WECA HEALTH AND WELFARE TRUST has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2020 : WECA HEALTH AND WELFARE PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-08-31 | $269,499 |
Total unrealized appreciation/depreciation of assets | 2020-08-31 | $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 assets | 2020-08-31 | $0 |
Total of all expenses incurred | 2020-08-31 | $5,509,248 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-31 | $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 year | 2020-08-31 | $4,512,104 |
Value of total assets at beginning of year | 2020-08-31 | $4,152,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-31 | $349,708 |
Total interest from all sources | 2020-08-31 | $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 year | 2020-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-08-31 | $105,533 |
Was this plan covered by a fidelity bond | 2020-08-31 | Yes |
Value of fidelity bond cover | 2020-08-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-31 | No |
Contributions received from participants | 2020-08-31 | $305,846 |
Assets. Other investments not covered elsewhere at end of year | 2020-08-31 | $14,095 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-08-31 | $23,285 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-08-31 | $375,328 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-08-31 | $325,890 |
Other income not declared elsewhere | 2020-08-31 | $-40,056 |
Administrative expenses (other) incurred | 2020-08-31 | $37,010 |
Liabilities. Value of operating payables at end of year | 2020-08-31 | $21,996 |
Liabilities. Value of operating payables at beginning of year | 2020-08-31 | $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 appraiser | 2020-08-31 | No |
Value of net income/loss | 2020-08-31 | $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) | 2020-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-31 | No |
Investment advisory and management fees | 2020-08-31 | $19,526 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-08-31 | $2,995,279 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-08-31 | $2,597,795 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-08-31 | $725,059 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-08-31 | $728,477 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-08-31 | $728,477 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-08-31 | $5,159,540 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-31 | No |
Contributions received in cash from employer | 2020-08-31 | $5,176,589 |
Employer contributions (assets) at end of year | 2020-08-31 | $402,343 |
Employer contributions (assets) at beginning of year | 2020-08-31 | $477,516 |
Contract administrator fees | 2020-08-31 | $293,172 |
Liabilities. Value of benefit claims payable at end of year | 2020-08-31 | $1,089,667 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-08-31 | $1,049,611 |
Did the plan have assets held for investment | 2020-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-08-31 | Unqualified |
Accountancy firm name | 2020-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2020-08-31 | 680037990 |
2019 : WECA HEALTH AND WELFARE PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-08-31 | $-80,084 |
Total unrealized appreciation/depreciation of assets | 2019-08-31 | $-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 assets | 2019-08-31 | $0 |
Total of all expenses incurred | 2019-08-31 | $5,013,453 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-08-31 | $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 year | 2019-08-31 | $4,152,963 |
Value of total assets at beginning of year | 2019-08-31 | $4,288,219 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-08-31 | $336,630 |
Total interest from all sources | 2019-08-31 | $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 year | 2019-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-08-31 | $119,855 |
Was this plan covered by a fidelity bond | 2019-08-31 | Yes |
Value of fidelity bond cover | 2019-08-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2019-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-08-31 | No |
Contributions received from participants | 2019-08-31 | $272,191 |
Assets. Other investments not covered elsewhere at end of year | 2019-08-31 | $23,285 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-08-31 | $5,797 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-08-31 | $325,890 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-08-31 | $259,127 |
Other income not declared elsewhere | 2019-08-31 | $-101,651 |
Administrative expenses (other) incurred | 2019-08-31 | $43,435 |
Liabilities. Value of operating payables at end of year | 2019-08-31 | $11,074 |
Liabilities. Value of operating payables at beginning of year | 2019-08-31 | $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 appraiser | 2019-08-31 | No |
Value of net income/loss | 2019-08-31 | $-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) | 2019-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-08-31 | No |
Investment advisory and management fees | 2019-08-31 | $19,421 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-08-31 | $2,597,795 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-08-31 | $3,066,622 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-08-31 | $728,477 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-08-31 | $555,713 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-08-31 | $555,713 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-08-31 | $4,676,823 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-08-31 | No |
Contributions received in cash from employer | 2019-08-31 | $4,583,692 |
Employer contributions (assets) at end of year | 2019-08-31 | $477,516 |
Employer contributions (assets) at beginning of year | 2019-08-31 | $400,960 |
Contract administrator fees | 2019-08-31 | $273,774 |
Liabilities. Value of benefit claims payable at end of year | 2019-08-31 | $1,049,611 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-08-31 | $947,960 |
Did the plan have assets held for investment | 2019-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-08-31 | Unqualified |
Accountancy firm name | 2019-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2019-08-31 | 680037990 |
2018 : WECA HEALTH AND WELFARE PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-08-31 | $92,279 |
Total unrealized appreciation/depreciation of assets | 2018-08-31 | $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 assets | 2018-08-31 | $0 |
Total of all expenses incurred | 2018-08-31 | $4,612,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-08-31 | $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 year | 2018-08-31 | $4,288,219 |
