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ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 401k Plan overview

Plan NameROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN
Plan identification number 501

ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES FOR THE ROCKY MTN EMPLOYERS HEALTH BENEFIT PLA has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES FOR THE ROCKY MTN EMPLOYERS HEALTH BENEFIT PLA
Employer identification number (EIN):846044454
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01MARTIN T. GARCIA2023-02-07 ROBERT MCLAUCHLIN2023-02-08
5012020-05-01KEVIN R. SCHNEIDER2022-02-10 ROBERT S. MCLAUCHLIN2022-02-10
5012019-05-01KEVIN R. SCHNEIDER2021-02-05 LEROY WESTMORELAND2021-02-07
5012018-05-01KEVIN R. SCHNEIDER2020-01-31 LEROY WESTMORELAND2020-02-04
5012017-05-01
5012016-05-01
5012015-05-01KEVIN SCHNEIDER STEPHEN DICROCE2017-02-10
5012014-05-01KEVIN SCHNEIDER STEPHEN DICROCE2016-02-08
5012013-05-01KEVIN SCHNEIDER STEPHEN DICROCE2015-02-12
5012012-05-01KEVIN SCHNEIDER STEPHEN DICROCE2014-02-13
5012011-05-01KEVIN SCHNEIDER STEPHEN DICROCE2013-02-12
5012010-05-01KEVIN SCHNEIDER STEPHEN DICROCE2012-02-10
5012009-05-01KEVIN SCHNEIDER STEPHEN DICROCE2011-02-07

Plan Statistics for ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN

401k plan membership statisitcs for ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN

Measure Date Value
2021: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-0110,004
Total number of active participants reported on line 7a of the Form 55002021-05-018,968
Total of all active and inactive participants2021-05-018,968
Number of employers contributing to the scheme2021-05-018
2020: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-019,976
Total number of active participants reported on line 7a of the Form 55002020-05-0110,004
Total of all active and inactive participants2020-05-0110,004
Number of employers contributing to the scheme2020-05-018
2019: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-0110,141
Total number of active participants reported on line 7a of the Form 55002019-05-019,976
Total of all active and inactive participants2019-05-019,976
Number of employers contributing to the scheme2019-05-018
2018: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-0110,260
Total number of active participants reported on line 7a of the Form 55002018-05-0110,141
Total of all active and inactive participants2018-05-0110,141
Number of employers contributing to the scheme2018-05-019
2017: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-0110,160
Total number of active participants reported on line 7a of the Form 55002017-05-0110,260
Total of all active and inactive participants2017-05-0110,260
Number of employers contributing to the scheme2017-05-0110
2016: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-0110,227
Total number of active participants reported on line 7a of the Form 55002016-05-0110,160
Total of all active and inactive participants2016-05-0110,160
Number of employers contributing to the scheme2016-05-0110
2015: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-0110,498
Total number of active participants reported on line 7a of the Form 55002015-05-0110,227
Total of all active and inactive participants2015-05-0110,227
Number of employers contributing to the scheme2015-05-0112
2014: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-0111,062
Total number of active participants reported on line 7a of the Form 55002014-05-0110,498
Total of all active and inactive participants2014-05-0110,498
Number of employers contributing to the scheme2014-05-0113
2013: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-0111,232
Total number of active participants reported on line 7a of the Form 55002013-05-0111,062
Total of all active and inactive participants2013-05-0111,062
Number of employers contributing to the scheme2013-05-0114
2012: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-0111,485
Total number of active participants reported on line 7a of the Form 55002012-05-0111,232
Total of all active and inactive participants2012-05-0111,232
Number of employers contributing to the scheme2012-05-0116
2011: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-0113,026
Total number of active participants reported on line 7a of the Form 55002011-05-0111,485
Total of all active and inactive participants2011-05-0111,485
Total participants2011-05-0111,485
Number of employers contributing to the scheme2011-05-0115
2010: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-0112,729
Total number of active participants reported on line 7a of the Form 55002010-05-0111,602
Number of retired or separated participants receiving benefits2010-05-011,424
Total of all active and inactive participants2010-05-0113,026
Number of employers contributing to the scheme2010-05-0117
2009: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-0112,751
Total number of active participants reported on line 7a of the Form 55002009-05-0111,252
Number of retired or separated participants receiving benefits2009-05-011,477
Total of all active and inactive participants2009-05-0112,729
Total participants2009-05-0112,729
Number of employers contributing to the scheme2009-05-0117

Financial Data on ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN

Measure Date Value
2023 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$72,462
Total unrealized appreciation/depreciation of assets2023-04-30$72,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$11,289,561
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$12,736,135
Total income from all sources (including contributions)2023-04-30$123,980,842
Total loss/gain on sale of assets2023-04-30$-101,122
Total of all expenses incurred2023-04-30$123,270,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$119,836,539
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$118,700,550
Value of total assets at end of year2023-04-30$31,385,220
Value of total assets at beginning of year2023-04-30$32,121,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$3,433,545
Total interest from all sources2023-04-30$252,803
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$29,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$29,884
Administrative expenses professional fees incurred2023-04-30$980,312
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$1,000,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$5,653,546
Participant contributions at end of year2023-04-30$540,058
Participant contributions at beginning of year2023-04-30$563,972
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-04-30$2,683,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$2,415,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$3,419,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$2,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$391,144
Other income not declared elsewhere2023-04-30$5,044,684
Administrative expenses (other) incurred2023-04-30$503,119
