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ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameELECTRICAL WORKERS HEALTH AND WELFARE PLAN
Plan identification number 502

ELECTRICAL WORKERS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover
  • 10 or more employer plan under Code section 419A(f)(6).
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

ELECTRICAL WORKERS HEALTH AND WELFARE PLAN BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:ELECTRICAL WORKERS HEALTH AND WELFARE PLAN BOARD OF TRUSTEES
Employer identification number (EIN):886002904
NAIC Classification:236200

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01
5022022-01-01
5022021-01-01
5022020-01-01
5022019-01-01
5022018-01-01
5022017-01-01MAX CARTER II
5022016-01-01MAX CARTER II
5022015-01-01MAX CARTER II
5022014-01-01MAX CARTER II
5022013-01-01MAX CARTER II
5022012-01-01MAX CARTER II
5022011-01-01MAX CARTER II
5022010-01-01MAX CARTER II
5022009-01-01MAX CARTER II
5022009-01-01MAX CARTER II
5022009-01-01 MAX CARTER II2010-10-11
5022009-01-01 MAX CARTER II2010-10-11

Plan Statistics for ELECTRICAL WORKERS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for ELECTRICAL WORKERS HEALTH AND WELFARE PLAN

Measure Date Value
2023: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,296
Total number of active participants reported on line 7a of the Form 55002023-01-013,960
Number of retired or separated participants receiving benefits2023-01-01794
Total of all active and inactive participants2023-01-014,754
Total participants2023-01-014,754
Number of employers contributing to the scheme2023-01-0196
2022: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,296
Total number of active participants reported on line 7a of the Form 55002022-01-012,501
Number of retired or separated participants receiving benefits2022-01-01795
Total of all active and inactive participants2022-01-013,296
Total participants2022-01-013,296
Number of employers contributing to the scheme2022-01-0190
2021: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,616
Total number of active participants reported on line 7a of the Form 55002021-01-012,501
Number of retired or separated participants receiving benefits2021-01-01795
Total of all active and inactive participants2021-01-013,296
Total participants2021-01-013,296
Number of employers contributing to the scheme2021-01-0181
2020: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,470
Total number of active participants reported on line 7a of the Form 55002020-01-012,861
Number of retired or separated participants receiving benefits2020-01-01755
Total of all active and inactive participants2020-01-013,616
Total participants2020-01-013,616
Number of employers contributing to the scheme2020-01-0183
2019: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,060
Total number of active participants reported on line 7a of the Form 55002019-01-012,709
Number of retired or separated participants receiving benefits2019-01-01761
Total of all active and inactive participants2019-01-013,470
Total participants2019-01-013,470
Number of employers contributing to the scheme2019-01-0182
2018: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,329
Total number of active participants reported on line 7a of the Form 55002018-01-012,286
Number of retired or separated participants receiving benefits2018-01-01774
Total of all active and inactive participants2018-01-013,060
Total participants2018-01-013,060
Number of employers contributing to the scheme2018-01-0183
2017: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,456
Total number of active participants reported on line 7a of the Form 55002017-01-012,555
Number of retired or separated participants receiving benefits2017-01-01774
Total of all active and inactive participants2017-01-013,329
Total participants2017-01-013,329
Number of employers contributing to the scheme2017-01-0169
2016: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,304
Total number of active participants reported on line 7a of the Form 55002016-01-012,683
Number of retired or separated participants receiving benefits2016-01-01773
Total of all active and inactive participants2016-01-013,456
Total participants2016-01-013,456
Number of employers contributing to the scheme2016-01-0173
2015: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,194
Total number of active participants reported on line 7a of the Form 55002015-01-012,553
Number of retired or separated participants receiving benefits2015-01-01751
Total of all active and inactive participants2015-01-013,304
Total participants2015-01-013,304
Number of employers contributing to the scheme2015-01-0184
2014: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,592
Total number of active participants reported on line 7a of the Form 55002014-01-012,453
Number of retired or separated participants receiving benefits2014-01-01741
Total of all active and inactive participants2014-01-013,194
Total participants2014-01-013,194
Number of employers contributing to the scheme2014-01-0179
2013: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,608
Total number of active participants reported on line 7a of the Form 55002013-01-011,883
Number of retired or separated participants receiving benefits2013-01-01709
Total of all active and inactive participants2013-01-012,592
Total participants2013-01-012,592
Number of employers contributing to the scheme2013-01-01108
2012: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,597
Total number of active participants reported on line 7a of the Form 55002012-01-011,903
Number of retired or separated participants receiving benefits2012-01-01705
Total of all active and inactive participants2012-01-012,608
Total participants2012-01-012,608
Number of employers contributing to the scheme2012-01-01132
2011: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,236
Total number of active participants reported on line 7a of the Form 55002011-01-011,877
Number of retired or separated participants receiving benefits2011-01-01720
Total of all active and inactive participants2011-01-012,597
Total participants2011-01-012,597
Number of employers contributing to the scheme2011-01-01130
2010: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,930
Total number of active participants reported on line 7a of the Form 55002010-01-012,573
Number of retired or separated participants receiving benefits2010-01-01663
Total of all active and inactive participants2010-01-013,236
Total participants2010-01-013,236
Number of employers contributing to the scheme2010-01-01140
2009: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,724
Total number of active participants reported on line 7a of the Form 55002009-01-013,329
Number of retired or separated participants receiving benefits2009-01-01601
Total of all active and inactive participants2009-01-013,930
