ORANGE COUNTY EMPLOYEES HEALTH & WELFARE has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : OCEA HEALTH AND WELFARE TRUST 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-387,756 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-387,756 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $517,535 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $842,956 |
Total income from all sources (including contributions) | 2022-12-31 | $14,138,202 |
Total of all expenses incurred | 2022-12-31 | $16,189,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $13,861,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $16,948,774 |
Value of total assets at end of year | 2022-12-31 | $43,441,291 |
Value of total assets at beginning of year | 2022-12-31 | $45,817,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,328,142 |
Total interest from all sources | 2022-12-31 | $229,177 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $609,199 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $609,199 |
Administrative expenses professional fees incurred | 2022-12-31 | $174,130 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $9,549,417 |
Participant contributions at end of year | 2022-12-31 | $359,810 |
Participant contributions at beginning of year | 2022-12-31 | $330,602 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $178,461 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,703,013 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,573,450 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $238,408 |
Administrative expenses (other) incurred | 2022-12-31 | $510,476 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $77,000 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $34,614 |
Total non interest bearing cash at end of year | 2022-12-31 | $8,819,446 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $8,322,455 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,051,158 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $42,923,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $44,974,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $14,308,679 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $17,560,505 |
Interest earned on other investments | 2022-12-31 | $112,195 |
Income. Interest from US Government securities | 2022-12-31 | $7,036 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $13,063,360 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $13,156,806 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $13,156,806 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $109,946 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $6,798,826 |
Asset value of US Government securities at end of year | 2022-12-31 | $2,858,566 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $2,503,611 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,261,192 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,220,896 |
Employer contributions (assets) at end of year | 2022-12-31 | $254,319 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $262,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $7,062,392 |
Contract administrator fees | 2022-12-31 | $1,643,536 |
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 | 2022-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $440,535 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $569,934 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $74,098 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $107,896 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | EIDE BAILLY, LLP |
Accountancy firm EIN | 2022-12-31 | 450250958 |
2021 : OCEA HEALTH AND WELFARE TRUST 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,646,436 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,646,436 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $209,000 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $930,771 |
Total income from all sources (including contributions) | 2021-12-31 | $20,029,819 |
Total of all expenses incurred | 2021-12-31 | $15,826,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $13,622,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $17,736,677 |
Value of total assets at end of year | 2021-12-31 | $43,592,542 |
Value of total assets at beginning of year | 2021-12-31 | $40,111,404 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,204,788 |
Total interest from all sources | 2021-12-31 | $130,128 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,757 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $2,757 |
Administrative expenses professional fees incurred | 2021-12-31 | $691,944 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $9,254,318 |
Participant contributions at end of year | 2021-12-31 | $330,602 |
Participant contributions at beginning of year | 2021-12-31 | $314,197 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,592,064 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,997,527 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,002,660 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $238,408 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $315,878 |
Administrative expenses (other) incurred | 2021-12-31 | $462,844 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $34,614 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $53,329 |
Total non interest bearing cash at end of year | 2021-12-31 | $7,935,595 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $7,416,270 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $4,202,909 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $43,383,542 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $39,180,633 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $17,560,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $15,236,844 |
Interest earned on other investments | 2021-12-31 | $11,735 |
Income. Interest from US Government securities | 2021-12-31 | $111,684 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $13,156,807 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $13,756,651 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $13,756,651 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $18,444 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $6,825,024 |
Asset value of US Government securities at end of year | 2021-12-31 | $2,503,611 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $1,238,831 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $513,821 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $6,890,295 |
Employer contributions (assets) at end of year | 2021-12-31 | $262,545 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,797,098 |
Contract administrator fees | 2021-12-31 | $1,050,000 |
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 | 2021-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $209,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $561,564 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $107,896 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $145,951 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2021-12-31 | 450250958 |
2020 : OCEA HEALTH AND WELFARE TRUST 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $78,003 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $78,003 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $903,802 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $927,180 |
Total income from all sources (including contributions) | 2020-12-31 | $18,443,045 |
Total of all expenses incurred | 2020-12-31 | $15,272,985 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $13,138,862 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $16,333,044 |
Value of total assets at end of year | 2020-12-31 | $40,095,237 |
Value of total assets at beginning of year | 2020-12-31 | $36,948,555 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,134,123 |
Total interest from all sources | 2020-12-31 | $283,957 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $698,209 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $9,144,981 |
Participant contributions at end of year | 2020-12-31 | $316,147 |
Participant contributions at beginning of year | 2020-12-31 | $331,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $117,199 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,984,543 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,979,753 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $411,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $731,679 |
