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BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 401k Plan overview

Plan NameBAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST
Plan identification number 501

BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

BAKER BOTTS L.L.P. has sponsored the creation of one or more 401k plans.

Company Name:BAKER BOTTS L.L.P.
Employer identification number (EIN):741195457

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ROB FOWLER
5012016-01-01ROB FOWLER
5012015-01-01ROB FOWLER
5012014-01-01ROB FOWLER
5012013-01-01ROB FOWLER
5012012-01-01ROB FOWLER
5012011-01-01ROB FOWLER ROB FOWLER2012-10-14
5012010-01-01ROB FOWLER ROB FOWLER2011-10-13
5012009-01-01ROB FOWLER ROB FOWLER2010-10-12

Plan Statistics for BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST

401k plan membership statisitcs for BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST

Measure Date Value
2022: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,166
Total number of active participants reported on line 7a of the Form 55002022-01-011,115
Number of retired or separated participants receiving benefits2022-01-0131
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,146
2021: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-011,204
Total number of active participants reported on line 7a of the Form 55002021-01-011,146
Number of retired or separated participants receiving benefits2021-01-0120
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-011,166
2020: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-011,298
Total number of active participants reported on line 7a of the Form 55002020-01-011,173
Number of retired or separated participants receiving benefits2020-01-0131
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,204
2019: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-011,297
Total number of active participants reported on line 7a of the Form 55002019-01-011,272
Number of retired or separated participants receiving benefits2019-01-0126
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,298
2018: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,279
Total number of active participants reported on line 7a of the Form 55002018-01-011,271
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,297
2017: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,273
Total number of active participants reported on line 7a of the Form 55002017-01-011,254
Number of retired or separated participants receiving benefits2017-01-0125
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,279
2016: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,250
Total number of active participants reported on line 7a of the Form 55002016-01-011,251
Number of retired or separated participants receiving benefits2016-01-0117
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,268
2015: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,193
Total number of active participants reported on line 7a of the Form 55002015-01-011,274
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,291
2014: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-011,438
Total number of active participants reported on line 7a of the Form 55002014-01-011,193
Number of retired or separated participants receiving benefits2014-01-0124
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,217
2013: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-011,464
Total number of active participants reported on line 7a of the Form 55002013-01-011,438
Number of retired or separated participants receiving benefits2013-01-0176
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,514
2012: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,481
Total number of active participants reported on line 7a of the Form 55002012-01-011,414
Number of retired or separated participants receiving benefits2012-01-0155
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,469
2011: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01939
Total number of active participants reported on line 7a of the Form 55002011-01-01876
Number of retired or separated participants receiving benefits2011-01-0132
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01908
2010: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-011,084
Total number of active participants reported on line 7a of the Form 55002010-01-01952
Total of all active and inactive participants2010-01-01952
2009: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-011,154
Total number of active participants reported on line 7a of the Form 55002009-01-011,084
Total of all active and inactive participants2009-01-011,084