Total participants2009-01-013,930
Number of employers contributing to the scheme2009-01-01120

Financial Data on ELECTRICAL WORKERS HEALTH AND WELFARE PLAN

Measure Date Value
2023 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$170,202
Total unrealized appreciation/depreciation of assets2023-12-31$170,202
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$8,005,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$10,454,549
Total income from all sources (including contributions)2023-12-31$73,734,235
Total loss/gain on sale of assets2023-12-31$146,109
Total of all expenses incurred2023-12-31$50,409,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$47,905,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$68,235,705
Value of total assets at end of year2023-12-31$57,191,492
Value of total assets at beginning of year2023-12-31$36,315,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,503,284
Total interest from all sources2023-12-31$648,646
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,349,342
Assets. Other investments not covered elsewhere at end of year2023-12-31$460,977
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$942,396
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$5,428,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$2,596,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$2,376,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$267,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$385,212
Other income not declared elsewhere2023-12-31$4,295,187
Administrative expenses (other) incurred2023-12-31$452,956
Liabilities. Value of operating payables at end of year2023-12-31$835,226
Liabilities. Value of operating payables at beginning of year2023-12-31$2,557,417
Total non interest bearing cash at end of year2023-12-31$12,385,131
Total non interest bearing cash at beginning of year2023-12-31$7,936,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$23,325,198
Value of net assets at end of year (total assets less liabilities)2023-12-31$49,186,275
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$25,861,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$136,976
Interest earned on other investments2023-12-31$22,542
Income. Interest from US Government securities2023-12-31$108,682
Income. Interest from corporate debt instruments2023-12-31$331,158
Value of interest in common/collective trusts at end of year2023-12-31$3,522,059
Value of interest in common/collective trusts at beginning of year2023-12-31$3,283,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$10,886,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,616,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,616,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$186,264
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$7,628,778
Asset value of US Government securities at end of year2023-12-31$6,223,889
Asset value of US Government securities at beginning of year2023-12-31$4,885,532
Net investment gain or loss from common/collective trusts2023-12-31$238,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$65,886,363
Employer contributions (assets) at end of year2023-12-31$5,183,436
Employer contributions (assets) at beginning of year2023-12-31$4,921,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$34,848,717
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$14,131,159
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$8,317,667
Contract administrator fees2023-12-31$1,247,163
Liabilities. Value of benefit claims payable at end of year2023-12-31$6,902,742
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$7,511,920
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$1,801,665
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$2,035,904
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$12,752,090
Aggregate carrying amount (costs) on sale of assets2023-12-31$12,605,981
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BERRY & CO., CPA'S
Accountancy firm EIN2023-12-31880400174
2022 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,612,872
Total unrealized appreciation/depreciation of assets2022-12-31$-2,612,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,454,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,254,652
Total income from all sources (including contributions)2022-12-31$50,505,137
Total loss/gain on sale of assets2022-12-31$1,872,886
Total of all expenses incurred2022-12-31$48,982,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$46,727,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$47,119,595
Value of total assets at end of year2022-12-31$36,315,626
Value of total assets at beginning of year2022-12-31$30,592,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,254,525
Total interest from all sources2022-12-31$300,195
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$350,969
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,328,862
Assets. Other investments not covered elsewhere at end of year2022-12-31$942,396
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,025,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$5,012,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,376,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,290,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$385,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$58,509
Other income not declared elsewhere2022-12-31$3,927,856
Administrative expenses (other) incurred2022-12-31$482,598
Liabilities. Value of operating payables at end of year2022-12-31$2,557,417
Liabilities. Value of operating payables at beginning of year2022-12-31$528,581
Total non interest bearing cash at end of year2022-12-31$7,936,865
Total non interest bearing cash at beginning of year2022-12-31$989,542
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$1,522,937
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,861,077
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,338,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$154,884
Interest earned on other investments2022-12-31$23,642
Income. Interest from US Government securities2022-12-31$36,175
Income. Interest from corporate debt instruments2022-12-31$218,978
Value of interest in common/collective trusts at end of year2022-12-31$3,283,673
Value of interest in common/collective trusts at beginning of year2022-12-31$3,386,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,616,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,507,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,507,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,400
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$7,344,385
Asset value of US Government securities at end of year2022-12-31$4,885,532
Asset value of US Government securities at beginning of year2022-12-31$4,076,971