Liabilities. Value of operating payables at end of year2023-04-30$251,745
Liabilities. Value of operating payables at beginning of year2023-04-30$145,666
Total non interest bearing cash at end of year2023-04-30$5,254,928
Total non interest bearing cash at beginning of year2023-04-30$1,433,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$710,758
Value of net assets at end of year (total assets less liabilities)2023-04-30$20,095,659
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$19,384,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$19,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$525,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$860,621
Income. Interest from US Government securities2023-04-30$89,244
Income. Interest from corporate debt instruments2023-04-30$29,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$6,882,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$7,994,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$7,994,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$133,660
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$28,249,264
Asset value of US Government securities at end of year2023-04-30$5,118,118
Asset value of US Government securities at beginning of year2023-04-30$7,604,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-18,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$113,047,004
Employer contributions (assets) at end of year2023-04-30$9,779,495
Employer contributions (assets) at beginning of year2023-04-30$9,320,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$88,904,141
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$869,020
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$923,953
Contract administrator fees2023-04-30$1,930,941
Liabilities. Value of benefit claims payable at end of year2023-04-30$11,035,000
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$12,199,325
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$96,489,452
Aggregate carrying amount (costs) on sale of assets2023-04-30$96,590,574
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-04-30320043599
2022 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-128,850
Total unrealized appreciation/depreciation of assets2022-04-30$-128,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$12,736,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$12,639,424
Total income from all sources (including contributions)2022-04-30$123,314,055
Total loss/gain on sale of assets2022-04-30$-191,473
Total of all expenses incurred2022-04-30$121,707,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$118,253,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$117,532,651
Value of total assets at end of year2022-04-30$32,121,036
Value of total assets at beginning of year2022-04-30$30,418,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$3,453,835
Total interest from all sources2022-04-30$141,016
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$33,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$33,685
Administrative expenses professional fees incurred2022-04-30$1,031,594
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$1,000,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$6,294,096
Participant contributions at end of year2022-04-30$563,972
Participant contributions at beginning of year2022-04-30$520,685
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-04-30$2,866,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$3,419,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$1,669,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$391,144
Other income not declared elsewhere2022-04-30$6,017,446
Administrative expenses (other) incurred2022-04-30$444,222
Liabilities. Value of operating payables at end of year2022-04-30$145,666
Liabilities. Value of operating payables at beginning of year2022-04-30$141,034
Total non interest bearing cash at end of year2022-04-30$1,433,353
Total non interest bearing cash at beginning of year2022-04-30$1,618,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$1,606,299
Value of net assets at end of year (total assets less liabilities)2022-04-30$19,384,901
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$17,778,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$17,277
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$860,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$916,841
Income. Interest from US Government securities2022-04-30$109,252
Income. Interest from corporate debt instruments2022-04-30$30,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$7,994,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$6,816,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$6,816,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$1,435
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$27,753,503
Asset value of US Government securities at end of year2022-04-30$7,604,567
Asset value of US Government securities at beginning of year2022-04-30$7,395,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-90,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$111,238,555
Employer contributions (assets) at end of year2022-04-30$9,320,364
Employer contributions (assets) at beginning of year2022-04-30$10,224,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$87,633,467
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$923,953
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$1,256,575
Contract administrator fees2022-04-30$1,960,742
Liabilities. Value of benefit claims payable at end of year2022-04-30$12,199,325
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$12,498,390
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$96,538,177
Aggregate carrying amount (costs) on sale of assets2022-04-30$96,729,650
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-04-30320043599
2021 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-198,211
Total unrealized appreciation/depreciation of assets2021-04-30$-198,211
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$12,639,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$13,102,726
Total income from all sources (including contributions)2021-04-30$121,385,536
Total loss/gain on sale of assets2021-04-30$7,055
Total of all expenses incurred2021-04-30$125,518,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$121,943,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$116,586,410
Value of total assets at end of year2021-04-30$30,418,026
Value of total assets at beginning of year2021-04-30$35,013,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$3,574,398
Total interest from all sources2021-04-30$269,584
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$46,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$46,906
Administrative expenses professional fees incurred2021-04-30$1,069,138
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$500,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$6,438,705
Participant contributions at end of year2021-04-30$520,685