Administrative expenses (other) incurred | 2020-12-31 | $416,214 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $492,802 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $119 |
Total non interest bearing cash at end of year | 2020-12-31 | $7,416,270 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $6,661,413 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,170,060 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $39,191,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $36,021,375 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $15,238,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $13,488,803 |
Interest earned on other investments | 2020-12-31 | $32,310 |
Income. Interest from US Government securities | 2020-12-31 | $13,916 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $13,755,298 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $13,155,985 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $13,155,985 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $283,957 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $6,692,324 |
Asset value of US Government securities at end of year | 2020-12-31 | $1,238,831 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $1,229,752 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,826,044 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,070,864 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,446,538 |
Contract administrator fees | 2020-12-31 | $1,019,700 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $195,382 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $145,951 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $101,754 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2020-12-31 | 450250958 |
2019 : OCEA HEALTH AND WELFARE TRUST 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $135,859 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $135,859 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $135,859 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $135,859 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $668,773 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $668,773 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $839,199 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $839,199 |
Total income from all sources (including contributions) | 2019-12-31 | $19,449,133 |
Total income from all sources (including contributions) | 2019-12-31 | $19,449,133 |
Total of all expenses incurred | 2019-12-31 | $16,051,551 |
Total of all expenses incurred | 2019-12-31 | $16,051,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,028,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $14,028,060 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $16,875,071 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $16,875,071 |
Value of total assets at end of year | 2019-12-31 | $36,402,441 |
Value of total assets at end of year | 2019-12-31 | $36,402,441 |
Value of total assets at beginning of year | 2019-12-31 | $33,175,285 |
Value of total assets at beginning of year | 2019-12-31 | $33,175,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,023,491 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,023,491 |
Total interest from all sources | 2019-12-31 | $326,709 |
Total interest from all sources | 2019-12-31 | $326,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $728,427 |
Administrative expenses professional fees incurred | 2019-12-31 | $728,427 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $9,139,236 |
Contributions received from participants | 2019-12-31 | $9,139,236 |
Participant contributions at end of year | 2019-12-31 | $316,936 |
Participant contributions at end of year | 2019-12-31 | $316,936 |
Participant contributions at beginning of year | 2019-12-31 | $349,486 |
Participant contributions at beginning of year | 2019-12-31 | $349,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $681,005 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $681,005 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,447,798 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,447,798 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,415,249 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,415,249 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $257,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $257,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $582,448 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $582,448 |
Other income not declared elsewhere | 2019-12-31 | $115,510 |
Administrative expenses (other) incurred | 2019-12-31 | $305,064 |
Administrative expenses (other) incurred | 2019-12-31 | $305,064 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $411,773 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $411,773 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $41,881 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $41,881 |
Total non interest bearing cash at end of year | 2019-12-31 | $6,661,413 |
Total non interest bearing cash at end of year | 2019-12-31 | $6,661,413 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $5,374,975 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $5,374,975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,397,582 |
Value of net income/loss | 2019-12-31 | $3,397,582 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $35,733,668 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $35,733,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $32,336,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $32,336,086 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,490,155 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $13,490,155 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,273,819 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $10,273,819 |
Income. Interest from US Government securities | 2019-12-31 | $15,188 |
Income. Interest from US Government securities | 2019-12-31 | $15,188 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13,154,633 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13,154,633 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $14,521,175 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $14,521,175 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $14,521,175 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $14,521,175 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $311,521 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $311,521 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $6,690,161 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $6,690,161 |
Asset value of US Government securities at end of year | 2019-12-31 | $1,229,752 |
Asset value of US Government securities at end of year | 2019-12-31 | $1,229,752 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $1,195,054 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $1,195,054 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,111,494 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,111,494 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 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 | $7,054,830 |
Contributions received in cash from employer | 2019-12-31 | $7,054,830 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,337,899 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,337,899 |
Contract administrator fees | 2019-12-31 | $990,000 |
Contract administrator fees | 2019-12-31 | $990,000 |
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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $214,870 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $214,870 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $101,754 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $101,754 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $45,527 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $45,527 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | EIDE BAILLY LLP |
Accountancy firm name | 2019-12-31 | EIDE BAILLY LLP |
Accountancy firm EIN | 2019-12-31 | 450250958 |
Accountancy firm EIN | 2019-12-31 | 450250958 |
