ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALLIANZ EMPLOYEES MEDICAL PLAN
Measure | Date | Value |
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2016 : ALLIANZ EMPLOYEES MEDICAL PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $4,639,847 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,630,375 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,503,251 |
Total income from all sources (including contributions) | 2016-12-31 | $16,789,040 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $21,714,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $20,240,789 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $16,783,807 |
Value of total assets at end of year | 2016-12-31 | $0 |
Value of total assets at beginning of year | 2016-12-31 | $158,644 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,473,866 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $44,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $5,739,770 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-4,925,615 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-1,630,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-1,344,607 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $158,644 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $11,044,037 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $20,240,789 |
Contract administrator fees | 2016-12-31 | $1,473,866 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,630,375 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,503,251 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : ALLIANZ EMPLOYEES MEDICAL PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $32,637 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,503,251 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,581,684 |
Total income from all sources (including contributions) | 2015-12-31 | $19,952,769 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $20,360,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,676,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $19,951,319 |
Value of total assets at end of year | 2015-12-31 | $158,644 |
Value of total assets at beginning of year | 2015-12-31 | $612,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,683,538 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $45,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $5,357,511 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-407,605 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-1,344,607 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-969,639 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $158,644 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $612,045 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $14,593,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $18,676,836 |
Contract administrator fees | 2015-12-31 | $1,683,538 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,503,251 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,581,684 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : ALLIANZ EMPLOYEES MEDICAL PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $1,029,905 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,581,684 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,675,712 |
Total income from all sources (including contributions) | 2014-12-31 | $18,515,093 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $19,446,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $18,168,109 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $18,514,871 |
Value of total assets at end of year | 2014-12-31 | $612,045 |
Value of total assets at beginning of year | 2014-12-31 | $607,297 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,278,113 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $39,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $5,810,112 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $219,173 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-931,129 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-969,639 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-1,068,415 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $612,045 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $607,297 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $12,704,759 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $18,168,109 |
Contract administrator fees | 2014-12-31 | $1,278,113 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,581,684 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,456,539 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : ALLIANZ EMPLOYEES MEDICAL PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $137,165 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,675,712 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,074,151 |
Total income from all sources (including contributions) | 2013-12-31 | $17,892,180 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $19,884,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $18,664,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,891,662 |
Value of total assets at end of year | 2013-12-31 | $607,297 |
Value of total assets at beginning of year | 2013-12-31 | $3,860,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,220,050 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $38,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $979,000 |
Contributions received from participants | 2013-12-31 | $6,341,816 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $31,216 |
Administrative expenses (other) incurred | 2013-12-31 | $10,670 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $219,173 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $1,657,155 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-1,992,149 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-1,068,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $786,569 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $607,297 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $3,829,504 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $11,549,846 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $18,664,279 |
Contract administrator fees | 2013-12-31 | $1,209,380 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,456,539 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,416,996 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : ALLIANZ EMPLOYEES MEDICAL PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $1,782,766 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,074,151 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,989,323 |
