Did the plan have assets held for investment | 2023-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Aggregate proceeds on sale of assets | 2023-03-31 | $328,090,760 |
| Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $339,154,949 |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2023-03-31 | 300510353 |
| 2022 : UNITE HERE HEALTH 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2022-03-31 | $6,247,982 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $2,245,160 |
| Total unrealized appreciation/depreciation of assets | 2022-03-31 | $8,493,142 |
| Total transfer of assets to this plan | 2022-03-31 | $8,937,995 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $213,902,539 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $210,520,499 |
| Total income from all sources (including contributions) | 2022-03-31 | $1,134,447,097 |
| Total loss/gain on sale of assets | 2022-03-31 | $-2,007,529 |
| Total of all expenses incurred | 2022-03-31 | $1,024,086,008 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $938,882,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $885,535,287 |
| Value of total assets at end of year | 2022-03-31 | $885,512,521 |
| Value of total assets at beginning of year | 2022-03-31 | $762,831,397 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $85,203,342 |
| Total income from rents | 2022-03-31 | $105,496 |
| Total interest from all sources | 2022-03-31 | $2,670,907 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $3,228,722 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $3,228,722 |
| Assets. Real estate other than employer real property at end of year | 2022-03-31 | $69,289,592 |
| Assets. Real estate other than employer real property at beginning of year | 2022-03-31 | $59,651,459 |
| Administrative expenses professional fees incurred | 2022-03-31 | $3,611,276 |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Contributions received from participants | 2022-03-31 | $23,160,650 |
| Participant contributions at end of year | 2022-03-31 | $3,528,989 |
| Participant contributions at beginning of year | 2022-03-31 | $1,265,507 |
| Assets. Other investments not covered elsewhere at end of year | 2022-03-31 | $4,057,718 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-03-31 | $58,820,247 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-03-31 | $219,063,599 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $17,487,469 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $15,490,780 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-03-31 | $43,095,517 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-03-31 | $38,396,842 |
| Other income not declared elsewhere | 2022-03-31 | $242,515,312 |
| Administrative expenses (other) incurred | 2022-03-31 | $66,171,846 |
| Liabilities. Value of operating payables at end of year | 2022-03-31 | $10,230,132 |
| Liabilities. Value of operating payables at beginning of year | 2022-03-31 | $9,437,714 |
| Total non interest bearing cash at end of year | 2022-03-31 | $66,209,622 |
| Total non interest bearing cash at beginning of year | 2022-03-31 | $101,520,325 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $110,361,089 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $671,609,982 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $552,310,898 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-03-31 | $59,677,489 |
| Assets. partnership/joint venture interests at beginning of year | 2022-03-31 | $48,168,794 |
| Investment advisory and management fees | 2022-03-31 | $1,588,982 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $273,871,154 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $158,053,257 |
| Interest earned on other investments | 2022-03-31 | $253,846 |
| Income. Interest from US Government securities | 2022-03-31 | $900,793 |
| Income. Interest from corporate debt instruments | 2022-03-31 | $1,427,843 |
| Value of interest in common/collective trusts at end of year | 2022-03-31 | $135,826,269 |
| Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $143,107,075 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $451,171 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $11,662,113 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $11,662,113 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $88,425 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-03-31 | $32,511,847 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-03-31 | $37,844,737 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $63,344,131 |
| Asset value of US Government securities at end of year | 2022-03-31 | $82,958,906 |
| Asset value of US Government securities at beginning of year | 2022-03-31 | $41,889,941 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-14,399,869 |
| Net investment gain or loss from common/collective trusts | 2022-03-31 | $9,138,519 |
| Net gain/loss from 103.12 investment entities | 2022-03-31 | $-832,890 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $862,374,637 |
| Employer contributions (assets) at end of year | 2022-03-31 | $69,572,907 |
| Employer contributions (assets) at beginning of year | 2022-03-31 | $37,475,366 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $656,474,936 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-03-31 | $969,390 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-03-31 | $61,470,021 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-03-31 | $37,785,755 |
| Contract administrator fees | 2022-03-31 | $13,831,238 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-03-31 | $160,576,890 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-03-31 | $162,685,943 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-03-31 | $7,629,977 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-03-31 | $10,096,041 |
| Did the plan have assets held for investment | 2022-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Aggregate proceeds on sale of assets | 2022-03-31 | $117,828,466 |
| Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $119,835,995 |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2022-03-31 | 300510353 |
| 2021 : UNITE HERE HEALTH 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2021-03-31 | $4,472,986 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $10,153,096 |
| Total unrealized appreciation/depreciation of assets | 2021-03-31 | $14,626,082 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $210,520,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $162,068,023 |
| Total income from all sources (including contributions) | 2021-03-31 | $734,356,641 |
| Total loss/gain on sale of assets | 2021-03-31 | $14,228,771 |
| Total of all expenses incurred | 2021-03-31 | $1,107,144,287 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $1,013,588,183 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $617,611,622 |
| Value of total assets at end of year | 2021-03-31 | $762,831,397 |
| Value of total assets at beginning of year | 2021-03-31 | $1,087,166,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $93,556,104 |
| Total income from rents | 2021-03-31 | $67,166 |
| Total interest from all sources | 2021-03-31 | $6,152,252 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $4,543,793 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $4,543,793 |
| Assets. Real estate other than employer real property at end of year | 2021-03-31 | $59,651,459 |
| Assets. Real estate other than employer real property at beginning of year | 2021-03-31 | $53,922,444 |
| Administrative expenses professional fees incurred | 2021-03-31 | $3,724,596 |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Contributions received from participants | 2021-03-31 | $24,489,585 |
| Participant contributions at end of year | 2021-03-31 | $1,265,507 |
| Participant contributions at beginning of year | 2021-03-31 | $371,093 |
| Assets. Other investments not covered elsewhere at end of year | 2021-03-31 | $58,820,247 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-03-31 | $92,662,332 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-03-31 | $250,302,721 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $15,490,780 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $16,032,710 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-03-31 | $38,396,842 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-03-31 | $29,605,967 |
| Other income not declared elsewhere | 2021-03-31 | $12,990,281 |
| Administrative expenses (other) incurred | 2021-03-31 | $74,296,453 |
| Liabilities. Value of operating payables at end of year | 2021-03-31 | $9,437,714 |
| Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $8,838,225 |
| Total non interest bearing cash at end of year | 2021-03-31 | $101,520,325 |
| Total non interest bearing cash at beginning of year | 2021-03-31 | $16,302,113 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $-372,787,646 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $552,310,898 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $925,098,544 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-03-31 | $48,168,794 |
| Assets. partnership/joint venture interests at beginning of year | 2021-03-31 | $56,594,305 |
| Investment advisory and management fees | 2021-03-31 | $2,075,360 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $158,053,257 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $314,921,921 |
| Interest earned on other investments | 2021-03-31 | $2,747,460 |
| Income. Interest from US Government securities | 2021-03-31 | $1,289,830 |
| Income. Interest from corporate debt instruments | 2021-03-31 | $1,923,738 |
| Value of interest in common/collective trusts at end of year | 2021-03-31 | $143,107,075 |
| Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $211,976,407 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $11,662,113 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $57,984,708 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $57,984,708 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $191,224 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2021-03-31 | $37,844,737 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-03-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $5,558,381 |
| Asset value of US Government securities at end of year | 2021-03-31 | $41,889,941 |
| Asset value of US Government securities at beginning of year | 2021-03-31 | $105,405,991 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $9,996,827 |
| Net investment gain or loss from common/collective trusts | 2021-03-31 | $51,556,374 |
| Net gain/loss from 103.12 investment entities | 2021-03-31 | $2,583,473 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $593,122,037 |
| Employer contributions (assets) at end of year | 2021-03-31 | $37,475,366 |
| Employer contributions (assets) at beginning of year | 2021-03-31 | $67,502,427 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $757,727,081 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-03-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-03-31 | $2,398,803 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-03-31 | $37,785,755 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-03-31 | $78,552,377 |
| Contract administrator fees | 2021-03-31 | $13,459,695 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-03-31 | $162,685,943 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $123,623,831 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-03-31 | $10,096,041 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-03-31 | $12,538,936 |
| Did the plan have assets held for investment | 2021-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Aggregate proceeds on sale of assets | 2021-03-31 | $275,911,338 |
| Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $261,682,567 |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2021-03-31 | 300510353 |
| 2020 : UNITE HERE HEALTH 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2020-03-31 | $-5,884,490 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $9,747,303 |
| Total unrealized appreciation/depreciation of assets | 2020-03-31 | $3,862,813 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $162,068,023 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $156,602,969 |
| Total income from all sources (including contributions) | 2020-03-31 | $1,174,303,745 |
| Total loss/gain on sale of assets | 2020-03-31 | $3,520,315 |
| Total of all expenses incurred | 2020-03-31 | $1,150,455,731 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $1,050,848,674 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $1,150,741,846 |
| Value of total assets at end of year | 2020-03-31 | $1,087,166,567 |
| Value of total assets at beginning of year | 2020-03-31 | $1,057,853,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $99,607,057 |
| Total income from rents | 2020-03-31 | $10,722 |