2018 : OCEA HEALTH AND WELFARE TRUST 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $451 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $451 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $839,199 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $986,250 |
Total income from all sources (including contributions) | 2018-12-31 | $15,839,535 |
Total of all expenses incurred | 2018-12-31 | $15,823,837 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $14,056,773 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $16,237,752 |
Value of total assets at end of year | 2018-12-31 | $33,175,285 |
Value of total assets at beginning of year | 2018-12-31 | $33,306,638 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,767,064 |
Total interest from all sources | 2018-12-31 | $254,475 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $667,428 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $9,087,158 |
Participant contributions at end of year | 2018-12-31 | $349,486 |
Participant contributions at beginning of year | 2018-12-31 | $485,686 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $113,330 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,415,249 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,374,660 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $582,448 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $702,764 |
Other income not declared elsewhere | 2018-12-31 | $4,893 |
Administrative expenses (other) incurred | 2018-12-31 | $307,406 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $41,881 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $52,684 |
Total non interest bearing cash at end of year | 2018-12-31 | $5,374,975 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $4,547,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $15,698 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $32,336,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,320,388 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $10,273,819 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,931,855 |
Income. Interest from US Government securities | 2018-12-31 | $39,450 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $14,521,175 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $11,514,111 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $11,514,111 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $215,025 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $6,729,962 |
Asset value of US Government securities at end of year | 2018-12-31 | $1,195,054 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $4,124,968 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-658,036 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,037,264 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $264,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,326,811 |
Contract administrator fees | 2018-12-31 | $792,230 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $214,870 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $230,802 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $45,527 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $63,798 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
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 | EIDE BAILLY LLP |
Accountancy firm EIN | 2018-12-31 | 450250958 |
2017 : OCEA HEALTH AND WELFARE TRUST 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-45,712 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-45,712 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $986,250 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $929,094 |
Total income from all sources (including contributions) | 2017-12-31 | $19,534,334 |
Total of all expenses incurred | 2017-12-31 | $16,040,645 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $14,294,173 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $16,743,745 |
Value of total assets at end of year | 2017-12-31 | $33,306,638 |
Value of total assets at beginning of year | 2017-12-31 | $29,755,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,746,472 |
Total interest from all sources | 2017-12-31 | $138,141 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $687,433 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $9,199,947 |
Participant contributions at end of year | 2017-12-31 | $485,686 |
Participant contributions at beginning of year | 2017-12-31 | $536,079 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $119,811 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,374,660 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,387,339 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $702,764 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $693,102 |
Other income not declared elsewhere | 2017-12-31 | $1,409,179 |
Administrative expenses (other) incurred | 2017-12-31 | $279,039 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $52,684 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $17,635 |
Total non interest bearing cash at end of year | 2017-12-31 | $4,547,488 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $3,953,882 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,493,689 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $32,320,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $28,826,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,931,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,246,723 |
Income. Interest from US Government securities | 2017-12-31 | $43,033 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $11,514,111 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $8,524,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $8,524,185 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $95,108 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $6,676,005 |
Asset value of US Government securities at end of year | 2017-12-31 | $4,124,968 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $5,738,846 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,288,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,423,987 |
Employer contributions (assets) at end of year | 2017-12-31 | $264,072 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $286,670 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,618,168 |
Contract administrator fees | 2017-12-31 | $780,000 |
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 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $230,802 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $218,357 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $63,798 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $82,069 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
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 | VAVRINEK, TRINE, DAY & CO., LLP |
Accountancy firm EIN | 2017-12-31 | 952648289 |
2016 : OCEA HEALTH AND WELFARE TRUST 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $6,612 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $6,612 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $929,094 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $664,917 |
Total income from all sources (including contributions) | 2016-12-31 | $17,640,106 |
Total of all expenses incurred | 2016-12-31 | $16,173,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $14,355,481 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $16,866,085 |
Value of total assets at end of year | 2016-12-31 | $29,755,793 |
Value of total assets at beginning of year | 2016-12-31 | $28,024,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,817,784 |
Total interest from all sources | 2016-12-31 | $130,283 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $654,489 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $9,128,149 |
Participant contributions at end of year | 2016-12-31 | $536,079 |
Participant contributions at beginning of year | 2016-12-31 | $492,878 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $114,943 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,387,339 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,411,827 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $693,102 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $429,024 |
Other income not declared elsewhere | 2016-12-31 | $4,898 |
Administrative expenses (other) incurred | 2016-12-31 | $383,295 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $17,635 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $30,649 |
