OMNITRADE HEALTH TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OMNITRADE HEALTH TRUST ARRANGEMENT
Measure | Date | Value |
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2022 : OMNITRADE HEALTH TRUST ARRANGEMENT 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,278,356 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,278,356 |
Total income from all sources (including contributions) | 2022-12-31 | $39,055,906 |
Total of all expenses incurred | 2022-12-31 | $39,017,466 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $35,012,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $39,029,496 |
Value of total assets at end of year | 2022-12-31 | $1,606,758 |
Value of total assets at beginning of year | 2022-12-31 | $1,606,758 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,005,301 |
Total interest from all sources | 2022-12-31 | $1,844 |
Administrative expenses professional fees incurred | 2022-12-31 | $3,260,143 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $385,860 |
Participant contributions at end of year | 2022-12-31 | $18,424 |
Participant contributions at beginning of year | 2022-12-31 | $18,424 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $25,573 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,069 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,069 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $725,610 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $725,610 |
Other income not declared elsewhere | 2022-12-31 | $24,566 |
Administrative expenses (other) incurred | 2022-12-31 | $16,165 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $113,635 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $113,635 |
Total non interest bearing cash at end of year | 2022-12-31 | $419,796 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $419,796 |
Value of net income/loss | 2022-12-31 | $38,440 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $328,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $328,402 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,029,891 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,029,891 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,029,891 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,844 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $34,986,592 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $38,643,636 |
Employer contributions (assets) at end of year | 2022-12-31 | $137,578 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $137,578 |
Contract administrator fees | 2022-12-31 | $728,993 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $439,111 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $439,111 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2022-12-31 | 910614823 |
2021 : OMNITRADE HEALTH TRUST ARRANGEMENT 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,278,356 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,266,483 |
Total income from all sources (including contributions) | 2021-12-31 | $33,386,840 |
Total of all expenses incurred | 2021-12-31 | $33,353,006 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $29,962,757 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $33,366,912 |
Value of total assets at end of year | 2021-12-31 | $1,606,758 |
Value of total assets at beginning of year | 2021-12-31 | $1,561,051 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,390,249 |
Total interest from all sources | 2021-12-31 | $1,589 |
Administrative expenses professional fees incurred | 2021-12-31 | $2,790,429 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $362,631 |
Participant contributions at end of year | 2021-12-31 | $18,424 |
Participant contributions at beginning of year | 2021-12-31 | $33,240 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $25,681 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,069 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $725,610 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $940,458 |
Other income not declared elsewhere | 2021-12-31 | $18,339 |
Administrative expenses (other) incurred | 2021-12-31 | $14,831 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $113,635 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $78,700 |
Total non interest bearing cash at end of year | 2021-12-31 | $419,796 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $437,283 |
Value of net income/loss | 2021-12-31 | $33,834 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $328,402 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $294,568 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,029,891 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,050,117 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,050,117 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,589 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $29,937,076 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $33,004,281 |
Employer contributions (assets) at end of year | 2021-12-31 | $137,578 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $40,411 |
Contract administrator fees | 2021-12-31 | $584,989 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $439,111 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $247,325 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2021-12-31 | 910614823 |
2020 : OMNITRADE HEALTH TRUST ARRANGEMENT 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,266,483 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $764,201 |
Total income from all sources (including contributions) | 2020-12-31 | $31,503,854 |
Total of all expenses incurred | 2020-12-31 | $31,499,930 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $28,203,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $31,496,240 |
Value of total assets at end of year | 2020-12-31 | $1,561,051 |
Value of total assets at beginning of year | 2020-12-31 | $1,054,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,296,539 |
Total interest from all sources | 2020-12-31 | $710 |
Administrative expenses professional fees incurred | 2020-12-31 | $2,727,880 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $494,198 |
Participant contributions at end of year | 2020-12-31 | $33,240 |
Participant contributions at beginning of year | 2020-12-31 | $11,481 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $26,409 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $940,458 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $401,502 |
Other income not declared elsewhere | 2020-12-31 | $6,904 |
Administrative expenses (other) incurred | 2020-12-31 | $12,821 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $78,700 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $62,272 |
Total non interest bearing cash at end of year | 2020-12-31 | $437,283 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $712,074 |
Value of net income/loss | 2020-12-31 | $3,924 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $294,568 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $290,644 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,050,117 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $253,081 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $253,081 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $710 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $28,176,982 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $31,002,042 |
Employer contributions (assets) at end of year | 2020-12-31 | $40,411 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $78,209 |
