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WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 401k Plan overview

Plan NameWAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN
Plan identification number 501

WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN Benefits

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

401k Sponsoring company profile

WALMART INC. has sponsored the creation of one or more 401k plans.

Company Name:WALMART INC.
Employer identification number (EIN):710415188
NAIC Classification:452300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01KIM LUPO2024-10-15 KIM LUPO2024-10-15
5012022-01-01ADAM STAVISKY2023-09-20 ADAM STAVISKY2023-09-20
5012021-01-01
5012021-01-01HOGANTAYLOR LLP PREPARER
5012020-01-01
5012019-01-01
5012017-01-01HOGANTAYLOR LLP PREPARER
5012016-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2017-09-19
5012015-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2016-08-31
5012014-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2015-10-01
5012013-01-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2014-10-02
5012012-01-01HOGANTAYLOR LLP PREPARER
5012011-01-01HOGANTAYLOR LLP PREPARER
5012009-01-01HOGAN TAYLOR LLP

Plan Statistics for WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN

401k plan membership statisitcs for WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN

Measure Date Value
2023: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,620,890
Total number of active participants reported on line 7a of the Form 55002023-01-011,644,160
Number of retired or separated participants receiving benefits2023-01-013,790
Total of all active and inactive participants2023-01-011,647,950
2022: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,212,388
Total number of active participants reported on line 7a of the Form 55002022-01-012,076,632
Number of retired or separated participants receiving benefits2022-01-014,609
Total of all active and inactive participants2022-01-012,081,241
2021: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,213,149
Total number of active participants reported on line 7a of the Form 55002021-01-012,205,900
Number of retired or separated participants receiving benefits2021-01-016,488
Total of all active and inactive participants2021-01-012,212,388
2020: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,537,311
Total number of active participants reported on line 7a of the Form 55002020-01-011,665,275
Number of retired or separated participants receiving benefits2020-01-017,383
Total of all active and inactive participants2020-01-011,672,658
2019: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,534,283
Total number of active participants reported on line 7a of the Form 55002019-01-011,531,500
Number of retired or separated participants receiving benefits2019-01-015,811
Total of all active and inactive participants2019-01-011,537,311
2017: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,577,408
Total number of active participants reported on line 7a of the Form 55002017-01-011,534,050
Number of retired or separated participants receiving benefits2017-01-015,687
Total of all active and inactive participants2017-01-011,539,737
Total participants2017-01-011,539,737
2016: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,533,667
Total number of active participants reported on line 7a of the Form 55002016-01-011,572,768
Number of retired or separated participants receiving benefits2016-01-014,640
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,577,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,577,408
2015: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,441,175
Total number of active participants reported on line 7a of the Form 55002015-01-011,528,906
Number of retired or separated participants receiving benefits2015-01-014,761
Total of all active and inactive participants2015-01-011,533,667
Total participants2015-01-011,533,667
2014: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,408,714
Total number of active participants reported on line 7a of the Form 55002014-01-011,436,181
Number of retired or separated participants receiving benefits2014-01-014,994
Total of all active and inactive participants2014-01-011,441,175
Total participants2014-01-011,441,175
2013: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,341,600
Total number of active participants reported on line 7a of the Form 55002013-01-011,402,988
Number of retired or separated participants receiving benefits2013-01-015,726
Total of all active and inactive participants2013-01-011,408,714
Total participants2013-01-011,408,714
2012: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,411,573
Total number of active participants reported on line 7a of the Form 55002012-01-011,335,619
Number of retired or separated participants receiving benefits2012-01-015,981
Total of all active and inactive participants2012-01-011,341,600
Total participants2012-01-011,341,600
2011: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,397,330
Total number of active participants reported on line 7a of the Form 55002011-01-011,405,547
Number of retired or separated participants receiving benefits2011-01-016,026
Total of all active and inactive participants2011-01-011,411,573
Total participants2011-01-011,411,573
2009: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,440,061
Total number of active participants reported on line 7a of the Form 55002009-01-011,382,821
Number of retired or separated participants receiving benefits2009-01-017,425
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,390,246

Financial Data on WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN

Measure Date Value
2023 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$818,166,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$790,515,421
Total income from all sources (including contributions)2023-12-31$6,729,305,041
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,726,019,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,365,357,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,728,374,413
Value of total assets at end of year2023-12-31$890,109,833
Value of total assets at beginning of year2023-12-31$859,173,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$360,661,999
Total interest from all sources2023-12-31$930,628
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$25,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,910,853,244
Participant contributions at end of year2023-12-31$81,017,414
Participant contributions at beginning of year2023-12-31$73,314,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$245,096,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$208,052,464
Administrative expenses (other) incurred2023-12-31$357,777,035
Liabilities. Value of operating payables at end of year2023-12-31$55,598,140
Liabilities. Value of operating payables at beginning of year2023-12-31$57,500,782
Total non interest bearing cash at end of year2023-12-31$50,031,592
Total non interest bearing cash at beginning of year2023-12-31$9,599,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,285,501
Value of net assets at end of year (total assets less liabilities)2023-12-31$71,943,354
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$68,657,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$20,029,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$46,078,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$46,078,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$930,628
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,062,990,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$4,817,521,169
Employer contributions (assets) at end of year2023-12-31$493,934,121
Employer contributions (assets) at beginning of year2023-12-31$522,128,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,302,366,782
Contract administrator fees2023-12-31$1,864,964
Liabilities. Value of benefit claims payable at end of year2023-12-31$762,568,339
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$733,014,639
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2023-12-31346565596
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$818,166,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$790,515,421
Total income from all sources (including contributions)2023-01-01$6,729,305,041
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$6,726,019,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$6,365,357,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$6,728,374,413