Net investment gain or loss from common/collective trusts2022-12-31$-102,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$44,790,733
Employer contributions (assets) at end of year2022-12-31$4,921,178
Employer contributions (assets) at beginning of year2022-12-31$2,728,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$34,370,337
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$5,080,087
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,317,667
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$4,584,567
Contract administrator fees2022-12-31$1,266,074
Liabilities. Value of benefit claims payable at end of year2022-12-31$7,511,920
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,667,562
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$2,035,904
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$921,915
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31Yes
Aggregate proceeds on sale of assets2022-12-31$13,743,339
Aggregate carrying amount (costs) on sale of assets2022-12-31$11,870,453
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2022-12-31880400174
2021 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-180,093
Total unrealized appreciation/depreciation of assets2021-12-31$-180,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,254,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,778,958
Total income from all sources (including contributions)2021-12-31$39,365,064
Total loss/gain on sale of assets2021-12-31$-107,950
Total of all expenses incurred2021-12-31$43,978,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$41,785,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$36,256,379
Value of total assets at end of year2021-12-31$30,592,792
Value of total assets at beginning of year2021-12-31$35,730,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,193,166
Total interest from all sources2021-12-31$281,115
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$375,197
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,303,729
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,025,966
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,096,738
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$5,626,408
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,290,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,629,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$58,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$379,337
Other income not declared elsewhere2021-12-31$2,982,775
Administrative expenses (other) incurred2021-12-31$411,063
Liabilities. Value of operating payables at end of year2021-12-31$528,581
Liabilities. Value of operating payables at beginning of year2021-12-31$562,522
Total non interest bearing cash at end of year2021-12-31$989,542
Total non interest bearing cash at beginning of year2021-12-31$7,682,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,613,742
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,338,140
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,951,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$158,390
Interest earned on other investments2021-12-31$20,368
Income. Interest from US Government securities2021-12-31$48,456
Income. Interest from corporate debt instruments2021-12-31$211,816
Value of interest in common/collective trusts at end of year2021-12-31$3,386,196
Value of interest in common/collective trusts at beginning of year2021-12-31$3,383,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,507,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,562,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,562,630
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$475
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$5,863,608
Asset value of US Government securities at end of year2021-12-31$4,076,971
Asset value of US Government securities at beginning of year2021-12-31$5,105,856
Net investment gain or loss from common/collective trusts2021-12-31$132,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$33,952,650
Employer contributions (assets) at end of year2021-12-31$2,728,816
Employer contributions (assets) at beginning of year2021-12-31$2,907,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$30,295,624
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$5,080,087
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$4,421,843
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$4,584,567
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$3,990,529
Contract administrator fees2021-12-31$1,248,516
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,667,562
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$5,837,099
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$921,915
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$950,406
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$15,922,457
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,030,407
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2021-12-31880400174
2020 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-13,447
Total unrealized appreciation/depreciation of assets2020-12-31$-13,447
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,778,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,519,410
Total income from all sources (including contributions)2020-12-31$45,629,502
Total loss/gain on sale of assets2020-12-31$71,758
Total of all expenses incurred2020-12-31$44,492,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$42,378,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$41,252,669
Value of total assets at end of year2020-12-31$35,730,840
Value of total assets at beginning of year2020-12-31$33,334,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,113,519
Total interest from all sources2020-12-31$363,182
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$335,476
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,251,102
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,096,738
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,325,981
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$4,263,696
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,629,181
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,211,849
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$379,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$412,940
Other income not declared elsewhere2020-12-31$3,823,458
Administrative expenses (other) incurred2020-12-31$429,303
Liabilities. Value of operating payables at end of year2020-12-31$562,522
Liabilities. Value of operating payables at beginning of year2020-12-31$221,528
Total non interest bearing cash at end of year2020-12-31$7,682,414
Total non interest bearing cash at beginning of year2020-12-31$5,978,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,137,127
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,951,882