Contract administrator fees | 2020-12-31 | $555,838 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $247,325 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $300,427 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2020-12-31 | 910614823 |
2019 : OMNITRADE HEALTH TRUST ARRANGEMENT 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $764,201 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,040,163 |
Total income from all sources (including contributions) | 2019-12-31 | $29,849,878 |
Total of all expenses incurred | 2019-12-31 | $29,935,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $26,723,814 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $29,827,926 |
Value of total assets at end of year | 2019-12-31 | $1,054,845 |
Value of total assets at beginning of year | 2019-12-31 | $1,416,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,211,419 |
Total interest from all sources | 2019-12-31 | $457 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,674,077 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $806,255 |
Participant contributions at end of year | 2019-12-31 | $11,481 |
Participant contributions at beginning of year | 2019-12-31 | $19,414 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $25,354 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $401,502 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $618,289 |
Other income not declared elsewhere | 2019-12-31 | $21,495 |
Administrative expenses (other) incurred | 2019-12-31 | $8,387 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $62,272 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $124,854 |
Total non interest bearing cash at end of year | 2019-12-31 | $712,074 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,048,890 |
Value of net income/loss | 2019-12-31 | $-85,355 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $290,644 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $375,999 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $253,081 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $252,718 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $252,718 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $457 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $26,698,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $29,021,671 |
Employer contributions (assets) at end of year | 2019-12-31 | $78,209 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $95,140 |
Contract administrator fees | 2019-12-31 | $528,955 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $300,427 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $297,020 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2019-12-31 | 910614823 |
2018 : OMNITRADE HEALTH TRUST ARRANGEMENT 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,040,163 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $685,676 |
Total income from all sources (including contributions) | 2018-12-31 | $25,638,633 |
Total of all expenses incurred | 2018-12-31 | $25,731,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $22,977,031 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $25,596,880 |
Value of total assets at end of year | 2018-12-31 | $1,416,162 |
Value of total assets at beginning of year | 2018-12-31 | $1,154,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,754,820 |
Total interest from all sources | 2018-12-31 | $690 |
Administrative expenses professional fees incurred | 2018-12-31 | $2,313,104 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $521,772 |
Participant contributions at end of year | 2018-12-31 | $19,414 |
Participant contributions at beginning of year | 2018-12-31 | $5,312 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $21,213 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $618,289 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $336,756 |
Other income not declared elsewhere | 2018-12-31 | $41,063 |
Administrative expenses (other) incurred | 2018-12-31 | $11,308 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $124,854 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $60,436 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,048,890 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $726,329 |
Value of net income/loss | 2018-12-31 | $-93,218 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $375,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $469,217 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $252,718 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $252,340 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $252,340 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $690 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $22,955,818 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $25,075,108 |
Employer contributions (assets) at end of year | 2018-12-31 | $95,140 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $170,912 |
Contract administrator fees | 2018-12-31 | $430,408 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $297,020 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $288,484 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2018-12-31 | 910614823 |
2017 : OMNITRADE HEALTH TRUST ARRANGEMENT 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $18,063,260 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $17,952,683 |
Total income from all sources (including contributions) | 2017-12-31 | $23,065,836 |
Total of all expenses incurred | 2017-12-31 | $23,683,730 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $21,258,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $23,030,658 |
Value of total assets at end of year | 2017-12-31 | $1,154,893 |
Value of total assets at beginning of year | 2017-12-31 | $1,662,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,425,723 |
Total interest from all sources | 2017-12-31 | $449 |
Administrative expenses professional fees incurred | 2017-12-31 | $2,029,294 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $280,945 |
Participant contributions at end of year | 2017-12-31 | $5,312 |
Participant contributions at beginning of year | 2017-12-31 | $8,476 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $17,714,340 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $17,379,168 |
Other income not declared elsewhere | 2017-12-31 | $34,729 |
Administrative expenses (other) incurred | 2017-12-31 | $14,165 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $60,436 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $75,300 |
Total non interest bearing cash at end of year | 2017-12-31 | $726,329 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,212,014 |
Value of net income/loss | 2017-12-31 | $-617,894 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-16,908,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-16,290,473 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $252,340 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $251,943 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $251,943 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $449 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $21,258,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $22,749,713 |
Employer contributions (assets) at end of year | 2017-12-31 | $170,912 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $189,777 |
Contract administrator fees | 2017-12-31 | $382,264 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $288,484 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $498,215 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2017-12-31 | 910614823 |