Value of total assets at end of year2023-01-01$890,109,833
Value of total assets at beginning of year2023-01-01$859,173,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$360,661,999
Total interest from all sources2023-01-01$930,628
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$25,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,910,853,244
Participant contributions at end of year2023-01-01$81,017,414
Participant contributions at beginning of year2023-01-01$73,314,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$245,096,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$208,052,464
Administrative expenses (other) incurred2023-01-01$357,777,035
Liabilities. Value of operating payables at end of year2023-01-01$55,598,140
Liabilities. Value of operating payables at beginning of year2023-01-01$57,500,782
Total non interest bearing cash at end of year2023-01-01$50,031,592
Total non interest bearing cash at beginning of year2023-01-01$9,599,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,285,501
Value of net assets at end of year (total assets less liabilities)2023-01-01$71,943,354
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$68,657,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$20,029,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$930,628
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$1,062,990,759
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$4,817,521,169
Employer contributions (assets) at end of year2023-01-01$493,934,121
Employer contributions (assets) at beginning of year2023-01-01$522,128,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$5,302,366,782
Contract administrator fees2023-01-01$1,864,964
Liabilities. Value of benefit claims payable at end of year2023-01-01$762,568,339
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$733,014,639
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ERNST & YOUNG, LLP
Accountancy firm EIN2023-01-01346565596
2022 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$790,515,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$787,391,953
Total income from all sources (including contributions)2022-12-31$6,383,396,043
Total of all expenses incurred2022-12-31$6,383,116,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,043,942,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,383,174,477
Value of total assets at end of year2022-12-31$859,173,274
Value of total assets at beginning of year2022-12-31$855,770,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$339,174,172
Total interest from all sources2022-12-31$221,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,880,603,789
Participant contributions at end of year2022-12-31$73,314,142
Participant contributions at beginning of year2022-12-31$68,214,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$208,052,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$167,900,341
Administrative expenses (other) incurred2022-12-31$339,174,172
Liabilities. Value of operating payables at end of year2022-12-31$57,500,782
Liabilities. Value of operating payables at beginning of year2022-12-31$48,182,581
Total non interest bearing cash at end of year2022-12-31$9,599,887
Total non interest bearing cash at beginning of year2022-12-31$56,557,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$279,222
Value of net assets at end of year (total assets less liabilities)2022-12-31$68,657,853
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$68,378,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$46,078,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$221,566
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$972,295,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,502,570,688
Employer contributions (assets) at end of year2022-12-31$522,128,781
Employer contributions (assets) at beginning of year2022-12-31$563,098,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,071,647,399
Liabilities. Value of benefit claims payable at end of year2022-12-31$733,014,639
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$739,209,372
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2022-12-31346565596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$790,515,421
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$787,391,953
Total income from all sources (including contributions)2022-01-01$6,383,396,043
Total of all expenses incurred2022-01-01$6,383,116,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$6,043,942,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$6,383,174,477
Value of total assets at end of year2022-01-01$859,173,274
Value of total assets at beginning of year2022-01-01$855,770,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$339,174,172
Total interest from all sources2022-01-01$221,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$25,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,880,603,789
Participant contributions at end of year2022-01-01$73,314,142
Participant contributions at beginning of year2022-01-01$68,214,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$208,052,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$167,900,341
Administrative expenses (other) incurred2022-01-01$339,174,172
Liabilities. Value of operating payables at end of year2022-01-01$57,500,782
Liabilities. Value of operating payables at beginning of year2022-01-01$48,182,581
Total non interest bearing cash at end of year2022-01-01$9,599,887
Total non interest bearing cash at beginning of year2022-01-01$56,557,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$279,222
Value of net assets at end of year (total assets less liabilities)2022-01-01$68,657,853
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$68,378,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$46,078,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$221,566
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$972,295,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$4,502,570,688
Employer contributions (assets) at end of year2022-01-01$522,128,781
Employer contributions (assets) at beginning of year2022-01-01$563,098,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$5,071,647,399
Liabilities. Value of benefit claims payable at end of year2022-01-01$733,014,639
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$739,209,372
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ERNST & YOUNG, LLP
Accountancy firm EIN2022-01-01346565596
2021 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$787,391,953
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$751,537,223
Total income from all sources (including contributions)2021-12-31$6,508,850,001
Total of all expenses incurred2021-12-31$6,507,183,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,168,101,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,508,822,992
Value of total assets at end of year2021-12-31$855,770,584
Value of total assets at beginning of year2021-12-31$818,249,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$339,082,535
Total interest from all sources2021-12-31$27,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,884,501,190
Participant contributions at end of year2021-12-31$68,214,010
Participant contributions at beginning of year2021-12-31$66,649,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$167,900,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$131,428,713
Administrative expenses (other) incurred2021-12-31$339,082,535
Liabilities. Value of operating payables at end of year2021-12-31$48,182,581
Liabilities. Value of operating payables at beginning of year2021-12-31$51,985,028
Total non interest bearing cash at end of year2021-12-31$56,557,916
Total non interest bearing cash at beginning of year2021-12-31$48,175,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,666,049
Value of net assets at end of year (total assets less liabilities)2021-12-31$68,378,631
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$66,712,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$27,009
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$947,507,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,624,321,802
Employer contributions (assets) at end of year2021-12-31$563,098,317
Employer contributions (assets) at beginning of year2021-12-31$571,996,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,220,593,498
Liabilities. Value of benefit claims payable at end of year2021-12-31$739,209,372