Total non interest bearing cash at end of year | 2016-12-31 | $3,953,882 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $3,717,544 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,466,841 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $28,826,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,359,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,246,723 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,114,354 |
Income. Interest from US Government securities | 2016-12-31 | $47,969 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $8,524,185 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $7,998,613 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $7,998,613 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $82,314 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $7,029,615 |
Asset value of US Government securities at end of year | 2016-12-31 | $5,738,846 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $6,990,074 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $632,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,622,993 |
Employer contributions (assets) at end of year | 2016-12-31 | $286,670 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $295,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $7,325,866 |
Contract administrator fees | 2016-12-31 | $780,000 |
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 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $218,357 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $205,244 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $82,069 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $4,319 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
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 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2016-12-31 | 300702322 |
2015 : OCEA HEALTH AND WELFARE TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-42,379 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-42,379 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $664,917 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $880,112 |
Total income from all sources (including contributions) | 2015-12-31 | $17,273,945 |
Total of all expenses incurred | 2015-12-31 | $16,040,397 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $14,313,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $16,470,677 |
Value of total assets at end of year | 2015-12-31 | $28,024,775 |
Value of total assets at beginning of year | 2015-12-31 | $27,006,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,727,115 |
Total interest from all sources | 2015-12-31 | $122,870 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $619,878 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $8,867,683 |
Participant contributions at end of year | 2015-12-31 | $492,878 |
Participant contributions at beginning of year | 2015-12-31 | $633,043 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $113,419 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,411,827 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,451,161 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $429,024 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $706,307 |
Other income not declared elsewhere | 2015-12-31 | $856,450 |
Administrative expenses (other) incurred | 2015-12-31 | $327,237 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $30,649 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $102 |
Total non interest bearing cash at end of year | 2015-12-31 | $3,717,544 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $4,406,800 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,233,548 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $27,359,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $26,126,310 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,114,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,248,027 |
Income. Interest from US Government securities | 2015-12-31 | $44,413 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $7,998,613 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $5,947,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $5,947,016 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $78,457 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $7,113,395 |
Asset value of US Government securities at end of year | 2015-12-31 | $6,990,074 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $7,017,043 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-133,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,489,575 |
Employer contributions (assets) at end of year | 2015-12-31 | $295,166 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $297,886 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,199,887 |
Contract administrator fees | 2015-12-31 | $780,000 |
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 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $205,244 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $173,703 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $4,319 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $5,446 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
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 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2015-12-31 | 300702322 |
2014 : OCEA HEALTH AND WELFARE TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-25,051 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-25,051 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $880,112 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $715,223 |
Total income from all sources (including contributions) | 2014-12-31 | $17,042,024 |
Total of all expenses incurred | 2014-12-31 | $15,130,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $13,601,634 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $16,544,942 |
Value of total assets at end of year | 2014-12-31 | $27,006,422 |
Value of total assets at beginning of year | 2014-12-31 | $24,930,072 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,528,929 |
Total interest from all sources | 2014-12-31 | $96,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $169,689 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $169,689 |
Administrative expenses professional fees incurred | 2014-12-31 | $538,630 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,300,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $8,933,381 |
Participant contributions at end of year | 2014-12-31 | $633,043 |
Participant contributions at beginning of year | 2014-12-31 | $630,291 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $112,513 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,451,161 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,497,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $706,307 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $503,864 |
Other income not declared elsewhere | 2014-12-31 | $5,030 |
Administrative expenses (other) incurred | 2014-12-31 | $210,299 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $102 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $28,021 |
Total non interest bearing cash at end of year | 2014-12-31 | $4,406,800 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $4,596,942 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,911,461 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $26,126,310 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $24,214,849 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,248,027 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,826,928 |
Income. Interest from US Government securities | 2014-12-31 | $22,844 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,947,016 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $5,434,968 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $5,434,968 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $73,160 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $7,116,778 |
Asset value of US Government securities at end of year | 2014-12-31 | $7,017,043 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $5,642,660 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $251,410 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,499,048 |