2016 : OMNITRADE HEALTH TRUST ARRANGEMENT 2016 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $17,952,683 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $13,406,721 |
Total income from all sources (including contributions) | 2016-12-31 | $31,091,361 |
Total of all expenses incurred | 2016-12-31 | $35,683,028 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $32,527,409 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $31,021,225 |
Value of total assets at end of year | 2016-12-31 | $1,662,210 |
Value of total assets at beginning of year | 2016-12-31 | $1,707,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,155,619 |
Total interest from all sources | 2016-12-31 | $379 |
Administrative expenses professional fees incurred | 2016-12-31 | $2,620,217 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $504,490 |
Participant contributions at end of year | 2016-12-31 | $8,476 |
Participant contributions at beginning of year | 2016-12-31 | $7,020 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $17,379,168 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $12,676,847 |
Other income not declared elsewhere | 2016-12-31 | $69,757 |
Administrative expenses (other) incurred | 2016-12-31 | $6,319 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $75,300 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $111,485 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,212,014 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,373,113 |
Value of net income/loss | 2016-12-31 | $-4,591,667 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-16,290,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-11,698,806 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $251,943 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $251,564 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $251,564 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $379 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $32,527,409 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $30,516,735 |
Employer contributions (assets) at end of year | 2016-12-31 | $189,777 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $76,218 |
Contract administrator fees | 2016-12-31 | $529,083 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $498,215 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $618,389 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2016-12-31 | 910614823 |
2015 : OMNITRADE HEALTH TRUST ARRANGEMENT 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $13,406,721 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $10,148,023 |
Total income from all sources (including contributions) | 2015-12-31 | $33,135,598 |
Total of all expenses incurred | 2015-12-31 | $36,517,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $33,061,547 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $33,060,231 |
Value of total assets at end of year | 2015-12-31 | $1,707,915 |
Value of total assets at beginning of year | 2015-12-31 | $1,831,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,456,192 |
Total interest from all sources | 2015-12-31 | $377 |
Administrative expenses professional fees incurred | 2015-12-31 | $2,872,101 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $362,429 |
Participant contributions at end of year | 2015-12-31 | $7,020 |
Participant contributions at beginning of year | 2015-12-31 | $2,318 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $12,676,847 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $9,169,418 |
Other income not declared elsewhere | 2015-12-31 | $74,990 |
Administrative expenses (other) incurred | 2015-12-31 | $5,522 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $111,485 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $125,205 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,373,113 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,378,417 |
Value of net income/loss | 2015-12-31 | $-3,382,141 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-11,698,806 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-8,316,665 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $251,564 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $251,187 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $251,187 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $377 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $33,061,547 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $32,697,802 |
Employer contributions (assets) at end of year | 2015-12-31 | $76,218 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $199,436 |
Contract administrator fees | 2015-12-31 | $578,569 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $618,389 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $853,400 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2015-12-31 | 910614823 |
2014 : OMNITRADE HEALTH TRUST ARRANGEMENT 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $10,148,023 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,871,412 |
Total income from all sources (including contributions) | 2014-12-31 | $39,948,756 |
Total of all expenses incurred | 2014-12-31 | $43,658,700 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $39,530,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $39,873,701 |
Value of total assets at end of year | 2014-12-31 | $1,831,358 |
Value of total assets at beginning of year | 2014-12-31 | $2,264,691 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,128,067 |
Total interest from all sources | 2014-12-31 | $494 |
Administrative expenses professional fees incurred | 2014-12-31 | $3,386,257 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $548,378 |
Participant contributions at end of year | 2014-12-31 | $2,318 |
Participant contributions at beginning of year | 2014-12-31 | $17,599 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $9,169,418 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $6,115,248 |
Other income not declared elsewhere | 2014-12-31 | $74,561 |
Administrative expenses (other) incurred | 2014-12-31 | $11,312 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $125,205 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $102,891 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,378,417 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,894,481 |
Value of net income/loss | 2014-12-31 | $-3,709,944 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-8,316,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-4,606,721 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $251,187 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $250,693 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $250,693 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $494 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $39,530,633 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $39,325,323 |
Employer contributions (assets) at end of year | 2014-12-31 | $199,436 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $101,918 |
Contract administrator fees | 2014-12-31 | $730,498 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $853,400 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $653,273 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2014-12-31 | 910614823 |
2013 : OMNITRADE HEALTH TRUST ARRANGEMENT 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $6,871,412 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,530,624 |
Total income from all sources (including contributions) | 2013-12-31 | $30,349,437 |
Total of all expenses incurred | 2013-12-31 | $34,998,083 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $31,859,728 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $30,295,068 |