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$699,552,195
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2021-12-31346565596
2020 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$751,537,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$638,244,066
Total income from all sources (including contributions)2020-12-31$5,884,900,018
Total of all expenses incurred2020-12-31$5,894,526,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,561,627,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,884,607,810
Value of total assets at end of year2020-12-31$818,249,805
Value of total assets at beginning of year2020-12-31$714,582,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$332,898,722
Total interest from all sources2020-12-31$292,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,886,146,139
Participant contributions at end of year2020-12-31$66,649,519
Participant contributions at beginning of year2020-12-31$53,897,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$131,428,713
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$123,798,365
Administrative expenses (other) incurred2020-12-31$332,898,722
Liabilities. Value of operating payables at end of year2020-12-31$51,985,028
Liabilities. Value of operating payables at beginning of year2020-12-31$40,233,598
Total non interest bearing cash at end of year2020-12-31$48,175,339
Total non interest bearing cash at beginning of year2020-12-31$53,956,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-9,626,088
Value of net assets at end of year (total assets less liabilities)2020-12-31$66,712,582
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$76,338,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$292,208
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$979,573,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,998,461,671
Employer contributions (assets) at end of year2020-12-31$571,996,234
Employer contributions (assets) at beginning of year2020-12-31$482,930,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,582,053,590
Liabilities. Value of benefit claims payable at end of year2020-12-31$699,552,195
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$598,010,468
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2020-12-31346565596
2019 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$638,244,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$599,005,676
Total income from all sources (including contributions)2019-12-31$6,104,308,279
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,104,433,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,796,144,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,102,982,376
Value of total assets at end of year2019-12-31$714,582,736
Value of total assets at beginning of year2019-12-31$675,469,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$308,288,546
Total interest from all sources2019-12-31$1,325,903
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,872,059,642
Participant contributions at end of year2019-12-31$53,897,506
Participant contributions at beginning of year2019-12-31$49,304,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$123,798,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$135,925,270
Administrative expenses (other) incurred2019-12-31$308,288,546
Liabilities. Value of operating payables at end of year2019-12-31$40,233,598
Liabilities. Value of operating payables at beginning of year2019-12-31$10,614,257
Total non interest bearing cash at end of year2019-12-31$53,956,685
Total non interest bearing cash at beginning of year2019-12-31$55,401,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-125,023
Value of net assets at end of year (total assets less liabilities)2019-12-31$76,338,670
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$76,463,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,325,903
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$949,016,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,230,922,734
Employer contributions (assets) at end of year2019-12-31$482,930,180
Employer contributions (assets) at beginning of year2019-12-31$434,837,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,847,127,984
Liabilities. Value of benefit claims payable at end of year2019-12-31$598,010,468
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$588,391,419
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2019-12-31346565596
2018 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$599,005,676
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$553,525,083
Total income from all sources (including contributions)2018-12-31$6,014,396,391
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$6,015,215,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,688,467,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,012,844,111
Value of total assets at end of year2018-12-31$675,469,369
Value of total assets at beginning of year2018-12-31$630,808,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$326,748,294
Total interest from all sources2018-12-31$1,552,280
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,882,040,521
Participant contributions at end of year2018-12-31$49,304,956
Participant contributions at beginning of year2018-12-31$45,368,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$135,925,270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$124,747,610
Administrative expenses (other) incurred2018-12-31$326,748,294
Liabilities. Value of operating payables at end of year2018-12-31$10,614,257
Liabilities. Value of operating payables at beginning of year2018-12-31$16,162,895
Total non interest bearing cash at end of year2018-12-31$55,401,846
Total non interest bearing cash at beginning of year2018-12-31$56,950,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-819,384
Value of net assets at end of year (total assets less liabilities)2018-12-31$76,463,693
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$77,283,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,552,280
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$959,797,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,130,803,590
Employer contributions (assets) at end of year2018-12-31$434,837,297
Employer contributions (assets) at beginning of year2018-12-31$403,741,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,728,670,376
Liabilities. Value of benefit claims payable at end of year2018-12-31$588,391,419
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$537,362,188
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2018-12-31346565596
2017 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$553,525,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$592,346,721
Total income from all sources (including contributions)2017-12-31$5,897,279,135
Total of all expenses incurred2017-12-31$5,893,545,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,540,038,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,897,161,182
Value of total assets at end of year2017-12-31$630,808,160
Value of total assets at beginning of year2017-12-31$665,896,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$353,507,136
Total interest from all sources2017-12-31$117,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,892,656,915
Participant contributions at end of year2017-12-31$45,368,263
Participant contributions at beginning of year2017-12-31$39,758,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$124,747,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$117,992,894
Administrative expenses (other) incurred2017-12-31$353,507,136
Liabilities. Value of operating payables at end of year2017-12-31$16,162,895
Liabilities. Value of operating payables at beginning of year2017-12-31$53,451,676
Total non interest bearing cash at end of year2017-12-31$56,950,411
Total non interest bearing cash at beginning of year2017-12-31$40,724,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,733,571
Value of net assets at end of year (total assets less liabilities)2017-12-31$77,283,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$73,549,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$117,953
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$950,478,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,004,504,267
Employer contributions (assets) at end of year2017-12-31$403,741,876
Employer contributions (assets) at beginning of year2017-12-31$467,419,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,589,559,475