Participant contributions at beginning of year2021-04-30$515,180
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-04-30$3,472,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$1,669,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$2,070,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$305,860
Other income not declared elsewhere2021-04-30$4,579,676
Administrative expenses (other) incurred2021-04-30$505,301
Liabilities. Value of operating payables at end of year2021-04-30$141,034
Liabilities. Value of operating payables at beginning of year2021-04-30$1,040,818
Total non interest bearing cash at end of year2021-04-30$1,618,056
Total non interest bearing cash at beginning of year2021-04-30$2,874,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$-4,132,531
Value of net assets at end of year (total assets less liabilities)2021-04-30$17,778,602
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$21,911,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$26,918
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$916,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$1,098,136
Income. Interest from US Government securities2021-04-30$142,947
Income. Interest from corporate debt instruments2021-04-30$112,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$6,816,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$8,162,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$8,162,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$14,252
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$26,173,597
Asset value of US Government securities at end of year2021-04-30$7,395,133
Asset value of US Government securities at beginning of year2021-04-30$6,350,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$94,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$110,147,705
Employer contributions (assets) at end of year2021-04-30$10,224,200
Employer contributions (assets) at beginning of year2021-04-30$9,320,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$92,297,398
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$1,256,575
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$4,621,600
Contract administrator fees2021-04-30$1,973,041
Liabilities. Value of benefit claims payable at end of year2021-04-30$12,498,390
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$11,756,048
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$99,703,865
Aggregate carrying amount (costs) on sale of assets2021-04-30$99,696,810
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-04-30320043599
2020 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$116,056
Total unrealized appreciation/depreciation of assets2020-04-30$116,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$13,102,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$9,391,190
Total income from all sources (including contributions)2020-04-30$115,300,279
Total loss/gain on sale of assets2020-04-30$42,076
Total of all expenses incurred2020-04-30$125,433,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$122,191,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$110,250,485
Value of total assets at end of year2020-04-30$35,013,859
Value of total assets at beginning of year2020-04-30$41,436,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$3,242,219
Total interest from all sources2020-04-30$456,974
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$97,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$97,965
Administrative expenses professional fees incurred2020-04-30$823,074
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$500,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$6,745,700
Participant contributions at end of year2020-04-30$515,180
Participant contributions at beginning of year2020-04-30$542,562
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-04-30$2,916,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$2,070,533
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$2,004,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$305,860
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$564,412
Other income not declared elsewhere2020-04-30$4,445,599
Administrative expenses (other) incurred2020-04-30$411,914
Liabilities. Value of operating payables at end of year2020-04-30$1,040,818
Liabilities. Value of operating payables at beginning of year2020-04-30$365,452
Total non interest bearing cash at end of year2020-04-30$2,874,360
Total non interest bearing cash at beginning of year2020-04-30$5,671,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-10,133,696
Value of net assets at end of year (total assets less liabilities)2020-04-30$21,911,133
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$32,044,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$21,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$1,098,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$2,507,277
Income. Interest from US Government securities2020-04-30$142,831
Income. Interest from corporate debt instruments2020-04-30$206,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$8,162,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$10,188,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$10,188,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$107,932
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$24,540,713
Asset value of US Government securities at end of year2020-04-30$6,350,815
Asset value of US Government securities at beginning of year2020-04-30$7,286,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-108,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$103,504,785
Employer contributions (assets) at end of year2020-04-30$9,320,415
Employer contributions (assets) at beginning of year2020-04-30$6,584,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$94,734,519
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$4,621,600
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$6,649,174
Contract administrator fees2020-04-30$1,986,086
Liabilities. Value of benefit claims payable at end of year2020-04-30$11,756,048
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$8,461,326
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$115,327,781
Aggregate carrying amount (costs) on sale of assets2020-04-30$115,285,705
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-04-30320043599
2019 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$43,888
Total unrealized appreciation/depreciation of assets2019-04-30$43,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$9,391,190
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$10,391,763
Total income from all sources (including contributions)2019-04-30$109,005,808
Total loss/gain on sale of assets2019-04-30$-83,151
Total of all expenses incurred2019-04-30$112,222,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$108,638,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$104,996,229
Value of total assets at end of year2019-04-30$41,436,019