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,814,755
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$147,065
Interest earned on other investments2020-12-31$35,946
Income. Interest from US Government securities2020-12-31$82,176
Income. Interest from corporate debt instruments2020-12-31$233,847
Value of interest in common/collective trusts at end of year2020-12-31$3,383,362
Value of interest in common/collective trusts at beginning of year2020-12-31$2,751,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,562,630
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,543,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,543,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$11,213
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,548,317
Asset value of US Government securities at end of year2020-12-31$5,105,856
Asset value of US Government securities at beginning of year2020-12-31$4,687,650
Net investment gain or loss from common/collective trusts2020-12-31$131,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$39,001,567
Employer contributions (assets) at end of year2020-12-31$2,907,881
Employer contributions (assets) at beginning of year2020-12-31$3,821,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$34,566,843
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$4,421,843
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$3,694,036
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$3,990,529
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$4,992,228
Contract administrator fees2020-12-31$1,201,675
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$32,141
Liabilities. Value of benefit claims payable at end of year2020-12-31$5,837,099
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,884,942
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$950,406
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$295,019
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$12,062,749
Aggregate carrying amount (costs) on sale of assets2020-12-31$11,990,991
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2020-12-31880400174
2019 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$45,942
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$45,942
Total unrealized appreciation/depreciation of assets2019-12-31$45,942
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,519,410
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,519,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,766,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,766,408
Total income from all sources (including contributions)2019-12-31$46,069,716
Total income from all sources (including contributions)2019-12-31$46,069,716
Total loss/gain on sale of assets2019-12-31$62,097
Total of all expenses incurred2019-12-31$38,886,523
Total of all expenses incurred2019-12-31$38,886,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,901,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,901,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,574,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$42,574,445
Value of total assets at end of year2019-12-31$33,334,165
Value of total assets at end of year2019-12-31$33,334,165
Value of total assets at beginning of year2019-12-31$25,397,970
Value of total assets at beginning of year2019-12-31$25,397,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,985,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,985,278
Total interest from all sources2019-12-31$458,129
Total interest from all sources2019-12-31$458,129
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$348,906
Administrative expenses professional fees incurred2019-12-31$348,906
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,559,903
Contributions received from participants2019-12-31$2,559,903
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,325,981
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,325,981
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$779,164
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$779,164
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,675,136
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,675,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,211,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,211,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,190,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,190,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$412,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$412,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$58,491
Other income not declared elsewhere2019-12-31$2,718,277
Other income not declared elsewhere2019-12-31$2,718,277
Administrative expenses (other) incurred2019-12-31$343,029
Administrative expenses (other) incurred2019-12-31$343,029
Liabilities. Value of operating payables at end of year2019-12-31$221,528
Liabilities. Value of operating payables at end of year2019-12-31$221,528
Liabilities. Value of operating payables at beginning of year2019-12-31$211,498
Liabilities. Value of operating payables at beginning of year2019-12-31$211,498
Total non interest bearing cash at end of year2019-12-31$5,978,303
Total non interest bearing cash at end of year2019-12-31$5,978,303
Total non interest bearing cash at beginning of year2019-12-31$1,898,345
Total non interest bearing cash at beginning of year2019-12-31$1,898,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,183,193
Value of net income/loss2019-12-31$7,183,193
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,814,755
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,814,755
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,631,562
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,631,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at beginning of year2019-12-31$217,090
Assets. partnership/joint venture interests at beginning of year2019-12-31$217,090
Investment advisory and management fees2019-12-31$141,803
Investment advisory and management fees2019-12-31$141,803
Interest earned on other investments2019-12-31$57,374
Interest earned on other investments2019-12-31$57,374
Income. Interest from US Government securities2019-12-31$137,115
Income. Interest from US Government securities2019-12-31$137,115
Income. Interest from corporate debt instruments2019-12-31$220,516
Income. Interest from corporate debt instruments2019-12-31$220,516
Value of interest in common/collective trusts at end of year2019-12-31$2,751,480
Value of interest in common/collective trusts at end of year2019-12-31$2,751,480
Value of interest in common/collective trusts at beginning of year2019-12-31$2,700,654