Employer contributions (assets) at end of year | 2014-12-31 | $297,886 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $300,743 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,484,856 |
Contract administrator fees | 2014-12-31 | $780,000 |
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 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $173,703 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $183,338 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $5,446 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
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 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2014-12-31 | 300702322 |
2013 : OCEA HEALTH AND WELFARE TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $842 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $842 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $715,223 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $682,609 |
Total income from all sources (including contributions) | 2013-12-31 | $18,123,450 |
Total of all expenses incurred | 2013-12-31 | $15,472,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $14,048,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $16,482,116 |
Value of total assets at end of year | 2013-12-31 | $24,930,072 |
Value of total assets at beginning of year | 2013-12-31 | $22,246,008 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,423,503 |
Total interest from all sources | 2013-12-31 | $91,760 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $135,765 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $135,765 |
Administrative expenses professional fees incurred | 2013-12-31 | $462,184 |
Was this plan covered by a fidelity bond | 2013-12-31 | No |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $8,919,549 |
Participant contributions at end of year | 2013-12-31 | $630,291 |
Participant contributions at beginning of year | 2013-12-31 | $323,095 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $112,253 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,497,540 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,754,724 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $503,864 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $486,000 |
Other income not declared elsewhere | 2013-12-31 | $990,205 |
Administrative expenses (other) incurred | 2013-12-31 | $181,319 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $28,021 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $27,710 |
Total non interest bearing cash at end of year | 2013-12-31 | $4,596,942 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $3,825,357 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,651,450 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $24,214,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $21,563,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,826,928 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,268,401 |
Income. Interest from US Government securities | 2013-12-31 | $10,500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $5,434,968 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $5,413,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $5,413,440 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $81,260 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $7,371,946 |
Asset value of US Government securities at end of year | 2013-12-31 | $5,642,660 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $5,345,884 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $422,762 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,450,314 |
Employer contributions (assets) at end of year | 2013-12-31 | $300,743 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $315,107 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,676,551 |
Contract administrator fees | 2013-12-31 | $780,000 |
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 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $183,338 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $168,899 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
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 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2013-12-31 | 300702322 |
2012 : OCEA HEALTH AND WELFARE TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $15,525 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $15,525 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $682,609 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $734,310 |
Total income from all sources (including contributions) | 2012-12-31 | $17,182,266 |
Total of all expenses incurred | 2012-12-31 | $15,294,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $13,869,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $16,590,354 |
Value of total assets at end of year | 2012-12-31 | $22,246,008 |
Value of total assets at beginning of year | 2012-12-31 | $20,410,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,425,562 |
Total interest from all sources | 2012-12-31 | $82,745 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $171,427 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $171,427 |
Administrative expenses professional fees incurred | 2012-12-31 | $460,091 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $8,860,763 |
Participant contributions at end of year | 2012-12-31 | $323,095 |
Participant contributions at beginning of year | 2012-12-31 | $320,506 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $109,502 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,754,724 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,700,863 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $486,000 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $493,441 |
Administrative expenses (other) incurred | 2012-12-31 | $185,471 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $27,710 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $2,105 |
Total non interest bearing cash at end of year | 2012-12-31 | $3,825,357 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $3,480,030 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,887,638 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $21,563,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,675,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
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 in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,268,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,777,965 |
Income. Interest from US Government securities | 2012-12-31 | $36,423 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $5,413,440 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $5,328,216 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $5,328,216 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $46,322 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $7,153,440 |
Asset value of US Government securities at end of year | 2012-12-31 | $5,345,884 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $4,499,583 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $322,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,620,089 |
Employer contributions (assets) at end of year | 2012-12-31 | $315,107 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $302,908 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,715,626 |
Contract administrator fees | 2012-12-31 | $780,000 |
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 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $168,899 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $238,764 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
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 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2012-12-31 | 300702322 |
2011 : OCEA HEALTH AND WELFARE TRUST 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,083 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $2,083 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $734,310 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $702,059 |
Total income from all sources (including contributions) | 2011-12-31 | $16,900,345 |
Total of all expenses incurred | 2011-12-31 | $15,634,850 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,241,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $16,329,746 |
Value of total assets at end of year | 2011-12-31 | $20,410,071 |
