WASHINGTON HEALTH INDUSTRY HEALTH TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN
| Measure | Date | Value |
|---|
| 2022 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $31,960 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $14,040 |
| Total income from all sources (including contributions) | 2022-12-31 | $997,929 |
| Total of all expenses incurred | 2022-12-31 | $1,036,607 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $889,088 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $997,596 |
| Value of total assets at end of year | 2022-12-31 | $152,556 |
| Value of total assets at beginning of year | 2022-12-31 | $173,314 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $147,519 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $107,906 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $104,555 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $147,103 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $16,183 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $8,535 |
| Other income not declared elsewhere | 2022-12-31 | $333 |
| Administrative expenses (other) incurred | 2022-12-31 | $3,831 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $15,777 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $5,505 |
| Total non interest bearing cash at end of year | 2022-12-31 | $48,001 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $26,211 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-38,678 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $120,596 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $159,274 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $11,351 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $889,088 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $997,596 |
| Contract administrator fees | 2022-12-31 | $24,431 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ANASTASI, MOORE & MARTIN, PLLC |
| Accountancy firm EIN | 2022-12-31 | 208149084 |
| 2021 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $14,040 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $57,954 |
| Total income from all sources (including contributions) | 2021-12-31 | $655,669 |
| Total of all expenses incurred | 2021-12-31 | $692,142 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $588,074 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $655,381 |
| Value of total assets at end of year | 2021-12-31 | $173,314 |
| Value of total assets at beginning of year | 2021-12-31 | $253,701 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $104,068 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $72,000 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $147,103 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $152,654 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $8,535 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $45,142 |
| Other income not declared elsewhere | 2021-12-31 | $288 |
| Administrative expenses (other) incurred | 2021-12-31 | $5,024 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $5,505 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $12,812 |
| Total non interest bearing cash at end of year | 2021-12-31 | $26,211 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $101,047 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-36,473 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $159,274 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $195,747 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $12,962 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $588,074 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $655,381 |
| Contract administrator fees | 2021-12-31 | $14,082 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
| Accountancy firm EIN | 2021-12-31 | 200079326 |
| 2020 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $57,954 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $57,178 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,475,366 |
| Total of all expenses incurred | 2020-12-31 | $1,514,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,303,628 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,474,284 |
| Value of total assets at end of year | 2020-12-31 | $253,701 |
| Value of total assets at beginning of year | 2020-12-31 | $291,606 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $210,419 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $132,978 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $152,654 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $163,450 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $45,142 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $40,871 |
| Other income not declared elsewhere | 2020-12-31 | $1,082 |
| Administrative expenses (other) incurred | 2020-12-31 | $16,466 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $12,812 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $16,307 |
| Total non interest bearing cash at end of year | 2020-12-31 | $101,047 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $128,156 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-38,681 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $195,747 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $234,428 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $15,725 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,303,628 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,474,284 |
| Contract administrator fees | 2020-12-31 | $45,250 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
| Accountancy firm EIN | 2020-12-31 | 200079326 |
| 2019 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $57,178 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $57,178 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $67,893 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $67,893 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,845,891 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,845,891 |
| Total of all expenses incurred | 2019-12-31 | $2,682,859 |
| Total of all expenses incurred | 2019-12-31 | $2,682,859 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,369,501 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,369,501 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,679,224 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,679,224 |
| Value of total assets at end of year | 2019-12-31 | $291,606 |
| Value of total assets at end of year | 2019-12-31 | $291,606 |
| Value of total assets at beginning of year | 2019-12-31 | $139,289 |
| Value of total assets at beginning of year | 2019-12-31 | $139,289 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $313,358 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $313,358 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $228,650 |
| Administrative expenses professional fees incurred | 2019-12-31 | $228,650 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $163,450 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $163,450 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $40,871 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $40,871 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $60,492 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $60,492 |
| Other income not declared elsewhere | 2019-12-31 | $166,667 |
| Other income not declared elsewhere | 2019-12-31 | $166,667 |
| Administrative expenses (other) incurred | 2019-12-31 | $905 |
| Administrative expenses (other) incurred | 2019-12-31 | $905 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $16,307 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $16,307 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $7,401 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $7,401 |
| Total non interest bearing cash at end of year | 2019-12-31 | $128,156 |
| Total non interest bearing cash at end of year | 2019-12-31 | $128,156 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $139,289 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $139,289 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $163,032 |
