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ACCENTURE UNITED STATES BENEFIT TRUST 401k Plan overview

Plan NameACCENTURE UNITED STATES BENEFIT TRUST
Plan identification number 003

ACCENTURE UNITED STATES BENEFIT TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

ACCENTURE LLP has sponsored the creation of one or more 401k plans.

Company Name:ACCENTURE LLP
Employer identification number (EIN):367274697
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ACCENTURE UNITED STATES BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032021-09-01
0032020-09-01
0032019-09-01
0032018-09-01
0032017-09-01
0032016-09-01WYNN POTT
0032015-09-01WYNN POTT
0032014-09-01WYNN POTT
0032013-09-01WYNN POTT
0032012-09-01WYNN POTT
0032011-09-01WYNN POTT
0032009-09-01WYNN POTT

Financial Data on ACCENTURE UNITED STATES BENEFIT TRUST

Measure Date Value
2022 : ACCENTURE UNITED STATES BENEFIT TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-08-31$0
Total income from all sources (including contributions)2022-08-31$853,422,657
Total loss/gain on sale of assets2022-08-31$0
Total of all expenses incurred2022-08-31$839,952,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$778,420,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$853,102,716
Value of total assets at end of year2022-08-31$87,458,962
Value of total assets at beginning of year2022-08-31$73,988,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$61,531,834
Total interest from all sources2022-08-31$319,941
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$0
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$246,257,654
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-08-31$31,416,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-08-31$104,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-08-31$1,248
Administrative expenses (other) incurred2022-08-31$18,388,273
Value of net income/loss2022-08-31$13,469,985
Value of net assets at end of year (total assets less liabilities)2022-08-31$87,458,962
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$73,988,977
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-08-31$87,354,198
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-08-31$73,987,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-08-31$73,987,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-08-31$319,941
Expenses. Payments to insurance carriers foe the provision of benefits2022-08-31$265,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31Yes
Contributions received in cash from employer2022-08-31$606,845,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$746,738,434
Contract administrator fees2022-08-31$43,143,561
Did the plan have assets held for investment2022-08-31Yes
2021 : ACCENTURE UNITED STATES BENEFIT TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-08-31$0
Total income from all sources (including contributions)2021-08-31$691,324,713
Total loss/gain on sale of assets2021-08-31$0
Total of all expenses incurred2021-08-31$689,196,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$636,500,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$691,219,381
Value of total assets at end of year2021-08-31$73,988,977
Value of total assets at beginning of year2021-08-31$71,860,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$52,695,995
Total interest from all sources2021-08-31$105,332
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$0
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$206,685,230
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-08-31$23,344,098
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-08-31$1,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-08-31$5,332
Administrative expenses (other) incurred2021-08-31$14,451,516
Value of net income/loss2021-08-31$2,128,457
Value of net assets at end of year (total assets less liabilities)2021-08-31$73,988,977
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$71,860,520
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-08-31$73,987,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-08-31$71,855,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-08-31$71,855,188
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-08-31$105,332
Expenses. Payments to insurance carriers foe the provision of benefits2021-08-31$205,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31Yes
Contributions received in cash from employer2021-08-31$484,534,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$612,950,406
Contract administrator fees2021-08-31$38,244,479
Did the plan have assets held for investment2021-08-31Yes
2020 : ACCENTURE UNITED STATES BENEFIT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$0
Total income from all sources (including contributions)2020-08-31$597,412,352
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$591,503,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$542,976,551
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$596,862,008
Value of total assets at end of year2020-08-31$71,860,520
Value of total assets at beginning of year2020-08-31$65,951,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$48,526,594
Total interest from all sources2020-08-31$550,344
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$0
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$194,078,381
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-08-31$23,564,538
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$5,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$93,941
Administrative expenses (other) incurred2020-08-31$12,721,733
Value of net income/loss2020-08-31$5,909,207
Value of net assets at end of year (total assets less liabilities)2020-08-31$71,860,520
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$65,951,313
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$71,855,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$65,857,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$65,857,372
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-08-31$550,344
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$230,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31Yes
Contributions received in cash from employer2020-08-31$402,783,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$519,181,915
Contract administrator fees2020-08-31$35,804,861
Did the plan have assets held for investment2020-08-31Yes
2019 : ACCENTURE UNITED STATES BENEFIT TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$329,943
Total income from all sources (including contributions)2019-08-31$588,684,639
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$587,931,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$544,613,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$587,523,487
Value of total assets at end of year2019-08-31$65,951,313
Value of total assets at beginning of year2019-08-31$65,528,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$43,317,511
Total interest from all sources2019-08-31$1,161,152
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$172,755,139
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-08-31$21,553,147
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$93,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$415,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-08-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-08-31$329,943
Administrative expenses (other) incurred2019-08-31$11,683,011
Value of net income/loss2019-08-31$753,180
Value of net assets at end of year (total assets less liabilities)2019-08-31$65,951,313
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$65,198,133