Value of interest in common/collective trusts at beginning of year2019-12-31$2,700,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,543,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,543,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,494,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,494,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,494,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,494,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,124
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$43,124
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,335,115
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,335,115
Asset value of US Government securities at end of year2019-12-31$4,687,650
Asset value of US Government securities at end of year2019-12-31$4,687,650
Asset value of US Government securities at beginning of year2019-12-31$6,560,185
Asset value of US Government securities at beginning of year2019-12-31$6,560,185
Net investment gain or loss from common/collective trusts2019-12-31$210,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$40,014,542
Contributions received in cash from employer2019-12-31$40,014,542
Employer contributions (assets) at end of year2019-12-31$3,821,611
Employer contributions (assets) at end of year2019-12-31$3,821,611
Employer contributions (assets) at beginning of year2019-12-31$2,709,753
Employer contributions (assets) at beginning of year2019-12-31$2,709,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,890,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$30,890,994
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,694,036
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,694,036
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,599,293
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,599,293
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,992,228
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,992,228
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,884,301
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,884,301
Contract administrator fees2019-12-31$1,151,540
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$32,141
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$32,141
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$35,146
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$35,146
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,884,942
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,884,942
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,496,419
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,496,419
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$295,019
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$295,019
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$329,086
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$329,086
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$21,841,627
Aggregate proceeds on sale of assets2019-12-31$21,841,627
Aggregate carrying amount (costs) on sale of assets2019-12-31$21,779,530
Aggregate carrying amount (costs) on sale of assets2019-12-31$21,779,530
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BERRY & CO., CPA'S LTD
Accountancy firm name2019-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2019-12-31880400174
Accountancy firm EIN2019-12-31880400174
2018 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-274,933
Total unrealized appreciation/depreciation of assets2018-12-31$-274,933
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,766,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,372,681
Total income from all sources (including contributions)2018-12-31$33,881,235
Total loss/gain on sale of assets2018-12-31$274,128
Total of all expenses incurred2018-12-31$34,686,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$32,793,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,931,659
Value of total assets at end of year2018-12-31$25,397,970
Value of total assets at beginning of year2018-12-31$26,809,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,893,190
Total interest from all sources2018-12-31$279,562
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$329,821
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,731,533
Assets. Other investments not covered elsewhere at end of year2018-12-31$779,164
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$8,911,488
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$2,238,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,190,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,719,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$58,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$55,420
Other income not declared elsewhere2018-12-31$2,620,980
Administrative expenses (other) incurred2018-12-31$330,433
Liabilities. Value of operating payables at end of year2018-12-31$211,498
Liabilities. Value of operating payables at beginning of year2018-12-31$391,935
Total non interest bearing cash at end of year2018-12-31$1,898,345
Total non interest bearing cash at beginning of year2018-12-31$2,626,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-805,310
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,631,562
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$21,436,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$217,090
Assets. partnership/joint venture interests at beginning of year2018-12-31$4,788,554
Investment advisory and management fees2018-12-31$109,003
Interest earned on other investments2018-12-31$18,194
Income. Interest from US Government securities2018-12-31$98,438
Income. Interest from corporate debt instruments2018-12-31$112,104
Value of interest in common/collective trusts at end of year2018-12-31$2,700,654
Value of interest in common/collective trusts at beginning of year2018-12-31$990,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,494,953
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,304,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,304,023
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$50,826
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,015,842
Asset value of US Government securities at end of year2018-12-31$6,560,185
Asset value of US Government securities at beginning of year2018-12-31$602,557
Net investment gain or loss from common/collective trusts2018-12-31$49,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$28,200,126
Employer contributions (assets) at end of year2018-12-31$2,709,753
Employer contributions (assets) at beginning of year2018-12-31$2,833,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,539,386
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$2,599,293
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$1,705,767
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,884,301
Contract administrator fees2018-12-31$1,123,933
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$35,146
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,496,419