Value of total assets at beginning of year2019-04-30$45,652,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$3,583,893
Total interest from all sources2019-04-30$627,795
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$133,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$133,658
Administrative expenses professional fees incurred2019-04-30$1,107,194
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$500,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$6,339,321
Participant contributions at end of year2019-04-30$542,562
Participant contributions at beginning of year2019-04-30$515,053
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-30$5,029,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$2,004,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$1,317,207
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$564,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$733,680
Other income not declared elsewhere2019-04-30$3,219,884
Administrative expenses (other) incurred2019-04-30$423,870
Liabilities. Value of operating payables at end of year2019-04-30$365,452
Liabilities. Value of operating payables at beginning of year2019-04-30$128,588
Total non interest bearing cash at end of year2019-04-30$5,671,995
Total non interest bearing cash at beginning of year2019-04-30$1,575,519
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$-3,216,262
Value of net assets at end of year (total assets less liabilities)2019-04-30$32,044,829
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$35,261,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$21,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$2,507,277
Income. Interest from US Government securities2019-04-30$132,387
Income. Interest from corporate debt instruments2019-04-30$302,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$10,188,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$35,038,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$35,038,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$193,138
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$23,046,287
Asset value of US Government securities at end of year2019-04-30$7,286,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$67,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$98,656,908
Employer contributions (assets) at end of year2019-04-30$6,584,545
Employer contributions (assets) at beginning of year2019-04-30$7,206,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$80,562,589
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$6,649,174
Contract administrator fees2019-04-30$2,031,568
Liabilities. Value of benefit claims payable at end of year2019-04-30$8,461,326
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$9,529,495
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$224,749,634
Aggregate carrying amount (costs) on sale of assets2019-04-30$224,832,785
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-04-30320043599
2018 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$10,391,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$9,104,230
Total income from all sources (including contributions)2018-04-30$113,560,313
Total loss/gain on sale of assets2018-04-30$0
Total of all expenses incurred2018-04-30$111,666,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$108,688,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$110,338,977
Value of total assets at end of year2018-04-30$45,652,854
Value of total assets at beginning of year2018-04-30$42,471,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$2,977,944
Total interest from all sources2018-04-30$296,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Administrative expenses professional fees incurred2018-04-30$631,610
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$6,804,612
Participant contributions at end of year2018-04-30$515,053
Participant contributions at beginning of year2018-04-30$572,521
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-04-30$5,478,246
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$1,317,207
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$845,685
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$733,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$906,776
Other income not declared elsewhere2018-04-30$2,924,486
Administrative expenses (other) incurred2018-04-30$432,534
Liabilities. Value of operating payables at end of year2018-04-30$128,588
Liabilities. Value of operating payables at beginning of year2018-04-30$201,535
Total non interest bearing cash at end of year2018-04-30$1,575,519
Total non interest bearing cash at beginning of year2018-04-30$3,776,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$1,893,766
Value of net assets at end of year (total assets less liabilities)2018-04-30$35,261,091
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$33,367,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$10,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$35,038,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$28,932,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$28,932,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$296,850
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$22,137,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$103,534,365
Employer contributions (assets) at end of year2018-04-30$7,206,656
Employer contributions (assets) at beginning of year2018-04-30$8,344,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$81,072,422
Contract administrator fees2018-04-30$1,902,903
Liabilities. Value of benefit claims payable at end of year2018-04-30$9,529,495
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$7,995,919
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$84,189,338
Aggregate carrying amount (costs) on sale of assets2018-04-30$84,189,338
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-04-30320043599
2017 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$9,104,230
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$9,803,284
Total income from all sources (including contributions)2017-04-30$111,670,681
Total loss/gain on sale of assets2017-04-30$0
Total of all expenses incurred2017-04-30$109,750,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$106,595,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$109,459,233
Value of total assets at end of year2017-04-30$42,471,555
Value of total assets at beginning of year2017-04-30$41,250,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$3,155,380
Total interest from all sources2017-04-30$21,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Administrative expenses professional fees incurred2017-04-30$532,648
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$6,689,016
Participant contributions at end of year2017-04-30$572,521
Participant contributions at beginning of year2017-04-30$666,787
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-04-30$5,535,216
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$845,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$703,485