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$65,857,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$65,112,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$65,112,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-08-31$1,161,152
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$223,506
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31Yes
Contributions received in cash from employer2019-08-31$414,768,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$522,837,295
Contract administrator fees2019-08-31$31,634,500
Did the plan have assets held for investment2019-08-31Yes
2018 : ACCENTURE UNITED STATES BENEFIT TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$329,943
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$567,073,577
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$562,332,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$522,329,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$566,354,251
Value of total assets at end of year2018-08-31$65,528,076
Value of total assets at beginning of year2018-08-31$60,456,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$40,003,024
Total interest from all sources2018-08-31$719,326
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$164,626,391
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-31$19,863,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$415,403
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$47,302
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-31$329,943
Administrative expenses (other) incurred2018-08-31$11,022,782
Value of net income/loss2018-08-31$4,741,516
Value of net assets at end of year (total assets less liabilities)2018-08-31$65,198,133
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$60,456,617
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$65,112,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$60,409,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$60,409,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$719,326
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$230,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31Yes
Contributions received in cash from employer2018-08-31$401,727,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$502,235,176
Contract administrator fees2018-08-31$28,980,242
Did the plan have assets held for investment2018-08-31Yes
2017 : ACCENTURE UNITED STATES BENEFIT TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$514,236,408
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$500,832,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$460,686,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$513,914,962
Value of total assets at end of year2017-08-31$60,456,617
Value of total assets at beginning of year2017-08-31$47,052,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$40,146,052
Total interest from all sources2017-08-31$321,446
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$0
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$155,900,465
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-08-31$18,472,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$47,302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$11,468
Administrative expenses (other) incurred2017-08-31$13,034,615
Value of net income/loss2017-08-31$13,403,781
Value of net assets at end of year (total assets less liabilities)2017-08-31$60,456,617
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$47,052,836
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$60,409,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$47,041,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$47,041,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-08-31$321,446
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$191,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31Yes
Contributions received in cash from employer2017-08-31$358,014,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$442,022,777
Contract administrator fees2017-08-31$27,111,437
Did the plan have assets held for investment2017-08-31Yes
2016 : ACCENTURE UNITED STATES BENEFIT TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$0
Total income from all sources (including contributions)2016-08-31$480,099,590
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$481,156,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$438,404,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$480,019,962
Value of total assets at end of year2016-08-31$47,052,836
Value of total assets at beginning of year2016-08-31$48,109,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$42,751,941
Total interest from all sources2016-08-31$79,628
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$0
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$153,285,016
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-08-31$17,510,459
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$11,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$452
Administrative expenses (other) incurred2016-08-31$15,555,922
Value of net income/loss2016-08-31$-1,056,919
Value of net assets at end of year (total assets less liabilities)2016-08-31$47,052,836
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$48,109,755
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$47,041,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$48,109,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$48,109,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-08-31$79,628
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$148,071
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31Yes
Contributions received in cash from employer2016-08-31$326,734,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-08-31$420,746,038
Contract administrator fees2016-08-31$27,196,019
Did the plan have assets held for investment2016-08-31Yes
2015 : ACCENTURE UNITED STATES BENEFIT TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$0
Total income from all sources (including contributions)2015-08-31$433,698,610
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$431,183,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$396,055,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$433,697,187
Value of total assets at end of year2015-08-31$48,109,755
Value of total assets at beginning of year2015-08-31$45,594,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$35,128,435
Total interest from all sources2015-08-31$1,423
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$0
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$141,852,651
Assets. Other investments not covered elsewhere at end of year2015-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$3,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-08-31$15,843,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$302
Administrative expenses (other) incurred2015-08-31$9,564,560
Value of net income/loss2015-08-31$2,514,759
Value of net assets at end of year (total assets less liabilities)2015-08-31$48,109,755
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$45,594,996
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$48,109,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$45,591,694
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$45,591,694
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-31$1,423
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$184,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31Yes
Contributions received in cash from employer2015-08-31$291,844,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-31$380,027,368
