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OCEA HEALTH AND WELFARE TRUST 401k Plan overview

Plan NameOCEA HEALTH AND WELFARE TRUST
Plan identification number 501

OCEA HEALTH AND WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

ORANGE COUNTY EMPLOYEES HEALTH & WELFARE has sponsored the creation of one or more 401k plans.

Company Name:ORANGE COUNTY EMPLOYEES HEALTH & WELFARE
Employer identification number (EIN):330660405
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Additional information about ORANGE COUNTY EMPLOYEES HEALTH & WELFARE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0407690

More information about ORANGE COUNTY EMPLOYEES HEALTH & WELFARE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OCEA HEALTH AND WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ELIZABETH BUTLER2023-10-12
5012021-01-01ELIZABETH COOPER-BUTLER2022-10-10
5012021-01-01ELIZABETH BUTLER2023-03-22
5012020-01-01LEZLEE NEEBE2021-10-01
5012020-01-01LEZLEE NEEBE2022-07-12
5012019-01-01LEZLEE NEEBE2020-10-08
5012019-01-01LEZLEE L NEEBE2021-05-25
5012018-01-01LEZLEE NEEBE2019-10-15
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01FRANK ELEY
5012011-01-01CHERYL NEUENSCHWAMDER
5012010-01-01CHERYL NEUENSCHWANDER
5012009-01-01FRANK ELEY

Plan Statistics for OCEA HEALTH AND WELFARE TRUST

401k plan membership statisitcs for OCEA HEALTH AND WELFARE TRUST

Measure Date Value
2022: OCEA HEALTH AND WELFARE TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0113,738
Total number of active participants reported on line 7a of the Form 55002022-01-0110,931
Number of retired or separated participants receiving benefits2022-01-012,613
Total of all active and inactive participants2022-01-0113,544
2021: OCEA HEALTH AND WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0113,638
Total number of active participants reported on line 7a of the Form 55002021-01-0111,159
Number of retired or separated participants receiving benefits2021-01-012,579
Total of all active and inactive participants2021-01-0113,738
2020: OCEA HEALTH AND WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0113,999
Total number of active participants reported on line 7a of the Form 55002020-01-0111,064
Number of retired or separated participants receiving benefits2020-01-012,574
Total of all active and inactive participants2020-01-0113,638
2019: OCEA HEALTH AND WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0113,900
Total number of active participants reported on line 7a of the Form 55002019-01-0111,491
Number of retired or separated participants receiving benefits2019-01-012,508
Total of all active and inactive participants2019-01-0113,999
2018: OCEA HEALTH AND WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0113,683
Total number of active participants reported on line 7a of the Form 55002018-01-0111,451
Number of retired or separated participants receiving benefits2018-01-012,449
Total of all active and inactive participants2018-01-0113,900
2017: OCEA HEALTH AND WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0114,737
Total number of active participants reported on line 7a of the Form 55002017-01-0111,301
Number of retired or separated participants receiving benefits2017-01-012,382
Total of all active and inactive participants2017-01-0113,683
2016: OCEA HEALTH AND WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0114,430
Total number of active participants reported on line 7a of the Form 55002016-01-0112,423
Number of retired or separated participants receiving benefits2016-01-012,314
Total of all active and inactive participants2016-01-0114,737
2015: OCEA HEALTH AND WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0114,216
Total number of active participants reported on line 7a of the Form 55002015-01-0112,198
Number of retired or separated participants receiving benefits2015-01-012,232
Total of all active and inactive participants2015-01-0114,430
2014: OCEA HEALTH AND WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0114,091
Total number of active participants reported on line 7a of the Form 55002014-01-0112,044
Number of retired or separated participants receiving benefits2014-01-012,172
Total of all active and inactive participants2014-01-0114,216
2013: OCEA HEALTH AND WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0114,278
Total number of active participants reported on line 7a of the Form 55002013-01-0112,015
Number of retired or separated participants receiving benefits2013-01-012,076
Total of all active and inactive participants2013-01-0114,091
2012: OCEA HEALTH AND WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0114,073
Total number of active participants reported on line 7a of the Form 55002012-01-0112,245
Number of retired or separated participants receiving benefits2012-01-012,033
Total of all active and inactive participants2012-01-0114,278
2011: OCEA HEALTH AND WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0112,728
Total number of active participants reported on line 7a of the Form 55002011-01-0112,169
Number of retired or separated participants receiving benefits2011-01-011,904
Total of all active and inactive participants2011-01-0114,073
2010: OCEA HEALTH AND WELFARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0113,109
Total number of active participants reported on line 7a of the Form 55002010-01-0112,728
Total of all active and inactive participants2010-01-0112,728
2009: OCEA HEALTH AND WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0113,881
Total number of active participants reported on line 7a of the Form 55002009-01-0113,109
Total of all active and inactive participants2009-01-0113,109

Financial Data on OCEA HEALTH AND WELFARE TRUST

Measure Date Value
2022 : OCEA HEALTH AND WELFARE TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-387,756
Total unrealized appreciation/depreciation of assets2022-12-31$-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 incurred2022-12-31$16,189,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$43,441,291
Value of total assets at beginning of year2022-12-31$45,817,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,328,142
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$609,199
Administrative expenses professional fees incurred2022-12-31$174,130
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,549,417
Participant contributions at end of year2022-12-31$359,810
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$3,703,013
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,573,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$238,408
Administrative expenses (other) incurred2022-12-31$510,476
Liabilities. Value of operating payables at end of year2022-12-31$77,000
Liabilities. Value of operating payables at beginning of year2022-12-31$34,614
Total non interest bearing cash at end of year2022-12-31$8,819,446
Total non interest bearing cash at beginning of year2022-12-31$8,322,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,308,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,560,505
Interest earned on other investments2022-12-31$112,195
Income. Interest from US Government securities2022-12-31$7,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$13,063,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,156,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 benefits2022-12-31$6,798,826
Asset value of US Government securities at end of year2022-12-31$2,858,566