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$906,776
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$112,846
Other income not declared elsewhere2017-04-30$2,190,179
Administrative expenses (other) incurred2017-04-30$743,530
Liabilities. Value of operating payables at end of year2017-04-30$201,535
Liabilities. Value of operating payables at beginning of year2017-04-30$268,722
Total non interest bearing cash at end of year2017-04-30$3,776,067
Total non interest bearing cash at beginning of year2017-04-30$2,928,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$1,919,746
Value of net assets at end of year (total assets less liabilities)2017-04-30$33,367,325
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$31,447,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$28,932,379
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$28,199,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$28,199,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$21,269
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$22,172,250
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$102,770,217
Employer contributions (assets) at end of year2017-04-30$8,344,903
Employer contributions (assets) at beginning of year2017-04-30$8,753,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$78,888,089
Contract administrator fees2017-04-30$1,879,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-04-30No
Liabilities. Value of benefit claims payable at end of year2017-04-30$7,995,919
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$9,421,716
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$104,338,166
Aggregate carrying amount (costs) on sale of assets2017-04-30$104,338,166
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-04-30320043599
2016 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$9,803,284
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$7,526,405
Total income from all sources (including contributions)2016-04-30$109,351,027
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$108,914,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$105,661,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$107,465,293
Value of total assets at end of year2016-04-30$41,250,863
Value of total assets at beginning of year2016-04-30$38,537,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$3,253,070
Total interest from all sources2016-04-30$5,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$585,713
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$7,221,478
Participant contributions at end of year2016-04-30$666,787
Participant contributions at beginning of year2016-04-30$543,696
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-04-30$5,023,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$703,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$385,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$112,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$73,682
Other income not declared elsewhere2016-04-30$1,879,738
Administrative expenses (other) incurred2016-04-30$890,883
Liabilities. Value of operating payables at end of year2016-04-30$268,722
Liabilities. Value of operating payables at beginning of year2016-04-30$350,224
Total non interest bearing cash at end of year2016-04-30$2,928,089
Total non interest bearing cash at beginning of year2016-04-30$5,368,510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$436,740
Value of net assets at end of year (total assets less liabilities)2016-04-30$31,447,579
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$31,010,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$28,199,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$23,987,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$23,987,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$5,996
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$21,749,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$100,243,815
Employer contributions (assets) at end of year2016-04-30$8,753,258
Employer contributions (assets) at beginning of year2016-04-30$8,251,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$78,887,438
Contract administrator fees2016-04-30$1,776,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-04-30No
Liabilities. Value of benefit claims payable at end of year2016-04-30$9,421,716
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$7,102,499
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$66,754,828
Aggregate carrying amount (costs) on sale of assets2016-04-30$66,754,828
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-04-30320043599
2015 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$7,526,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$9,147,660
Total income from all sources (including contributions)2015-04-30$109,062,778
Total loss/gain on sale of assets2015-04-30$0
Total of all expenses incurred2015-04-30$106,826,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$103,135,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$107,911,516
Value of total assets at end of year2015-04-30$38,537,244
Value of total assets at beginning of year2015-04-30$37,922,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$3,691,149
Total interest from all sources2015-04-30$2,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$715,132
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$7,169,307
Participant contributions at end of year2015-04-30$543,696
Participant contributions at beginning of year2015-04-30$582,691
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-04-30$5,579,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$385,391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$541,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$73,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$79,421
Other income not declared elsewhere2015-04-30$1,148,792
Administrative expenses (other) incurred2015-04-30$1,258,450
Liabilities. Value of operating payables at end of year2015-04-30$350,224
Liabilities. Value of operating payables at beginning of year2015-04-30$443,884
Total non interest bearing cash at end of year2015-04-30$5,368,510
Total non interest bearing cash at beginning of year2015-04-30$7,142,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$2,236,019
Value of net assets at end of year (total assets less liabilities)2015-04-30$31,010,839
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$28,774,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$23,987,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$21,110,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$21,110,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$2,470
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$22,062,437
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$100,742,209
Employer contributions (assets) at end of year2015-04-30$8,251,985
Employer contributions (assets) at beginning of year2015-04-30$8,544,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$75,493,742