Total income from all sources (including contributions) | 2012-12-31 | $6,948,796 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $19,039,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $17,367,628 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,418,077 |
Value of total assets at end of year | 2012-12-31 | $3,860,720 |
Value of total assets at beginning of year | 2012-12-31 | $15,083,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,671,879 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $38,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $979,000 |
Contributions received from participants | 2012-12-31 | $6,008,954 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $31,216 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $64,851 |
Administrative expenses (other) incurred | 2012-12-31 | $504,722 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,657,155 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $2,066,016 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-12,090,711 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $786,569 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,094,514 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $15,014 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $3,829,504 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $15,018,986 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $409,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $17,367,628 |
Contract administrator fees | 2012-12-31 | $1,152,143 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,416,996 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,923,307 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : ALLIANZ EMPLOYEES MEDICAL PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,989,323 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,669,382 |
Total income from all sources (including contributions) | 2011-12-31 | $17,457,839 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $18,155,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $16,697,767 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $16,709,319 |
Value of total assets at end of year | 2011-12-31 | $15,083,837 |
Value of total assets at beginning of year | 2011-12-31 | $16,461,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,457,881 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $37,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $6,080,809 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $64,851 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $97,036 |
Administrative expenses (other) incurred | 2011-12-31 | $252,000 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $2,066,016 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $2,930,517 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-697,809 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,094,514 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,792,323 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $17,915 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $15,018,986 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $16,364,669 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $439,684 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,628,510 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $16,258,083 |
Contract administrator fees | 2011-12-31 | $1,187,966 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,923,307 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,738,865 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CROWE HORWATH, LLP |
Accountancy firm EIN | 2011-12-31 | 350921680 |
2010 : ALLIANZ EMPLOYEES MEDICAL PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $6,122,154 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,179,085 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,057,207 |
Total income from all sources (including contributions) | 2010-12-31 | $22,465,156 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $20,460,092 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $19,362,532 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $21,436,633 |
Value of total assets at end of year | 2010-12-31 | $16,461,705 |
Value of total assets at beginning of year | 2010-12-31 | $21,456,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,097,560 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $34,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $6,019,090 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $1,630,328 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $97,036 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $145,762 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,440,220 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $2,337,623 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,005,064 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $13,282,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,399,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $24,141 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $16,364,669 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $21,311,155 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,630,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $15,417,543 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $17,732,204 |
Contract administrator fees | 2010-12-31 | $1,073,419 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,738,865 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,719,584 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PERRY-SMITH, LLP |
Accountancy firm EIN | 2010-12-31 | 680041802 |
2009 : ALLIANZ EMPLOYEES MEDICAL PLAN 2009 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2009-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $4,057,207 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-12-31 | $2,999,149 |
Total income from all sources (including contributions) | 2009-12-31 | $22,470,450 |
Total loss/gain on sale of assets | 2009-12-31 | $0 |
Total of all expenses incurred | 2009-12-31 | $19,478,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-12-31 | $16,402,404 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2009-12-31 | $20,686,958 |
Value of total assets at end of year | 2009-12-31 | $21,456,917 |
Value of total assets at beginning of year | 2009-12-31 | $17,407,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-12-31 | $3,076,356 |