Value of total assets at beginning of year | 2011-12-31 | $19,112,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,393,718 |
Total interest from all sources | 2011-12-31 | $74,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $468,326 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $8,448,303 |
Participant contributions at end of year | 2011-12-31 | $320,506 |
Participant contributions at beginning of year | 2011-12-31 | $305,685 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $106,791 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,700,863 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,516,252 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $493,441 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $469,979 |
Other income not declared elsewhere | 2011-12-31 | $487,000 |
Administrative expenses (other) incurred | 2011-12-31 | $145,392 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $2,105 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $75,332 |
Total non interest bearing cash at end of year | 2011-12-31 | $3,480,030 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $3,390,806 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,265,495 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,675,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $18,410,266 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,777,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $609,118 |
Income. Interest from US Government securities | 2011-12-31 | $25,989 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $5,328,216 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $5,773,978 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $5,773,978 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $48,764 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $8,174,678 |
Asset value of US Government securities at end of year | 2011-12-31 | $4,499,583 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $7,200,265 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $6,763 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 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 | $7,774,652 |
Employer contributions (assets) at end of year | 2011-12-31 | $302,908 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $316,221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,066,454 |
Contract administrator fees | 2011-12-31 | $780,000 |
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 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $238,764 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $156,748 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | 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 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2011-12-31 | 300702322 |
2010 : OCEA HEALTH AND WELFARE TRUST 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-15,231 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-15,231 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $702,059 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $679,532 |
Total income from all sources (including contributions) | 2010-12-31 | $16,330,821 |
Total of all expenses incurred | 2010-12-31 | $15,232,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $13,758,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $16,179,148 |
Value of total assets at end of year | 2010-12-31 | $19,112,325 |
Value of total assets at beginning of year | 2010-12-31 | $17,991,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,473,485 |
Total interest from all sources | 2010-12-31 | $89,805 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $32,435 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $32,435 |
Administrative expenses professional fees incurred | 2010-12-31 | $483,969 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $8,160,891 |
Participant contributions at end of year | 2010-12-31 | $305,685 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $106,744 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,516,252 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,503,170 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $469,979 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $530,000 |
Other income not declared elsewhere | 2010-12-31 | $1,774 |
Administrative expenses (other) incurred | 2010-12-31 | $209,516 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $75,332 |
Total non interest bearing cash at end of year | 2010-12-31 | $3,390,806 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $2,691,442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,098,573 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $18,410,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,311,693 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $609,118 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,764,718 |
Income. Interest from US Government securities | 2010-12-31 | $44,861 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $5,773,978 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,335,678 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,335,678 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $44,944 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $7,956,646 |
Asset value of US Government securities at end of year | 2010-12-31 | $7,200,265 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $10,374,588 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $42,890 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $7,911,513 |
Employer contributions (assets) at end of year | 2010-12-31 | $316,221 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $321,629 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,802,117 |
Contract administrator fees | 2010-12-31 | $780,000 |
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 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $156,748 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $149,532 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | HEMMING MORSE CPAS & CONSULTANTS |
Accountancy firm EIN | 2010-12-31 | 942723629 |
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 12171 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 10310 | 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 $2,008,884 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 02161 |
Policy instance | 7 |
Insurance contract or identification number | 02161 | Number of Individuals Covered | 13887 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 23124 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 13096 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 5 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 16 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $131 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $3,432 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $91 | Insurance broker organization code? | 4 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 6 |
Insurance contract or identification number | 00000 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $14,675 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $14,675 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,675 | Insurance broker organization code? | 4 |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 10847 | 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 $2,013,414 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 12023 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 24637 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 12969 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 6 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 17 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $283 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $3,391 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $159 | Insurance broker organization code? | 4 |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 7 |
Insurance contract or identification number | 00000 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 02161 |
Policy instance | 8 |