| Value of net income/loss | 2019-12-31 | $163,032 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $234,428 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $234,428 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $71,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $71,396 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $3,217 |
| Investment advisory and management fees | 2019-12-31 | $3,217 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,369,501 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,369,501 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $2,679,224 |
| Contributions received in cash from employer | 2019-12-31 | $2,679,224 |
| Contract administrator fees | 2019-12-31 | $80,586 |
| Contract administrator fees | 2019-12-31 | $80,586 |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
| Accountancy firm name | 2019-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
| Accountancy firm EIN | 2019-12-31 | 200079326 |
| 2018 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $67,893 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $52,382 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,248,854 |
| Total of all expenses incurred | 2018-12-31 | $1,255,900 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,105,226 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,248,854 |
| Value of total assets at end of year | 2018-12-31 | $139,289 |
| Value of total assets at beginning of year | 2018-12-31 | $130,824 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $150,674 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $100,444 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $60,492 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $44,918 |
| Administrative expenses (other) incurred | 2018-12-31 | $209 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $7,401 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $7,464 |
| Total non interest bearing cash at end of year | 2018-12-31 | $139,289 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $130,824 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-7,046 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $71,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $78,442 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,105,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,248,854 |
| Contract administrator fees | 2018-12-31 | $50,021 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
| Accountancy firm EIN | 2018-12-31 | 200079326 |
| 2017 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $52,382 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $33,932 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,251,688 |
| Total of all expenses incurred | 2017-12-31 | $1,227,929 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,084,265 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,251,688 |
| Value of total assets at end of year | 2017-12-31 | $130,824 |
| Value of total assets at beginning of year | 2017-12-31 | $88,615 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $143,664 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $93,585 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $44,918 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $27,239 |
| Administrative expenses (other) incurred | 2017-12-31 | $950 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $7,464 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $6,693 |
| Total non interest bearing cash at end of year | 2017-12-31 | $130,824 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $88,615 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $23,759 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $78,442 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $54,683 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,084,265 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,251,688 |
| Contract administrator fees | 2017-12-31 | $49,129 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
| Accountancy firm EIN | 2017-12-31 | 200079326 |
| 2016 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $34,357 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $82,206 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,374,853 |
| Total of all expenses incurred | 2016-12-31 | $1,397,222 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,234,630 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,374,853 |
| Value of total assets at end of year | 2016-12-31 | $89,040 |
| Value of total assets at beginning of year | 2016-12-31 | $159,258 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $162,592 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $37,558 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,447 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,857 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $26,217 |
| Administrative expenses (other) incurred | 2016-12-31 | $71,674 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $8,140 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $82,206 |
| Total non interest bearing cash at end of year | 2016-12-31 | $88,615 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $145,512 |
| 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 | $-22,369 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $54,683 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $77,052 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,234,630 |
| 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 | $1,374,853 |
| Employer contributions (assets) at end of year | 2016-12-31 | $-1,022 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $9,889 |
| Contract administrator fees | 2016-12-31 | $53,360 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| 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 | SCHOEDEL & SCHOEDEL CPAS PLLC |
| Accountancy firm EIN | 2016-12-31 | 910614823 |
| 2015 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $82,206 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $309,639 |
| Total income from all sources (including contributions) | 2015-12-31 | $11,640,713 |
| Total of all expenses incurred | 2015-12-31 | $11,593,147 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,285,905 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,640,161 |
| Value of total assets at end of year | 2015-12-31 | $159,258 |
| Value of total assets at beginning of year | 2015-12-31 | $339,125 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,307,242 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $259,671 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,857 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $253,635 |
| Other income not declared elsewhere | 2015-12-31 | $552 |
| Administrative expenses (other) incurred | 2015-12-31 | $581,487 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $82,206 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $56,004 |
| Total non interest bearing cash at end of year | 2015-12-31 | $145,512 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $339,125 |
| 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 | $47,566 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $77,052 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $29,486 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $10,285,905 |
| 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 | $11,640,161 |
| Employer contributions (assets) at end of year | 2015-12-31 | $9,889 |
| Contract administrator fees | 2015-12-31 | $466,084 |
| 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 |
| 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 | SCHOEDEL & SCHOEDEL CPAS PLLC |
| Accountancy firm EIN | 2015-12-31 | 910614823 |
| 2014 : WASHINGTON HEALTH INDUSTRY HEALTH TRUST PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $309,639 |
| Total income from all sources (including contributions) | 2014-12-31 | $5,713,113 |
| Total of all expenses incurred | 2014-12-31 | $5,683,627 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,066,405 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,712,992 |