Contract administrator fees2015-04-30$1,717,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-04-30No
Liabilities. Value of benefit claims payable at end of year2015-04-30$7,102,499
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$8,624,355
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$53,608,228
Aggregate carrying amount (costs) on sale of assets2015-04-30$53,608,228
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-04-30320043599
2014 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$9,147,660
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$11,085,893
Total income from all sources (including contributions)2014-04-30$111,883,215
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$97,522,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$95,081,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$111,082,522
Value of total assets at end of year2014-04-30$37,922,480
Value of total assets at beginning of year2014-04-30$25,500,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$2,441,080
Total interest from all sources2014-04-30$743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$874,549
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$7,501,538
Participant contributions at end of year2014-04-30$582,691
Participant contributions at beginning of year2014-04-30$588,116
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-04-30$5,035,344
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$541,790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$211,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$79,421
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$110,835
Other income not declared elsewhere2014-04-30$799,950
Administrative expenses (other) incurred2014-04-30$315,584
Liabilities. Value of operating payables at end of year2014-04-30$443,884
Liabilities. Value of operating payables at beginning of year2014-04-30$170,728
Total non interest bearing cash at end of year2014-04-30$7,142,363
Total non interest bearing cash at beginning of year2014-04-30$10,988,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$14,360,657
Value of net assets at end of year (total assets less liabilities)2014-04-30$28,774,820
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$14,414,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$8,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$21,110,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$4,998,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$4,998,462
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$743
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$20,785,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$103,580,984
Employer contributions (assets) at end of year2014-04-30$8,544,766
Employer contributions (assets) at beginning of year2014-04-30$8,713,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$69,260,720
Contract administrator fees2014-04-30$1,242,724
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-04-30No
Liabilities. Value of benefit claims payable at end of year2014-04-30$8,624,355
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$10,804,330
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$32,023,549
Aggregate carrying amount (costs) on sale of assets2014-04-30$32,023,549
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-04-30320043599
2013 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$11,085,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$20,703,057
Total income from all sources (including contributions)2013-04-30$111,509,354
Total of all expenses incurred2013-04-30$99,866,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$97,403,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$111,153,198
Value of total assets at end of year2013-04-30$25,500,056
Value of total assets at beginning of year2013-04-30$23,474,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$2,463,270
Total interest from all sources2013-04-30$194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$967,100
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
If this is an individual account plan, was there a blackout period2013-04-30No
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$6,114,259
Participant contributions at end of year2013-04-30$588,116
Participant contributions at beginning of year2013-04-30$371,981
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-04-30$4,696,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$211,332
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$1,170,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$110,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$225,716
Other income not declared elsewhere2013-04-30$355,962
Administrative expenses (other) incurred2013-04-30$256,615
Liabilities. Value of operating payables at end of year2013-04-30$170,728
Liabilities. Value of operating payables at beginning of year2013-04-30$631,053
Total non interest bearing cash at end of year2013-04-30$10,988,394
Total non interest bearing cash at beginning of year2013-04-30$4,786,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$11,642,918
Value of net assets at end of year (total assets less liabilities)2013-04-30$14,414,163
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$2,771,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$2,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$4,998,462
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$1,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$1,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$194
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$19,880,456
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$105,038,939
Employer contributions (assets) at end of year2013-04-30$8,713,752
Employer contributions (assets) at beginning of year2013-04-30$17,144,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$72,826,339
Contract administrator fees2013-04-30$1,236,859
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-04-30No
Liabilities. Value of benefit claims payable at end of year2013-04-30$10,804,330
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$19,846,288
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-04-30320043599
2012 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$0
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total transfer of assets from this plan2012-04-30$7,836,687
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$20,703,057
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$11,293,037
Total income from all sources (including contributions)2012-04-30$96,119,137
Total loss/gain on sale of assets2012-04-30$-83,797
Total of all expenses incurred2012-04-30$112,455,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$106,966,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$94,912,483
Value of total assets at end of year2012-04-30$23,474,302
Value of total assets at beginning of year2012-04-30$38,237,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$5,489,354
