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WECA HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameWECA HEALTH AND WELFARE PLAN
Plan identification number 501

WECA HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

WECA HEALTH AND WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:WECA HEALTH AND WELFARE TRUST
Employer identification number (EIN):680451534
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WECA HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-09-01
5012018-09-01
5012017-09-01ANDREW WELLS ANDREW WELLS2019-03-14
5012016-09-01GREGORY ANDERSON GREGORY ANDERSON2018-03-26
5012015-09-01TIM BOSLEY
5012014-09-01TIM BOSLEY
5012013-09-01TIM BOSLEY
5012012-09-01TIM BOSLEY
5012011-09-01TIM BOSELY
5012009-09-01LAURA T SEABURY

Plan Statistics for WECA HEALTH AND WELFARE PLAN

401k plan membership statisitcs for WECA HEALTH AND WELFARE PLAN

Measure Date Value
2019: WECA HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01651
Total number of active participants reported on line 7a of the Form 55002019-09-01738
Number of retired or separated participants receiving benefits2019-09-013
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-01741
2018: WECA HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01575
Total number of active participants reported on line 7a of the Form 55002018-09-01648
Number of retired or separated participants receiving benefits2018-09-013
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-01651
2017: WECA HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01544
Total number of active participants reported on line 7a of the Form 55002017-09-01572
Number of retired or separated participants receiving benefits2017-09-013
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-01575
2016: WECA HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01465
Total number of active participants reported on line 7a of the Form 55002016-09-01542
Number of retired or separated participants receiving benefits2016-09-011
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-01543
2015: WECA HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01417
Total number of active participants reported on line 7a of the Form 55002015-09-01463
Number of retired or separated participants receiving benefits2015-09-012
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-01465
2014: WECA HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01386
Total number of active participants reported on line 7a of the Form 55002014-09-01413
Number of retired or separated participants receiving benefits2014-09-013
Number of other retired or separated participants entitled to future benefits2014-09-010
Total of all active and inactive participants2014-09-01416
2013: WECA HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01450
Total number of active participants reported on line 7a of the Form 55002013-09-01381
Number of retired or separated participants receiving benefits2013-09-015
Number of other retired or separated participants entitled to future benefits2013-09-010
Total of all active and inactive participants2013-09-01386
2012: WECA HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01425
Total number of active participants reported on line 7a of the Form 55002012-09-01453
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-01453
2011: WECA HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01477
Total number of active participants reported on line 7a of the Form 55002011-09-01422
Number of retired or separated participants receiving benefits2011-09-013
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-01425
2009: WECA HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01494
Total number of active participants reported on line 7a of the Form 55002009-09-01420
Number of retired or separated participants receiving benefits2009-09-0112
Number of other retired or separated participants entitled to future benefits2009-09-010
Total of all active and inactive participants2009-09-01432

Financial Data on WECA HEALTH AND WELFARE PLAN

Measure Date Value
2020 : WECA HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-08-31$269,499
Total unrealized appreciation/depreciation of assets2020-08-31$269,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$1,111,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-08-31$1,060,685
Total income from all sources (including contributions)2020-08-31$5,817,411
Total loss/gain on sale of assets2020-08-31$0
Total of all expenses incurred2020-08-31$5,509,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$5,159,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$5,482,435
Value of total assets at end of year2020-08-31$4,512,104
Value of total assets at beginning of year2020-08-31$4,152,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$349,708
Total interest from all sources2020-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$105,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$105,533
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$500,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$305,846
Assets. Other investments not covered elsewhere at end of year2020-08-31$14,095
Assets. Other investments not covered elsewhere at beginning of year2020-08-31$23,285
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-08-31$375,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-08-31$325,890
Other income not declared elsewhere2020-08-31$-40,056
Administrative expenses (other) incurred2020-08-31$37,010
Liabilities. Value of operating payables at end of year2020-08-31$21,996
Liabilities. Value of operating payables at beginning of year2020-08-31$11,074
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$308,163
Value of net assets at end of year (total assets less liabilities)2020-08-31$3,400,441
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$3,092,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Investment advisory and management fees2020-08-31$19,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$2,995,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$2,597,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-08-31$725,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-08-31$728,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-08-31$728,477
Expenses. Payments to insurance carriers foe the provision of benefits2020-08-31$5,159,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Contributions received in cash from employer2020-08-31$5,176,589
Employer contributions (assets) at end of year2020-08-31$402,343
Employer contributions (assets) at beginning of year2020-08-31$477,516
Contract administrator fees2020-08-31$293,172
Liabilities. Value of benefit claims payable at end of year2020-08-31$1,089,667
Liabilities. Value of benefit claims payable at beginning of year2020-08-31$1,049,611
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31No