| Total interest from all sources | 2020-03-31 | $10,208,746 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $8,782,366 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $8,782,366 |
| Assets. Real estate other than employer real property at end of year | 2020-03-31 | $53,922,444 |
| Assets. Real estate other than employer real property at beginning of year | 2020-03-31 | $57,044,173 |
| Administrative expenses professional fees incurred | 2020-03-31 | $3,395,827 |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Contributions received from participants | 2020-03-31 | $26,953,457 |
| Participant contributions at end of year | 2020-03-31 | $371,093 |
| Participant contributions at beginning of year | 2020-03-31 | $2,172,887 |
| Assets. Other investments not covered elsewhere at end of year | 2020-03-31 | $92,662,332 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-03-31 | $95,212,651 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-03-31 | $240,715,777 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $16,032,710 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $9,344,549 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-03-31 | $29,605,967 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-03-31 | $25,946,581 |
| Other income not declared elsewhere | 2020-03-31 | $11,930,706 |
| Administrative expenses (other) incurred | 2020-03-31 | $79,324,740 |
| Liabilities. Value of operating payables at end of year | 2020-03-31 | $8,838,225 |
| Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $6,066,654 |
| Total non interest bearing cash at end of year | 2020-03-31 | $16,302,113 |
| Total non interest bearing cash at beginning of year | 2020-03-31 | $13,781,695 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $23,848,014 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $925,098,544 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $901,250,530 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-03-31 | $56,594,305 |
| Assets. partnership/joint venture interests at beginning of year | 2020-03-31 | $53,225,341 |
| Investment advisory and management fees | 2020-03-31 | $2,345,892 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $314,921,921 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $315,500,102 |
| Interest earned on other investments | 2020-03-31 | $4,488,892 |
| Income. Interest from US Government securities | 2020-03-31 | $1,975,550 |
| Income. Interest from corporate debt instruments | 2020-03-31 | $2,869,537 |
| Value of interest in common/collective trusts at end of year | 2020-03-31 | $211,976,407 |
| Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $209,193,045 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $57,984,708 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $41,075,702 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $41,075,702 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $874,767 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $3,633,788 |
| Asset value of US Government securities at end of year | 2020-03-31 | $105,405,991 |
| Asset value of US Government securities at beginning of year | 2020-03-31 | $78,025,785 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-5,708,559 |
| Net investment gain or loss from common/collective trusts | 2020-03-31 | $-9,045,210 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $1,123,788,389 |
| Employer contributions (assets) at end of year | 2020-03-31 | $67,502,427 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $89,140,909 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $806,499,109 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-03-31 | $2,398,803 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-03-31 | $1,448,982 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-03-31 | $78,552,377 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-03-31 | $79,266,218 |
| Contract administrator fees | 2020-03-31 | $14,540,598 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $123,623,831 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $124,589,734 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-03-31 | $12,538,936 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-03-31 | $13,421,460 |
| Did the plan have assets held for investment | 2020-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Aggregate proceeds on sale of assets | 2020-03-31 | $97,203,945 |
| Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $93,683,630 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2020-03-31 | 300510353 |
| 2019 : UNITE HERE HEALTH 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-03-31 | $-2,318,564 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $6,074,928 |
| Total unrealized appreciation/depreciation of assets | 2019-03-31 | $3,756,364 |
| Total transfer of assets to this plan | 2019-03-31 | $10,603,208 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $156,602,969 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $135,888,217 |
| Total income from all sources (including contributions) | 2019-03-31 | $1,157,280,900 |
| Total loss/gain on sale of assets | 2019-03-31 | $856,579 |
| Total of all expenses incurred | 2019-03-31 | $1,080,832,271 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $989,881,283 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $1,110,482,334 |
| Value of total assets at end of year | 2019-03-31 | $1,057,853,499 |
| Value of total assets at beginning of year | 2019-03-31 | $950,086,910 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $90,950,988 |
| Total income from rents | 2019-03-31 | $10,577 |
| Total interest from all sources | 2019-03-31 | $9,039,606 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $7,929,037 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $7,929,037 |
| Assets. Real estate other than employer real property at end of year | 2019-03-31 | $57,044,173 |
| Assets. Real estate other than employer real property at beginning of year | 2019-03-31 | $56,344,640 |
| Administrative expenses professional fees incurred | 2019-03-31 | $2,731,759 |
| Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
| Value of fidelity bond cover | 2019-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Contributions received from participants | 2019-03-31 | $28,808,255 |
| Participant contributions at end of year | 2019-03-31 | $2,172,887 |
| Participant contributions at beginning of year | 2019-03-31 | $2,235,268 |
| Assets. Other investments not covered elsewhere at end of year | 2019-03-31 | $95,212,651 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-03-31 | $87,300,919 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-03-31 | $239,045,581 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $9,344,549 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $5,831,540 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-03-31 | $25,946,581 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-03-31 | $18,557,899 |
| Other income not declared elsewhere | 2019-03-31 | $13,403,118 |
| Administrative expenses (other) incurred | 2019-03-31 | $71,611,594 |
| Liabilities. Value of operating payables at end of year | 2019-03-31 | $6,066,654 |
| Liabilities. Value of operating payables at beginning of year | 2019-03-31 | $6,665,113 |
| Total non interest bearing cash at end of year | 2019-03-31 | $13,781,695 |
| Total non interest bearing cash at beginning of year | 2019-03-31 | $10,575,202 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Value of net income/loss | 2019-03-31 | $76,448,629 |
| Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $901,250,530 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $814,198,693 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-03-31 | $53,225,341 |
| Assets. partnership/joint venture interests at beginning of year | 2019-03-31 | $33,934,644 |
| Investment advisory and management fees | 2019-03-31 | $2,178,919 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $315,500,102 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $259,006,240 |
| Interest earned on other investments | 2019-03-31 | $4,176,981 |
| Income. Interest from US Government securities | 2019-03-31 | $1,563,945 |
| Income. Interest from corporate debt instruments | 2019-03-31 | $2,458,813 |
| Value of interest in common/collective trusts at end of year | 2019-03-31 | $209,193,045 |
| Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $220,573,830 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $41,075,702 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $35,448,489 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $35,448,489 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-31 | $839,867 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-03-31 | $2,611,519 |
| Asset value of US Government securities at end of year | 2019-03-31 | $78,025,785 |
| Asset value of US Government securities at beginning of year | 2019-03-31 | $83,377,726 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $2,526,314 |
| Net investment gain or loss from common/collective trusts | 2019-03-31 | $9,276,971 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $1,081,674,079 |
| Employer contributions (assets) at end of year | 2019-03-31 | $89,140,909 |
| Employer contributions (assets) at beginning of year | 2019-03-31 | $86,050,972 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $748,224,183 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-03-31 | $1,448,982 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-03-31 | $2,577,449 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-03-31 | $79,266,218 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-03-31 | $54,786,207 |
| Contract administrator fees | 2019-03-31 | $14,428,716 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-03-31 | $124,589,734 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $110,665,205 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-03-31 | $13,421,460 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-03-31 | $12,043,784 |
| Did the plan have assets held for investment | 2019-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
| Aggregate proceeds on sale of assets | 2019-03-31 | $84,016,602 |
| Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $83,160,023 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
| Accountancy firm name | 2019-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2019-03-31 | 300510353 |
| 2018 : UNITE HERE HEALTH 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2018-03-31 | $-6,279,137 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $1,591,905 |
| Total unrealized appreciation/depreciation of assets | 2018-03-31 | $-4,687,232 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $135,888,217 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $141,032,519 |
| Total income from all sources (including contributions) | 2018-03-31 | $1,098,537,283 |
| Total loss/gain on sale of assets | 2018-03-31 | $812,686 |
| Total of all expenses incurred | 2018-03-31 | $1,004,968,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $912,120,037 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $1,062,113,381 |
| Value of total assets at end of year | 2018-03-31 | $950,086,910 |
| Value of total assets at beginning of year | 2018-03-31 | $861,662,638 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $92,848,672 |
| Total income from rents | 2018-03-31 | $10,446 |
| Total interest from all sources | 2018-03-31 | $6,639,002 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $5,297,635 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $5,297,635 |
| Assets. Real estate other than employer real property at end of year | 2018-03-31 | $56,344,640 |
| Assets. Real estate other than employer real property at beginning of year | 2018-03-31 | $44,963,128 |
| Administrative expenses professional fees incurred | 2018-03-31 | $7,939,458 |
| Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
| Value of fidelity bond cover | 2018-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Contributions received from participants | 2018-03-31 | $27,766,927 |
| Participant contributions at end of year | 2018-03-31 | $2,235,268 |
| Participant contributions at beginning of year | 2018-03-31 | $1,968,120 |
| Assets. Other investments not covered elsewhere at end of year | 2018-03-31 | $87,300,919 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-03-31 | $72,146,006 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-03-31 | $233,019,173 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $5,831,540 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $16,002,983 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-03-31 | $18,557,899 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-03-31 | $15,473,864 |
| Other income not declared elsewhere | 2018-03-31 | $11,532,242 |
| Administrative expenses (other) incurred | 2018-03-31 | $68,659,152 |
| Liabilities. Value of operating payables at end of year | 2018-03-31 | $6,665,113 |
| Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $7,043,152 |
| Total non interest bearing cash at end of year | 2018-03-31 | $10,575,202 |
| Total non interest bearing cash at beginning of year | 2018-03-31 | $9,424,724 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Value of net income/loss | 2018-03-31 | $93,568,574 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $814,198,693 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $720,630,119 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-03-31 | $33,934,644 |
| Assets. partnership/joint venture interests at beginning of year | 2018-03-31 | $31,487,157 |
| Investment advisory and management fees | 2018-03-31 | $1,977,765 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $259,006,240 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $220,360,083 |
| Interest earned on other investments | 2018-03-31 | $3,020,744 |
| Income. Interest from US Government securities | 2018-03-31 | $1,596,779 |
| Income. Interest from corporate debt instruments | 2018-03-31 | $1,650,194 |
| Value of interest in common/collective trusts at end of year | 2018-03-31 | $220,573,830 |
| Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $196,250,603 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $35,448,489 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $40,599,988 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $40,599,988 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $371,285 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $2,421,901 |
| Asset value of US Government securities at end of year | 2018-03-31 | $83,377,726 |
| Asset value of US Government securities at beginning of year | 2018-03-31 | $89,538,033 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $-2,154,200 |
| Net investment gain or loss from common/collective trusts | 2018-03-31 | $18,973,323 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $1,034,346,454 |
| Employer contributions (assets) at end of year | 2018-03-31 | $86,050,972 |
| Employer contributions (assets) at beginning of year | 2018-03-31 | $85,739,169 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $676,678,963 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-03-31 | $2,577,449 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-03-31 | $2,089,105 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-03-31 | $54,786,207 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-03-31 | $41,522,485 |
| Contract administrator fees | 2018-03-31 | $14,272,297 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $110,665,205 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $118,515,503 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-03-31 | $12,043,784 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-03-31 | $9,571,054 |
| Did the plan have assets held for investment | 2018-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
| Aggregate proceeds on sale of assets | 2018-03-31 | $125,853,859 |
| Aggregate carrying amount (costs) on sale of assets | 2018-03-31 | $125,041,173 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
| Accountancy firm name | 2018-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2018-03-31 | 300510353 |
| 2017 : UNITE HERE HEALTH 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-03-31 | $6,534,388 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $-11,259,443 |
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $-4,725,055 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $141,032,519 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $141,477,148 |
| Total income from all sources (including contributions) | 2017-03-31 | $1,076,850,966 |
| Total loss/gain on sale of assets | 2017-03-31 | $1,328,499 |
| Total of all expenses incurred | 2017-03-31 | $958,700,588 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $874,323,715 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $1,041,000,325 |
| Value of total assets at end of year | 2017-03-31 | $861,662,638 |
| Value of total assets at beginning of year | 2017-03-31 | $743,956,889 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $84,376,873 |
| Total income from rents | 2017-03-31 | $10,311 |
| Total interest from all sources | 2017-03-31 | $5,721,178 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $4,654,744 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $4,654,744 |
| Assets. Real estate other than employer real property at end of year | 2017-03-31 | $44,963,128 |
| Assets. Real estate other than employer real property at beginning of year | 2017-03-31 | $46,142,050 |
| Administrative expenses professional fees incurred | 2017-03-31 | $2,390,497 |
| Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
| Value of fidelity bond cover | 2017-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Contributions received from participants | 2017-03-31 | $26,689,081 |
| Participant contributions at end of year | 2017-03-31 | $1,968,120 |
| Participant contributions at beginning of year | 2017-03-31 | $1,263,898 |
| Assets. Other investments not covered elsewhere at end of year | 2017-03-31 | $72,146,006 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-03-31 | $91,543,218 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-03-31 | $219,859,424 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $16,002,983 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $6,955,178 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-03-31 | $15,473,864 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-03-31 | $13,893,782 |
| Other income not declared elsewhere | 2017-03-31 | $11,199,874 |
| Administrative expenses (other) incurred | 2017-03-31 | $66,079,071 |
| Liabilities. Value of operating payables at end of year | 2017-03-31 | $7,043,152 |
| Liabilities. Value of operating payables at beginning of year | 2017-03-31 | $8,154,655 |
| Total non interest bearing cash at end of year | 2017-03-31 | $9,424,724 |
| Total non interest bearing cash at beginning of year | 2017-03-31 | $5,893,092 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Value of net income/loss | 2017-03-31 | $118,150,378 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $720,630,119 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $602,479,741 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-03-31 | $31,487,157 |
| Assets. partnership/joint venture interests at beginning of year | 2017-03-31 | $0 |
| Investment advisory and management fees | 2017-03-31 | $1,699,968 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $220,360,083 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $180,045,011 |
| Interest earned on other investments | 2017-03-31 | $2,519,342 |
| Income. Interest from US Government securities | 2017-03-31 | $1,540,043 |
| Income. Interest from corporate debt instruments | 2017-03-31 | $1,482,901 |
| Value of interest in common/collective trusts at end of year | 2017-03-31 | $196,250,603 |
| Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $163,653,446 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $40,599,988 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $42,613,358 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $42,613,358 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $178,892 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $2,351,089 |
| Asset value of US Government securities at end of year | 2017-03-31 | $89,538,033 |
| Asset value of US Government securities at beginning of year | 2017-03-31 | $78,018,113 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $-570,270 |
| Net investment gain or loss from common/collective trusts | 2017-03-31 | $18,231,360 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $1,014,311,244 |
| Employer contributions (assets) at end of year | 2017-03-31 | $85,739,169 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $80,454,441 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $652,113,202 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-03-31 | $2,089,105 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-03-31 | $1,728,402 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-03-31 | $41,522,485 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-03-31 | $36,665,393 |
| Contract administrator fees | 2017-03-31 | $14,207,337 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-03-31 | $118,515,503 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-03-31 | $119,428,711 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-03-31 | $9,571,054 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-03-31 | $8,981,289 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
| Aggregate proceeds on sale of assets | 2017-03-31 | $184,526,099 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $183,197,600 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
| Accountancy firm name | 2017-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2017-03-31 | 300510353 |
| 2016 : UNITE HERE HEALTH 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-03-31 | $1,964,201 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $-7,100,129 |
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $-5,135,928 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $141,477,148 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $146,390,054 |
| Total income from all sources (including contributions) | 2016-03-31 | $1,013,372,825 |
| Total loss/gain on sale of assets | 2016-03-31 | $106,060 |
| Total of all expenses incurred | 2016-03-31 | $934,486,594 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $852,409,887 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $999,570,828 |
| Value of total assets at end of year | 2016-03-31 | $743,956,889 |
| Value of total assets at beginning of year | 2016-03-31 | $669,983,564 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $82,076,707 |
| Total income from rents | 2016-03-31 | $9,874 |
| Total interest from all sources | 2016-03-31 | $5,179,404 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $-3,726,776 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $-3,726,776 |
| Assets. Real estate other than employer real property at end of year | 2016-03-31 | $46,142,050 |
| Assets. Real estate other than employer real property at beginning of year | 2016-03-31 | $45,252,350 |
| Administrative expenses professional fees incurred | 2016-03-31 | $3,400,548 |
| Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
| Value of fidelity bond cover | 2016-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Contributions received from participants | 2016-03-31 | $25,072,020 |
| Participant contributions at end of year | 2016-03-31 | $1,263,898 |
| Participant contributions at beginning of year | 2016-03-31 | $1,286,099 |
| Assets. Other investments not covered elsewhere at end of year | 2016-03-31 | $91,543,218 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-03-31 | $76,440,748 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-03-31 | $232,083,569 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $6,955,178 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $6,856,420 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-03-31 | $13,893,782 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-03-31 | $11,079,909 |
| Other income not declared elsewhere | 2016-03-31 | $11,085,937 |
| Administrative expenses (other) incurred | 2016-03-31 | $64,253,517 |
| Liabilities. Value of operating payables at end of year | 2016-03-31 | $8,154,655 |
| Liabilities. Value of operating payables at beginning of year | 2016-03-31 | $8,123,618 |
| Total non interest bearing cash at end of year | 2016-03-31 | $5,893,092 |
| Total non interest bearing cash at beginning of year | 2016-03-31 | $8,547,098 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Value of net income/loss | 2016-03-31 | $78,886,231 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $602,479,741 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $523,593,510 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Investment advisory and management fees | 2016-03-31 | $630,893 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $180,045,011 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $190,079,456 |
| Interest earned on other investments | 2016-03-31 | $2,289,977 |
| Income. Interest from US Government securities | 2016-03-31 | $1,311,173 |
| Income. Interest from corporate debt instruments | 2016-03-31 | $1,511,279 |
| Value of interest in common/collective trusts at end of year | 2016-03-31 | $163,653,446 |
| Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $112,243,616 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $42,613,358 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $41,156,209 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $41,156,209 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $66,975 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $2,280,481 |
| Asset value of US Government securities at end of year | 2016-03-31 | $78,018,113 |