Total interest from all sources2012-04-30$132,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$1,437,929
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$5,448,768
Participant contributions at end of year2012-04-30$371,981
Participant contributions at beginning of year2012-04-30$508,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-04-30$1,865,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$1,170,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$2,374,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$225,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$750,000
Other income not declared elsewhere2012-04-30$1,157,956
Administrative expenses (other) incurred2012-04-30$302,825
Liabilities. Value of operating payables at end of year2012-04-30$631,053
Liabilities. Value of operating payables at beginning of year2012-04-30$272,624
Total non interest bearing cash at end of year2012-04-30$4,786,357
Total non interest bearing cash at beginning of year2012-04-30$3,670,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-16,336,279
Value of net assets at end of year (total assets less liabilities)2012-04-30$2,771,245
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$26,944,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$11,011
Income. Interest from US Government securities2012-04-30$132,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$1,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$1,315,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$1,315,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$84
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$19,628,246
Asset value of US Government securities at end of year2012-04-30$0
Asset value of US Government securities at beginning of year2012-04-30$25,357,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$89,463,715
Employer contributions (assets) at end of year2012-04-30$17,144,156
Employer contributions (assets) at beginning of year2012-04-30$5,011,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$85,472,141
Contract administrator fees2012-04-30$3,737,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Liabilities. Value of benefit claims payable at end of year2012-04-30$19,846,288
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$10,270,413
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$18,676,778
Aggregate carrying amount (costs) on sale of assets2012-04-30$18,760,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-04-30320043599
2011 : ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$-453,397
Total unrealized appreciation/depreciation of assets2011-04-30$-453,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$11,293,037
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$17,198,200
Total income from all sources (including contributions)2011-04-30$75,047,117
Total loss/gain on sale of assets2011-04-30$-114,636
Total of all expenses incurred2011-04-30$114,334,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$108,873,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$70,664,790
Value of total assets at end of year2011-04-30$38,237,248
Value of total assets at beginning of year2011-04-30$83,430,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$5,461,071
Total interest from all sources2011-04-30$1,297,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$1,251,877
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$12,326,946
Participant contributions at end of year2011-04-30$508,286
Participant contributions at beginning of year2011-04-30$609,237
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-04-30$1,972,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$2,374,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$2,243,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$750,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$5,937,611
Other income not declared elsewhere2011-04-30$3,653,067
Administrative expenses (other) incurred2011-04-30$341,849
Liabilities. Value of operating payables at end of year2011-04-30$272,624
Liabilities. Value of operating payables at beginning of year2011-04-30$121,553
Total non interest bearing cash at end of year2011-04-30$3,670,327
Total non interest bearing cash at beginning of year2011-04-30$3,213,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$-39,287,873
Value of net assets at end of year (total assets less liabilities)2011-04-30$26,944,211
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$66,232,084
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$20,000
Income. Interest from US Government securities2011-04-30$1,297,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$1,315,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$2,964,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$2,964,888
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$193
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$20,301,968
Asset value of US Government securities at end of year2011-04-30$25,357,610
Asset value of US Government securities at beginning of year2011-04-30$73,253,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$58,337,844
Employer contributions (assets) at end of year2011-04-30$5,011,135
Employer contributions (assets) at beginning of year2011-04-30$1,145,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$86,599,647
Contract administrator fees2011-04-30$3,847,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Liabilities. Value of benefit claims payable at end of year2011-04-30$10,270,413
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$11,139,036
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$47,328,176
Aggregate carrying amount (costs) on sale of assets2011-04-30$47,442,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-04-30320043599

Form 5500 Responses for ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN

2021: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: ROCKY MOUNTAIN UFCW UNIONS & EMPLOYERS HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number417005413696
Policy instance 3
Insurance contract or identification number417005413696
Number of Individuals Covered5985
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $183,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3307 C4569
Policy instance 2
Insurance contract or identification numberG3307 C4569
Number of Individuals Covered8560
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $209,801
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 1
Insurance contract or identification number8600
Number of Individuals Covered3948
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,613,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34617
Policy instance 3
Insurance contract or identification numberHCL34617
Number of Individuals Covered6873
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $197,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 2
Insurance contract or identification number8600