Total interest from all sources | 2009-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2009-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2009-12-31 | No |
Was this plan covered by a fidelity bond | 2009-12-31 | Yes |
Value of fidelity bond cover | 2009-12-31 | $28,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2009-12-31 | No |
Contributions received from participants | 2009-12-31 | $5,931,207 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2009-12-31 | $145,762 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2009-12-31 | $138,532 |
Administrative expenses (other) incurred | 2009-12-31 | $1,986,818 |
Liabilities. Value of operating payables at end of year | 2009-12-31 | $2,337,623 |
Liabilities. Value of operating payables at beginning of year | 2009-12-31 | $687,488 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
Value of net income/loss | 2009-12-31 | $2,991,690 |
Value of net assets at end of year (total assets less liabilities) | 2009-12-31 | $17,399,710 |
Value of net assets at beginning of year (total assets less liabilities) | 2009-12-31 | $14,408,020 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2009-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2009-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2009-12-31 | No |
Investment advisory and management fees | 2009-12-31 | $29,389 |
Value of interest in master investment trust accounts at end of year | 2009-12-31 | $21,311,155 |
Value of interest in master investment trust accounts at beginning of year | 2009-12-31 | $17,268,637 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2009-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2009-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2009-12-31 | No |
Contributions received in cash from employer | 2009-12-31 | $14,755,751 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2009-12-31 | $16,402,404 |
Contract administrator fees | 2009-12-31 | $1,060,149 |
Liabilities. Value of benefit claims payable at end of year | 2009-12-31 | $1,719,584 |
Liabilities. Value of benefit claims payable at beginning of year | 2009-12-31 | $2,311,661 |
Did the plan have assets held for investment | 2009-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2009-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2009-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2009-12-31 | Unqualified |
Accountancy firm name | 2009-12-31 | PERRY-SMITH LLP |
Accountancy firm EIN | 2009-12-31 | 680041802 |
2008 : ALLIANZ EMPLOYEES MEDICAL PLAN 2008 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2008-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-12-31 | $2,999,149 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-12-31 | $3,017,263 |
Total income from all sources (including contributions) | 2008-12-31 | $22,852,819 |
Total loss/gain on sale of assets | 2008-12-31 | $0 |
Total of all expenses incurred | 2008-12-31 | $20,563,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-12-31 | $19,275,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2008-12-31 | $22,999,060 |
Value of total assets at end of year | 2008-12-31 | $17,407,169 |
Value of total assets at beginning of year | 2008-12-31 | $15,136,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-12-31 | $1,288,359 |
Total interest from all sources | 2008-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2008-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-12-31 | No |
Was this plan covered by a fidelity bond | 2008-12-31 | Yes |
Value of fidelity bond cover | 2008-12-31 | $28,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2008-12-31 | No |
Contributions received from participants | 2008-12-31 | $5,911,893 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2008-12-31 | $138,532 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2008-12-31 | $134,156 |
Administrative expenses (other) incurred | 2008-12-31 | $30,552 |
Liabilities. Value of operating payables at end of year | 2008-12-31 | $687,488 |
Liabilities. Value of operating payables at beginning of year | 2008-12-31 | $633,290 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Value of net income/loss | 2008-12-31 | $2,288,839 |
Value of net assets at end of year (total assets less liabilities) | 2008-12-31 | $14,408,020 |
Value of net assets at beginning of year (total assets less liabilities) | 2008-12-31 | $12,119,181 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2008-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2008-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2008-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2008-12-31 | $17,268,637 |
Value of interest in master investment trust accounts at beginning of year | 2008-12-31 | $15,002,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2008-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2008-12-31 | No |
Contributions received in cash from employer | 2008-12-31 | $17,087,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-12-31 | $19,275,621 |
Contract administrator fees | 2008-12-31 | $1,257,807 |
Liabilities. Value of benefit claims payable at end of year | 2008-12-31 | $2,311,661 |
Liabilities. Value of benefit claims payable at beginning of year | 2008-12-31 | $2,383,973 |
Did the plan have assets held for investment | 2008-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2008-12-31 | Unqualified |
Accountancy firm name | 2008-12-31 | PERRY-SMITH LLP |
Accountancy firm EIN | 2008-12-31 | 680041802 |
2007 : ALLIANZ EMPLOYEES MEDICAL PLAN 2007 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2007-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2007-12-31 | $3,710,741 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2007-12-31 | $4,378,302 |
Total income from all sources (including contributions) | 2007-12-31 | $20,797,038 |
Total loss/gain on sale of assets | 2007-12-31 | $0 |
Total of all expenses incurred | 2007-12-31 | $19,289,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2007-12-31 | $17,884,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2007-12-31 | $20,074,113 |
Value of total assets at end of year | 2007-12-31 | $15,136,444 |
Value of total assets at beginning of year | 2007-12-31 | $14,296,672 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2007-12-31 | $1,405,431 |
Total interest from all sources | 2007-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2007-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2007-12-31 | No |