| Asset value of US Government securities at beginning of year | 2016-03-31 | $68,885,028 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $5,750,591 |
| Net investment gain or loss from common/collective trusts | 2016-03-31 | $532,835 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $974,498,808 |
| Employer contributions (assets) at end of year | 2016-03-31 | $80,454,441 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $78,133,175 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $618,045,837 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-03-31 | $1,728,402 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-03-31 | $11,924,268 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-03-31 | $36,665,393 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-03-31 | $21,996,819 |
| Contract administrator fees | 2016-03-31 | $13,791,749 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $119,428,711 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $127,186,527 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-03-31 | $8,981,289 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-03-31 | $7,182,278 |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
| Aggregate proceeds on sale of assets | 2016-03-31 | $124,333,343 |
| Aggregate carrying amount (costs) on sale of assets | 2016-03-31 | $124,227,283 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2016-03-31 | 300510353 |
| 2015 : UNITE HERE HEALTH 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-03-31 | $1,964,201 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $2,748,332 |
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $4,712,533 |
| Total transfer of assets to this plan | 2015-03-31 | $24,611,520 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $146,390,054 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $135,287,565 |
| Total income from all sources (including contributions) | 2015-03-31 | $1,008,165,378 |
| Total loss/gain on sale of assets | 2015-03-31 | $2,357,577 |
| Total of all expenses incurred | 2015-03-31 | $899,771,501 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $826,172,684 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $973,689,782 |
| Value of total assets at end of year | 2015-03-31 | $669,983,564 |
| Value of total assets at beginning of year | 2015-03-31 | $525,875,678 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $73,598,817 |
| Total income from rents | 2015-03-31 | $10,144 |
| Total interest from all sources | 2015-03-31 | $3,318,087 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $5,750,591 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $5,750,591 |
| Assets. Real estate other than employer real property at end of year | 2015-03-31 | $45,252,350 |
| Assets. Real estate other than employer real property at beginning of year | 2015-03-31 | $23,082,142 |
| Administrative expenses professional fees incurred | 2015-03-31 | $3,156,662 |
| Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
| Value of fidelity bond cover | 2015-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Contributions received from participants | 2015-03-31 | $23,683,922 |
| Participant contributions at end of year | 2015-03-31 | $1,286,099 |
| Participant contributions at beginning of year | 2015-03-31 | $2,151,058 |
| Assets. Other investments not covered elsewhere at end of year | 2015-03-31 | $76,440,748 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-03-31 | $24,431,900 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-03-31 | $215,734,040 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $6,856,420 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $4,948,641 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-03-31 | $11,079,909 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-03-31 | $10,738,298 |
| Other income not declared elsewhere | 2015-03-31 | $10,904,532 |
| Administrative expenses (other) incurred | 2015-03-31 | $56,405,012 |
| Liabilities. Value of operating payables at end of year | 2015-03-31 | $8,123,618 |
| Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $6,678,537 |
| Total non interest bearing cash at end of year | 2015-03-31 | $8,547,098 |
| Total non interest bearing cash at beginning of year | 2015-03-31 | $8,724,965 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Value of net income/loss | 2015-03-31 | $108,393,877 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $523,593,510 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $390,588,113 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | Yes |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Investment advisory and management fees | 2015-03-31 | $567,355 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $190,079,456 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $174,085,454 |
| Interest earned on other investments | 2015-03-31 | $836,514 |
| Income. Interest from US Government securities | 2015-03-31 | $1,222,801 |
| Income. Interest from corporate debt instruments | 2015-03-31 | $1,238,804 |
| Value of interest in common/collective trusts at end of year | 2015-03-31 | $112,243,616 |
| Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $65,385,014 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $41,156,209 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $39,994,800 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $39,994,800 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $19,968 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $2,369,483 |
| Asset value of US Government securities at end of year | 2015-03-31 | $68,885,028 |
| Asset value of US Government securities at beginning of year | 2015-03-31 | $49,450,497 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $1,465,410 |
| Net investment gain or loss from common/collective trusts | 2015-03-31 | $5,956,722 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $950,005,860 |
| Employer contributions (assets) at end of year | 2015-03-31 | $78,133,175 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $99,419,389 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $608,069,161 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-03-31 | $11,924,268 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-03-31 | $12,385,077 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-03-31 | $21,996,819 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-03-31 | $17,830,663 |
| Contract administrator fees | 2015-03-31 | $13,469,788 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $127,186,527 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $117,870,730 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-03-31 | $7,182,278 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-03-31 | $3,986,078 |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
| Aggregate proceeds on sale of assets | 2015-03-31 | $130,306,235 |
| Aggregate carrying amount (costs) on sale of assets | 2015-03-31 | $127,948,658 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2015-03-31 | 300510353 |
| 2014 : UNITE HERE HEALTH 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-03-31 | $-885,264 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $-667,504 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $-1,552,768 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $135,287,565 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $133,414,627 |
| Total income from all sources (including contributions) | 2014-03-31 | $881,660,536 |
| Total loss/gain on sale of assets | 2014-03-31 | $-1,974,596 |
| Total of all expenses incurred | 2014-03-31 | $832,731,671 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $762,888,614 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $869,040,128 |
| Value of total assets at end of year | 2014-03-31 | $525,875,678 |
| Value of total assets at beginning of year | 2014-03-31 | $475,073,875 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $69,843,057 |
| Total income from rents | 2014-03-31 | $30,018 |
| Total interest from all sources | 2014-03-31 | $2,652,707 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $3,566,807 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $3,566,807 |
| Assets. Real estate other than employer real property at end of year | 2014-03-31 | $23,082,142 |
| Assets. Real estate other than employer real property at beginning of year | 2014-03-31 | $21,162,758 |
| Administrative expenses professional fees incurred | 2014-03-31 | $3,515,397 |
| Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
| Value of fidelity bond cover | 2014-03-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Contributions received from participants | 2014-03-31 | $20,688,734 |
| Participant contributions at end of year | 2014-03-31 | $2,151,058 |
| Participant contributions at beginning of year | 2014-03-31 | $1,736,680 |
| Assets. Other investments not covered elsewhere at end of year | 2014-03-31 | $24,431,900 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-03-31 | $22,287,006 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-03-31 | $190,481,813 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $4,948,641 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $5,094,388 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-03-31 | $10,738,298 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-03-31 | $9,367,461 |
| Other income not declared elsewhere | 2014-03-31 | $2,765,097 |
| Administrative expenses (other) incurred | 2014-03-31 | $50,361,756 |
| Liabilities. Value of operating payables at end of year | 2014-03-31 | $6,678,537 |
| Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $5,626,974 |
| Total non interest bearing cash at end of year | 2014-03-31 | $8,724,965 |
| Total non interest bearing cash at beginning of year | 2014-03-31 | $2,233,675 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Value of net income/loss | 2014-03-31 | $48,928,865 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $390,588,113 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $341,659,248 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Investment advisory and management fees | 2014-03-31 | $434,338 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $174,085,454 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $134,442,198 |
| Interest earned on other investments | 2014-03-31 | $52,499 |
| Income. Interest from US Government securities | 2014-03-31 | $1,251,685 |
| Income. Interest from corporate debt instruments | 2014-03-31 | $1,331,885 |
| Value of interest in common/collective trusts at end of year | 2014-03-31 | $65,385,014 |
| Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $59,895,309 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $39,994,800 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $34,730,595 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $34,730,595 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $16,638 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $2,462,836 |
| Asset value of US Government securities at end of year | 2014-03-31 | $49,450,497 |
| Asset value of US Government securities at beginning of year | 2014-03-31 | $83,291,868 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $-1,444,024 |
| Net investment gain or loss from common/collective trusts | 2014-03-31 | $8,577,167 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $848,351,394 |
| Employer contributions (assets) at end of year | 2014-03-31 | $99,419,389 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $63,204,149 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $569,943,965 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-03-31 | $12,385,077 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-03-31 | $20,457,028 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-03-31 | $17,830,663 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-03-31 | $24,041,597 |
| Contract administrator fees | 2014-03-31 | $15,531,566 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-03-31 | $117,870,730 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $118,420,192 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-03-31 | $3,986,078 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-03-31 | $2,496,624 |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
| Aggregate proceeds on sale of assets | 2014-03-31 | $231,040,947 |
| Aggregate carrying amount (costs) on sale of assets | 2014-03-31 | $233,015,543 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
| Accountancy firm name | 2014-03-31 | MACNELL ACCOUNTING & CONSULTING, LL |
| Accountancy firm EIN | 2014-03-31 | 300510353 |
| 2013 : UNITE HERE HEALTH 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-03-31 | $-991,576 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-03-31 | $3,666,766 |
| Total unrealized appreciation/depreciation of assets | 2013-03-31 | $2,675,190 |