Opinion of an independent qualified public accountant for this plan2020-08-31Unqualified
Accountancy firm name2020-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2020-08-31680037990
2019 : WECA HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-08-31$-80,084
Total unrealized appreciation/depreciation of assets2019-08-31$-80,084
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$1,060,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-08-31$976,491
Total income from all sources (including contributions)2019-08-31$4,794,003
Total loss/gain on sale of assets2019-08-31$0
Total of all expenses incurred2019-08-31$5,013,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$4,676,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$4,855,883
Value of total assets at end of year2019-08-31$4,152,963
Value of total assets at beginning of year2019-08-31$4,288,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$336,630
Total interest from all sources2019-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$119,855
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$119,855
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$1,500,000
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$272,191
Assets. Other investments not covered elsewhere at end of year2019-08-31$23,285
Assets. Other investments not covered elsewhere at beginning of year2019-08-31$5,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-08-31$325,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-08-31$259,127
Other income not declared elsewhere2019-08-31$-101,651
Administrative expenses (other) incurred2019-08-31$43,435
Liabilities. Value of operating payables at end of year2019-08-31$11,074
Liabilities. Value of operating payables at beginning of year2019-08-31$28,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$-219,450
Value of net assets at end of year (total assets less liabilities)2019-08-31$3,092,278
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$3,311,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Investment advisory and management fees2019-08-31$19,421
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$2,597,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$3,066,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-08-31$728,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-08-31$555,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-08-31$555,713
Expenses. Payments to insurance carriers foe the provision of benefits2019-08-31$4,676,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$4,583,692
Employer contributions (assets) at end of year2019-08-31$477,516
Employer contributions (assets) at beginning of year2019-08-31$400,960
Contract administrator fees2019-08-31$273,774
Liabilities. Value of benefit claims payable at end of year2019-08-31$1,049,611
Liabilities. Value of benefit claims payable at beginning of year2019-08-31$947,960
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31No
Opinion of an independent qualified public accountant for this plan2019-08-31Unqualified
Accountancy firm name2019-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2019-08-31680037990
2018 : WECA HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-31$92,279
Total unrealized appreciation/depreciation of assets2018-08-31$92,279
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$976,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$790,508
Total income from all sources (including contributions)2018-08-31$4,532,717
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$4,612,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$4,316,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$4,493,107
Value of total assets at end of year2018-08-31$4,288,219
Value of total assets at beginning of year2018-08-31$4,182,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$296,486
Total interest from all sources2018-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$114,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$114,235
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$1,500,000
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$245,296
Assets. Other investments not covered elsewhere at end of year2018-08-31$5,797
Assets. Other investments not covered elsewhere at beginning of year2018-08-31$318,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-31$259,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-31$152,446
Other income not declared elsewhere2018-08-31$-166,904
Administrative expenses (other) incurred2018-08-31$12,941
Liabilities. Value of operating payables at end of year2018-08-31$28,531
Liabilities. Value of operating payables at beginning of year2018-08-31$9,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$-79,867
Value of net assets at end of year (total assets less liabilities)2018-08-31$3,311,728
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$3,391,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Investment advisory and management fees2018-08-31$20,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$3,066,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$2,959,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-31$555,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-31$392,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-31$392,832
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$4,316,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Contributions received in cash from employer2018-08-31$4,247,811
Employer contributions (assets) at end of year2018-08-31$400,960
Employer contributions (assets) at beginning of year2018-08-31$358,518
Contract administrator fees2018-08-31$262,759
Liabilities. Value of benefit claims payable at end of year2018-08-31$947,960
Liabilities. Value of benefit claims payable at beginning of year2018-08-31$781,056
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31No
Opinion of an independent qualified public accountant for this plan2018-08-31Unqualified
Accountancy firm name2018-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2018-08-31680037990
2017 : WECA HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-08-31$219,930
Total unrealized appreciation/depreciation of assets2017-08-31$219,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$790,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$649,355
Total income from all sources (including contributions)2017-08-31$4,082,744
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$3,858,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$3,557,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$3,913,123
Value of total assets at end of year2017-08-31$4,182,103
Value of total assets at beginning of year2017-08-31$3,816,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$300,701
Total interest from all sources2017-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$89,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$89,074