Financial Data on BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST

Measure Date Value
2022 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,421,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,648,602
Total income from all sources (including contributions)2022-12-31$14,019,783
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$13,374,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,879,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,498,860
Value of total assets at end of year2022-12-31$7,804,633
Value of total assets at beginning of year2022-12-31$7,386,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$494,433
Total interest from all sources2022-12-31$88,515
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,219,746
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$250,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$284,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$1,432,408
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$645,469
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,382,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,737,407
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
Investment advisory and management fees2022-12-31$32,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,357,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$7,386,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$7,386,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$88,515
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$960,328
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$4,279,114
Employer contributions (assets) at end of year2022-12-31$162,192
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,669,553
Contract administrator fees2022-12-31$461,866
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,421,757
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,648,602
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 name2022-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2022-12-31741695589
2021 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,648,602
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,830,246
Total income from all sources (including contributions)2021-12-31$15,322,087
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,695,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,086,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,271,016
Value of total assets at end of year2021-12-31$7,386,009
Value of total assets at beginning of year2021-12-31$6,940,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$608,957
Total interest from all sources2021-12-31$2,235
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,934,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$-454,000
Other income not declared elsewhere2021-12-31$1,048,836
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$626,993
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,737,407
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,110,414
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
Investment advisory and management fees2021-12-31$29,199
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$7,386,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,940,660
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,940,660
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,235
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$935,868
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$4,336,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$13,604,269
Contract administrator fees2021-12-31$579,758
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,648,602
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,830,246
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2021-12-31741695589
2020 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,830,246
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,324,620
Total income from all sources (including contributions)2020-12-31$17,267,140
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,621,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,858,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,202,763
Value of total assets at end of year2020-12-31$6,940,660
Value of total assets at beginning of year2020-12-31$3,789,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$763,201
Total interest from all sources2020-12-31$22,478
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
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$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,476,480
Other income not declared elsewhere2020-12-31$1,041,899
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$2,645,593
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,110,414
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,464,821
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
Investment advisory and management fees2020-12-31$22,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,940,660
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,789,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,789,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$22,478
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$981,109
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$6,726,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,877,237
Contract administrator fees2020-12-31$740,679
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,830,246
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,324,620
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2020-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2020-12-31741695589
2019 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$1,324,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,324,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,100,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,100,426
Total income from all sources (including contributions)2019-12-31$19,867,687
Total income from all sources (including contributions)2019-12-31$19,867,687
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$18,240,989
Total of all expenses incurred2019-12-31$18,240,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,410,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$17,410,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,082,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,082,973
Value of total assets at end of year2019-12-31$3,789,441
Value of total assets at end of year2019-12-31$3,789,441
Value of total assets at beginning of year2019-12-31$3,938,549
Value of total assets at beginning of year2019-12-31$3,938,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$830,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$830,690
Total interest from all sources2019-12-31$75,105
Total interest from all sources2019-12-31$75,105
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,904,084
Contributions received from participants2019-12-31$8,904,084
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,900,426
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,900,426
Other income not declared elsewhere2019-12-31$1,709,609
Other income not declared elsewhere2019-12-31$1,709,609
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
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$1,626,698
Value of net income/loss2019-12-31$1,626,698
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,464,821
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,464,821
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$838,123
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$838,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$830,690
Investment advisory and management fees2019-12-31$830,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,789,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,789,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,938,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,938,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,938,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,938,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$75,105
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$687,394
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$687,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,278,463
Contributions received in cash from employer2019-12-31$7,278,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,722,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,722,905
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,324,620
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,324,620
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,100,426
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$3,100,426
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm name2019-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2019-12-31741695589
Accountancy firm EIN2019-12-31741695589
2018 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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$3,100,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,314,004
Total income from all sources (including contributions)2018-12-31$19,047,790
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,718,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,043,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$17,509,291
Value of total assets at end of year2018-12-31$3,938,549
Value of total assets at beginning of year2018-12-31$1,822,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$674,371
Total interest from all sources2018-12-31$38,711
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
Administrative expenses professional fees incurred2018-12-31$13,240
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$9,038,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$786,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$1,499,788
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$1,329,629
Value of net assets at end of year (total assets less liabilities)2018-12-31$838,123
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-491,506
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,938,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,822,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,822,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$38,711
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$516,571
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$8,470,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$15,740,797
Contract administrator fees2018-12-31$661,131
Liabilities. Value of benefit claims payable at end of year2018-12-31$3,100,426
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,314,004
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2018-12-31741695589
2017 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,314,004
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,663,180
Total income from all sources (including contributions)2017-12-31$12,470,173
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$16,744,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$15,838,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,981,460
Value of total assets at end of year2017-12-31$1,822,498
Value of total assets at beginning of year2017-12-31$6,446,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$906,102
Total interest from all sources2017-12-31$18,910
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$13,270
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$8,518,913
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$-349,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$114,371
Other income not declared elsewhere2017-12-31$469,803
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-4,274,735
Value of net assets at end of year (total assets less liabilities)2017-12-31$-491,506
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,783,229
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,822,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$6,332,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$6,332,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$18,910
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$492,829
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$3,462,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,695,153
Contract administrator fees2017-12-31$892,832
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,314,004
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,663,180
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2017-12-31741695589
2016 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,663,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,708,105
Total income from all sources (including contributions)2016-12-31$21,560,231
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$17,282,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$16,287,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,988,947
Value of total assets at end of year2016-12-31$6,446,409
Value of total assets at beginning of year2016-12-31$1,213,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$995,100
Total interest from all sources2016-12-31$5,289
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$6,250