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,925,326
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$329,086
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$326,196
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$26,837,022
Aggregate carrying amount (costs) on sale of assets2018-12-31$26,562,894
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BERRY & CO., CPA'S, LTD
Accountancy firm EIN2018-12-31880400174
2017 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-495,842
Total unrealized appreciation/depreciation of assets2017-12-31$-495,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,372,681
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,101,436
Total income from all sources (including contributions)2017-12-31$35,213,222
Total loss/gain on sale of assets2017-12-31$852,849
Total of all expenses incurred2017-12-31$37,432,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,538,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,694,973
Value of total assets at end of year2017-12-31$26,809,553
Value of total assets at beginning of year2017-12-31$29,757,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,893,860
Total interest from all sources2017-12-31$216,200
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$359,169
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,716,339
Assets. Other investments not covered elsewhere at end of year2017-12-31$8,911,488
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,929,559
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,134,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,719,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,120,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$55,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$174,954
Other income not declared elsewhere2017-12-31$2,861,252
Administrative expenses (other) incurred2017-12-31$338,827
Liabilities. Value of operating payables at end of year2017-12-31$391,935
Liabilities. Value of operating payables at beginning of year2017-12-31$702,640
Total non interest bearing cash at end of year2017-12-31$2,626,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,219,463
Value of net assets at end of year (total assets less liabilities)2017-12-31$21,436,872
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$23,656,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$4,788,554
Assets. partnership/joint venture interests at beginning of year2017-12-31$4,717,566
Investment advisory and management fees2017-12-31$122,337
Interest earned on other investments2017-12-31$18,610
Income. Interest from US Government securities2017-12-31$40,839
Income. Interest from corporate debt instruments2017-12-31$151,364
Value of interest in common/collective trusts at end of year2017-12-31$990,815
Value of interest in common/collective trusts at beginning of year2017-12-31$1,772,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,304,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,072,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,072,507
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,387
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,802,927
Asset value of US Government securities at end of year2017-12-31$602,557
Asset value of US Government securities at beginning of year2017-12-31$2,755,535
Net investment gain or loss from common/collective trusts2017-12-31$83,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,978,634
Employer contributions (assets) at end of year2017-12-31$2,833,251
Employer contributions (assets) at beginning of year2017-12-31$2,550,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$30,601,394
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$1,705,767
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$2,411,883
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,402,818
Contract administrator fees2017-12-31$1,073,527
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,925,326
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$5,223,842
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$326,196
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$24,063
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$15,307,456
Aggregate carrying amount (costs) on sale of assets2017-12-31$14,454,607
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BERRY & CO, CPA'S LTD
Accountancy firm EIN2017-12-31880400174
2016 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-905,395
Total unrealized appreciation/depreciation of assets2016-12-31$-905,395
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,101,436
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,018,664
Total income from all sources (including contributions)2016-12-31$36,471,725
Total loss/gain on sale of assets2016-12-31$1,023,588
Total of all expenses incurred2016-12-31$36,388,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,515,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$31,976,637
Value of total assets at end of year2016-12-31$29,757,771
Value of total assets at beginning of year2016-12-31$29,591,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,872,896
Total interest from all sources2016-12-31$213,520
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$371,724
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,565,080
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,929,559
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$456,342
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$1,747,729
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,120,843
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$745,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$174,954
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$360,109
Other income not declared elsewhere2016-12-31$4,326,907
Administrative expenses (other) incurred2016-12-31$307,211
Liabilities. Value of operating payables at end of year2016-12-31$702,640
Liabilities. Value of operating payables at beginning of year2016-12-31$317,793
Total non interest bearing cash at beginning of year2016-12-31$271,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$83,715
Value of net assets at end of year (total assets less liabilities)2016-12-31$23,656,335
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$23,572,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$4,717,566
Assets. partnership/joint venture interests at beginning of year2016-12-31$4,517,978
Investment advisory and management fees2016-12-31$132,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,226,496
Interest earned on other investments2016-12-31$16,171
Income. Interest from US Government securities2016-12-31$35,364
Income. Interest from corporate debt instruments2016-12-31$160,849
Value of interest in common/collective trusts at end of year2016-12-31$1,772,025