Liabilities. Value of benefit claims payable at end of year2017-12-31$537,362,188
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$538,895,045
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$592,346,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$539,315,216
Total income from all sources (including contributions)2016-12-31$5,780,342,942
Total of all expenses incurred2016-12-31$5,760,998,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,374,236,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,780,209,978
Value of total assets at end of year2016-12-31$665,896,227
Value of total assets at beginning of year2016-12-31$593,520,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$386,762,296
Total interest from all sources2016-12-31$132,964
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,841,473,053
Participant contributions at end of year2016-12-31$39,758,678
Participant contributions at beginning of year2016-12-31$27,645,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$117,992,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$99,506,416
Administrative expenses (other) incurred2016-12-31$386,762,296
Liabilities. Value of operating payables at end of year2016-12-31$53,451,676
Liabilities. Value of operating payables at beginning of year2016-12-31$63,657,948
Total non interest bearing cash at end of year2016-12-31$40,724,984
Total non interest bearing cash at beginning of year2016-12-31$113,107,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,344,314
Value of net assets at end of year (total assets less liabilities)2016-12-31$73,549,506
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,205,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$132,964
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$915,647,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,938,736,925
Employer contributions (assets) at end of year2016-12-31$467,419,671
Employer contributions (assets) at beginning of year2016-12-31$353,261,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,458,588,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$538,895,045
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$475,657,268
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$539,315,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$550,686,029
Total income from all sources (including contributions)2015-12-31$5,274,704,995
Total of all expenses incurred2015-12-31$5,277,640,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,902,614,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,274,604,201
Value of total assets at end of year2015-12-31$593,520,408
Value of total assets at beginning of year2015-12-31$607,826,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$375,026,488
Total interest from all sources2015-12-31$100,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,676,667,513
Participant contributions at end of year2015-12-31$27,645,516
Participant contributions at beginning of year2015-12-31$20,879,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$99,506,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$90,943,378
Administrative expenses (other) incurred2015-12-31$375,026,488
Liabilities. Value of operating payables at end of year2015-12-31$63,657,948
Liabilities. Value of operating payables at beginning of year2015-12-31$77,724,257
Total non interest bearing cash at end of year2015-12-31$113,107,090
Total non interest bearing cash at beginning of year2015-12-31$87,977,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,935,516
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,205,192
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$57,140,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$100,794
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$916,090,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,597,936,688
Employer contributions (assets) at end of year2015-12-31$353,261,386
Employer contributions (assets) at beginning of year2015-12-31$408,026,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,986,523,866
Liabilities. Value of benefit claims payable at end of year2015-12-31$475,657,268
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$472,961,772
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31ERNST AND YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$550,686,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$483,384,824
Total income from all sources (including contributions)2014-12-31$5,406,178,845
Total of all expenses incurred2014-12-31$5,407,379,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,028,173,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,406,116,864
Value of total assets at end of year2014-12-31$607,826,737
Value of total assets at beginning of year2014-12-31$541,726,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$379,206,606
Total interest from all sources2014-12-31$61,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,586,567,960
Participant contributions at end of year2014-12-31$20,879,550
Participant contributions at beginning of year2014-12-31$67,089,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$90,943,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$73,010,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$379,206,606
Liabilities. Value of operating payables at end of year2014-12-31$77,724,257
Liabilities. Value of operating payables at beginning of year2014-12-31$31,153,616
Total non interest bearing cash at end of year2014-12-31$87,977,191
Total non interest bearing cash at beginning of year2014-12-31$11,940,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,201,024
Value of net assets at end of year (total assets less liabilities)2014-12-31$57,140,708
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,341,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$49,355,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$49,355,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$61,981
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$997,106,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,819,548,904
Employer contributions (assets) at end of year2014-12-31$408,026,618
Employer contributions (assets) at beginning of year2014-12-31$340,330,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,031,067,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$472,961,772
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$452,231,208
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2014-12-31346565596
2013 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$483,384,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$485,033,204
Total income from all sources (including contributions)2013-12-31$4,968,543,690
Total of all expenses incurred2013-12-31$4,975,823,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,658,357,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,968,389,754
Value of total assets at end of year2013-12-31$541,726,556
Value of total assets at beginning of year2013-12-31$550,655,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$317,466,906
Total interest from all sources2013-12-31$153,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,457,403,829
Participant contributions at end of year2013-12-31$67,089,336
Participant contributions at beginning of year2013-12-31$63,408,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$73,010,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$56,161,389
Administrative expenses (other) incurred2013-12-31$317,466,906
Liabilities. Value of operating payables at end of year2013-12-31$31,153,616
Liabilities. Value of operating payables at beginning of year2013-12-31$60,733,765
Total non interest bearing cash at end of year2013-12-31$11,940,955
Total non interest bearing cash at beginning of year2013-12-31$14,127,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-7,280,273
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,341,732
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$65,622,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$49,355,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$29,068,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$29,068,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$153,936
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$882,713,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,510,985,925
Employer contributions (assets) at end of year2013-12-31$340,330,828
Employer contributions (assets) at beginning of year2013-12-31$387,889,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,775,643,171