| Value of total assets at end of year | 2014-12-31 | $339,125 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $617,222 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $103,811 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
| 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 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $253,635 |
| Other income not declared elsewhere | 2014-12-31 | $121 |
| Administrative expenses (other) incurred | 2014-12-31 | $284,891 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $56,004 |
| Total non interest bearing cash at end of year | 2014-12-31 | $339,125 |
| 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 | $29,486 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $29,486 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $5,066,405 |
| 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 | $5,712,992 |
| Contract administrator fees | 2014-12-31 | $228,520 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| 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 | SCHOEDEL & SCHOEDEL CPAS PLLC |
| Accountancy firm EIN | 2014-12-31 | 910614823 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649225 |
| Policy instance | 4 |
| Insurance contract or identification number | 649225 | | Number of Individuals Covered | 182 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
| Policy contract number | 00154, 00156 |
| Policy instance | 3 |
| Insurance contract or identification number | 00154, 00156 | | Number of Individuals Covered | 60 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 12319758 |
| Policy instance | 2 |
| Insurance contract or identification number | 12319758 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
| Policy contract number | 100000071 |
| Policy instance | 1 |
| Insurance contract or identification number | 100000071 | | Number of Individuals Covered | 365 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,840 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $834,462 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,120 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 1 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
| Policy contract number | 100000071 |
| Policy instance | 2 |
| Insurance contract or identification number | 100000071 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,080 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $581,505 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $680 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 12319758 |
| Policy instance | 3 |
| Insurance contract or identification number | 12319758 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $336 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
| Policy contract number | 151-156 |
| Policy instance | 4 |
| Insurance contract or identification number | 151-156 | | Number of Individuals Covered | 11 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649225 |
| Policy instance | 5 |
| Insurance contract or identification number | 649225 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 6 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
| Policy contract number | 151-156 |
| Policy instance | 4 |
| Insurance contract or identification number | 151-156 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 12319758 |
| Policy instance | 3 |
| Insurance contract or identification number | 12319758 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,748 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
| Policy contract number | 100000071 |
| Policy instance | 2 |
| Insurance contract or identification number | 100000071 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,060 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,274,129 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,480 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 1 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 6 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649225 |
| Policy instance | 5 |
| Insurance contract or identification number | 649225 | | Number of Individuals Covered | 117 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $57 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $57 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 1 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
| Policy contract number | 100000071 |
| Policy instance | 2 |
| Insurance contract or identification number | 100000071 | | Number of Individuals Covered | 402 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,800 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,152,532 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,280 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 12319758 |
| Policy instance | 3 |
| Insurance contract or identification number | 12319758 | | Number of Individuals Covered | 214 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,236 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
| Policy contract number | 151-156 |
| Policy instance | 4 |
| Insurance contract or identification number | 151-156 | | Number of Individuals Covered | 283 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 6 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649225 |
| Policy instance | 5 |
| Insurance contract or identification number | 649225 | | Number of Individuals Covered | 166 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 6 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
| Policy contract number | 100000071 |
| Policy instance | 2 |
| Insurance contract or identification number | 100000071 | | Number of Individuals Covered | 231 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,580 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $993,454 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $680 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649240 |
| Policy instance | 1 |
| Insurance contract or identification number | 649240 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 12319758 |
| Policy instance | 3 |
| Insurance contract or identification number | 12319758 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,344 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
| Policy contract number | 151-156, 3873 |
| Policy instance | 4 |
| Insurance contract or identification number | 151-156, 3873 | | Number of Individuals Covered | 205 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649225 |
| Policy instance | 5 |
| Insurance contract or identification number | 649225 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 649225 |
| Policy instance | 5 |
| Insurance contract or identification number | 649225 | | Number of Individuals Covered | 394 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
| Policy contract number | 151-156, 3873 |
| Policy instance | 4 |
| Insurance contract or identification number | 151-156, 3873 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Dental Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
| Policy contract number | 12319758 |
| Policy instance | 3 |
| Insurance contract or identification number | 12319758 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $394 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
| Policy contract number | 100000071 |
| Policy instance | 2 |
| Insurance contract or identification number | 100000071 | | Number of Individuals Covered | 145 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,600 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $717,486 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,000 | | Insurance broker organization code? | 3 | | Insurance broker name | CORKERY & JONES BENEFITS INC |
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| ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
| Policy contract number | 100000071 |
| Policy instance | 1 |
| Insurance contract or identification number | 100000071 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,160 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $325,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,080 | | Insurance broker organization code? | 3 | | Insurance broker name | ENG INSURANCE & FINANCIAL SERVICES |
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