Value of total assets at beginning of year | 2018-08-31 | $4,182,103 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-08-31 | $296,486 |
Total interest from all sources | 2018-08-31 | $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 year | 2018-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-08-31 | $114,235 |
Was this plan covered by a fidelity bond | 2018-08-31 | Yes |
Value of fidelity bond cover | 2018-08-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2018-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-08-31 | No |
Contributions received from participants | 2018-08-31 | $245,296 |
Assets. Other investments not covered elsewhere at end of year | 2018-08-31 | $5,797 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-08-31 | $318,359 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-08-31 | $259,127 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-08-31 | $152,446 |
Other income not declared elsewhere | 2018-08-31 | $-166,904 |
Administrative expenses (other) incurred | 2018-08-31 | $12,941 |
Liabilities. Value of operating payables at end of year | 2018-08-31 | $28,531 |
Liabilities. Value of operating payables at beginning of year | 2018-08-31 | $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 appraiser | 2018-08-31 | No |
Value of net income/loss | 2018-08-31 | $-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) | 2018-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-08-31 | No |
Investment advisory and management fees | 2018-08-31 | $20,786 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-08-31 | $3,066,622 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-08-31 | $2,959,948 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-08-31 | $555,713 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-08-31 | $392,832 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-08-31 | $392,832 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-08-31 | $4,316,098 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-08-31 | No |
Contributions received in cash from employer | 2018-08-31 | $4,247,811 |
Employer contributions (assets) at end of year | 2018-08-31 | $400,960 |
Employer contributions (assets) at beginning of year | 2018-08-31 | $358,518 |
Contract administrator fees | 2018-08-31 | $262,759 |
Liabilities. Value of benefit claims payable at end of year | 2018-08-31 | $947,960 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-08-31 | $781,056 |
Did the plan have assets held for investment | 2018-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-08-31 | Unqualified |
Accountancy firm name | 2018-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2018-08-31 | 680037990 |
2017 : WECA HEALTH AND WELFARE PLAN 2017 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2017-08-31 | $219,930 |
Total unrealized appreciation/depreciation of assets | 2017-08-31 | $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 assets | 2017-08-31 | $0 |
Total of all expenses incurred | 2017-08-31 | $3,858,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-08-31 | $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 year | 2017-08-31 | $4,182,103 |
Value of total assets at beginning of year | 2017-08-31 | $3,816,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-08-31 | $300,701 |
Total interest from all sources | 2017-08-31 | $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 year | 2017-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-08-31 | $89,074 |
Was this plan covered by a fidelity bond | 2017-08-31 | Yes |
Value of fidelity bond cover | 2017-08-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2017-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-08-31 | No |
Contributions received from participants | 2017-08-31 | $171,740 |
Assets. Other investments not covered elsewhere at end of year | 2017-08-31 | $318,359 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-08-31 | $269,410 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-08-31 | $152,446 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-08-31 | $104,593 |
Other income not declared elsewhere | 2017-08-31 | $-139,383 |
Administrative expenses (other) incurred | 2017-08-31 | $28,581 |
Liabilities. Value of operating payables at end of year | 2017-08-31 | $9,452 |
Liabilities. Value of operating payables at beginning of year | 2017-08-31 | $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 appraiser | 2017-08-31 | No |
Value of net income/loss | 2017-08-31 | $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) | 2017-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-08-31 | No |
Investment advisory and management fees | 2017-08-31 | $19,482 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-08-31 | $2,959,948 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-08-31 | $2,683,856 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-08-31 | $392,832 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-08-31 | $431,433 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-08-31 | $431,433 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-08-31 | $3,557,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-08-31 | No |
Contributions received in cash from employer | 2017-08-31 | $3,741,383 |
Employer contributions (assets) at end of year | 2017-08-31 | $358,518 |
Employer contributions (assets) at beginning of year | 2017-08-31 | $327,522 |
Contract administrator fees | 2017-08-31 | $252,638 |
Liabilities. Value of benefit claims payable at end of year | 2017-08-31 | $781,056 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-08-31 | $641,673 |
Did the plan have assets held for investment | 2017-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-08-31 | Unqualified |
Accountancy firm name | 2017-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2017-08-31 | 680037990 |
2016 : WECA HEALTH AND WELFARE PLAN 2016 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2016-08-31 | $53,212 |
Total unrealized appreciation/depreciation of assets | 2016-08-31 | $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 assets | 2016-08-31 | $0 |
Total of all expenses incurred | 2016-08-31 | $3,435,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-08-31 | $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 year | 2016-08-31 | $3,816,814 |
Value of total assets at beginning of year | 2016-08-31 | $3,738,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-08-31 | $296,530 |
Total interest from all sources | 2016-08-31 | $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 year | 2016-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-08-31 | $114,230 |
Was this plan covered by a fidelity bond | 2016-08-31 | Yes |
Value of fidelity bond cover | 2016-08-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2016-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-08-31 | No |