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$452,231,208
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$424,299,439
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2013-12-31346565596
2012 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$485,033,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$429,719,738
Total income from all sources (including contributions)2012-12-31$4,872,934,886
Total of all expenses incurred2012-12-31$4,866,052,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,609,448,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,872,902,505
Value of total assets at end of year2012-12-31$550,655,209
Value of total assets at beginning of year2012-12-31$488,459,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$256,604,259
Total interest from all sources2012-12-31$32,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,450,452,619
Participant contributions at end of year2012-12-31$63,408,272
Participant contributions at beginning of year2012-12-31$54,419,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$56,161,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$62,061,849
Administrative expenses (other) incurred2012-12-31$256,604,259
Liabilities. Value of operating payables at end of year2012-12-31$60,733,765
Liabilities. Value of operating payables at beginning of year2012-12-31$24,159,752
Total non interest bearing cash at end of year2012-12-31$14,127,938
Total non interest bearing cash at beginning of year2012-12-31$40,133,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,882,470
Value of net assets at end of year (total assets less liabilities)2012-12-31$65,622,005
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$58,739,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$29,068,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32,381
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,020,157,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,422,449,886
Employer contributions (assets) at end of year2012-12-31$387,889,470
Employer contributions (assets) at beginning of year2012-12-31$331,843,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,589,290,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$424,299,439
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$405,559,986
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$429,719,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$438,161,478
Total income from all sources (including contributions)2011-12-31$4,818,970,979
Total of all expenses incurred2011-12-31$4,818,393,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,597,281,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,818,872,960
Value of total assets at end of year2011-12-31$488,459,273
Value of total assets at beginning of year2011-12-31$496,323,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$221,112,315
Total interest from all sources2011-12-31$98,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,381,864,876
Participant contributions at end of year2011-12-31$54,419,757
Participant contributions at beginning of year2011-12-31$59,873,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$62,061,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$32,868,787
Administrative expenses (other) incurred2011-12-31$221,112,315
Liabilities. Value of operating payables at end of year2011-12-31$24,159,752
Liabilities. Value of operating payables at beginning of year2011-12-31$21,255,004
Total non interest bearing cash at end of year2011-12-31$40,133,858
Total non interest bearing cash at beginning of year2011-12-31$2,041,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$577,131
Value of net assets at end of year (total assets less liabilities)2011-12-31$58,739,535
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$58,162,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$39,884,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$39,884,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$98,019
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$957,824,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$3,437,008,084
Employer contributions (assets) at end of year2011-12-31$331,843,809
Employer contributions (assets) at beginning of year2011-12-31$361,655,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,639,457,335
Liabilities. Value of benefit claims payable at end of year2011-12-31$405,559,986
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$416,906,474
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST AND YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$438,161,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$524,244,411
Total income from all sources (including contributions)2010-12-31$4,459,799,927
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,460,357,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,250,571,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,459,604,127
Value of total assets at end of year2010-12-31$496,323,882
Value of total assets at beginning of year2010-12-31$582,964,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$209,786,458
Total interest from all sources2010-12-31$195,800
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,499,981,146
Participant contributions at end of year2010-12-31$59,873,732
Participant contributions at beginning of year2010-12-31$53,223,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$32,868,787
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$42,657,370
Administrative expenses (other) incurred2010-12-31$209,786,458
Liabilities. Value of operating payables at end of year2010-12-31$21,255,004
Liabilities. Value of operating payables at beginning of year2010-12-31$31,097,834
Total non interest bearing cash at end of year2010-12-31$2,041,230
Total non interest bearing cash at beginning of year2010-12-31$504,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-557,863
Value of net assets at end of year (total assets less liabilities)2010-12-31$58,162,404
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$58,720,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$39,884,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$27,421,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$27,421,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$195,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$829,697,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,959,622,981
Employer contributions (assets) at end of year2010-12-31$361,655,250
Employer contributions (assets) at beginning of year2010-12-31$459,157,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,420,873,996
Liabilities. Value of benefit claims payable at end of year2010-12-31$416,906,474
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$493,146,577
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN

2023: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WAL-MART STORES, INC. ASSOCIATES HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract numberL6408A
Policy instance 9
Insurance contract or identification numberL6408A
Number of Individuals Covered3905
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,620,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 5
Insurance contract or identification numberWMART
Number of Individuals Covered421808
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $70,283,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 5463835
Policy instance 6
Insurance contract or identification numberGTU 5463835
Number of Individuals Covered332154
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,981
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 7
Insurance contract or identification number18259
Number of Individuals Covered1352
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,852,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 8
Insurance contract or identification number16128
Number of Individuals Covered6155
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,040,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 10
Insurance contract or identification number30041915
Number of Individuals Covered615743
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,467,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60030 )
Policy contract number79750096
Policy instance 11
Insurance contract or identification number79750096
Number of Individuals Covered6503
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $1,134,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF385029076501