Contract administrator fees2015-08-31$25,563,875
Did the plan have assets held for investment2015-08-31Yes
2014 : ACCENTURE UNITED STATES BENEFIT TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$407,319,867
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$400,110,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$368,159,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$407,317,728
Value of total assets at end of year2014-08-31$45,594,996
Value of total assets at beginning of year2014-08-31$38,385,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$31,950,864
Total interest from all sources2014-08-31$2,139
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$125,876,405
Assets. Other investments not covered elsewhere at end of year2014-08-31$3,000
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$3,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-08-31$14,201,560
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$302
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$203
Administrative expenses (other) incurred2014-08-31$5,821,213
Value of net income/loss2014-08-31$7,209,804
Value of net assets at end of year (total assets less liabilities)2014-08-31$45,594,996
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$38,385,192
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$45,591,694
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$38,381,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$38,381,989
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$2,139
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$332,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Contributions received in cash from employer2014-08-31$281,441,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$353,625,246
Contract administrator fees2014-08-31$26,129,651
Did the plan have assets held for investment2014-08-31Yes
2013 : ACCENTURE UNITED STATES BENEFIT TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$0
Total income from all sources (including contributions)2013-08-31$357,680,911
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$354,986,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$326,280,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$357,653,241
Value of total assets at end of year2013-08-31$38,385,192
Value of total assets at beginning of year2013-08-31$35,690,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$28,706,677
Total interest from all sources2013-08-31$27,670
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$0
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$112,949,964
Assets. Other investments not covered elsewhere at end of year2013-08-31$3,000
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-08-31$11,926,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$203
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$1,477
Administrative expenses (other) incurred2013-08-31$4,750,427
Value of net income/loss2013-08-31$2,694,219
Value of net assets at end of year (total assets less liabilities)2013-08-31$38,385,192
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$35,690,973
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$38,381,989
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$35,689,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$35,689,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-08-31$27,670
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$306,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31Yes
Contributions received in cash from employer2013-08-31$244,703,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-08-31$314,047,075
Contract administrator fees2013-08-31$23,956,250
Did the plan have assets held for investment2013-08-31Yes
2012 : ACCENTURE UNITED STATES BENEFIT TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$767
Total income from all sources (including contributions)2012-08-31$309,441,971
Total of all expenses incurred2012-08-31$306,910,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$281,781,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$309,429,597
Value of total assets at end of year2012-08-31$35,690,973
Value of total assets at beginning of year2012-08-31$33,160,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$25,129,195
Total interest from all sources2012-08-31$12,374
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$106,767,749
Assets. Other investments not covered elsewhere at end of year2012-08-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$3,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-08-31$9,603,874
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$1,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$784
Administrative expenses (other) incurred2012-08-31$3,411,174
Liabilities. Value of operating payables at end of year2012-08-31$0
Liabilities. Value of operating payables at beginning of year2012-08-31$767
Value of net income/loss2012-08-31$2,531,065
Value of net assets at end of year (total assets less liabilities)2012-08-31$35,690,973
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$33,159,908
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$35,689,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$33,156,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$33,156,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-08-31$12,374
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$2,108,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31Yes
Contributions received in cash from employer2012-08-31$202,661,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-08-31$270,069,612
Contract administrator fees2012-08-31$21,718,021
Did the plan have assets held for investment2012-08-31Yes
2011 : ACCENTURE UNITED STATES BENEFIT TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$767
Total income from all sources (including contributions)2011-08-31$280,340,795
Total of all expenses incurred2011-08-31$280,061,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$259,398,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$280,322,304
Value of total assets at end of year2011-08-31$33,160,675
Value of total assets at beginning of year2011-08-31$32,880,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$20,663,187
Total interest from all sources2011-08-31$18,491
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$96,868,226
Assets. Other investments not covered elsewhere at end of year2011-08-31$3,000
Assets. Other investments not covered elsewhere at beginning of year2011-08-31$20,000
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-08-31$8,704,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$4,052
Administrative expenses (other) incurred2011-08-31$816,612
Value of net income/loss2011-08-31$278,931
Value of net assets at end of year (total assets less liabilities)2011-08-31$33,159,908
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$32,880,977
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$33,156,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$32,856,925
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$32,856,925
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$18,491
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$5,719,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31Yes
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$183,454,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$244,974,287
Contract administrator fees2011-08-31$19,846,575
Did the plan have assets held for investment2011-08-31Yes
Liabilities. Value of acquisition indebtedness at end of year2011-08-31$767