| Total transfer of assets to this plan | 2013-03-31 | $3,122,597 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $133,414,627 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $118,756,878 |
| Total income from all sources (including contributions) | 2013-03-31 | $805,450,154 |
| Total loss/gain on sale of assets | 2013-03-31 | $1,209,874 |
| Total of all expenses incurred | 2013-03-31 | $828,334,610 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $763,815,844 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $783,648,880 |
| Value of total assets at end of year | 2013-03-31 | $475,073,875 |
| Value of total assets at beginning of year | 2013-03-31 | $480,177,985 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $64,518,766 |
| Total income from rents | 2013-03-31 | $10,000 |
| Total interest from all sources | 2013-03-31 | $3,451,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $3,920,586 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $3,920,586 |
| Assets. Real estate other than employer real property at end of year | 2013-03-31 | $21,162,758 |
| Assets. Real estate other than employer real property at beginning of year | 2013-03-31 | $20,502,980 |
| Administrative expenses professional fees incurred | 2013-03-31 | $3,510,957 |
| Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
| Value of fidelity bond cover | 2013-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
| Contributions received from participants | 2013-03-31 | $17,103,603 |
| Participant contributions at end of year | 2013-03-31 | $1,736,680 |
| Participant contributions at beginning of year | 2013-03-31 | $1,281,809 |
| Assets. Other investments not covered elsewhere at end of year | 2013-03-31 | $22,287,006 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-03-31 | $20,250,688 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-03-31 | $206,315,302 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $5,094,388 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $2,937,017 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-03-31 | $9,367,461 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-03-31 | $8,655,010 |
| Other income not declared elsewhere | 2013-03-31 | $1,833,546 |
| Administrative expenses (other) incurred | 2013-03-31 | $44,791,815 |
| Liabilities. Value of operating payables at end of year | 2013-03-31 | $5,626,974 |
| Liabilities. Value of operating payables at beginning of year | 2013-03-31 | $5,459,351 |
| Total non interest bearing cash at end of year | 2013-03-31 | $2,233,675 |
| Total non interest bearing cash at beginning of year | 2013-03-31 | $2,102,858 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Value of net income/loss | 2013-03-31 | $-22,884,456 |
| Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $341,659,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $361,421,107 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
| Investment advisory and management fees | 2013-03-31 | $521,721 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $134,442,198 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $132,740,836 |
| Interest earned on other investments | 2013-03-31 | $49,347 |
| Income. Interest from US Government securities | 2013-03-31 | $1,684,600 |
| Income. Interest from corporate debt instruments | 2013-03-31 | $1,672,274 |
| Value of interest in common/collective trusts at end of year | 2013-03-31 | $59,895,309 |
| Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $46,730,727 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-03-31 | $34,730,595 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-03-31 | $33,559,159 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-03-31 | $33,559,159 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $44,812 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-03-31 | $2,226,084 |
| Asset value of US Government securities at end of year | 2013-03-31 | $83,291,868 |
| Asset value of US Government securities at beginning of year | 2013-03-31 | $112,456,038 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $3,489,330 |
| Net investment gain or loss from common/collective trusts | 2013-03-31 | $5,211,715 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
| Contributions received in cash from employer | 2013-03-31 | $766,545,277 |
| Employer contributions (assets) at end of year | 2013-03-31 | $63,204,149 |
| Employer contributions (assets) at beginning of year | 2013-03-31 | $62,390,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $555,274,458 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-03-31 | $20,457,028 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-03-31 | $21,383,548 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-03-31 | $24,041,597 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-03-31 | $21,579,012 |
| Contract administrator fees | 2013-03-31 | $15,694,273 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-03-31 | $118,420,192 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-03-31 | $104,642,517 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-03-31 | $2,496,624 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-03-31 | $2,262,566 |
| Did the plan have assets held for investment | 2013-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
| Aggregate proceeds on sale of assets | 2013-03-31 | $323,117,319 |
| Aggregate carrying amount (costs) on sale of assets | 2013-03-31 | $321,907,445 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Unqualified |
| Accountancy firm name | 2013-03-31 | MACNELL ACCOUNTING AND CONSULTING, |
| Accountancy firm EIN | 2013-03-31 | 300510353 |
| 2012 : UNITE HERE HEALTH 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-03-31 | $-1,068,023 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-03-31 | $11,026,754 |
| Total unrealized appreciation/depreciation of assets | 2012-03-31 | $9,958,731 |
| Total transfer of assets to this plan | 2012-03-31 | $20,780,286 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $118,756,878 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $104,902,527 |
| Total income from all sources (including contributions) | 2012-03-31 | $705,436,295 |
| Total loss/gain on sale of assets | 2012-03-31 | $4,635,803 |
| Total of all expenses incurred | 2012-03-31 | $700,853,640 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $644,683,637 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $680,920,016 |
| Value of total assets at end of year | 2012-03-31 | $480,177,985 |
| Value of total assets at beginning of year | 2012-03-31 | $440,960,693 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $56,170,003 |
| Total income from rents | 2012-03-31 | $4,667 |
| Total interest from all sources | 2012-03-31 | $4,218,979 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
| Assets. Real estate other than employer real property at end of year | 2012-03-31 | $20,502,980 |
| Assets. Real estate other than employer real property at beginning of year | 2012-03-31 | $15,871,692 |
| Administrative expenses professional fees incurred | 2012-03-31 | $3,603,562 |
| Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
| Value of fidelity bond cover | 2012-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
| Contributions received from participants | 2012-03-31 | $9,321,556 |
| Participant contributions at end of year | 2012-03-31 | $1,281,809 |
| Participant contributions at beginning of year | 2012-03-31 | $1,393,312 |
| Assets. Other investments not covered elsewhere at end of year | 2012-03-31 | $311,577 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-03-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-03-31 | $193,075,063 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $2,937,017 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $5,002,627 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-03-31 | $8,655,010 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-03-31 | $8,024,011 |
| Other income not declared elsewhere | 2012-03-31 | $1,214,681 |
| Administrative expenses (other) incurred | 2012-03-31 | $36,734,737 |
| Liabilities. Value of operating payables at end of year | 2012-03-31 | $5,459,351 |
| Liabilities. Value of operating payables at beginning of year | 2012-03-31 | $5,941,507 |
| Total non interest bearing cash at end of year | 2012-03-31 | $2,102,858 |
| Total non interest bearing cash at beginning of year | 2012-03-31 | $5,677,672 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Value of net income/loss | 2012-03-31 | $4,582,655 |
| Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $361,421,107 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $336,058,166 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
| Investment advisory and management fees | 2012-03-31 | $517,101 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $132,740,836 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $138,861,322 |
| Interest earned on other investments | 2012-03-31 | $108,874 |
| Income. Interest from US Government securities | 2012-03-31 | $1,944,674 |
| Income. Interest from corporate debt instruments | 2012-03-31 | $2,133,982 |
| Value of interest in common/collective trusts at end of year | 2012-03-31 | $46,730,727 |
| Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $49,625,519 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-03-31 | $33,559,159 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-03-31 | $23,262,366 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-03-31 | $23,262,366 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-03-31 | $31,449 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-03-31 | $2,087,576 |
| Asset value of US Government securities at end of year | 2012-03-31 | $132,395,149 |
| Asset value of US Government securities at beginning of year | 2012-03-31 | $104,773,100 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $3,805,426 |
| Net investment gain or loss from common/collective trusts | 2012-03-31 | $677,992 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
| Contributions received in cash from employer | 2012-03-31 | $671,598,460 |
| Employer contributions (assets) at end of year | 2012-03-31 | $62,390,747 |
| Employer contributions (assets) at beginning of year | 2012-03-31 | $54,435,408 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $449,520,998 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-03-31 | $21,383,548 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-03-31 | $23,847,461 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-03-31 | $21,579,012 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-03-31 | $17,079,321 |
| Contract administrator fees | 2012-03-31 | $15,314,603 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-03-31 | $104,642,517 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-03-31 | $90,937,009 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-03-31 | $2,262,566 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-03-31 | $1,130,893 |
| Did the plan have assets held for investment | 2012-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
| Aggregate proceeds on sale of assets | 2012-03-31 | $323,561,701 |
| Aggregate carrying amount (costs) on sale of assets | 2012-03-31 | $318,925,898 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Unqualified |
| Accountancy firm name | 2012-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2012-03-31 | 300510353 |
| 2011 : UNITE HERE HEALTH 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-03-31 | $-3,363,787 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-03-31 | $7,275,677 |
| Total unrealized appreciation/depreciation of assets | 2011-03-31 | $3,911,890 |
| Total transfer of assets to this plan | 2011-03-31 | $5,346,810 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $104,902,527 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $152,559,355 |
| Total income from all sources (including contributions) | 2011-03-31 | $669,813,573 |
| Total loss/gain on sale of assets | 2011-03-31 | $3,543,261 |
| Total of all expenses incurred | 2011-03-31 | $628,178,137 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $575,872,997 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $651,218,324 |
| Value of total assets at end of year | 2011-03-31 | $440,960,693 |
| Value of total assets at beginning of year | 2011-03-31 | $441,635,275 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $52,305,140 |
| Total income from rents | 2011-03-31 | $5,601 |
| Total interest from all sources | 2011-03-31 | $4,504,504 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
| Assets. Real estate other than employer real property at end of year | 2011-03-31 | $15,871,692 |
| Assets. Real estate other than employer real property at beginning of year | 2011-03-31 | $17,833,354 |
| Administrative expenses professional fees incurred | 2011-03-31 | $3,149,405 |
| Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
| Value of fidelity bond cover | 2011-03-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