Policy instance 12
Insurance contract or identification numberGF385029076501
Number of Individuals Covered6400
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of fees paid to insurance companyUSD $175,852
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,058,454
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: 00000 )
Policy contract number227556/600635
Policy instance 13
Insurance contract or identification number227556/600635
Number of Individuals Covered33683
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $187,123,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number82606 1
Policy instance 14
Insurance contract or identification number82606 1
Number of Individuals Covered2196
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,735,343
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: 00000 )
Policy contract number14632
Policy instance 15
Insurance contract or identification number14632
Number of Individuals Covered1156
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,758,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 3
Insurance contract or identification number0972100
Number of Individuals Covered1089
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,643,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 2
Insurance contract or identification number22336
Number of Individuals Covered4532
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,782,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number10101691
Policy instance 1
Insurance contract or identification number10101691
Number of Individuals Covered2637
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,713,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0895530
Policy instance 4
Insurance contract or identification number0895530
Number of Individuals Covered14481
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL641723
Policy instance 18
Insurance contract or identification number4EL641723
Number of Individuals Covered1644160
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $23,822
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $700,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 17
Insurance contract or identification number5578
Number of Individuals Covered7417
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,277,710
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 16
Insurance contract or identification number43939
Number of Individuals Covered1048934
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, BUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $226,717,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 7
Insurance contract or identification number22336
Number of Individuals Covered5041
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $63
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,513,326
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 5463835
Policy instance 6
Insurance contract or identification numberGTU 5463835
Number of Individuals Covered332154
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,981
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $33,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract numberL6408A
Policy instance 5
Insurance contract or identification numberL6408A
Number of Individuals Covered3988
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,970,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 4
Insurance contract or identification numberWMART
Number of Individuals Covered425605
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $68,630,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 3
Insurance contract or identification number30041915
Number of Individuals Covered609106
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,716,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 2
Insurance contract or identification number43939
Number of Individuals Covered1033276
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D, BUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $212,262,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL641722
Policy instance 1
Insurance contract or identification number4EL641722
Number of Individuals Covered2076632
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $25,064
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $691,161
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: 00000 )
Policy contract number227556/600635
Policy instance 9
Insurance contract or identification number227556/600635
Number of Individuals Covered34650
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $196,156,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 10
Insurance contract or identification number0972100
Number of Individuals Covered912
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,598,922
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: 00000 )
Policy contract number14632
Policy instance 11
Insurance contract or identification number14632
Number of Individuals Covered1210
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,691,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 8
Insurance contract or identification number16128
Number of Individuals Covered6511
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,166,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF385029076501
Policy instance 18
Insurance contract or identification numberGF385029076501
Number of Individuals Covered203933
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $15,000
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,616,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number117266
Policy instance 17
Insurance contract or identification number117266
Number of Individuals Covered2974
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,948,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 16
Insurance contract or identification number5578
Number of Individuals Covered7999
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,490,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0895530
Policy instance 15
Insurance contract or identification number0895530
Number of Individuals Covered12268
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 14
Insurance contract or identification number18259
Number of Individuals Covered1421
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,038,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number82606 1
Policy instance 13
Insurance contract or identification number82606 1
Number of Individuals Covered2266
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,895,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MCS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60030 )
Policy contract number79750096
Policy instance 12
Insurance contract or identification number79750096
Number of Individuals Covered6603
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedORGAN TRANSPLANT
Welfare Benefit Premiums Paid to CarrierUSD $826,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number82606 1
Policy instance 8
MCS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60030 )
Policy contract number79750096
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 6
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGF385029076501
Policy instance 4
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number10101691
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 2
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract numberL6408A
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 9
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 10
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 18
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0895530
Policy instance 17
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 5463835
Policy instance 16
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 15
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number4EL641721
Policy instance 14
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 11
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract numberL6408A
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 8
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number10101691
Policy instance 7
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 6
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF385029076501
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 4
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 2
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 10