Value of interest in common/collective trusts at beginning of year2016-12-31$1,685,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,072,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,954,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,954,538
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,136
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,657,621
Asset value of US Government securities at end of year2016-12-31$2,755,535
Asset value of US Government securities at beginning of year2016-12-31$2,492,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-250,021
Net investment gain or loss from common/collective trusts2016-12-31$86,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$29,411,557
Employer contributions (assets) at end of year2016-12-31$2,550,972
Employer contributions (assets) at beginning of year2016-12-31$3,062,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,109,764
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$2,411,883
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,684,903
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,402,818
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$3,462,155
Contract administrator fees2016-12-31$1,061,809
Liabilities. Value of benefit claims payable at end of year2016-12-31$5,223,842
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,340,762
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$24,063
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$30,165
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$11,936,252
Aggregate carrying amount (costs) on sale of assets2016-12-31$10,912,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2016-12-31880400174
2015 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,601,680
Total unrealized appreciation/depreciation of assets2015-12-31$-1,601,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,018,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,891,707
Total income from all sources (including contributions)2015-12-31$30,924,612
Total loss/gain on sale of assets2015-12-31$1,280,852
Total of all expenses incurred2015-12-31$32,249,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,397,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$30,270,902
Value of total assets at end of year2015-12-31$29,591,284
Value of total assets at beginning of year2015-12-31$29,788,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,852,069
Total interest from all sources2015-12-31$229,903
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$309,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$309,706
Administrative expenses professional fees incurred2015-12-31$354,321
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,482,409
Assets. Other investments not covered elsewhere at end of year2015-12-31$456,342
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,237,024
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,442,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$745,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$545,688
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$360,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$296,116
Other income not declared elsewhere2015-12-31$1,485,952
Administrative expenses (other) incurred2015-12-31$323,524
Liabilities. Value of operating payables at end of year2015-12-31$317,793
Liabilities. Value of operating payables at beginning of year2015-12-31$726,011
Total non interest bearing cash at end of year2015-12-31$271,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,324,473
Value of net assets at end of year (total assets less liabilities)2015-12-31$23,572,620
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,897,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$4,517,978
Investment advisory and management fees2015-12-31$143,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,226,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,996,321
Interest earned on other investments2015-12-31$12,031
Income. Interest from US Government securities2015-12-31$34,319
Income. Interest from corporate debt instruments2015-12-31$182,791
Value of interest in common/collective trusts at end of year2015-12-31$1,685,537
Value of interest in common/collective trusts at beginning of year2015-12-31$1,082,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,954,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,447,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,447,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$762
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,935,172
Asset value of US Government securities at end of year2015-12-31$2,492,979
Asset value of US Government securities at beginning of year2015-12-31$3,174,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,079,531
Net investment gain or loss from common/collective trusts2015-12-31$28,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$27,788,493
Employer contributions (assets) at end of year2015-12-31$3,062,839
Employer contributions (assets) at beginning of year2015-12-31$2,344,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,019,747
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,684,903
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$3,083,298
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$3,462,155
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,867,085
Contract administrator fees2015-12-31$1,031,074
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,340,762
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,869,580
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$30,165
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$11,372
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$13,568,458
Aggregate carrying amount (costs) on sale of assets2015-12-31$12,287,606
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2015-12-31880400174
2014 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,308,741
Total unrealized appreciation/depreciation of assets2014-12-31$1,308,741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,891,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,156,501
Total income from all sources (including contributions)2014-12-31$31,163,050
Total loss/gain on sale of assets2014-12-31$-1,430,870
Total of all expenses incurred2014-12-31$28,147,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$26,291,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$28,576,792
Value of total assets at end of year2014-12-31$29,788,800
Value of total assets at beginning of year2014-12-31$26,038,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,856,540
Total interest from all sources2014-12-31$205,713
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$546,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$546,018