Contributions received from participants | 2016-08-31 | $191,015 |
Assets. Other investments not covered elsewhere at end of year | 2016-08-31 | $269,410 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-08-31 | $253,577 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-08-31 | $104,593 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-08-31 | $48,035 |
Other income not declared elsewhere | 2016-08-31 | $-60,219 |
Administrative expenses (other) incurred | 2016-08-31 | $32,253 |
Liabilities. Value of operating payables at end of year | 2016-08-31 | $7,682 |
Liabilities. Value of operating payables at beginning of year | 2016-08-31 | $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 appraiser | 2016-08-31 | No |
Value of net income/loss | 2016-08-31 | $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) | 2016-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-08-31 | No |
Investment advisory and management fees | 2016-08-31 | $18,347 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-08-31 | $2,683,856 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-08-31 | $2,553,206 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-08-31 | $431,433 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-08-31 | $625,157 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-08-31 | $625,157 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-08-31 | $3,139,387 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-08-31 | No |
Contributions received in cash from employer | 2016-08-31 | $3,196,195 |
Employer contributions (assets) at end of year | 2016-08-31 | $327,522 |
Employer contributions (assets) at beginning of year | 2016-08-31 | $258,255 |
Contract administrator fees | 2016-08-31 | $245,930 |
Liabilities. Value of benefit claims payable at end of year | 2016-08-31 | $641,673 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-08-31 | $581,454 |
Did the plan have assets held for investment | 2016-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-08-31 | Unqualified |
Accountancy firm name | 2016-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2016-08-31 | 680037990 |
2015 : WECA HEALTH AND WELFARE PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-08-31 | $-250,767 |
Total unrealized appreciation/depreciation of assets | 2015-08-31 | $-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 assets | 2015-08-31 | $0 |
Total of all expenses incurred | 2015-08-31 | $3,121,598 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $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 year | 2015-08-31 | $3,738,230 |
Value of total assets at beginning of year | 2015-08-31 | $3,954,647 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $329,485 |
Total interest from all sources | 2015-08-31 | $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 year | 2015-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-08-31 | $151,539 |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $1,500,000 |
If this is an individual account plan, was there a blackout period | 2015-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Contributions received from participants | 2015-08-31 | $188,524 |
Assets. Other investments not covered elsewhere at end of year | 2015-08-31 | $253,577 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-08-31 | $236,361 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-08-31 | $48,035 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-08-31 | $63,594 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-08-31 | $860 |
Other income not declared elsewhere | 2015-08-31 | $-144,169 |
Administrative expenses (other) incurred | 2015-08-31 | $67,087 |
Liabilities. Value of operating payables at end of year | 2015-08-31 | $47,833 |
Liabilities. Value of operating payables at beginning of year | 2015-08-31 | $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 appraiser | 2015-08-31 | No |
Value of net income/loss | 2015-08-31 | $-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) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Investment advisory and management fees | 2015-08-31 | $18,771 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-08-31 | $2,553,206 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-08-31 | $2,659,577 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-08-31 | $625,157 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-08-31 | $746,654 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-08-31 | $746,654 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-08-31 | $2,792,113 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $2,788,361 |
Employer contributions (assets) at end of year | 2015-08-31 | $258,255 |
Employer contributions (assets) at beginning of year | 2015-08-31 | $248,461 |
Contract administrator fees | 2015-08-31 | $243,627 |
Liabilities. Value of benefit claims payable at end of year | 2015-08-31 | $581,454 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-08-31 | $437,284 |
Did the plan have assets held for investment | 2015-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Unqualified |
Accountancy firm name | 2015-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2015-08-31 | 680037990 |
2014 : WECA HEALTH AND WELFARE PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-08-31 | $229,309 |
Total unrealized appreciation/depreciation of assets | 2014-08-31 | $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 assets | 2014-08-31 | $0 |
Total of all expenses incurred | 2014-08-31 | $3,218,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $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 year | 2014-08-31 | $3,954,647 |
Value of total assets at beginning of year | 2014-08-31 | $3,851,925 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $282,681 |
Total interest from all sources | 2014-08-31 | $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 year | 2014-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-08-31 | $91,968 |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2014-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Contributions received from participants | 2014-08-31 | $210,752 |
Assets. Other investments not covered elsewhere at end of year | 2014-08-31 | $236,361 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-08-31 | $248,300 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-08-31 | $63,594 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-08-31 | $337,855 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-08-31 | $860 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-08-31 | $726 |
Other income not declared elsewhere | 2014-08-31 | $55,672 |
Administrative expenses (other) incurred | 2014-08-31 | $11,040 |
Liabilities. Value of operating payables at end of year | 2014-08-31 | $19,450 |