Value of total assets at end of year | 2013-12-31 | $2,264,691 |
Value of total assets at beginning of year | 2013-12-31 | $1,572,549 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,138,355 |
Total interest from all sources | 2013-12-31 | $501 |
Administrative expenses professional fees incurred | 2013-12-31 | $2,579,700 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $306,411 |
Participant contributions at end of year | 2013-12-31 | $17,599 |
Participant contributions at beginning of year | 2013-12-31 | $3,782 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $6,115,248 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $887,933 |
Other income not declared elsewhere | 2013-12-31 | $53,868 |
Administrative expenses (other) incurred | 2013-12-31 | $5,912 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $102,891 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $85,176 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,894,481 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,255,720 |
Value of net income/loss | 2013-12-31 | $-4,648,646 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-4,606,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $41,925 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $250,693 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $250,192 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $250,192 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $501 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $31,859,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $29,988,657 |
Employer contributions (assets) at end of year | 2013-12-31 | $101,918 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $62,855 |
Contract administrator fees | 2013-12-31 | $552,743 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $653,273 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $557,515 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2013-12-31 | 910614823 |
2012 : OMNITRADE HEALTH TRUST ARRANGEMENT 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,530,624 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $748,444 |
Total income from all sources (including contributions) | 2012-12-31 | $20,633,291 |
Total of all expenses incurred | 2012-12-31 | $20,551,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $18,406,824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $20,603,517 |
Value of total assets at end of year | 2012-12-31 | $1,572,549 |
Value of total assets at beginning of year | 2012-12-31 | $708,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,145,038 |
Total interest from all sources | 2012-12-31 | $192 |
Administrative expenses professional fees incurred | 2012-12-31 | $1,729,224 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $198,966 |
Participant contributions at end of year | 2012-12-31 | $3,782 |
Participant contributions at beginning of year | 2012-12-31 | $5,330 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $887,933 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $294,450 |
Other income not declared elsewhere | 2012-12-31 | $29,582 |
Administrative expenses (other) incurred | 2012-12-31 | $42,374 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $85,176 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $58,916 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,255,720 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $690,606 |
Value of net income/loss | 2012-12-31 | $81,429 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $41,925 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-39,504 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $250,192 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $192 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $18,406,824 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $20,404,551 |
Employer contributions (assets) at end of year | 2012-12-31 | $62,855 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $13,004 |
Contract administrator fees | 2012-12-31 | $373,440 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $557,515 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $395,078 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2012-12-31 | 910614823 |
2011 : OMNITRADE HEALTH TRUST ARRANGEMENT 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $748,444 |
Total income from all sources (including contributions) | 2011-12-31 | $14,701,876 |
Total of all expenses incurred | 2011-12-31 | $14,741,380 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $13,195,329 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $14,694,386 |
Value of total assets at end of year | 2011-12-31 | $708,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,546,051 |
Administrative expenses professional fees incurred | 2011-12-31 | $1,269,327 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $178,395 |
Participant contributions at end of year | 2011-12-31 | $5,330 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $19,186 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $294,450 |
Other income not declared elsewhere | 2011-12-31 | $7,490 |
Administrative expenses (other) incurred | 2011-12-31 | $6,343 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $58,916 |
Total non interest bearing cash at end of year | 2011-12-31 | $690,606 |
Value of net income/loss | 2011-12-31 | $-39,504 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $-39,504 |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $13,176,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $14,515,991 |
Employer contributions (assets) at end of year | 2011-12-31 | $13,004 |
Contract administrator fees | 2011-12-31 | $270,381 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $395,078 |
Did the plan have assets held for investment | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2011-12-31 | 910614823 |
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 ) |
Policy contract number | 100000057-61 |
Policy instance | 10 |
Insurance contract or identification number | 100000057-61 | Number of Individuals Covered | 589 | 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 $234,980 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000021 |
Policy instance | 1 |
Insurance contract or identification number | 100000021 | Number of Individuals Covered | 1545 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,162,365 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 352 776 777 ETC |
Policy instance | 2 |
Insurance contract or identification number | 352 776 777 ETC | Number of Individuals Covered | 3567 | 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 $1,864,367 | 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: 53031 ) |
Policy contract number | 12032443 |
Policy instance | 3 |
Insurance contract or identification number | 12032443 | Number of Individuals Covered | 2382 | 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 $272,714 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151567 |
Policy instance | 4 |
Insurance contract or identification number | 151567 | Number of Individuals Covered | 3068 | 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 $2,543 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $145,298 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2543 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000055 |
Policy instance | 5 |
Insurance contract or identification number | 100000055 | Number of Individuals Covered | 1237 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $805,462 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151568 |