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,500,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$171,740
Assets. Other investments not covered elsewhere at end of year2017-08-31$318,359
Assets. Other investments not covered elsewhere at beginning of year2017-08-31$269,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-08-31$152,446
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-08-31$104,593
Other income not declared elsewhere2017-08-31$-139,383
Administrative expenses (other) incurred2017-08-31$28,581
Liabilities. Value of operating payables at end of year2017-08-31$9,452
Liabilities. Value of operating payables at beginning of year2017-08-31$7,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$224,136
Value of net assets at end of year (total assets less liabilities)2017-08-31$3,391,595
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$3,167,459
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Investment advisory and management fees2017-08-31$19,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$2,959,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$2,683,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-08-31$392,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-08-31$431,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-08-31$431,433
Expenses. Payments to insurance carriers foe the provision of benefits2017-08-31$3,557,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31No
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$3,741,383
Employer contributions (assets) at end of year2017-08-31$358,518
Employer contributions (assets) at beginning of year2017-08-31$327,522
Contract administrator fees2017-08-31$252,638
Liabilities. Value of benefit claims payable at end of year2017-08-31$781,056
Liabilities. Value of benefit claims payable at beginning of year2017-08-31$641,673
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31No
Opinion of an independent qualified public accountant for this plan2017-08-31Unqualified
Accountancy firm name2017-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2017-08-31680037990
2016 : WECA HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-08-31$53,212
Total unrealized appreciation/depreciation of assets2016-08-31$53,212
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$649,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-08-31$629,287
Total income from all sources (including contributions)2016-08-31$3,494,433
Total loss/gain on sale of assets2016-08-31$0
Total of all expenses incurred2016-08-31$3,435,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-08-31$3,139,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-08-31$3,387,210
Value of total assets at end of year2016-08-31$3,816,814
Value of total assets at beginning of year2016-08-31$3,738,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-08-31$296,530
Total interest from all sources2016-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-08-31$114,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-08-31$114,230
Was this plan covered by a fidelity bond2016-08-31Yes
Value of fidelity bond cover2016-08-31$1,500,000
If this is an individual account plan, was there a blackout period2016-08-31No
Were there any nonexempt tranactions with any party-in-interest2016-08-31No
Contributions received from participants2016-08-31$191,015
Assets. Other investments not covered elsewhere at end of year2016-08-31$269,410
Assets. Other investments not covered elsewhere at beginning of year2016-08-31$253,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-08-31$104,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-08-31$48,035
Other income not declared elsewhere2016-08-31$-60,219
Administrative expenses (other) incurred2016-08-31$32,253
Liabilities. Value of operating payables at end of year2016-08-31$7,682
Liabilities. Value of operating payables at beginning of year2016-08-31$47,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Value of net income/loss2016-08-31$58,516
Value of net assets at end of year (total assets less liabilities)2016-08-31$3,167,459
Value of net assets at beginning of year (total assets less liabilities)2016-08-31$3,108,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-08-31No
Were any leases to which the plan was party in default or uncollectible2016-08-31No
Investment advisory and management fees2016-08-31$18,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-08-31$2,683,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-08-31$2,553,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-08-31$431,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-08-31$625,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-08-31$625,157
Expenses. Payments to insurance carriers foe the provision of benefits2016-08-31$3,139,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-08-31No
Was there a failure to transmit to the plan any participant contributions2016-08-31No
Has the plan failed to provide any benefit when due under the plan2016-08-31No
Contributions received in cash from employer2016-08-31$3,196,195
Employer contributions (assets) at end of year2016-08-31$327,522
Employer contributions (assets) at beginning of year2016-08-31$258,255
Contract administrator fees2016-08-31$245,930
Liabilities. Value of benefit claims payable at end of year2016-08-31$641,673
Liabilities. Value of benefit claims payable at beginning of year2016-08-31$581,454
Did the plan have assets held for investment2016-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-08-31No
Opinion of an independent qualified public accountant for this plan2016-08-31Unqualified
Accountancy firm name2016-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2016-08-31680037990
2015 : WECA HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-08-31$-250,767
Total unrealized appreciation/depreciation of assets2015-08-31$-250,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$629,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-31$457,594
Total income from all sources (including contributions)2015-08-31$2,733,488
Total loss/gain on sale of assets2015-08-31$0
Total of all expenses incurred2015-08-31$3,121,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-31$2,792,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-31$2,976,885
Value of total assets at end of year2015-08-31$3,738,230
Value of total assets at beginning of year2015-08-31$3,954,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-31$329,485
Total interest from all sources2015-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-08-31$151,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-08-31$151,539
Was this plan covered by a fidelity bond2015-08-31Yes
Value of fidelity bond cover2015-08-31$1,500,000
If this is an individual account plan, was there a blackout period2015-08-31No
Were there any nonexempt tranactions with any party-in-interest2015-08-31No