| Contributions received from participants | 2011-03-31 | $10,552,160 |
| Participant contributions at end of year | 2011-03-31 | $1,393,312 |
| Participant contributions at beginning of year | 2011-03-31 | $1,293,441 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-03-31 | $173,894,207 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $5,002,627 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $5,458,933 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-03-31 | $8,024,011 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-03-31 | $58,238,309 |
| Other income not declared elsewhere | 2011-03-31 | $1,614,433 |
| Administrative expenses (other) incurred | 2011-03-31 | $33,724,486 |
| Liabilities. Value of operating payables at end of year | 2011-03-31 | $5,941,507 |
| Liabilities. Value of operating payables at beginning of year | 2011-03-31 | $6,585,754 |
| Total non interest bearing cash at end of year | 2011-03-31 | $5,677,672 |
| Total non interest bearing cash at beginning of year | 2011-03-31 | $3,689,137 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Value of net income/loss | 2011-03-31 | $41,635,436 |
| Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $336,058,166 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $289,075,920 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | Yes |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
| Investment advisory and management fees | 2011-03-31 | $465,668 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $138,861,322 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $108,542,137 |
| Interest earned on other investments | 2011-03-31 | $150,902 |
| Income. Interest from US Government securities | 2011-03-31 | $2,243,903 |
| Income. Interest from corporate debt instruments | 2011-03-31 | $2,059,209 |
| Value of interest in common/collective trusts at end of year | 2011-03-31 | $49,625,519 |
| Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $41,143,025 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $23,262,366 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $24,893,903 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $24,893,903 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $50,490 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-03-31 | $1,904,359 |
| Asset value of US Government securities at end of year | 2011-03-31 | $104,773,100 |
| Asset value of US Government securities at beginning of year | 2011-03-31 | $95,470,949 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $4,150,818 |
| Net investment gain or loss from common/collective trusts | 2011-03-31 | $864,742 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
| Contributions received in cash from employer | 2011-03-31 | $640,666,164 |
| Employer contributions (assets) at end of year | 2011-03-31 | $54,435,408 |
| Employer contributions (assets) at beginning of year | 2011-03-31 | $50,120,012 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $400,074,431 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-03-31 | $23,847,461 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-03-31 | $25,037,229 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-03-31 | $17,079,321 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-03-31 | $16,808,890 |
| Contract administrator fees | 2011-03-31 | $14,965,581 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-03-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-03-31 | $90,937,009 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-03-31 | $87,735,292 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-03-31 | $1,130,893 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-03-31 | $51,344,265 |
| Did the plan have assets held for investment | 2011-03-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
| Aggregate proceeds on sale of assets | 2011-03-31 | $226,282,790 |
| Aggregate carrying amount (costs) on sale of assets | 2011-03-31 | $222,739,529 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
| Accountancy firm name | 2011-03-31 | MACNELL ACCOUNTING & CONSULTING,LLP |
| Accountancy firm EIN | 2011-03-31 | 300510353 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 6 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $390,210 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 6658 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 102021 | | Insurance policy start date | 2022-12-01 | | Insurance policy end date | 2023-11-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,379,150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 3 |
| Number of Individuals Covered | 125116 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $19,101 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,522,923 | | 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 number | 0751940 |
| Policy instance | 4 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 554 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 5 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 1549 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $13,195,030 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10409471001 |
| Policy instance | 15 |
| Insurance contract or identification number | 10409471001 | | Number of Individuals Covered | 281 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,082 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | UHHHMO |
| Policy instance | 7 |
| Insurance contract or identification number | UHHHMO | | Number of Individuals Covered | 2 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,026 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 603910 |
| Policy instance | 8 |
| Insurance contract or identification number | 603910 | | Number of Individuals Covered | 3528 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $26,226,443 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10409461001 |
| Policy instance | 14 |
| Insurance contract or identification number | 10409461001 | | Number of Individuals Covered | 124981 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,364,950 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 13 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 2881 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $19,809,142 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79298 |
| Policy instance | 12 |
| Insurance contract or identification number | 79298 | | Number of Individuals Covered | 11332 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,280,920 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79233 |
| Policy instance | 11 |
| Insurance contract or identification number | 79233 | | Number of Individuals Covered | 2444 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $493,370 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 ) |
| Policy contract number | 10426 |
| Policy instance | 10 |
| Insurance contract or identification number | 10426 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $783,083 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 35984 |
| Policy instance | 9 |
| Insurance contract or identification number | 35984 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $385,291 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 ) |
| Policy contract number | 30060864 |
| Policy instance | 7 |
| Insurance contract or identification number | 30060864 | | Number of Individuals Covered | 9197 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $833,316 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 6 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $381,242 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 5 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 1755 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $12,292,948 | | 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 number | 0751940 |
| Policy instance | 4 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 599 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,778 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 3 |
| Number of Individuals Covered | 121521 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,380,754 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 90366 | | Insurance policy start date | 2021-12-01 | | Insurance policy end date | 2022-11-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,802,731 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 6060 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | UHHHMO, UHHPPO |
| Policy instance | 8 |
| Insurance contract or identification number | UHHHMO, UHHPPO | | Number of Individuals Covered | 42 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,807 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-477 |
| Policy instance | 9 |
| Insurance contract or identification number | HR-477 | | Number of Individuals Covered | 3548 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $166,520 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 ) |
| Policy contract number | 10426 |
| Policy instance | 13 |
| Insurance contract or identification number | 10426 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $181,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 16 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 2823 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $19,959,748 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79298 |
| Policy instance | 15 |
| Insurance contract or identification number | 79298 | | Number of Individuals Covered | 10347 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,969,149 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79233 |
| Policy instance | 14 |
| Insurance contract or identification number | 79233 | | Number of Individuals Covered | 1192 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $241,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 35984 |
| Policy instance | 12 |
| Insurance contract or identification number | 35984 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $328,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 603910 |
| Policy instance | 11 |
| Insurance contract or identification number | 603910 | | Number of Individuals Covered | 3324 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $14,971,914 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-476 |
| Policy instance | 10 |
| Insurance contract or identification number | HR-476 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,446 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 6600 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | 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: 12516 ) |
| Policy contract number | 30060864 |
| Policy instance | 7 |
| Insurance contract or identification number | 30060864 | | Number of Individuals Covered | 8337 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $762,456 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 6 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 158 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $9,526,270 | | 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 number | 0751940 |
| Policy instance | 4 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 706 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $60,946 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 3 |
| Number of Individuals Covered | 113443 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,940,153 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 74180 | | Insurance policy start date | 2020-11-30 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,725,204 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | UHHHMO, UHHPPO |
| Policy instance | 8 |
| Insurance contract or identification number | UHHHMO, UHHPPO | | Number of Individuals Covered | 88 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $100,446 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-477 |
| Policy instance | 9 |
| Insurance contract or identification number | HR-477 | | Number of Individuals Covered | 3022 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $183,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-476 |
| Policy instance | 10 |
| Insurance contract or identification number | HR-476 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 5 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 2011 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $17,267,432 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 16 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 2639 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $19,916,340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79298 |
| Policy instance | 15 |
| Insurance contract or identification number | 79298 | | Number of Individuals Covered | 9301 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,781,622 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79233 |
| Policy instance | 14 |