Form 5500 Responses for ACCENTURE UNITED STATES BENEFIT TRUST

2021: ACCENTURE UNITED STATES BENEFIT TRUST 2021 form 5500 responses
2021-09-01Type of plan entityDFE (Diect Filing Entity)
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2020: ACCENTURE UNITED STATES BENEFIT TRUST 2020 form 5500 responses
2020-09-01Type of plan entityDFE (Diect Filing Entity)
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2019: ACCENTURE UNITED STATES BENEFIT TRUST 2019 form 5500 responses
2019-09-01Type of plan entityDFE (Diect Filing Entity)
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2018: ACCENTURE UNITED STATES BENEFIT TRUST 2018 form 5500 responses
2018-09-01Type of plan entityDFE (Diect Filing Entity)
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2017: ACCENTURE UNITED STATES BENEFIT TRUST 2017 form 5500 responses
2017-09-01Type of plan entityDFE (Diect Filing Entity)
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2016: ACCENTURE UNITED STATES BENEFIT TRUST 2016 form 5500 responses
2016-09-01Type of plan entityDFE (Diect Filing Entity)
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2015: ACCENTURE UNITED STATES BENEFIT TRUST 2015 form 5500 responses
2015-09-01Type of plan entityDFE (Diect Filing Entity)
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2014: ACCENTURE UNITED STATES BENEFIT TRUST 2014 form 5500 responses
2014-09-01Type of plan entityDFE (Diect Filing Entity)
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2013: ACCENTURE UNITED STATES BENEFIT TRUST 2013 form 5500 responses
2013-09-01Type of plan entityDFE (Diect Filing Entity)
2013-09-01Submission has been amendedYes
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2012: ACCENTURE UNITED STATES BENEFIT TRUST 2012 form 5500 responses
2012-09-01Type of plan entityDFE (Diect Filing Entity)
2012-09-01Submission has been amendedYes
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2011: ACCENTURE UNITED STATES BENEFIT TRUST 2011 form 5500 responses
2011-09-01Type of plan entityDFE (Diect Filing Entity)
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2009: ACCENTURE UNITED STATES BENEFIT TRUST 2009 form 5500 responses
2009-09-01Type of plan entityDFE (Diect Filing Entity)
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0657455
Policy instance 3
Insurance contract or identification number0657455
Number of Individuals Covered12479
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,564,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number70339
Policy instance 2
Insurance contract or identification number70339
Number of Individuals Covered65624
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $447,477
Total amount of fees paid to insurance companyUSD $10,891
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,878,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $314,321
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees10891
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number5132
Policy instance 1
Insurance contract or identification number5132
Number of Individuals Covered43
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $186,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0106028
Policy instance 3
Insurance contract or identification number0106028
Number of Individuals Covered66966
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $60,000
Total amount of fees paid to insurance companyUSD $359,084
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,581,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,000
Amount paid for insurance broker fees359060
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number5132
Policy instance 2
Insurance contract or identification number5132
Number of Individuals Covered44
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $239,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0657450
Policy instance 1
Insurance contract or identification number0657450
Number of Individuals Covered11647
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,254,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0106028
Policy instance 3
Insurance contract or identification number0106028
Number of Individuals Covered65164
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $60,000
Total amount of fees paid to insurance companyUSD $226,888
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,116,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees42
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $60,000
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number5132
Policy instance 2
Insurance contract or identification number5132
Number of Individuals Covered42
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $222,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0657455
Policy instance 1
Insurance contract or identification number0657455
Number of Individuals Covered11671
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,289,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number5132
Policy instance 3
Insurance contract or identification number5132
Number of Individuals Covered44
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $227,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0657455
Policy instance 2
Insurance contract or identification number0657455
Number of Individuals Covered10321
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,974,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0106028
Policy instance 1
Insurance contract or identification number0106028
Number of Individuals Covered60466
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $60,000
Total amount of fees paid to insurance companyUSD $321,513
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $16,214,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,000
Amount paid for insurance broker fees321443
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0106028
Policy instance 3
Insurance contract or identification number0106028
Number of Individuals Covered60732
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $60,000
Total amount of fees paid to insurance companyUSD $296,518
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,208,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number5132
Policy instance 1
Insurance contract or identification number5132
Number of Individuals Covered22
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $214,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0657455
Policy instance 2
Insurance contract or identification number0657455
Number of Individuals Covered9739
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,745,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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