Asset value of US Government securities at beginning of year2022-12-31$2,503,611
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,261,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,220,896
Employer contributions (assets) at end of year2022-12-31$254,319
Employer contributions (assets) at beginning of year2022-12-31$262,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,062,392
Contract administrator fees2022-12-31$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 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$440,535
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$569,934
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$74,098
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$107,896
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY, LLP
Accountancy firm EIN2022-12-31450250958
2021 : OCEA HEALTH AND WELFARE TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,646,436
Total unrealized appreciation/depreciation of assets2021-12-31$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 incurred2021-12-31$15,826,910
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$43,592,542
Value of total assets at beginning of year2021-12-31$40,111,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,204,788
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,757
Administrative expenses professional fees incurred2021-12-31$691,944
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,254,318
Participant contributions at end of year2021-12-31$330,602
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$1,997,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,002,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$238,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$315,878
Administrative expenses (other) incurred2021-12-31$462,844
Liabilities. Value of operating payables at end of year2021-12-31$34,614
Liabilities. Value of operating payables at beginning of year2021-12-31$53,329
Total non interest bearing cash at end of year2021-12-31$7,935,595
Total non interest bearing cash at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,560,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,236,844
Interest earned on other investments2021-12-31$11,735
Income. Interest from US Government securities2021-12-31$111,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,156,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$13,756,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$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 benefits2021-12-31$6,825,024
Asset value of US Government securities at end of year2021-12-31$2,503,611
Asset value of US Government securities at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,890,295
Employer contributions (assets) at end of year2021-12-31$262,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,797,098
Contract administrator fees2021-12-31$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 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$209,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$561,564
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$107,896
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$145,951
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : OCEA HEALTH AND WELFARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$78,003
Total unrealized appreciation/depreciation of assets2020-12-31$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 incurred2020-12-31$15,272,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$40,095,237
Value of total assets at beginning of year2020-12-31$36,948,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,134,123
Total interest from all sources2020-12-31$283,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$698,209
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,144,981
Participant contributions at end of year2020-12-31$316,147
Participant contributions at beginning of year2020-12-31$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 year2020-12-31$1,984,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,979,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$411,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$731,679
Administrative expenses (other) incurred2020-12-31$416,214
Liabilities. Value of operating payables at end of year2020-12-31$492,802
Liabilities. Value of operating payables at beginning of year2020-12-31$119
Total non interest bearing cash at end of year2020-12-31$7,416,270
Total non interest bearing cash at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,238,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,488,803
Interest earned on other investments2020-12-31$32,310
Income. Interest from US Government securities2020-12-31$13,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$13,755,298
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,155,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$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 benefits2020-12-31$6,692,324
Asset value of US Government securities at end of year2020-12-31$1,238,831
Asset value of US Government securities at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$7,070,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,446,538
Contract administrator fees2020-12-31$1,019,700
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$195,382
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$145,951
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$101,754
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : OCEA HEALTH AND WELFARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$135,859
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$135,859
Total unrealized appreciation/depreciation of assets2019-12-31$135,859
Total unrealized appreciation/depreciation of assets2019-12-31$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 incurred2019-12-31$16,051,551
Total of all expenses incurred2019-12-31$16,051,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,028,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$36,402,441
Value of total assets at end of year2019-12-31$36,402,441
Value of total assets at beginning of year2019-12-31$33,175,285
Value of total assets at beginning of year2019-12-31$33,175,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,023,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,023,491
Total interest from all sources2019-12-31$326,709
Total interest from all sources2019-12-31$326,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$728,427
Administrative expenses professional fees incurred2019-12-31$728,427
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$9,139,236
Contributions received from participants2019-12-31$9,139,236
Participant contributions at end of year2019-12-31$316,936
Participant contributions at end of year2019-12-31$316,936
Participant contributions at beginning of year2019-12-31$349,486
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$1,447,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,447,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,415,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,415,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$257,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$257,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$582,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$582,448
Other income not declared elsewhere2019-12-31$115,510
Administrative expenses (other) incurred2019-12-31$305,064