Was this plan covered by a fidelity bond | 2007-12-31 | Yes |
Value of fidelity bond cover | 2007-12-31 | $12,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2007-12-31 | No |
Contributions received from participants | 2007-12-31 | $4,931,358 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2007-12-31 | $134,156 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2007-12-31 | $180,687 |
Administrative expenses (other) incurred | 2007-12-31 | $32,034 |
Liabilities. Value of operating payables at end of year | 2007-12-31 | $633,290 |
Liabilities. Value of operating payables at beginning of year | 2007-12-31 | $797,121 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-12-31 | No |
Value of net income/loss | 2007-12-31 | $1,507,333 |
Value of net assets at end of year (total assets less liabilities) | 2007-12-31 | $11,425,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2007-12-31 | $9,918,370 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2007-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2007-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2007-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2007-12-31 | $15,002,288 |
Value of interest in master investment trust accounts at beginning of year | 2007-12-31 | $14,115,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2007-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2007-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2007-12-31 | No |
Contributions received in cash from employer | 2007-12-31 | $15,142,755 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2007-12-31 | $17,884,274 |
Contract administrator fees | 2007-12-31 | $1,373,397 |
Liabilities. Value of benefit claims payable at end of year | 2007-12-31 | $3,077,451 |
Liabilities. Value of benefit claims payable at beginning of year | 2007-12-31 | $3,581,181 |
Did the plan have assets held for investment | 2007-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2007-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2007-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2007-12-31 | Unqualified |
Accountancy firm name | 2007-12-31 | PERRY-SMITH LLP |
Accountancy firm EIN | 2007-12-31 | 680041802 |
2006 : ALLIANZ EMPLOYEES MEDICAL PLAN 2006 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2006-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2006-12-31 | $4,378,302 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2006-12-31 | $3,207,423 |
Total income from all sources (including contributions) | 2006-12-31 | $25,774,643 |
Total loss/gain on sale of assets | 2006-12-31 | $0 |
Total of all expenses incurred | 2006-12-31 | $26,265,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2006-12-31 | $24,649,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2006-12-31 | $25,211,564 |
Value of total assets at end of year | 2006-12-31 | $14,296,672 |
Value of total assets at beginning of year | 2006-12-31 | $13,616,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2006-12-31 | $1,616,233 |
Total interest from all sources | 2006-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2006-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2006-12-31 | No |
Was this plan covered by a fidelity bond | 2006-12-31 | Yes |
Value of fidelity bond cover | 2006-12-31 | $12,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2006-12-31 | No |
Contributions received from participants | 2006-12-31 | $5,662,808 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2006-12-31 | $180,687 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2006-12-31 | $148,385 |
Liabilities. Value of operating payables at end of year | 2006-12-31 | $797,121 |
Liabilities. Value of operating payables at beginning of year | 2006-12-31 | $568,213 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2006-12-31 | No |
Value of net income/loss | 2006-12-31 | $-490,695 |
Value of net assets at end of year (total assets less liabilities) | 2006-12-31 | $9,918,370 |
Value of net assets at beginning of year (total assets less liabilities) | 2006-12-31 | $10,409,065 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2006-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2006-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2006-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2006-12-31 | $14,115,985 |
Value of interest in master investment trust accounts at beginning of year | 2006-12-31 | $13,468,103 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2006-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2006-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2006-12-31 | No |
Contributions received in cash from employer | 2006-12-31 | $19,548,756 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2006-12-31 | $24,649,105 |
Contract administrator fees | 2006-12-31 | $1,616,233 |
Liabilities. Value of benefit claims payable at end of year | 2006-12-31 | $3,581,181 |
Liabilities. Value of benefit claims payable at beginning of year | 2006-12-31 | $2,639,210 |
Did the plan have assets held for investment | 2006-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2006-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2006-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2006-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2006-12-31 | Unqualified |
Accountancy firm name | 2006-12-31 | KPMG |
Accountancy firm EIN | 2006-12-31 | 135565207 |
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | N/A |
Policy instance | 3 |
Insurance contract or identification number | N/A | Number of Individuals Covered | 2623 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 Carrier | USD $43,486 | 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 number | 0210912 |
Policy instance | 2 |
Insurance contract or identification number | 0210912 | Number of Individuals Covered | 413 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $94,793 | 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 number | 605634 |
Policy instance | 1 |
Insurance contract or identification number | 605634 | Number of Individuals Covered | 136 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $765,030 | 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 number | 605634 |
Policy instance | 3 |
Insurance contract or identification number | 605634 | Number of Individuals Covered | 116 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $645,892 | 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 number | 0210912 |