Liabilities. Value of operating payables at beginning of year | 2014-08-31 | $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 appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $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) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Investment advisory and management fees | 2014-08-31 | $17,980 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-08-31 | $2,659,577 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-08-31 | $2,208,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-31 | $746,654 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $756,718 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $756,718 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-08-31 | $2,935,650 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $2,788,147 |
Employer contributions (assets) at end of year | 2014-08-31 | $248,461 |
Employer contributions (assets) at beginning of year | 2014-08-31 | $300,130 |
Contract administrator fees | 2014-08-31 | $253,661 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-08-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-08-31 | $437,284 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-08-31 | $492,956 |
Did the plan have assets held for investment | 2014-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Unqualified |
Accountancy firm name | 2014-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2014-08-31 | 680037990 |
2013 : WECA HEALTH AND WELFARE PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-08-31 | $112,412 |
Total unrealized appreciation/depreciation of assets | 2013-08-31 | $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 assets | 2013-08-31 | $0 |
Total of all expenses incurred | 2013-08-31 | $3,271,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $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 year | 2013-08-31 | $3,851,925 |
Value of total assets at beginning of year | 2013-08-31 | $3,358,972 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $273,697 |
Total interest from all sources | 2013-08-31 | $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 year | 2013-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-08-31 | $57,902 |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2013-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Contributions received from participants | 2013-08-31 | $216,051 |
Assets. Other investments not covered elsewhere at end of year | 2013-08-31 | $248,300 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-08-31 | $231,179 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-08-31 | $337,855 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-08-31 | $307,008 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-08-31 | $726 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-08-31 | $1,265 |
Other income not declared elsewhere | 2013-08-31 | $-22,854 |
Administrative expenses (other) incurred | 2013-08-31 | $4,309 |
Liabilities. Value of operating payables at end of year | 2013-08-31 | $18,707 |
Liabilities. Value of operating payables at beginning of year | 2013-08-31 | $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 appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $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) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Investment advisory and management fees | 2013-08-31 | $15,668 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-08-31 | $2,208,922 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-08-31 | $1,556,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $756,718 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $927,773 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $927,773 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-08-31 | $2,998,013 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $3,375,174 |
Employer contributions (assets) at end of year | 2013-08-31 | $300,130 |
Employer contributions (assets) at beginning of year | 2013-08-31 | $336,839 |
Contract administrator fees | 2013-08-31 | $253,720 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-08-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-08-31 | $492,956 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-08-31 | $470,102 |
Did the plan have assets held for investment | 2013-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Unqualified |
Accountancy firm name | 2013-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2013-08-31 | 680037990 |
2012 : WECA HEALTH AND WELFARE PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-08-31 | $59,874 |
Total unrealized appreciation/depreciation of assets | 2012-08-31 | $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 assets | 2012-08-31 | $0 |
Total of all expenses incurred | 2012-08-31 | $3,003,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $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 year | 2012-08-31 | $3,358,972 |
Value of total assets at beginning of year | 2012-08-31 | $2,849,433 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $268,366 |
Total interest from all sources | 2012-08-31 | $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 year | 2012-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-08-31 | $42,401 |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2012-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Contributions received from participants | 2012-08-31 | $218,608 |
Assets. Other investments not covered elsewhere at end of year | 2012-08-31 | $231,179 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-08-31 | $456 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-08-31 | $307,008 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-08-31 | $187,460 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-08-31 | $1,265 |
Other income not declared elsewhere | 2012-08-31 | $-92,690 |
Administrative expenses (other) incurred | 2012-08-31 | $16,859 |
Liabilities. Value of operating payables at end of year | 2012-08-31 | $15,044 |
Liabilities. Value of operating payables at beginning of year | 2012-08-31 | $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 appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $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) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Investment advisory and management fees | 2012-08-31 | $10,833 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $1,556,173 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $1,234,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $927,773 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $1,114,543 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $1,114,543 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-08-31 | $2,734,816 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $3,183,608 |