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$8,330,142
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$990,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$114,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$117,920
Other income not declared elsewhere2016-12-31$565,995
Administrative expenses (other) incurred2016-12-31$473
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$35,289
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$4,277,921
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,783,229
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-494,692
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$6,332,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,095,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,095,493
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,289
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$476,447
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$12,658,805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,820,399
Contract administrator fees2016-12-31$988,377
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,663,180
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,672,816
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2016-12-31741695589
2015 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,708,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,061,062
Total income from all sources (including contributions)2015-12-31$16,977,342
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$15,807,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$14,857,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$16,023,112
Value of total assets at end of year2015-12-31$1,213,413
Value of total assets at beginning of year2015-12-31$396,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$950,035
Total interest from all sources2015-12-31$243
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
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$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$8,059,902
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$117,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$125,985
Other income not declared elsewhere2015-12-31$953,987
Liabilities. Value of operating payables at end of year2015-12-31$35,289
Liabilities. Value of operating payables at beginning of year2015-12-31$877
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$1,169,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$-494,692
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-1,664,513
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,095,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$270,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$270,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$243
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$411,309
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$7,963,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,446,177
Contract administrator fees2015-12-31$950,035
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,672,816
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,060,185
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31HARPER & PEARSON COMPANY, P.C
Accountancy firm EIN2015-12-31741695589
2014 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,061,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,810,877
Total income from all sources (including contributions)2014-12-31$15,247,390
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,184,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$14,404,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$14,819,200
Value of total assets at end of year2014-12-31$396,549
Value of total assets at beginning of year2014-12-31$83,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$780,483
Total interest from all sources2014-12-31$26
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
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$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,795,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$125,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$80,491
Other income not declared elsewhere2014-12-31$428,164
Liabilities. Value of operating payables at end of year2014-12-31$877
Liabilities. Value of operating payables at beginning of year2014-12-31$877
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$62,558
Value of net assets at end of year (total assets less liabilities)2014-12-31$-1,664,513
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-1,727,071
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$270,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$26
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$598,700
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$7,023,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,805,649
Contract administrator fees2014-12-31$780,483
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,060,185
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,810,000
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2014-12-31741695589
2013 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,810,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,749,877
Total income from all sources (including contributions)2013-12-31$14,822,233
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,013,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$13,814,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,490,040
Value of total assets at end of year2013-12-31$83,806
Value of total assets at beginning of year2013-12-31$214,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,199,039
Total interest from all sources2013-12-31$245
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$10,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,404,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$80,491
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$75,960
Other income not declared elsewhere2013-12-31$331,948
Liabilities. Value of operating payables at end of year2013-12-31$877
Liabilities. Value of operating payables at beginning of year2013-12-31$877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-191,494
Value of net assets at end of year (total assets less liabilities)2013-12-31$-1,727,071
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-1,535,577
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$3,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$88,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$88,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$245
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$554,718
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$7,085,057
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$49,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$13,259,970
Contract administrator fees2013-12-31$1,199,039
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,810,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,749,000
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 name2013-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2013-12-31741695589
2012 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,749,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,590,877
Total income from all sources (including contributions)2012-12-31$12,439,211
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$14,339,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,100,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$12,210,970
Value of total assets at end of year2012-12-31$214,300
Value of total assets at beginning of year2012-12-31$1,956,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,239,638
Total interest from all sources2012-12-31$1,711
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,252,494
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$75,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$65
Other income not declared elsewhere2012-12-31$226,530
Liabilities. Value of operating payables at end of year2012-12-31$877
Liabilities. Value of operating payables at beginning of year2012-12-31$877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,900,784
Value of net assets at end of year (total assets less liabilities)2012-12-31$-1,535,577
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$365,207
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$88,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,956,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,956,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,711
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$544,181
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$4,958,476
Employer contributions (assets) at end of year2012-12-31$49,708
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,556,176
Contract administrator fees2012-12-31$1,239,638
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,749,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,590,000
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 name2012-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2012-12-31741695589
2011 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,590,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,241,009
Total income from all sources (including contributions)2011-12-31$10,514,909
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,852,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,845,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,502,783
Value of total assets at end of year2011-12-31$1,956,084
Value of total assets at beginning of year2011-12-31$2,943,568
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,006,985
Total interest from all sources2011-12-31$3,616
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,935
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
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$6,722,086
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$65
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$36,973
Other income not declared elsewhere2011-12-31$8,510
Liabilities. Value of operating payables at end of year2011-12-31$877
Liabilities. Value of operating payables at beginning of year2011-12-31$1,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,337,352
Value of net assets at end of year (total assets less liabilities)2011-12-31$365,207
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,702,559
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
Investment advisory and management fees2011-12-31$2,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,956,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,906,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,906,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,616
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$523,772
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$3,780,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,321,504
Contract administrator fees2011-12-31$1,002,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,590,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,240,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2011-12-31741695589
2010 : BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,241,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,499,343
Total income from all sources (including contributions)2010-12-31$11,009,272
Total of all expenses incurred2010-12-31$10,762,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,041,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$10,967,581
Value of total assets at end of year2010-12-31$2,943,568
Value of total assets at beginning of year2010-12-31$2,955,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$721,361
Total interest from all sources2010-12-31$3,463
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$5,000,000
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$6,449,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$-240,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$36,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$39,147
Other income not declared elsewhere2010-12-31$38,228
Liabilities. Value of operating payables at end of year2010-12-31$1,009
Liabilities. Value of operating payables at beginning of year2010-12-31$19,343
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$246,527
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,702,559
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,456,032
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$2,906,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,916,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,916,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,463
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$509,176
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$4,518,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,772,208
Contract administrator fees2010-12-31$721,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,240,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,480,000
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 name2010-12-31HARPER & PEARSON COMPANY, P.C.
Accountancy firm EIN2010-12-31741695589