Administrative expenses (other) incurred2019-12-31$305,064
Liabilities. Value of operating payables at end of year2019-12-31$411,773
Liabilities. Value of operating payables at end of year2019-12-31$411,773
Liabilities. Value of operating payables at beginning of year2019-12-31$41,881
Liabilities. Value of operating payables at beginning of year2019-12-31$41,881
Total non interest bearing cash at end of year2019-12-31$6,661,413
Total non interest bearing cash at end of year2019-12-31$6,661,413
Total non interest bearing cash at beginning of year2019-12-31$5,374,975
Total non interest bearing cash at beginning of year2019-12-31$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 appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,397,582
Value of net income/loss2019-12-31$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)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,490,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,490,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,273,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,273,819
Income. Interest from US Government securities2019-12-31$15,188
Income. Interest from US Government securities2019-12-31$15,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,154,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,154,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,521,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,521,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,521,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$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 benefits2019-12-31$6,690,161
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$6,690,161
Asset value of US Government securities at end of year2019-12-31$1,229,752
Asset value of US Government securities at end of year2019-12-31$1,229,752
Asset value of US Government securities at beginning of year2019-12-31$1,195,054
Asset value of US Government securities at beginning of year2019-12-31$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 assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,054,830
Contributions received in cash from employer2019-12-31$7,054,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,337,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,337,899
Contract administrator fees2019-12-31$990,000
Contract administrator fees2019-12-31$990,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$214,870
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$214,870
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$101,754
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$101,754
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$45,527
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$45,527
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
Accountancy firm EIN2019-12-31450250958
2018 : OCEA HEALTH AND WELFARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$451
Total unrealized appreciation/depreciation of assets2018-12-31$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 incurred2018-12-31$15,823,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$33,175,285
Value of total assets at beginning of year2018-12-31$33,306,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,767,064
Total interest from all sources2018-12-31$254,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$667,428
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,087,158
Participant contributions at end of year2018-12-31$349,486
Participant contributions at beginning of year2018-12-31$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 year2018-12-31$1,415,249
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,374,660
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$582,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$702,764
Other income not declared elsewhere2018-12-31$4,893
Administrative expenses (other) incurred2018-12-31$307,406
Liabilities. Value of operating payables at end of year2018-12-31$41,881
Liabilities. Value of operating payables at beginning of year2018-12-31$52,684
Total non interest bearing cash at end of year2018-12-31$5,374,975
Total non interest bearing cash at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,273,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,931,855
Income. Interest from US Government securities2018-12-31$39,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,521,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$11,514,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$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 benefits2018-12-31$6,729,962
Asset value of US Government securities at end of year2018-12-31$1,195,054
Asset value of US Government securities at beginning of year2018-12-31$4,124,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-658,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$7,037,264
Employer contributions (assets) at beginning of year2018-12-31$264,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,326,811
Contract administrator fees2018-12-31$792,230
Liabilities. Value of benefit claims payable at end of year2018-12-31$214,870
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$230,802
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$45,527
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$63,798
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : OCEA HEALTH AND WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-45,712
Total unrealized appreciation/depreciation of assets2017-12-31$-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 incurred2017-12-31$16,040,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$33,306,638
Value of total assets at beginning of year2017-12-31$29,755,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,746,472
Total interest from all sources2017-12-31$138,141
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$687,433
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$9,199,947
Participant contributions at end of year2017-12-31$485,686
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$1,374,660
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,387,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$702,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$693,102
Other income not declared elsewhere2017-12-31$1,409,179
Administrative expenses (other) incurred2017-12-31$279,039
Liabilities. Value of operating payables at end of year2017-12-31$52,684
Liabilities. Value of operating payables at beginning of year2017-12-31$17,635
Total non interest bearing cash at end of year2017-12-31$4,547,488
Total non interest bearing cash at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,931,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,246,723
Income. Interest from US Government securities2017-12-31$43,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$11,514,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,524,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$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 benefits2017-12-31$6,676,005
Asset value of US Government securities at end of year2017-12-31$4,124,968
Asset value of US Government securities at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,423,987
Employer contributions (assets) at end of year2017-12-31$264,072
Employer contributions (assets) at beginning of year2017-12-31$286,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,618,168
Contract administrator fees2017-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$230,802