Contributions received from participants2015-08-31$188,524
Assets. Other investments not covered elsewhere at end of year2015-08-31$253,577
Assets. Other investments not covered elsewhere at beginning of year2015-08-31$236,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-08-31$48,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-08-31$63,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-08-31$860
Other income not declared elsewhere2015-08-31$-144,169
Administrative expenses (other) incurred2015-08-31$67,087
Liabilities. Value of operating payables at end of year2015-08-31$47,833
Liabilities. Value of operating payables at beginning of year2015-08-31$19,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Value of net income/loss2015-08-31$-388,110
Value of net assets at end of year (total assets less liabilities)2015-08-31$3,108,943
Value of net assets at beginning of year (total assets less liabilities)2015-08-31$3,497,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-31No
Were any leases to which the plan was party in default or uncollectible2015-08-31No
Investment advisory and management fees2015-08-31$18,771
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-08-31$2,553,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-08-31$2,659,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-08-31$625,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-08-31$746,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-08-31$746,654
Expenses. Payments to insurance carriers foe the provision of benefits2015-08-31$2,792,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-31No
Was there a failure to transmit to the plan any participant contributions2015-08-31No
Has the plan failed to provide any benefit when due under the plan2015-08-31No
Contributions received in cash from employer2015-08-31$2,788,361
Employer contributions (assets) at end of year2015-08-31$258,255
Employer contributions (assets) at beginning of year2015-08-31$248,461
Contract administrator fees2015-08-31$243,627
Liabilities. Value of benefit claims payable at end of year2015-08-31$581,454
Liabilities. Value of benefit claims payable at beginning of year2015-08-31$437,284
Did the plan have assets held for investment2015-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-31No
Opinion of an independent qualified public accountant for this plan2015-08-31Unqualified
Accountancy firm name2015-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2015-08-31680037990
2014 : WECA HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-08-31$229,309
Total unrealized appreciation/depreciation of assets2014-08-31$229,309
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$457,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$512,389
Total income from all sources (including contributions)2014-08-31$3,375,848
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$3,218,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$2,935,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$2,998,899
Value of total assets at end of year2014-08-31$3,954,647
Value of total assets at beginning of year2014-08-31$3,851,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$282,681
Total interest from all sources2014-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$91,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-08-31$91,968
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$200,000
If this is an individual account plan, was there a blackout period2014-08-31No
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$210,752
Assets. Other investments not covered elsewhere at end of year2014-08-31$236,361
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$248,300
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-08-31$63,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-08-31$337,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-08-31$860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-08-31$726
Other income not declared elsewhere2014-08-31$55,672
Administrative expenses (other) incurred2014-08-31$11,040
Liabilities. Value of operating payables at end of year2014-08-31$19,450
Liabilities. Value of operating payables at beginning of year2014-08-31$18,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$157,517
Value of net assets at end of year (total assets less liabilities)2014-08-31$3,497,053
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$3,339,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Investment advisory and management fees2014-08-31$17,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-08-31$2,659,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-08-31$2,208,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$746,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$756,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$756,718
Expenses. Payments to insurance carriers foe the provision of benefits2014-08-31$2,935,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31No
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$2,788,147
Employer contributions (assets) at end of year2014-08-31$248,461
Employer contributions (assets) at beginning of year2014-08-31$300,130
Contract administrator fees2014-08-31$253,661
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-08-31No
Liabilities. Value of benefit claims payable at end of year2014-08-31$437,284
Liabilities. Value of benefit claims payable at beginning of year2014-08-31$492,956
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2014-08-31680037990
2013 : WECA HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-08-31$112,412
Total unrealized appreciation/depreciation of assets2013-08-31$112,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$512,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-08-31$486,411
Total income from all sources (including contributions)2013-08-31$3,738,685
Total loss/gain on sale of assets2013-08-31$0
Total of all expenses incurred2013-08-31$3,271,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-08-31$2,998,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-08-31$3,591,225
Value of total assets at end of year2013-08-31$3,851,925
Value of total assets at beginning of year2013-08-31$3,358,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-08-31$273,697
Total interest from all sources2013-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-08-31$57,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-08-31$57,902
Was this plan covered by a fidelity bond2013-08-31Yes
Value of fidelity bond cover2013-08-31$200,000
If this is an individual account plan, was there a blackout period2013-08-31No
Were there any nonexempt tranactions with any party-in-interest2013-08-31No
Contributions received from participants2013-08-31$216,051
Assets. Other investments not covered elsewhere at end of year2013-08-31$248,300