Form 5500 Responses for BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST

2022: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: BAKER & BOTTS L.L.P EMPLOYEE HEALTH CARE TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HEALTH ADVOCATE, INC. (National Association of Insurance Commissioners NAIC id number: 54160 )
Policy contract numberEAP
Policy instance 3
Insurance contract or identification numberEAP
Number of Individuals Covered1244
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $42,917
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: 39616 )
Policy contract number12157157
Policy instance 2
Insurance contract or identification number12157157
Number of Individuals Covered685
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $159,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number743059
Policy instance 1
Insurance contract or identification number743059
Number of Individuals Covered1887
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
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: 39616 )
Policy contract number12157157
Policy instance 3
Insurance contract or identification number12157157
Number of Individuals Covered735
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $160,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH ADVOCATE, INC. (National Association of Insurance Commissioners NAIC id number: 54160 )
Policy contract numberEAP
Policy instance 2
Insurance contract or identification numberEAP
Number of Individuals Covered1488
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $48,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number743059
Policy instance 1
Insurance contract or identification number743059
Number of Individuals Covered1994
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 1
Insurance contract or identification number71049
Number of Individuals Covered1269
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number743059
Policy instance 2
Insurance contract or identification number743059
Number of Individuals Covered2159
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $749,161
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: 39616 )
Policy contract number12157157
Policy instance 3
Insurance contract or identification number12157157
Number of Individuals Covered728
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $172,061
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: 39616 )
Policy contract number12157157
Policy instance 3
Insurance contract or identification number12157157
Number of Individuals Covered829
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $163,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number743059
Policy instance 2
Insurance contract or identification number743059
Number of Individuals Covered2334
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 1
Insurance contract or identification number71049
Number of Individuals Covered1258
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,984
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: 39616 )
Policy contract number12157157
Policy instance 2
Insurance contract or identification number12157157
Number of Individuals Covered780
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $159,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 1
Insurance contract or identification number71049
Number of Individuals Covered1434
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $89,873
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: 39616 )
Policy contract number12157157
Policy instance 2
Insurance contract or identification number12157157
Number of Individuals Covered774
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $159,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 1
Insurance contract or identification number71049
Number of Individuals Covered1435
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $30,640
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: 39616 )
Policy contract number12157157
Policy instance 2
Insurance contract or identification number12157157
Number of Individuals Covered768
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $153,071
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 1
Insurance contract or identification number71049
Number of Individuals Covered1274
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $60,656
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: 39616 )
Policy contract number12157157
Policy instance 1
Insurance contract or identification number12157157
Number of Individuals Covered738
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $149,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 2
Insurance contract or identification number71049
Number of Individuals Covered1193
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $67,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 2
Insurance contract or identification number71049
Number of Individuals Covered1438
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $67,738
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: 39616 )
Policy contract number12157157
Policy instance 1
Insurance contract or identification number12157157
Number of Individuals Covered751
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $144,800
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: 39616 )
Policy contract number12157157
Policy instance 1
Insurance contract or identification number12157157
Number of Individuals Covered705
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $137,776
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3210364
Policy instance 1
Insurance contract or identification number3210364
Number of Individuals Covered2075
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $523,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number71049
Policy instance 2
Insurance contract or identification number71049
Number of Individuals Covered1275
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $67,053
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: 39616 )
Policy contract number12157157
Policy instance 3
Insurance contract or identification number12157157
Number of Individuals Covered639
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $115,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3210364
Policy instance 1
Insurance contract or identification number3210364
Number of Individuals Covered952
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,358
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $509,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,358
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Insurance broker nameJOHN L WORTHAM & SON, LLP

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