Policy instance | 6 |
Insurance contract or identification number | 151568 | Number of Individuals Covered | 31 | 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 $213 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $12,182 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 213 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934370 |
Policy instance | 7 |
Insurance contract or identification number | 934370 | Number of Individuals Covered | 10 | 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 $118 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,737 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 118 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934420 |
Policy instance | 8 |
Insurance contract or identification number | 934420 | Number of Individuals Covered | 10 | 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 $194 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,080 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 194 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 ) |
Policy contract number | 100000057-61 |
Policy instance | 9 |
Insurance contract or identification number | 100000057-61 | Number of Individuals Covered | 1037 | 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 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,345,726 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000021 |
Policy instance | 1 |
Insurance contract or identification number | 100000021 | Number of Individuals Covered | 1786 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,208,932 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 352 776 777 ETC |
Policy instance | 2 |
Insurance contract or identification number | 352 776 777 ETC | Number of Individuals Covered | 3653 | 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 $1,854,006 | 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: 53031 ) |
Policy contract number | 12032443 |
Policy instance | 3 |
Insurance contract or identification number | 12032443 | Number of Individuals Covered | 1940 | Insurance policy start date | 2020-12-01 | Insurance policy end date | 2021-11-30 | 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 $206,521 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151567 |
Policy instance | 4 |
Insurance contract or identification number | 151567 | Number of Individuals Covered | 3168 | 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 $2,560 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $146,260 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2560 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000055 |
Policy instance | 5 |
Insurance contract or identification number | 100000055 | Number of Individuals Covered | 1186 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $704,503 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151568 |
Policy instance | 6 |
Insurance contract or identification number | 151568 | Number of Individuals Covered | 40 | 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 $267 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $15,267 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 267 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934370 |
Policy instance | 7 |
Insurance contract or identification number | 934370 | Number of Individuals Covered | 32 | 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 $106 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,059 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 106 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934420 |
Policy instance | 8 |
Insurance contract or identification number | 934420 | Number of Individuals Covered | 32 | 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 $167 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,544 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 167 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
|
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 ) |
Policy contract number | |
Policy instance | 9 |
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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12032443 |
Policy instance | 3 |
Insurance contract or identification number | 12032443 | Number of Individuals Covered | 1946 | Insurance policy start date | 2019-12-01 | Insurance policy end date | 2020-11-30 | 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 $224,392 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151567 |
Policy instance | 4 |
Insurance contract or identification number | 151567 | Number of Individuals Covered | 2447 | 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 $-645 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $143,805 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2110 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000055 |
Policy instance | 5 |
Insurance contract or identification number | 100000055 | Number of Individuals Covered | 1320 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $756,731 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151568 |
Policy instance | 6 |
Insurance contract or identification number | 151568 | Number of Individuals Covered | 17 | 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 $-76 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $10,195 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 153 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934370 |
Policy instance | 7 |
Insurance contract or identification number | 934370 | Number of Individuals Covered | 39 | 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 $54 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,690 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 54 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 352 776 777 ETC |
Policy instance | 2 |
Insurance contract or identification number | 352 776 777 ETC | Number of Individuals Covered | 4087 | 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 $1,948,672 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000021 |
Policy instance | 1 |
Insurance contract or identification number | 100000021 | Number of Individuals Covered | 1671 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,057,373 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934420 |
Policy instance | 8 |
Insurance contract or identification number | 934420 | Number of Individuals Covered | 39 | 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 $76 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,545 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 76 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151567 |
Policy instance | 4 |
Insurance contract or identification number | 151567 | Number of Individuals Covered | 3161 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,570 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $164,035 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,570 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934370 |
Policy instance | 7 |
Insurance contract or identification number | 934370 | Number of Individuals Covered | 47 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $38 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,365 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151568 |
Policy instance | 6 |
Insurance contract or identification number | 151568 | Number of Individuals Covered | 28 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $210 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $14,045 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $210 | Insurance broker organization code? | 3 |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000055 |