Assets. Other investments not covered elsewhere at beginning of year2013-08-31$231,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-08-31$337,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-08-31$307,008
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-08-31$726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-08-31$1,265
Other income not declared elsewhere2013-08-31$-22,854
Administrative expenses (other) incurred2013-08-31$4,309
Liabilities. Value of operating payables at end of year2013-08-31$18,707
Liabilities. Value of operating payables at beginning of year2013-08-31$15,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Value of net income/loss2013-08-31$466,975
Value of net assets at end of year (total assets less liabilities)2013-08-31$3,339,536
Value of net assets at beginning of year (total assets less liabilities)2013-08-31$2,872,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-08-31No
Were any leases to which the plan was party in default or uncollectible2013-08-31No
Investment advisory and management fees2013-08-31$15,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-08-31$2,208,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-08-31$1,556,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-08-31$756,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-08-31$927,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-08-31$927,773
Expenses. Payments to insurance carriers foe the provision of benefits2013-08-31$2,998,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-08-31No
Was there a failure to transmit to the plan any participant contributions2013-08-31No
Has the plan failed to provide any benefit when due under the plan2013-08-31No
Contributions received in cash from employer2013-08-31$3,375,174
Employer contributions (assets) at end of year2013-08-31$300,130
Employer contributions (assets) at beginning of year2013-08-31$336,839
Contract administrator fees2013-08-31$253,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-08-31No
Liabilities. Value of benefit claims payable at end of year2013-08-31$492,956
Liabilities. Value of benefit claims payable at beginning of year2013-08-31$470,102
Did the plan have assets held for investment2013-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-08-31No
Opinion of an independent qualified public accountant for this plan2013-08-31Unqualified
Accountancy firm name2013-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2013-08-31680037990
2012 : WECA HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-08-31$59,874
Total unrealized appreciation/depreciation of assets2012-08-31$59,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$486,411
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-08-31$385,491
Total income from all sources (including contributions)2012-08-31$3,411,801
Total loss/gain on sale of assets2012-08-31$0
Total of all expenses incurred2012-08-31$3,003,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-08-31$2,734,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-08-31$3,402,216
Value of total assets at end of year2012-08-31$3,358,972
Value of total assets at beginning of year2012-08-31$2,849,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-08-31$268,366
Total interest from all sources2012-08-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-08-31$42,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-08-31$42,401
Was this plan covered by a fidelity bond2012-08-31Yes
Value of fidelity bond cover2012-08-31$200,000
If this is an individual account plan, was there a blackout period2012-08-31No
Were there any nonexempt tranactions with any party-in-interest2012-08-31No
Contributions received from participants2012-08-31$218,608
Assets. Other investments not covered elsewhere at end of year2012-08-31$231,179
Assets. Other investments not covered elsewhere at beginning of year2012-08-31$456
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-08-31$307,008
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-08-31$187,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-08-31$1,265
Other income not declared elsewhere2012-08-31$-92,690
Administrative expenses (other) incurred2012-08-31$16,859
Liabilities. Value of operating payables at end of year2012-08-31$15,044
Liabilities. Value of operating payables at beginning of year2012-08-31$8,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Value of net income/loss2012-08-31$408,619
Value of net assets at end of year (total assets less liabilities)2012-08-31$2,872,561
Value of net assets at beginning of year (total assets less liabilities)2012-08-31$2,463,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-08-31No
Were any leases to which the plan was party in default or uncollectible2012-08-31No
Investment advisory and management fees2012-08-31$10,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-08-31$1,556,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-08-31$1,234,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-08-31$927,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-08-31$1,114,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-08-31$1,114,543
Expenses. Payments to insurance carriers foe the provision of benefits2012-08-31$2,734,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-08-31No
Was there a failure to transmit to the plan any participant contributions2012-08-31No
Has the plan failed to provide any benefit when due under the plan2012-08-31No
Contributions received in cash from employer2012-08-31$3,183,608
Employer contributions (assets) at end of year2012-08-31$336,839
Employer contributions (assets) at beginning of year2012-08-31$312,702
Contract administrator fees2012-08-31$240,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-08-31No
Liabilities. Value of benefit claims payable at end of year2012-08-31$470,102
Liabilities. Value of benefit claims payable at beginning of year2012-08-31$377,412
Did the plan have assets held for investment2012-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-08-31No
Opinion of an independent qualified public accountant for this plan2012-08-31Unqualified
Accountancy firm name2012-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2012-08-31680037990
2011 : WECA HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-08-31$64,744
Total unrealized appreciation/depreciation of assets2011-08-31$64,744
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$385,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$393,160
Total income from all sources (including contributions)2011-08-31$3,679,786
Total loss/gain on sale of assets2011-08-31$10,616
Total of all expenses incurred2011-08-31$3,100,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$2,737,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$3,537,635
Value of total assets at end of year2011-08-31$2,849,433
Value of total assets at beginning of year2011-08-31$2,277,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$363,438
