PSEA,PSEBA,PSFCU, AND SJPECU RETIREE MEDICAL BENEFITS TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2015 : PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $31,543 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $120,131 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $114,487 |
| Total plan assets at end of year | 2015-12-31 | $286,077 |
| Total plan assets at beginning of year | 2015-12-31 | $374,665 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $29,984 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $5,644 |
| Other income received | 2015-12-31 | $1,559 |
| Net income (gross income less expenses) | 2015-12-31 | $-88,588 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $286,077 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $374,665 |
| 2014 : PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $0 |
| Total plan liabilities at beginning of year | 2014-12-31 | $0 |
| Total income from all sources | 2014-12-31 | $34,273 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $110,480 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $107,336 |
| Total plan assets at end of year | 2014-12-31 | $374,665 |
| Total plan assets at beginning of year | 2014-12-31 | $450,872 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $32,493 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,144 |
| Other income received | 2014-12-31 | $1,780 |
| Net income (gross income less expenses) | 2014-12-31 | $-76,207 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $374,665 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $450,872 |
| 2013 : PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2013 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2013-12-31 | $0 |
| Total income from all sources | 2013-12-31 | $32,189 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $107,548 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $101,404 |
| Total plan assets at end of year | 2013-12-31 | $450,872 |
| Total plan assets at beginning of year | 2013-12-31 | $526,231 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $29,802 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $6,144 |
| Other income received | 2013-12-31 | $2,387 |
| Net income (gross income less expenses) | 2013-12-31 | $-75,359 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $450,872 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $526,231 |
| 2012 : PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $3,000 |
| Total income from all sources | 2012-12-31 | $35,711 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $106,387 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $103,243 |
| Total plan assets at end of year | 2012-12-31 | $526,231 |
| Total plan assets at beginning of year | 2012-12-31 | $599,907 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $31,902 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $3,144 |
| Other income received | 2012-12-31 | $3,809 |
| Net income (gross income less expenses) | 2012-12-31 | $-70,676 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $526,231 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $596,907 |
| 2011 : PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $3,000 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,703 |
| Total income from all sources | 2011-12-31 | $136,869 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $105,545 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $99,401 |
| Total plan assets at end of year | 2011-12-31 | $599,907 |
| Total plan assets at beginning of year | 2011-12-31 | $567,285 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $32,322 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $6,144 |
| Other income received | 2011-12-31 | $4,547 |
| Net income (gross income less expenses) | 2011-12-31 | $31,324 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $596,907 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $565,582 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $100,000 |
| 2010 : PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,703 |
| Total income from all sources | 2010-12-31 | $38,746 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $127,031 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $120,378 |
| Total plan assets at end of year | 2010-12-31 | $567,285 |
| Total plan assets at beginning of year | 2010-12-31 | $653,866 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $32,332 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $6,653 |
| Other income received | 2010-12-31 | $6,414 |
| Net income (gross income less expenses) | 2010-12-31 | $-88,285 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $565,582 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $653,866 |
| 2016: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Trust | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Trust | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Trust | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: PSEA,PSEBA,PSFCU,AND SJPECU RETIREE MEDICAL BENEFITS PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Trust | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 ) |
| Policy contract number | N5627M/69435M |
| Policy instance | 1 |
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 515395 |
| Policy instance | 3 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 34344-0001 |
| Policy instance | 2 |
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 ) |
| Policy contract number | N5627M/69435M |
| Policy instance | 1 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 34344-0001 |
| Policy instance | 2 |
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 515395 |
| Policy instance | 3 |
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 ) |
| Policy contract number | N5627M/69435M |
| Policy instance | 1 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 34344-0001 |
| Policy instance | 2 |
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 515395 |
| Policy instance | 3 |
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 ) |
| Policy contract number | N5627M/69435M |
| Policy instance | 1 |
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 515395 |
| Policy instance | 3 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 34344 |
| Policy instance | 2 |
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 ) |
| Policy contract number | N5627M/69435M |
| Policy instance | 1 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 34344 |
| Policy instance | 2 |
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 515395 |
| Policy instance | 3 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 615045 |
| Policy instance | 1 |
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 ) |
| Policy contract number | 515395 |
| Policy instance | 2 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 34344 |
| Policy instance | 3 |