Policy instance | 5 |
Insurance contract or identification number | 100000055 | Number of Individuals Covered | 1481 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $742,692 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934420 |
Policy instance | 8 |
Insurance contract or identification number | 934420 | Number of Individuals Covered | 47 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $64 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,828 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $64 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12032443 |
Policy instance | 3 |
Insurance contract or identification number | 12032443 | Number of Individuals Covered | 2162 | 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 $225,905 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 352,353,776 ETC |
Policy instance | 2 |
Insurance contract or identification number | 352,353,776 ETC | Number of Individuals Covered | 3791 | 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 $1,919,778 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 100000021 |
Policy instance | 1 |
Insurance contract or identification number | 100000021 | Number of Individuals Covered | 1486 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $899,829 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934420 |
Policy instance | 8 |
Insurance contract or identification number | 934420 | Number of Individuals Covered | 67 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $162 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,279 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $141 | Insurance broker organization code? | 3 |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 200000021 |
Policy instance | 1 |
Insurance contract or identification number | 200000021 | Number of Individuals Covered | 1547 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $906,240 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934370 |
Policy instance | 7 |
Insurance contract or identification number | 934370 | Number of Individuals Covered | 67 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $77 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,641 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $75 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151568 |
Policy instance | 6 |
Insurance contract or identification number | 151568 | Number of Individuals Covered | 35 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $85 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $12,423 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $64 | Insurance broker organization code? | 3 |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 200000055 |
Policy instance | 5 |
Insurance contract or identification number | 200000055 | Number of Individuals Covered | 994 | 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 | Health Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $413,668 | 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: 53031 ) |
Policy contract number | 12032443 |
Policy instance | 3 |
Insurance contract or identification number | 12032443 | Number of Individuals Covered | 1984 | 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 $202,096 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151567 |
Policy instance | 4 |
Insurance contract or identification number | 151567 | Number of Individuals Covered | 2395 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,777 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $253,145 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,367 | Insurance broker organization code? | 3 |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 352,353,777 ETC |
Policy instance | 2 |
Insurance contract or identification number | 352,353,777 ETC | Number of Individuals Covered | 3866 | 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 $1,653,506 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 352 353 776-778 |
Policy instance | 2 |
Insurance contract or identification number | 352 353 776-778 | Number of Individuals Covered | 2226 | 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 $1,554,004 | 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: 53031 ) |
Policy contract number | 12032443 |
Policy instance | 3 |
Insurance contract or identification number | 12032443 | Number of Individuals Covered | 1646 | 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 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $195,036 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151567 |
Policy instance | 4 |
Insurance contract or identification number | 151567 | Number of Individuals Covered | 338 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $831 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $136,608 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $809 | Insurance broker organization code? | 3 | Insurance broker name | ABD INSURANCE AND FINANCIAL SERVICE |
|
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | OMNI |
Policy instance | 5 |
Insurance contract or identification number | OMNI | Number of Individuals Covered | 2242 | 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 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $18,138 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 200000055 |
Policy instance | 6 |
Insurance contract or identification number | 200000055 | Number of Individuals Covered | 757 | 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 | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $337,965 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 151568 |
Policy instance | 7 |
Insurance contract or identification number | 151568 | Number of Individuals Covered | 11 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $110 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $14,202 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $101 | Insurance broker organization code? | 3 | Insurance broker name | ABD INSURANCE AND FINANCIAL SERVICE |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934370 |
Policy instance | 8 |
Insurance contract or identification number | 934370 | Number of Individuals Covered | 75 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $385 | Total amount of fees paid to insurance company | USD $0 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $33,181 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $379 | Insurance broker organization code? | 3 | Insurance broker name | ABD INSURANCE AND FINANCIAL SERVICE |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 934420 |
Policy instance | 9 |
Insurance contract or identification number | 934420 | Number of Individuals Covered | 139 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $683 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,582 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $671 | Insurance broker organization code? | 3 | Insurance broker name | ABD INSURANCE AND FINANCIAL SERVICE |
|
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 200000021 |
Policy instance | 1 |
Insurance contract or identification number | 200000021 | Number of Individuals Covered | 1430 | 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 | Were dividends or retroactive rate refunds paid as a credit? | Yes | Welfare Benefit Premiums Paid to Carrier | USD $741,770 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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