Employer contributions (assets) at end of year | 2012-08-31 | $336,839 |
Employer contributions (assets) at beginning of year | 2012-08-31 | $312,702 |
Contract administrator fees | 2012-08-31 | $240,674 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-08-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-08-31 | $470,102 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-08-31 | $377,412 |
Did the plan have assets held for investment | 2012-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Unqualified |
Accountancy firm name | 2012-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2012-08-31 | 680037990 |
2011 : WECA HEALTH AND WELFARE PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-08-31 | $64,744 |
Total unrealized appreciation/depreciation of assets | 2011-08-31 | $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 assets | 2011-08-31 | $10,616 |
Total of all expenses incurred | 2011-08-31 | $3,100,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $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 year | 2011-08-31 | $2,849,433 |
Value of total assets at beginning of year | 2011-08-31 | $2,277,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $363,438 |
Total interest from all sources | 2011-08-31 | $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 year | 2011-08-31 | No |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $200,000 |
If this is an individual account plan, was there a blackout period | 2011-08-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Contributions received from participants | 2011-08-31 | $232,050 |
Assets. Other investments not covered elsewhere at end of year | 2011-08-31 | $456 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-08-31 | $187,460 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-08-31 | $480,263 |
Other income not declared elsewhere | 2011-08-31 | $14,352 |
Administrative expenses (other) incurred | 2011-08-31 | $109,261 |
Liabilities. Value of operating payables at end of year | 2011-08-31 | $8,079 |
Liabilities. Value of operating payables at beginning of year | 2011-08-31 | $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 appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $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) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Investment advisory and management fees | 2011-08-31 | $9,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $1,234,272 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $1,165,573 |
Income. Interest from corporate debt instruments | 2011-08-31 | $52,439 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $1,114,543 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $366,587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $366,587 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-08-31 | $2,737,093 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $3,305,585 |
Employer contributions (assets) at end of year | 2011-08-31 | $312,702 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $265,424 |
Contract administrator fees | 2011-08-31 | $244,193 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-08-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-08-31 | $377,412 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-08-31 | $391,763 |
Did the plan have assets held for investment | 2011-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Aggregate proceeds on sale of assets | 2011-08-31 | $10,616 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Qualified |
Accountancy firm name | 2011-08-31 | GILBERT ASSOCIATES, INC. |
Accountancy firm EIN | 2011-08-31 | 680037990 |
ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
Policy contract number | 277498 |
Policy instance | 3 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 679 | Insurance policy start date | 2018-12-01 | Insurance policy end date | 2019-11-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 277498 |
Policy instance | 2 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 1032 | Insurance policy start date | 2018-12-01 | Insurance policy end date | 2019-11-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 277498 |
Policy instance | 1 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 1029 | Insurance policy start date | 2018-12-01 | Insurance policy end date | 2019-11-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 number | 277498 |
Policy instance | 3 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 956 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-11-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 277498 |
Policy instance | 1 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 682 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-11-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 277498 |
Policy instance | 2 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 959 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-11-30 | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 number | 277498 |
Policy instance | 2 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 876 | Insurance policy start date | 2016-12-01 | Insurance policy end date | 2017-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 number | 277498 |
Policy instance | 3 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 572 | Insurance policy start date | 2016-12-01 | Insurance policy end date | 2017-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 277498 |
Policy instance | 1 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 862 | Insurance policy start date | 2016-12-01 | Insurance policy end date | 2017-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 371690 |
Policy instance | 3 |
Insurance contract or identification number | 371690 | Number of Individuals Covered | 443 | Insurance policy start date | 2014-12-01 | Insurance policy end date | 2015-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 268585 |
Policy instance | 2 |
Insurance contract or identification number | 268585 | Number of Individuals Covered | 144 | Insurance policy start date | 2014-12-01 | Insurance policy end date | 2015-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 909 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | WOODRUFF-SAWYER AND COMPANY |
|
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 277498 |
Policy instance | 1 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 764 | Insurance policy start date | 2014-12-01 | Insurance policy end date | 2015-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 number | 277498 |
Policy instance | 1 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 717 | Insurance policy start date | 2013-12-01 | Insurance policy end date | 2014-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 number | 371690 |