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 11
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number000756800
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00791A
Policy instance 19
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number82606 1
Policy instance 18
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 17
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract number22899
Policy instance 16
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0895530
Policy instance 15
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 14
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 9
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 8
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0895530
Policy instance 7
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 6
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 4
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract numberL6408A
Policy instance 3
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract number22899
Policy instance 2
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF385029076501
Policy instance 1
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 10
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 11
MCS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60030 )
Policy contract number79-750096
Policy instance 20
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 19
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 18
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number000756800
Policy instance 17
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00791A
Policy instance 16
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 15
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number10101691
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 13
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number82606 1
Policy instance 12
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 9
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract number22899
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 7
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF385029076501
Policy instance 6
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 4
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0004068
Policy instance 3
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 1
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract numberL6408A
Policy instance 10
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract numberA6014A
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 12
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number000756800
Policy instance 21
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 20
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00791A999
Policy instance 19
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0895530
Policy instance 18
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 17
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 16
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 15
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 14
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 13
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 12
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF385029076501
Policy instance 25
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 24
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 23
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 22
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 17
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number67626A
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00791A999
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 3
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033556
Policy instance 4
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number000756800
Policy instance 18
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 7
HEALTHPLUS OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95580 )
Policy contract number3800680001
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 9
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0004068
Policy instance 10
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002822
Policy instance 11
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 13
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 16
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1000028 000
Policy instance 14
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract number22899
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 20
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1102
Policy instance 15
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 21
HEALTH NET OF AZ (National Association of Insurance Commissioners NAIC id number: 95206 )
Policy contract numberA6014A
Policy instance 19
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number67626A
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 5
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 7
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 20
HEALTHPLUS OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95580 )
Policy contract number3800680001
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 4
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00791A999
Policy instance 3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 2
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0004068
Policy instance 10
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 11
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033556
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1102
Policy instance 22
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 23
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1000028 000
Policy instance 24
HEALTH NET OF AZ (National Association of Insurance Commissioners NAIC id number: 95206 )
Policy contract numberA6014A
Policy instance 25
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 19
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002822
Policy instance 17
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 16
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF385029076501
Policy instance 15
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 21
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number30041915
Policy instance 6
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract numberB2448A
Policy instance 18
UPMC HEALTH OPTIONS (National Association of Insurance Commissioners NAIC id number: 15345 )
Policy contract number000756800
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 13
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1102
Policy instance 1
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 15
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )
Policy contract number000756800
Policy instance 16
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 17
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 18
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0004068
Policy instance 19
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1000028 000
Policy instance 10
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00791A999
Policy instance 21
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 22
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 14
HEALTH NET OF AZ (National Association of Insurance Commissioners NAIC id number: 95206 )
Policy contract numberA6014A
Policy instance 13
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract numberB2448A
Policy instance 18
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 2
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract numberB2448A
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 4
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF385029076501
Policy instance 5
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 7
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002822
Policy instance 8
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 9
HEALTHPLUS OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95580 )
Policy contract number3800680001
Policy instance 11
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 12
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number67626A
Policy instance 23
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 24
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 6
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 13