Number of Individuals Covered4255
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,384,342
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3307 C4569
Policy instance 1
Insurance contract or identification numberG3307 C4569
Number of Individuals Covered9760
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $207,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 1
Insurance contract or identification number8600
Number of Individuals Covered4419
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,723,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3307 C4569
Policy instance 2
Insurance contract or identification numberG3307 C4569
Number of Individuals Covered9397
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $205,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34617
Policy instance 3
Insurance contract or identification numberHCL34617
Number of Individuals Covered6987
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $188,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL34617
Policy instance 3
Insurance contract or identification numberHCL34617
Number of Individuals Covered7741
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,777
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $176,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,752
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 2
Insurance contract or identification number8600
Number of Individuals Covered4519
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,882,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3307 C4569
Policy instance 1
Insurance contract or identification numberG3307 C4569
Number of Individuals Covered9657
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $207,937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3307 C4569
Policy instance 3
Insurance contract or identification numberG3307 C4569
Number of Individuals Covered9957
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $209,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3320952
Policy instance 2
Insurance contract or identification number3320952
Number of Individuals Covered13040
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $157,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 1
Insurance contract or identification number8600
Number of Individuals Covered4520
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,025,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3320952
Policy instance 3
Insurance contract or identification number3320952
Number of Individuals Covered13480
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $130,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 2
Insurance contract or identification number8600
Number of Individuals Covered4499
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,633,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0160123
Policy instance 1
Insurance contract or identification number0160123
Number of Individuals Covered10005
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $98,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3320952
Policy instance 1
Insurance contract or identification number3320952
Number of Individuals Covered13561
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $117,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 2
Insurance contract or identification number8600
Number of Individuals Covered4842
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,293,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0160123
Policy instance 3
Insurance contract or identification number0160123
Number of Individuals Covered10089
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $181,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 2
Insurance contract or identification number8600
Number of Individuals Covered5202
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,816,513
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number687984G
Policy instance 1
Insurance contract or identification number687984G
Number of Individuals Covered10816
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,034
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $207,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3034
Additional information about fees paid to insurance brokerOVERHEAD EXPENSE INCURRED BY THE HARTFORD
Insurance broker organization code?3
Insurance broker nameSEGAL COMPANY (WESTERN STATES)
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3320952
Policy instance 3
Insurance contract or identification number3320952
Number of Individuals Covered14348
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
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 $81,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number8600
Policy instance 1
Insurance contract or identification number8600
Number of Individuals Covered5370
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,807,479
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number687984G
Policy instance 2
Insurance contract or identification number687984G
Number of Individuals Covered10854
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $301,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number08600
Policy instance 2
Insurance contract or identification number08600
Number of Individuals Covered5395
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,051,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number687984G
Policy instance 1
Insurance contract or identification number687984G
Number of Individuals Covered11229
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $310,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number08600
Policy instance 2
Insurance contract or identification number08600
Number of Individuals Covered5696
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,281,076
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number687984G
Policy instance 1
Insurance contract or identification number687984G
Number of Individuals Covered11289
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $355,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 )
Policy contract number08600
Policy instance 3
Insurance contract or identification number08600
Number of Individuals Covered5591
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,451,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0200628H
Policy instance 1
Insurance contract or identification numberMZ0200628H
Number of Individuals Covered1467
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
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 $2,734,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number687984G
Policy instance 2
Insurance contract or identification number687984G
Number of Individuals Covered11570
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
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
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $351,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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