Total interest from all sources2011-08-31$52,439
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-31No
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$200,000
If this is an individual account plan, was there a blackout period2011-08-31No
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Contributions received from participants2011-08-31$232,050
Assets. Other investments not covered elsewhere at end of year2011-08-31$456
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$187,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$480,263
Other income not declared elsewhere2011-08-31$14,352
Administrative expenses (other) incurred2011-08-31$109,261
Liabilities. Value of operating payables at end of year2011-08-31$8,079
Liabilities. Value of operating payables at beginning of year2011-08-31$1,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$579,255
Value of net assets at end of year (total assets less liabilities)2011-08-31$2,463,942
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$1,884,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$9,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$1,234,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$1,165,573
Income. Interest from corporate debt instruments2011-08-31$52,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$1,114,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$366,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$366,587
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-31$2,737,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$3,305,585
Employer contributions (assets) at end of year2011-08-31$312,702
Employer contributions (assets) at beginning of year2011-08-31$265,424
Contract administrator fees2011-08-31$244,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31No
Liabilities. Value of benefit claims payable at end of year2011-08-31$377,412
Liabilities. Value of benefit claims payable at beginning of year2011-08-31$391,763
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Aggregate proceeds on sale of assets2011-08-31$10,616
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Qualified
Accountancy firm name2011-08-31GILBERT ASSOCIATES, INC.
Accountancy firm EIN2011-08-31680037990

Form 5500 Responses for WECA HEALTH AND WELFARE PLAN

2019: WECA HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-09-01Type of plan entityMulitple employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: WECA HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-09-01Type of plan entityMulitple employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: WECA HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-09-01Type of plan entityMulitple employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: WECA HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-09-01Type of plan entityMulitple employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: WECA HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-09-01Type of plan entityMulitple employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: WECA HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-09-01Type of plan entityMulitple employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: WECA HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-09-01Type of plan entityMulitple employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: WECA HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-09-01Type of plan entityMulitple employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: WECA HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-09-01Type of plan entityMulitple employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: WECA HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-09-01Type of plan entityMulitple employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number277498
Policy instance 3
Insurance contract or identification number277498
Number of Individuals Covered679
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $22,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277498
Policy instance 2
Insurance contract or identification number277498
Number of Individuals Covered1032
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE 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 CarrierUSD $4,773,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277498
Policy instance 1
Insurance contract or identification number277498
Number of Individuals Covered1029
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $418,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277498
Policy instance 3
Insurance contract or identification number277498
Number of Individuals Covered956
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE 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 CarrierUSD $4,468,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number277498
Policy instance 1
Insurance contract or identification number277498
Number of Individuals Covered682
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $31,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277498
Policy instance 2
Insurance contract or identification number277498
Number of Individuals Covered959
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $373,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277498
Policy instance 2
Insurance contract or identification number277498
Number of Individuals Covered876
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $306,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 )
Policy contract number277498
Policy instance 3
Insurance contract or identification number277498
Number of Individuals Covered572
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277498
Policy instance 1
Insurance contract or identification number277498
Number of Individuals Covered862
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $125
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE 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 CarrierUSD $3,653,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number371690
Policy instance 3
Insurance contract or identification number371690
Number of Individuals Covered443
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $237,350
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 number268585
Policy instance 2
Insurance contract or identification number268585
Number of Individuals Covered144
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $909
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $361,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees909
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameWOODRUFF-SAWYER AND COMPANY
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277498
Policy instance 1
Insurance contract or identification number277498
Number of Individuals Covered764
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT 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 CarrierUSD $2,615,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277498