| Insurance contract or identification number | 79233 | | Number of Individuals Covered | 1016 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $226,191 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 ) |
| Policy contract number | 10426 |
| Policy instance | 13 |
| Insurance contract or identification number | 10426 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $366,821 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 35984 |
| Policy instance | 12 |
| Insurance contract or identification number | 35984 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $220,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 603910 |
| Policy instance | 11 |
| Insurance contract or identification number | 603910 | | Number of Individuals Covered | 2707 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $14,712,640 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 7 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 2454 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $24,100,488 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 6 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 1530 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $24,705,200 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 5 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 1715 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $64,973,102 | | 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 number | 0751940 |
| Policy instance | 4 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 1537 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $239,456 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 3 |
| Number of Individuals Covered | 131757 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,860,443 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 105305 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,558,381 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 6602 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | 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: 12516 ) |
| Policy contract number | 30060864 |
| Policy instance | 8 |
| Insurance contract or identification number | 30060864 | | Number of Individuals Covered | 6855 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $646,231 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | UHHHMO, UHHPPO |
| Policy instance | 9 |
| Insurance contract or identification number | UHHHMO, UHHPPO | | Number of Individuals Covered | 1948 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $253,443 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-477 |
| Policy instance | 10 |
| Insurance contract or identification number | HR-477 | | Number of Individuals Covered | 2888 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $64,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79298 |
| Policy instance | 17 |
| Insurance contract or identification number | 79298 | | Number of Individuals Covered | 6443 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,103,313 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL PROGRAMS, INC. (National Association of Insurance Commissioners NAIC id number: 95163 ) |
| Policy contract number | 79233 |
| Policy instance | 16 |
| Insurance contract or identification number | 79233 | | Number of Individuals Covered | 734 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $255,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 ) |
| Policy contract number | 10426 |
| Policy instance | 15 |
| Insurance contract or identification number | 10426 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $219,358 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
| Policy contract number | 35984 |
| Policy instance | 14 |
| Insurance contract or identification number | 35984 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $157,802 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 603910 |
| Policy instance | 13 |
| Insurance contract or identification number | 603910 | | Number of Individuals Covered | 2466 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $7,550,467 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3331506 |
| Policy instance | 12 |
| Insurance contract or identification number | 3331506 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PREPAID DENTAL | | Welfare Benefit Premiums Paid to Carrier | USD $944,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-476 |
| Policy instance | 11 |
| Insurance contract or identification number | HR-476 | | Number of Individuals Covered | 242 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,409 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 7 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 5113 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $23,589,648 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 6 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 13718 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $75,167,980 | | 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 number | 0751940 |
| Policy instance | 5 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 7486 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $401,277 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 145524 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,693,736 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 5645 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 8 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 4308 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $24,634,258 | | 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: 12516 ) |
| Policy contract number | 30060864 |
| Policy instance | 9 |
| Insurance contract or identification number | 30060864 | | Number of Individuals Covered | 4445 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $394,900 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | UHHHMO |
| Policy instance | 10 |
| Insurance contract or identification number | UHHHMO | | Number of Individuals Covered | 3424 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $398,389 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-477 |
| Policy instance | 11 |
| Insurance contract or identification number | HR-477 | | Number of Individuals Covered | 3599 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $216,894 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-476 |
| Policy instance | 12 |
| Insurance contract or identification number | HR-476 | | Number of Individuals Covered | 1159 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $174,401 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3331506 |
| Policy instance | 13 |
| Insurance contract or identification number | 3331506 | | Number of Individuals Covered | 12693 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PREPAID DENTAL | | Welfare Benefit Premiums Paid to Carrier | USD $3,032,709 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 603910 |
| Policy instance | 14 |
| Insurance contract or identification number | 603910 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $62,789 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 105305 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,624,829 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 8671 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | UHHHMO |
| Policy instance | 10 |
| Insurance contract or identification number | UHHHMO | | Number of Individuals Covered | 4064 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $435,705 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-477 |
| Policy instance | 11 |
| Insurance contract or identification number | HR-477 | | Number of Individuals Covered | 1217 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $86,787 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 7340 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | 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: 12516 ) |
| Policy contract number | 30060864 |
| Policy instance | 9 |
| Insurance contract or identification number | 30060864 | | Number of Individuals Covered | 2676 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $263,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 6116 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 145495 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,647,522 | | 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 number | 0751940 |
| Policy instance | 5 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 7254 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $394,259 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 6 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 13358 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $70,102,677 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 7 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 5252 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $25,752,605 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-476 |
| Policy instance | 12 |
| Insurance contract or identification number | HR-476 | | Number of Individuals Covered | 2616 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $204,334 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3331506 |
| Policy instance | 13 |
| Insurance contract or identification number | 3331506 | | Number of Individuals Covered | 8129 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PREPAID DENTAL | | Welfare Benefit Premiums Paid to Carrier | USD $1,798,070 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 8 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 3505 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $20,750,729 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 ) |
| Policy contract number | 33A2ES000047701 |
| Policy instance | 15 |
| Insurance contract or identification number | 33A2ES000047701 | | Number of Individuals Covered | 539 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $439,378 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 104910 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,620,478 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 603910 |
| Policy instance | 14 |
| Insurance contract or identification number | 603910 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $68,768 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 15226 |
| Policy instance | 18 |
| Insurance contract or identification number | 15226 | | Number of Individuals Covered | 7177 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $325,051 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 151967 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,825,581 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 5489 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 103383 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,463,534 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 6775 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 6 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 12935 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $60,161,844 | | 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: 12516 ) |
| Policy contract number | 30060864 |
| Policy instance | 11 |
| Insurance contract or identification number | 30060864 | | Number of Individuals Covered | 2386 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $211,131 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3331506 |
| Policy instance | 17 |
| Insurance contract or identification number | 3331506 | | Number of Individuals Covered | 5734 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PREPAID DENTAL | | Welfare Benefit Premiums Paid to Carrier | USD $1,045,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-476 |
| Policy instance | 16 |
| Insurance contract or identification number | HR-476 | | Number of Individuals Covered | 2765 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $261,541 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DAVIS VISION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | HR-477 |
| Policy instance | 15 |
| Insurance contract or identification number | HR-477 | | Number of Individuals Covered | 1068 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,822 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | UHHHMO |
| Policy instance | 14 |
| Insurance contract or identification number | UHHHMO | | Number of Individuals Covered | 4689 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $502,014 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 13 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 5103 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $13,979,819 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 12 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 13213 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $40,187,467 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 10 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 3130 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $18,277,625 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 9 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 4778 | | Insurance policy start date | 2016-06-01 | | Insurance policy end date | 2017-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $21,149,103 | | 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: 00000 ) |