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$218,357
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$63,798
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$82,069
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31VAVRINEK, TRINE, DAY & CO., LLP
Accountancy firm EIN2017-12-31952648289
2016 : OCEA HEALTH AND WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,612
Total unrealized appreciation/depreciation of assets2016-12-31$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 incurred2016-12-31$16,173,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$29,755,793
Value of total assets at beginning of year2016-12-31$28,024,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,817,784
Total interest from all sources2016-12-31$130,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$654,489
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$9,128,149
Participant contributions at end of year2016-12-31$536,079
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$1,387,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,411,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$693,102
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$429,024
Other income not declared elsewhere2016-12-31$4,898
Administrative expenses (other) incurred2016-12-31$383,295
Liabilities. Value of operating payables at end of year2016-12-31$17,635
Liabilities. Value of operating payables at beginning of year2016-12-31$30,649
Total non interest bearing cash at end of year2016-12-31$3,953,882
Total non interest bearing cash at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,246,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,114,354
Income. Interest from US Government securities2016-12-31$47,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,524,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,998,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$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 benefits2016-12-31$7,029,615
Asset value of US Government securities at end of year2016-12-31$5,738,846
Asset value of US Government securities at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,622,993
Employer contributions (assets) at end of year2016-12-31$286,670
Employer contributions (assets) at beginning of year2016-12-31$295,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,325,866
Contract administrator fees2016-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$218,357
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$205,244
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$82,069
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$4,319
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2016-12-31300702322
2015 : OCEA HEALTH AND WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-42,379
Total unrealized appreciation/depreciation of assets2015-12-31$-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 incurred2015-12-31$16,040,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$28,024,775
Value of total assets at beginning of year2015-12-31$27,006,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,727,115
Total interest from all sources2015-12-31$122,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$619,878
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,867,683
Participant contributions at end of year2015-12-31$492,878
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$1,411,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,451,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$429,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$706,307
Other income not declared elsewhere2015-12-31$856,450
Administrative expenses (other) incurred2015-12-31$327,237
Liabilities. Value of operating payables at end of year2015-12-31$30,649
Liabilities. Value of operating payables at beginning of year2015-12-31$102
Total non interest bearing cash at end of year2015-12-31$3,717,544
Total non interest bearing cash at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,114,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,248,027
Income. Interest from US Government securities2015-12-31$44,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,998,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,947,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$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 benefits2015-12-31$7,113,395
Asset value of US Government securities at end of year2015-12-31$6,990,074
Asset value of US Government securities at beginning of year2015-12-31$7,017,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-133,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,489,575
Employer contributions (assets) at end of year2015-12-31$295,166
Employer contributions (assets) at beginning of year2015-12-31$297,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$7,199,887
Contract administrator fees2015-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$205,244
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$173,703
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$4,319
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$5,446
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2015-12-31300702322
2014 : OCEA HEALTH AND WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-25,051
Total unrealized appreciation/depreciation of assets2014-12-31$-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 incurred2014-12-31$15,130,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$27,006,422
Value of total assets at beginning of year2014-12-31$24,930,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,528,929
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$169,689
Administrative expenses professional fees incurred2014-12-31$538,630
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$8,933,381
Participant contributions at end of year2014-12-31$633,043
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$1,451,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,497,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$706,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$503,864
Other income not declared elsewhere2014-12-31$5,030
Administrative expenses (other) incurred2014-12-31$210,299
Liabilities. Value of operating payables at end of year2014-12-31$102
Liabilities. Value of operating payables at beginning of year2014-12-31$28,021
Total non interest bearing cash at end of year2014-12-31$4,406,800
Total non interest bearing cash at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,248,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,826,928
Income. Interest from US Government securities2014-12-31$22,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,947,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,434,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 benefits2014-12-31$7,116,778
Asset value of US Government securities at end of year2014-12-31$7,017,043
Asset value of US Government securities at beginning of year2014-12-31$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 assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,499,048
Employer contributions (assets) at end of year2014-12-31$297,886
Employer contributions (assets) at beginning of year2014-12-31$300,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$6,484,856
Contract administrator fees2014-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$173,703
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$183,338