Policy instance 1
Insurance contract or identification number277498
Number of Individuals Covered717
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT 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 CarrierUSD $2,650,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number371690
Policy instance 3
Insurance contract or identification number371690
Number of Individuals Covered398
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,150
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $224,727
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees13150
Additional information about fees paid to insurance brokerINDIRECT COMPENSATION
Insurance broker organization code?3
Insurance broker nameUNKNOWN
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number268585
Policy instance 2
Insurance contract or identification number268585
Number of Individuals Covered123
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $148
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $320,264
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees148
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameWOODRUFF-SAWYER AND COMPANY
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number371690
Policy instance 5
Insurance contract or identification number371690
Number of Individuals Covered456
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $244,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963744
Policy instance 4
Insurance contract or identification numberFLX963744
Number of Individuals Covered381
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $857
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT 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 CarrierUSD $40,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees857
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
Insurance broker nameWOODRUFF-SAWYER AND COMPANY
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12237584
Policy instance 3
Insurance contract or identification number12237584
Number of Individuals Covered0
Insurance policy start date2013-09-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,187
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 number268585
Policy instance 2
Insurance contract or identification number268585
Number of Individuals Covered147
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $387,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277498
Policy instance 1
Insurance contract or identification number277498
Number of Individuals Covered656
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,520,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3332363
Policy instance 1
Insurance contract or identification number3332363
Number of Individuals Covered453
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,656,616
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 number268585
Policy instance 2
Insurance contract or identification number268585
Number of Individuals Covered140
Insurance policy start date2012-09-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $87,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963744
Policy instance 4
Insurance contract or identification numberFLX963744
Number of Individuals Covered453
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $803
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT 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 CarrierUSD $37,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Amount paid for insurance broker fees803
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
Insurance broker nameWOODRUFF-SAWYER AND COMPANY
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12237584
Policy instance 3
Insurance contract or identification number12237584
Number of Individuals Covered35
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUTTER EAP RESOURCES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number94
Policy instance 5
Insurance contract or identification number94
Number of Individuals Covered29
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE 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 CarrierUSD $1,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963744
Policy instance 4
Insurance contract or identification numberFLX963744
Number of Individuals Covered484
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,021
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $35,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12237584
Policy instance 3
Insurance contract or identification number12237584
Number of Individuals Covered32
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,534
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 number268585
Policy instance 2
Insurance contract or identification number268585
Number of Individuals Covered149
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $591
Total amount of fees paid to insurance companyUSD $677
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $330,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3332363
Policy instance 1
Insurance contract or identification number3332363
Number of Individuals Covered484
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,481,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3332363
Policy instance 1
Insurance contract or identification number3332363
Number of Individuals Covered388
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,188,354
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 number268585
Policy instance 2
Insurance contract or identification number268585
Number of Individuals Covered160
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $310,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number150
Policy instance 3
Insurance contract or identification number150
Number of Individuals Covered809
Insurance policy start date2010-09-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG159188
Policy instance 6
Insurance contract or identification numberG159188
Number of Individuals Covered446
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number64180
Policy instance 5
Insurance contract or identification number64180
Number of Individuals Covered471
Insurance policy start date2010-09-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUTTER EAP RESOURCES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number94
Policy instance 7
Insurance contract or identification number94
Number of Individuals Covered29
Insurance policy start date2010-09-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE 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 CarrierUSD $364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12237584
Policy instance 4
Insurance contract or identification number12237584
Number of Individuals Covered29
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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