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 24
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00791A999
Policy instance 23
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number67626A
Policy instance 22
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1000028 000
Policy instance 21
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )
Policy contract number000756800
Policy instance 20
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033556
Policy instance 19
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 14
HEALTH NET OF AZ (National Association of Insurance Commissioners NAIC id number: 95206 )
Policy contract numberA6014A
Policy instance 17
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 16
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract numberSP0004068
Policy instance 12
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 11
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 2
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 4
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128
Policy instance 5
HEALTHPLUS OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95580 )
Policy contract number3800680001
Policy instance 6
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF385029076501
Policy instance 8
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1102
Policy instance 9
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 7
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002822
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 15
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033556
Policy instance 20
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract number00033556
Policy instance 13
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number2891
Policy instance 14
UPMC HEALTH NETWORK, INC. (National Association of Insurance Commissioners NAIC id number: 11994 )
Policy contract number000756800
Policy instance 15
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract numberB2448G
Policy instance 16
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 18
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 17
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number1-21358AA
Policy instance 19
HEALTHPLUS OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95580 )
Policy contract number3800680001
Policy instance 20
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number67626A
Policy instance 21
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 23
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 24
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675456G
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 10
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 22
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18259
Policy instance 2
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number00791A
Policy instance 3
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract number115270
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1102
Policy instance 1
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128-12
Policy instance 5
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 44611 )
Policy contract number00100892
Policy instance 6
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1000028 000
Policy instance 7
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 8
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 9
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 14
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 21
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675456G
Policy instance 1
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number63073A
Policy instance 2
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number000756300
Policy instance 3
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 17
HEALTHPLUS OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95580 )
Policy contract number3800680001
Policy instance 16
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number1-21358AA
Policy instance 15
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1000028 000
Policy instance 10
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 13
HEALTH NEW ENGLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95673 )
Policy contract number115674
Policy instance 12
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 11
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214415-0001
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number5578
Policy instance 8
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number00791A
Policy instance 5
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract numberB2448G
Policy instance 6
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 18
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number2891
Policy instance 7
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 27
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number805566
Policy instance 26
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0114185
Policy instance 25
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 24
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract numberRLPALLMRP01661
Policy instance 22
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 23
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128-12
Policy instance 20
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract number1-15270
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1102
Policy instance 19
HEALTH NEW ENGLAND, INC. (National Association of Insurance Commissioners NAIC id number: 95673 )
Policy contract number115674
Policy instance 20
INDEPENDENT HEALTH (National Association of Insurance Commissioners NAIC id number: 47034 )
Policy contract numberB2448G
Policy instance 19
HEALTHPLUS OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95580 )
Policy contract number3800680001
Policy instance 7
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberWMART
Policy instance 23
HIP HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 55247 )
Policy contract number1000028 000
Policy instance 15
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00100892
Policy instance 1
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number0972100
Policy instance 14
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675456G
Policy instance 16
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0114185
Policy instance 17
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number14632
Policy instance 18
EXCELLUS BLUE CROSS/BLUE SHIELD PLAN (National Association of Insurance Commissioners NAIC id number: 55107 )
Policy contract numberRLPALLMRP01661
Policy instance 21
GEISINGER QUALITY OPTIONS, INC (National Association of Insurance Commissioners NAIC id number: 95923 )
Policy contract number101691
Policy instance 22
TRIPLE S (National Association of Insurance Commissioners NAIC id number: 55816 )
Policy contract number1-15270
Policy instance 24
BLUE CROSS OF NE PENNSYLVANIA - HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 96601 )
Policy contract number066890
Policy instance 25
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number227556/600635
Policy instance 13
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 95567 )
Policy contract number63073A
Policy instance 12
OHP MANDATED POS-HMO (National Association of Insurance Commissioners NAIC id number: 52411 )
Policy contract number7441
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number22336
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF OHIO (National Association of Insurance Commissioners NAIC id number: 95204 )
Policy contract number1102
Policy instance 3
KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 )
Policy contract number16128-12
Policy instance 4
HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number1-21358AA
Policy instance 5
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number43939
Policy instance 6
UPMC HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95216 )
Policy contract number000756300
Policy instance 8
MVP HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 95521 )
Policy contract number214415-0001
Policy instance 9
HAWAII MEDICAL SERVICE ASSOCIATION (National Association of Insurance Commissioners NAIC id number: 95804 )
Policy contract number82606 1
Policy instance 10
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number805566
Policy instance 26

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