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$5,446
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2014-12-31300702322
2013 : OCEA HEALTH AND WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$842
Total unrealized appreciation/depreciation of assets2013-12-31$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 incurred2013-12-31$15,472,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$24,930,072
Value of total assets at beginning of year2013-12-31$22,246,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,423,503
Total interest from all sources2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$135,765
Administrative expenses professional fees incurred2013-12-31$462,184
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$8,919,549
Participant contributions at end of year2013-12-31$630,291
Participant contributions at beginning of year2013-12-31$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 year2013-12-31$1,497,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,754,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$503,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$486,000
Other income not declared elsewhere2013-12-31$990,205
Administrative expenses (other) incurred2013-12-31$181,319
Liabilities. Value of operating payables at end of year2013-12-31$28,021
Liabilities. Value of operating payables at beginning of year2013-12-31$27,710
Total non interest bearing cash at end of year2013-12-31$4,596,942
Total non interest bearing cash at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,826,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,268,401
Income. Interest from US Government securities2013-12-31$10,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,434,968
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,413,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 benefits2013-12-31$7,371,946
Asset value of US Government securities at end of year2013-12-31$5,642,660
Asset value of US Government securities at beginning of year2013-12-31$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 assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,450,314
Employer contributions (assets) at end of year2013-12-31$300,743
Employer contributions (assets) at beginning of year2013-12-31$315,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,676,551
Contract administrator fees2013-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$183,338
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$168,899
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2013-12-31300702322
2012 : OCEA HEALTH AND WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$15,525
Total unrealized appreciation/depreciation of assets2012-12-31$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 incurred2012-12-31$15,294,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$22,246,008
Value of total assets at beginning of year2012-12-31$20,410,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,425,562
Total interest from all sources2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$171,427
Administrative expenses professional fees incurred2012-12-31$460,091
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,860,763
Participant contributions at end of year2012-12-31$323,095
Participant contributions at beginning of year2012-12-31$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 year2012-12-31$1,754,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,700,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$486,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$493,441
Administrative expenses (other) incurred2012-12-31$185,471
Liabilities. Value of operating payables at end of year2012-12-31$27,710
Liabilities. Value of operating payables at beginning of year2012-12-31$2,105
Total non interest bearing cash at end of year2012-12-31$3,825,357
Total non interest bearing cash at beginning of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,268,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,777,965
Income. Interest from US Government securities2012-12-31$36,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,413,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,328,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 benefits2012-12-31$7,153,440
Asset value of US Government securities at end of year2012-12-31$5,345,884
Asset value of US Government securities at beginning of year2012-12-31$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 assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,620,089
Employer contributions (assets) at end of year2012-12-31$315,107
Employer contributions (assets) at beginning of year2012-12-31$302,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,715,626
Contract administrator fees2012-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$168,899
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$238,764
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2012-12-31300702322
2011 : OCEA HEALTH AND WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,083
Total unrealized appreciation/depreciation of assets2011-12-31$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 incurred2011-12-31$15,634,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$20,410,071
Value of total assets at beginning of year2011-12-31$19,112,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,393,718
Total interest from all sources2011-12-31$74,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$468,326
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,448,303
Participant contributions at end of year2011-12-31$320,506
Participant contributions at beginning of year2011-12-31$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 year2011-12-31$1,700,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,516,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$493,441
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$469,979
Other income not declared elsewhere2011-12-31$487,000
Administrative expenses (other) incurred2011-12-31$145,392
Liabilities. Value of operating payables at end of year2011-12-31$2,105
Liabilities. Value of operating payables at beginning of year2011-12-31$75,332
Total non interest bearing cash at end of year2011-12-31$3,480,030
Total non interest bearing cash at beginning of year2011-12-31$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 appraiser2011-12-31No
Value of net income/loss2011-12-31$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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,777,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$609,118
Income. Interest from US Government securities2011-12-31$25,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,328,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,773,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 benefits2011-12-31$8,174,678
Asset value of US Government securities at end of year2011-12-31$4,499,583
Asset value of US Government securities at beginning of year2011-12-31$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 assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$7,774,652
Employer contributions (assets) at end of year2011-12-31$302,908
Employer contributions (assets) at beginning of year2011-12-31$316,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,066,454
Contract administrator fees2011-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$238,764
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$156,748