Insurance contract or identification number | 02161 | Number of Individuals Covered | 13618 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 24637 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 6 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 22 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $474 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $5,118 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $226 | Additional information about fees paid to insurance broker | COMMISSION FEES | Insurance broker organization code? | 4 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 12089 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 23488 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 13048 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 7 |
Insurance contract or identification number | 00000 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Number of Individuals Covered | 16 | Welfare Benefit Premiums Paid to Carrier | USD $4,081 |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 02161 |
Policy instance | 8 |
Insurance contract or identification number | 02161 | Number of Individuals Covered | 13384 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 11204 | 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 $2,184,637 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 7 |
Insurance contract or identification number | 00000 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Number of Individuals Covered | 19 | Welfare Benefit Premiums Paid to Carrier | USD $5,222 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Number of Individuals Covered | 0 |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 6 |
Insurance contract or identification number | 21964 | 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 | Other welfare benefits provided | LEGAL SERVICES PLAN MEMBERSHIPS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Number of Individuals Covered | 24 | Welfare Benefit Premiums Paid to Carrier | USD $4,863 | Commission paid to Insurance Broker | USD $268 | Insurance broker organization code? | 4 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 13448 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 23133 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 12431 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 12209 | 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 $2,225,723 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 02161 |
Policy instance | 8 |
Insurance contract or identification number | 02161 | Number of Individuals Covered | 13535 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 12597 | 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 $2,267,524 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 8 |
Insurance contract or identification number | 00000 | Number of Individuals Covered | 23 | 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 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,441 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3054376 |
Policy instance | 7 |
Insurance contract or identification number | E3054376 | Number of Individuals Covered | 78 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $11,395 | Total amount of fees paid to insurance company | USD $573 | Other welfare benefits provided | LIFE & ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $109,296 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,644 | Amount paid for insurance broker fees | 48 | Insurance broker organization code? | 3 |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 6 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 27 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $542 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $5,558 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $321 | Insurance broker organization code? | 4 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 0 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 13497 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 21785 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 12430 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 8 |
Insurance contract or identification number | 00000 | Number of Individuals Covered | 27 | 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 $7,457 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3054376 |
Policy instance | 7 |
Insurance contract or identification number | E3054376 | Number of Individuals Covered | 86 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $15,490 | Total amount of fees paid to insurance company | USD $1,326 | Other welfare benefits provided | LIFE & ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $117,564 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,032 | Amount paid for insurance broker fees | 58 | Insurance broker organization code? | 4 | Insurance broker name | ANDRE CRENSHAW |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 6 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 36 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $721 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $6,794 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $411 | Insurance broker organization code? | 4 | Insurance broker name | PATRICIA SWANSON |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 0 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 14371 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 24000 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 13170 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 12314 | 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 $2,445,760 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3054376 |
Policy instance | 7 |
Insurance contract or identification number | E3054376 | Number of Individuals Covered | 83 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $13,750 | Total amount of fees paid to insurance company | USD $1,679 | Other welfare benefits provided | LIFE & ACCIDENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,802 | Amount paid for insurance broker fees | 40 | Insurance broker organization code? | 4 | Insurance broker name | ANDRE CRENSHAW |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 6 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 38 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $950 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $8,896 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $594 | Insurance broker organization code? | 4 | Insurance broker name | NANCY O. LEWIS |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 0 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 14503 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 24000 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 13210 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 14069 | 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 $2,586,296 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 8 |
Insurance contract or identification number | 00000 | Number of Individuals Covered | 12198 | 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 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,995 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 6 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 41 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $906 | 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 | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $8,000 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $476 | Insurance broker organization code? | 4 | Insurance broker name | ANA CUEVAS |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 23800 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 0 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 13030 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3054376 |
Policy instance | 7 |
Insurance contract or identification number | E3054376 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $12,867 | Total amount of fees paid to insurance company | USD $2,330 | 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 | LIFE & ACCIDENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,941 | Amount paid for insurance broker fees | 48 | Insurance broker organization code? | 4 | Insurance broker name | ANDRE CRENSHAW |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 00000 |
Policy instance | 8 |