| Policy contract number | L6250A, L6250E |
| Policy instance | 8 |
| Insurance contract or identification number | L6250A, L6250E | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,716,719 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 003804 |
| Policy instance | 7 |
| Insurance contract or identification number | 003804 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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 number | 0751940 |
| Policy instance | 5 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 5370 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $152,816 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 6 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 12917 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $53,358,795 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00445173 |
| Policy instance | 13 |
| Insurance contract or identification number | 00445173 | | Number of Individuals Covered | 3820 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $2,531 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $70,361 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 2531 | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERVICES, LLC |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 12 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 2894 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $14,110,207 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
| Policy contract number | 740297 |
| Policy instance | 11 |
| Insurance contract or identification number | 740297 | | Number of Individuals Covered | 3718 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTAL HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 41067 ) |
| Policy contract number | 3968H |
| Policy instance | 8 |
| Insurance contract or identification number | 3968H | | Number of Individuals Covered | 388 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $105,749 | | 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 number | 0751940 |
| Policy instance | 5 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 2010 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $123,397 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 142000 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,035,912 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 5550 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 98153 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,288,180 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 10593 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 10 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 4640 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $18,304,145 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 003804 |
| Policy instance | 7 |
| Insurance contract or identification number | 003804 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | 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: 00000 ) |
| Policy contract number | L6250A, L6250E |
| Policy instance | 9 |
| Insurance contract or identification number | L6250A, L6250E | | Number of Individuals Covered | 371 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,714,679 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 10 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 4601 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $16,284,243 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
| Policy contract number | 740297 |
| Policy instance | 11 |
| Insurance contract or identification number | 740297 | | Number of Individuals Covered | 3608 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | 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: 00000 ) |
| Policy contract number | L6250A, L6250E |
| Policy instance | 9 |
| Insurance contract or identification number | L6250A, L6250E | | Number of Individuals Covered | 420 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,784,827 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 8722 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 95739 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,127,664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 5550 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 145774 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,756,233 | | 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 number | 0751940 |
| Policy instance | 5 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 2020 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $124,954 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 6 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 12792 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $52,306,371 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 003804 |
| Policy instance | 7 |
| Insurance contract or identification number | 003804 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTAL HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 41067 ) |
| Policy contract number | 3968H |
| Policy instance | 8 |
| Insurance contract or identification number | 3968H | | Number of Individuals Covered | 383 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $109,314 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 20770 |
| Policy instance | 12 |
| Insurance contract or identification number | 20770 | | Number of Individuals Covered | 2340 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $6,583,209 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00445173 |
| Policy instance | 14 |
| Insurance contract or identification number | 00445173 | | Number of Individuals Covered | 3911 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $4,752 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $243,494 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 4752 | | Additional information about fees paid to insurance broker | SPECIAL PRODUCER COMPENSATION BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERVICES, LLC |
|
| DELTA DENTAL OF ILLINOIS (National Association of Insurance Commissioners NAIC id number: 47589 ) |
| Policy contract number | 20215 |
| Policy instance | 13 |
| Insurance contract or identification number | 20215 | | Number of Individuals Covered | 387 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,905 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 9354 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | 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: 00000 ) |
| Policy contract number | L6250A, L6250E |
| Policy instance | 9 |
| Insurance contract or identification number | L6250A, L6250E | | Number of Individuals Covered | 476 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,869,396 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTAL HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 41067 ) |
| Policy contract number | 3968H |
| Policy instance | 8 |
| Insurance contract or identification number | 3968H | | Number of Individuals Covered | 394 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $118,328 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 003804 |
| Policy instance | 7 |
| Insurance contract or identification number | 003804 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 6 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 13353 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $48,134,481 | | 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 number | 0751940 |
| Policy instance | 5 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 2072 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $125,197 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 146374 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,386,581 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 5128 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 89950 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,345,282 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 10 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 4556 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $16,280,678 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
| Policy contract number | 740297 |
| Policy instance | 11 |
| Insurance contract or identification number | 740297 | | Number of Individuals Covered | 3500 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
| Policy contract number | 740297 |
| Policy instance | 11 |
| Insurance contract or identification number | 740297 | | Number of Individuals Covered | 3474 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | 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: 00000 ) |
| Policy contract number | L6250A, L6250E |
| Policy instance | 9 |
| Insurance contract or identification number | L6250A, L6250E | | Number of Individuals Covered | 525 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,690,583 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 10828 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTAL HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 41067 ) |
| Policy contract number | 3968H |
| Policy instance | 8 |
| Insurance contract or identification number | 3968H | | Number of Individuals Covered | 529 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $83,559 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 003804 |
| Policy instance | 7 |
| Insurance contract or identification number | 003804 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 100600 |
| Policy instance | 6 |
| Insurance contract or identification number | 100600 | | Number of Individuals Covered | 13278 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $47,156,068 | | 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 number | 0751940 |
| Policy instance | 5 |
| Insurance contract or identification number | 0751940 | | Number of Individuals Covered | 1980 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $84,620 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 135796 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $36,958,043 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 4978 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 95082 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,380,308 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 123693 |
| Policy instance | 10 |
| Insurance contract or identification number | 123693 | | Number of Individuals Covered | 4481 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $16,076,759 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 3 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 4890 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 1 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 12308 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 2 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 82743 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,043,793 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 138092 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,366,715 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ATLANTIC SOUTHERN DENTAL FOUNDATION (National Association of Insurance Commissioners NAIC id number: 11217 ) |
| Policy contract number | 102/202 |
| Policy instance | 2 |
| Insurance contract or identification number | 102/202 | | Number of Individuals Covered | 11581 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | 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 number | 3331506 |
| Policy instance | 3 |
| Insurance contract or identification number | 3331506 | | Number of Individuals Covered | 10762 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,890,351 | | 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 number | 0711827 |
| Policy instance | 1 |
| Insurance contract or identification number | 0711827 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,848,027 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| EMBLEM HEALTH (National Association of Insurance Commissioners NAIC id number: 55239 ) |
| Policy contract number | DT0004534 |
| Policy instance | 5 |
| Insurance contract or identification number | DT0004534 | | Number of Individuals Covered | 5188 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 ) |
| Policy contract number | |
| Policy instance | 6 |
| Number of Individuals Covered | 130231 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | PRE-PAID LIMITED DENTAL SERVICES | | Welfare Benefit Premiums Paid to Carrier | USD $80,460 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F019003 |
| Policy instance | 4 |
| Insurance contract or identification number | F019003 | | Number of Individuals Covered | 80545 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,731,073 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