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31HEMMING MORSE CPAS AND CONSULTANTS
Accountancy firm EIN2011-12-31300702322
2010 : OCEA HEALTH AND WELFARE TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-15,231
Total unrealized appreciation/depreciation of assets2010-12-31$-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 incurred2010-12-31$15,232,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$19,112,325
Value of total assets at beginning of year2010-12-31$17,991,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,473,485
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$32,435
Administrative expenses professional fees incurred2010-12-31$483,969
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$8,160,891
Participant contributions at end of year2010-12-31$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 year2010-12-31$1,516,252
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,503,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$469,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$530,000
Other income not declared elsewhere2010-12-31$1,774
Administrative expenses (other) incurred2010-12-31$209,516
Liabilities. Value of operating payables at end of year2010-12-31$75,332
Total non interest bearing cash at end of year2010-12-31$3,390,806
Total non interest bearing cash at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$609,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,764,718
Income. Interest from US Government securities2010-12-31$44,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,773,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,335,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 benefits2010-12-31$7,956,646
Asset value of US Government securities at end of year2010-12-31$7,200,265
Asset value of US Government securities at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,911,513
Employer contributions (assets) at end of year2010-12-31$316,221
Employer contributions (assets) at beginning of year2010-12-31$321,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,802,117
Contract administrator fees2010-12-31$780,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$156,748
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$149,532
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31HEMMING MORSE CPAS & CONSULTANTS
Accountancy firm EIN2010-12-31942723629

Form 5500 Responses for OCEA HEALTH AND WELFARE TRUST

2022: OCEA HEALTH AND WELFARE TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OCEA HEALTH AND WELFARE TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OCEA HEALTH AND WELFARE TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OCEA HEALTH AND WELFARE TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OCEA HEALTH AND WELFARE TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OCEA HEALTH AND WELFARE TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OCEA HEALTH AND WELFARE TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OCEA HEALTH AND WELFARE TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OCEA HEALTH AND WELFARE TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OCEA HEALTH AND WELFARE TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OCEA HEALTH AND WELFARE TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OCEA HEALTH AND WELFARE TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OCEA HEALTH AND WELFARE TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OCEA HEALTH AND WELFARE TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered12171
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
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 number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered10310
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 number02161
Policy instance 7
Insurance contract or identification number02161
Number of Individuals Covered13887
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
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 number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered23124
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
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 number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered13096
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number21964
Policy instance 5
Insurance contract or identification number21964
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $131
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $3,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91
Insurance broker organization code?4
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number00000
Policy instance 6
Insurance contract or identification number00000
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,675
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,675
Insurance broker organization code?4
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered10847
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered12023
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
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 number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered24637
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
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 number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered12969
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number21964
Policy instance 6
Insurance contract or identification number21964
Number of Individuals Covered17
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $283
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $3,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $159
Insurance broker organization code?4
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number00000
Policy instance 7
Insurance contract or identification number00000
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
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 number02161
Policy instance 8
Insurance contract or identification number02161
Number of Individuals Covered13618
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
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 number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered24637
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number21964
Policy instance 6
Insurance contract or identification number21964
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $474
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $5,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $226
Additional information about fees paid to insurance brokerCOMMISSION FEES
Insurance broker organization code?4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered12089
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
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 number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered23488
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
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 number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered13048
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number00000
Policy instance 7
Insurance contract or identification number00000
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered16
Welfare Benefit Premiums Paid to CarrierUSD $4,081
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number02161
Policy instance 8
Insurance contract or identification number02161