Policy instance | 3 |
Insurance contract or identification number | 371690 | Number of Individuals Covered | 398 | Insurance policy start date | 2013-12-01 | Insurance policy end date | 2014-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 13150 | Additional information about fees paid to insurance broker | INDIRECT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | UNKNOWN |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 268585 |
Policy instance | 2 |
Insurance contract or identification number | 268585 | Number of Individuals Covered | 123 | Insurance policy start date | 2013-12-01 | Insurance policy end date | 2014-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 148 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | WOODRUFF-SAWYER AND COMPANY |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 371690 |
Policy instance | 5 |
Insurance contract or identification number | 371690 | Number of Individuals Covered | 456 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | FLX963744 |
Policy instance | 4 |
Insurance contract or identification number | FLX963744 | Number of Individuals Covered | 381 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 fees | 857 | Additional information about fees paid to insurance broker | OVERRIDE | Insurance broker organization code? | 3 | Insurance broker name | WOODRUFF-SAWYER AND COMPANY |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12237584 |
Policy instance | 3 |
Insurance contract or identification number | 12237584 | Number of Individuals Covered | 0 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 268585 |
Policy instance | 2 |
Insurance contract or identification number | 268585 | Number of Individuals Covered | 147 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 277498 |
Policy instance | 1 |
Insurance contract or identification number | 277498 | Number of Individuals Covered | 656 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $2,520,767 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3332363 |
Policy instance | 1 |
Insurance contract or identification number | 3332363 | Number of Individuals Covered | 453 | Insurance policy start date | 2011-12-01 | Insurance policy end date | 2012-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $2,656,616 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 268585 |
Policy instance | 2 |
Insurance contract or identification number | 268585 | Number of Individuals Covered | 140 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2012-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $87,953 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | FLX963744 |
Policy instance | 4 |
Insurance contract or identification number | FLX963744 | Number of Individuals Covered | 453 | Insurance policy start date | 2011-12-01 | Insurance policy end date | 2012-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 fees | 803 | Additional information about fees paid to insurance broker | OVERRIDE | Insurance broker organization code? | 3 | Insurance broker name | WOODRUFF-SAWYER AND COMPANY |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12237584 |
Policy instance | 3 |
Insurance contract or identification number | 12237584 | Number of Individuals Covered | 35 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $4,674 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUTTER EAP RESOURCES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 94 |
Policy instance | 5 |
Insurance contract or identification number | 94 | Number of Individuals Covered | 29 | Insurance policy start date | 2010-12-01 | Insurance policy end date | 2011-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,316 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | FLX963744 |
Policy instance | 4 |
Insurance contract or identification number | FLX963744 | Number of Individuals Covered | 484 | Insurance policy start date | 2010-12-01 | Insurance policy end date | 2011-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $35,119 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12237584 |
Policy instance | 3 |
Insurance contract or identification number | 12237584 | Number of Individuals Covered | 32 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $4,534 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 268585 |
Policy instance | 2 |
Insurance contract or identification number | 268585 | Number of Individuals Covered | 149 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $591 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $330,972 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3332363 |
Policy instance | 1 |
Insurance contract or identification number | 3332363 | Number of Individuals Covered | 484 | Insurance policy start date | 2010-12-01 | Insurance policy end date | 2011-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $2,481,690 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3332363 |
Policy instance | 1 |
Insurance contract or identification number | 3332363 | Number of Individuals Covered | 388 | Insurance policy start date | 2009-12-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $2,188,354 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 268585 |
Policy instance | 2 |
Insurance contract or identification number | 268585 | Number of Individuals Covered | 160 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $310,547 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
Policy contract number | 150 |
Policy instance | 3 |
Insurance contract or identification number | 150 | Number of Individuals Covered | 809 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $66,388 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | G159188 |
Policy instance | 6 |
Insurance contract or identification number | G159188 | Number of Individuals Covered | 446 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $7,484 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 64180 |
Policy instance | 5 |
Insurance contract or identification number | 64180 | Number of Individuals Covered | 471 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $2,504 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUTTER EAP RESOURCES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 94 |
Policy instance | 7 |
Insurance contract or identification number | 94 | Number of Individuals Covered | 29 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $364 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12237584 |
Policy instance | 4 |
Insurance contract or identification number | 12237584 | Number of Individuals Covered | 29 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $4,383 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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