Policy instance | 2 |
Insurance contract or identification number | 0210912 | Number of Individuals Covered | 256 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $71,251 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | N/A |
Policy instance | 1 |
Insurance contract or identification number | N/A | Number of Individuals Covered | 2660 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 Carrier | USD $42,135 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EMPATHIA, INC. (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | N/A |
Policy instance | 1 |
Insurance contract or identification number | N/A | Number of Individuals Covered | 2221 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-03-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 Carrier | USD $10,793 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | N/A |
Policy instance | 2 |
Insurance contract or identification number | N/A | Number of Individuals Covered | 2425 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 Carrier | USD $30,520 | 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 number | 0121153 |
Policy instance | 3 |
Insurance contract or identification number | 0121153 | Number of Individuals Covered | 55 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | CRITICAL ILLNESS INSURANCE | 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 Carrier | USD $18,031 | 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 number | 121153 |
Policy instance | 4 |
Insurance contract or identification number | 121153 | Number of Individuals Covered | 53 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | CRITICAL ILLNESS INSURANCE | 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 Carrier | USD $11,604 |
|
EMPATHIA, INC. (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | N/A |
Policy instance | 3 |
Insurance contract or identification number | N/A | Number of Individuals Covered | 2044 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 Carrier | USD $47,528 | 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 number | 1900 |
Policy instance | 2 |
Insurance contract or identification number | 1900 | Number of Individuals Covered | 14 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $70,208 | 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 number | 101965 |
Policy instance | 1 |
Insurance contract or identification number | 101965 | Number of Individuals Covered | 1 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $5,462 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EMPATHIA, INC. (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | N/A |
Policy instance | 5 |
Insurance contract or identification number | N/A | Number of Individuals Covered | 2007 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 Carrier | USD $58,213 | 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 number | 0121153 |
Policy instance | 4 |
Insurance contract or identification number | 0121153 | Number of Individuals Covered | 77 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | CRITICAL ILLNESS INSURANCE | 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 Carrier | USD $11,608 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS AND BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 08423-983 |
Policy instance | 3 |
Insurance contract or identification number | 08423-983 | Number of Individuals Covered | 25 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | 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 number | 101965 |
Policy instance | 2 |
Insurance contract or identification number | 101965 | Number of Individuals Covered | 3 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $12,767 | 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 number | 1900 |
Policy instance | 1 |
Insurance contract or identification number | 1900 | Number of Individuals Covered | 27 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $159,195 | 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 number | 1900 |
Policy instance | 1 |
Insurance contract or identification number | 1900 | Number of Individuals Covered | 41 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $226,880 | 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 number | 101965 |
Policy instance | 2 |
Insurance contract or identification number | 101965 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $13,393 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS AND BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 08423-983 |
Policy instance | 3 |
Insurance contract or identification number | 08423-983 | Number of Individuals Covered | 29 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | 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 number | 0121153 |
Policy instance | 4 |
Insurance contract or identification number | 0121153 | Number of Individuals Covered | 62 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | CRITICAL ILLNESS INSURANCE | 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 Carrier | USD $11,310 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EMPATHIA, INC. (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | N/A |
Policy instance | 5 |
Insurance contract or identification number | N/A | Number of Individuals Covered | 2007 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | 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 Carrier | USD $58,501 | 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 number | 101965 |
Policy instance | 4 |
Insurance contract or identification number | 101965 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $7,431 | 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 number | 1900 |
Policy instance | 3 |
Insurance contract or identification number | 1900 | Number of Individuals Covered | 34 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $168,996 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS AND BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 08423-995 |
Policy instance | 2 |
Insurance contract or identification number | 08423-995 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUE CROSS AND BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: ) |
Policy contract number | 08423-983 |
Policy instance | 1 |
Insurance contract or identification number | 08423-983 | Number of Individuals Covered | 37 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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