Number of Individuals Covered13384
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
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 number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered11204
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 number00000
Policy instance 7
Insurance contract or identification number00000
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered19
Welfare Benefit Premiums Paid to CarrierUSD $5,222
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 5
Insurance contract or identification number608843
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered0
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21964
Policy instance 6
Insurance contract or identification number21964
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Number of Individuals Covered24
Welfare Benefit Premiums Paid to CarrierUSD $4,863
Commission paid to Insurance BrokerUSD $268
Insurance broker organization code?4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered13448
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered23133
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
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 number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered12431
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
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 number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered12209
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 number02161
Policy instance 8
Insurance contract or identification number02161
Number of Individuals Covered13535
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
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 number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered12597
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 number00000
Policy instance 8
Insurance contract or identification number00000
Number of Individuals Covered23
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberE3054376
Policy instance 7
Insurance contract or identification numberE3054376
Number of Individuals Covered78
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,395
Total amount of fees paid to insurance companyUSD $573
Other welfare benefits providedLIFE & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $109,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,644
Amount paid for insurance broker fees48
Insurance broker organization code?3
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21964
Policy instance 6
Insurance contract or identification number21964
Number of Individuals Covered27
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $542
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $5,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $321
Insurance broker organization code?4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered13497
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
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 number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered21785
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
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 number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered12430
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
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 number00000
Policy instance 8
Insurance contract or identification number00000
Number of Individuals Covered27
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 numberE3054376
Policy instance 7
Insurance contract or identification numberE3054376
Number of Individuals Covered86
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $15,490
Total amount of fees paid to insurance companyUSD $1,326
Other welfare benefits providedLIFE & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $117,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,032
Amount paid for insurance broker fees58
Insurance broker organization code?4
Insurance broker nameANDRE CRENSHAW
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21964
Policy instance 6
Insurance contract or identification number21964
Number of Individuals Covered36
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $721
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $6,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $411
Insurance broker organization code?4
Insurance broker namePATRICIA SWANSON
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered14371
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered24000
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered13170
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered12314
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,445,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3054376
Policy instance 7
Insurance contract or identification numberE3054376
Number of Individuals Covered83
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,750
Total amount of fees paid to insurance companyUSD $1,679
Other welfare benefits providedLIFE & ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,802
Amount paid for insurance broker fees40
Insurance broker organization code?4
Insurance broker nameANDRE CRENSHAW
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21964
Policy instance 6
Insurance contract or identification number21964
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $950
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $8,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $594
Insurance broker organization code?4
Insurance broker nameNANCY O. LEWIS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered14503
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered24000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered13210
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered14069
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,586,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number00000
Policy instance 8
Insurance contract or identification number00000
Number of Individuals Covered12198
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 number21964
Policy instance 6
Insurance contract or identification number21964
Number of Individuals Covered41
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $906
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $8,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $476
Insurance broker organization code?4
Insurance broker nameANA CUEVAS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered23800
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered13030
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3054376
Policy instance 7
Insurance contract or identification numberE3054376
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,867
Total amount of fees paid to insurance companyUSD $2,330
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLIFE & ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,941
Amount paid for insurance broker fees48
Insurance broker organization code?4
Insurance broker nameANDRE CRENSHAW
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number00000
Policy instance 8
Insurance contract or identification number00000
Number of Individuals Covered12044
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered14367
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
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 number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered14363