Insurance contract or identification number | 00000 | Number of Individuals Covered | 12044 | 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 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,878 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 14367 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 14363 | 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 | Other welfare benefits provided | DENTAL HMO | Welfare Benefit Premiums Paid to Carrier | USD $657,551 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 14399 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $49,780 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $49,780 | Insurance broker organization code? | 3 | Insurance broker name | BROWN AND BROWN OF WA INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 13009 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $16,765 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,765 | Insurance broker organization code? | 3 | Insurance broker name | BROWN AND BROWN OF WA INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 7 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 50 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,242 | 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 | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $10,785 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $752 | Insurance broker organization code? | 4 | Insurance broker name | ANA CUEVAS |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3054376 |
Policy instance | 8 |
Insurance contract or identification number | E3054376 | Number of Individuals Covered | 81 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $18,913 | Total amount of fees paid to insurance company | USD $1,508 | 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 | LIFE & ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $108,997 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,585 | Amount paid for insurance broker fees | 86 | Insurance broker organization code? | 4 | Insurance broker name | BOB BLAKE & ASSOCIATES INC |
|
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | |
Policy instance | 9 |
Number of Individuals Covered | 12015 | 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 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 75094 |
Policy instance | 1 |
Insurance contract or identification number | 75094 | Number of Individuals Covered | 14607 | 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 | Other welfare benefits provided | DENTAL HMO | Welfare Benefit Premiums Paid to Carrier | USD $1,935,894 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 24500 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $40,997 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,997 | Insurance broker organization code? | 3 | Insurance broker name | BROWN AND BROWN OF WA INC |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12055620 |
Policy instance | 6 |
Insurance contract or identification number | 12055620 | Number of Individuals Covered | 12439 | 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 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,342,934 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 05094-0001/2/3 |
Policy instance | 1 |
Insurance contract or identification number | 05094-0001/2/3 | Number of Individuals Covered | 6491 | 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 | Other welfare benefits provided | DENTAL HMO | Welfare Benefit Premiums Paid to Carrier | USD $2,572,046 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 14589 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $59,903 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,732 | Insurance broker organization code? | 3 | Insurance broker name | BROWN AND BROWN INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 0 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12055620 |
Policy instance | 6 |
Insurance contract or identification number | 12055620 | Number of Individuals Covered | 12679 | 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 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,331,955 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 21964 |
Policy instance | 7 |
Insurance contract or identification number | 21964 | Number of Individuals Covered | 62 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,840 | 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 | LEGAL SERVICES PLAN MEMBERSHIPS | Welfare Benefit Premiums Paid to Carrier | USD $14,788 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,106 | Insurance broker organization code? | 4 | Insurance broker name | ANA CUEVAS |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 13141 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $19,915 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,924 | Insurance broker organization code? | 3 | Insurance broker name | BROWN AND BROWN INC |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 24600 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $47,394 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,542 | Insurance broker organization code? | 3 | Insurance broker name | BROWN AND BROWN INC |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E3054376 |
Policy instance | 8 |
Insurance contract or identification number | E3054376 | Number of Individuals Covered | 72 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $14,059 | 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 | LIFE & ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $65,712 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,680 | Insurance broker organization code? | 4 | Insurance broker name | BOB BLAKE & ASSOCIATES INC |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 13536 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $14,512 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 5 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 0 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 15089 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $43,923 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 25000 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $33,682 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 05094-0001/2/3 |
Policy instance | 1 |
Insurance contract or identification number | 05094-0001/2/3 | Number of Individuals Covered | 6555 | 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 | Other welfare benefits provided | DENTAL HMO | Welfare Benefit Premiums Paid to Carrier | USD $4,261,060 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 05094-0001/2/3/ |
Policy instance | 1 |
Insurance contract or identification number | 05094-0001/2/3/ | Number of Individuals Covered | 8125 | 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 | Other welfare benefits provided | DENTAL HMO | Welfare Benefit Premiums Paid to Carrier | USD $2,395,054 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 4 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 0 | 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 | Other welfare benefits provided | LONG TERM DISABILITY | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 3 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 25400 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $30,683 | 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 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,734 | Insurance broker organization code? | 3 | Insurance broker name | DI MARTINO ASSOCIATES |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 608843 |
Policy instance | 2 |
Insurance contract or identification number | 608843 | Number of Individuals Covered | 13724 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $14,591 | 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 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,678 | Insurance broker organization code? | 3 | Insurance broker name | DI MARTINO ASSOCIATES |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 643006 |
Policy instance | 5 |
Insurance contract or identification number | 643006 | Number of Individuals Covered | 15352 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $44,403 | 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 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,447 | Insurance broker organization code? | 3 | Insurance broker name | DI MARTINO ASSOCIATES |
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