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedDENTAL HMO
Welfare Benefit Premiums Paid to CarrierUSD $657,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered14399
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $49,780
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,780
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF WA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered13009
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,765
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,765
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF WA INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 5
Insurance contract or identification number608843
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
PRE-PAID LEGAL SERVICES DBA LEGAL SHIELD (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21964
Policy instance 7
Insurance contract or identification number21964
Number of Individuals Covered50
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,242
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $10,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $752
Insurance broker organization code?4
Insurance broker nameANA CUEVAS
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3054376
Policy instance 8
Insurance contract or identification numberE3054376
Number of Individuals Covered81
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,913
Total amount of fees paid to insurance companyUSD $1,508
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLIFE & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $108,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,585
Amount paid for insurance broker fees86
Insurance broker organization code?4
Insurance broker nameBOB 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 Covered12015
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75094
Policy instance 1
Insurance contract or identification number75094
Number of Individuals Covered14607
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedDENTAL HMO
Welfare Benefit Premiums Paid to CarrierUSD $1,935,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered24500
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,997
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,997
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN OF WA INC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055620
Policy instance 6
Insurance contract or identification number12055620
Number of Individuals Covered12439
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,342,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number05094-0001/2/3
Policy instance 1
Insurance contract or identification number05094-0001/2/3
Number of Individuals Covered6491
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedDENTAL HMO
Welfare Benefit Premiums Paid to CarrierUSD $2,572,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered14589
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $59,903
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,732
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12055620
Policy instance 6
Insurance contract or identification number12055620
Number of Individuals Covered12679
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,331,955
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 number21964
Policy instance 7
Insurance contract or identification number21964
Number of Individuals Covered62
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,840
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLEGAL SERVICES PLAN MEMBERSHIPS
Welfare Benefit Premiums Paid to CarrierUSD $14,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,106
Insurance broker organization code?4
Insurance broker nameANA CUEVAS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered13141
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,915
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,924
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered24600
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $47,394
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,542
Insurance broker organization code?3
Insurance broker nameBROWN AND BROWN INC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3054376
Policy instance 8
Insurance contract or identification numberE3054376
Number of Individuals Covered72
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,059
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLIFE & ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $65,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,680
Insurance broker organization code?4
Insurance broker nameBOB BLAKE & ASSOCIATES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered13536
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,512
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
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 number608843
Policy instance 5
Insurance contract or identification number608843
Number of Individuals Covered0
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
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 number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered15089
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $43,923
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
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 number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered25000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $33,682
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
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 number05094-0001/2/3
Policy instance 1
Insurance contract or identification number05094-0001/2/3
Number of Individuals Covered6555
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedDENTAL HMO
Welfare Benefit Premiums Paid to CarrierUSD $4,261,060
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 number05094-0001/2/3/
Policy instance 1
Insurance contract or identification number05094-0001/2/3/
Number of Individuals Covered8125
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedDENTAL HMO
Welfare Benefit Premiums Paid to CarrierUSD $2,395,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 4
Insurance contract or identification number643006
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedLONG TERM DISABILITY
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 number608843
Policy instance 3
Insurance contract or identification number608843
Number of Individuals Covered25400
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $30,683
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,734
Insurance broker organization code?3
Insurance broker nameDI MARTINO ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number608843
Policy instance 2
Insurance contract or identification number608843
Number of Individuals Covered13724
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,591
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,678
Insurance broker organization code?3
Insurance broker nameDI MARTINO ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number643006
Policy instance 5
Insurance contract or identification number643006
Number of Individuals Covered15352
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $44,403
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,447
Insurance broker organization code?3
Insurance broker nameDI MARTINO ASSOCIATES

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