Administrative expenses professional fees incurred2014-12-31$297,543
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,459,903
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,237,024
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$463,395
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,449,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$545,688
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,799,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$296,116
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$100,102
Other income not declared elsewhere2014-12-31$2,369,261
Administrative expenses (other) incurred2014-12-31$344,622
Liabilities. Value of operating payables at end of year2014-12-31$726,011
Liabilities. Value of operating payables at beginning of year2014-12-31$613,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,015,208
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,897,093
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,881,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$112,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,996,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,500,471
Interest earned on other investments2014-12-31$9,986
Income. Interest from US Government securities2014-12-31$33,831
Income. Interest from corporate debt instruments2014-12-31$160,408
Value of interest in common/collective trusts at end of year2014-12-31$1,082,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,447,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,919,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,919,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,488
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,435,453
Asset value of US Government securities at end of year2014-12-31$3,174,818
Asset value of US Government securities at beginning of year2014-12-31$2,621,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-434,634
Net investment gain or loss from common/collective trusts2014-12-31$22,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,116,889
Employer contributions (assets) at end of year2014-12-31$2,344,152
Employer contributions (assets) at beginning of year2014-12-31$2,540,356
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,406,094
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$3,083,298
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$2,602,042
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,867,085
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,573,485
Contract administrator fees2014-12-31$1,102,178
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,869,580
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,442,762
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$11,372
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$18,838
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$21,800,410
Aggregate carrying amount (costs) on sale of assets2014-12-31$23,231,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2014-12-31880400174
2013 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-4,753,982
Total unrealized appreciation/depreciation of assets2013-12-31$-4,753,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,156,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,393,747
Total income from all sources (including contributions)2013-12-31$28,706,771
Total loss/gain on sale of assets2013-12-31$4,422,586
Total of all expenses incurred2013-12-31$30,641,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,673,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$25,980,710
Value of total assets at end of year2013-12-31$26,038,386
Value of total assets at beginning of year2013-12-31$27,210,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,968,397
Total interest from all sources2013-12-31$187,928
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$459,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$459,483
Administrative expenses professional fees incurred2013-12-31$385,422
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,534,836
Assets. Other investments not covered elsewhere at end of year2013-12-31$463,395
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$657,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,131,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,799,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$117,705
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$100,102
Other income not declared elsewhere2013-12-31$2,842,620
Administrative expenses (other) incurred2013-12-31$314,795
Liabilities. Value of operating payables at end of year2013-12-31$613,637
Liabilities. Value of operating payables at beginning of year2013-12-31$368,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-1,934,697
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,881,885
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,816,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$83,633
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,500,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,052,391
Interest earned on other investments2013-12-31$17,850
Income. Interest from US Government securities2013-12-31$21,301
Income. Interest from corporate debt instruments2013-12-31$145,205
Value of interest in common/collective trusts at beginning of year2013-12-31$2,220,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,919,324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,698,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,698,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,572
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,157,207
Asset value of US Government securities at end of year2013-12-31$2,621,333
Asset value of US Government securities at beginning of year2013-12-31$2,656,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-452,098
Net investment gain or loss from common/collective trusts2013-12-31$19,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$23,445,874
Employer contributions (assets) at end of year2013-12-31$2,540,356
Employer contributions (assets) at beginning of year2013-12-31$3,018,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,383,906
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$2,602,042
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$2,358,497
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,573,485
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,403,477
Contract administrator fees2013-12-31$1,184,547
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,442,762
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,024,871
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$18,838
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$26,304
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$18,241,122
Aggregate carrying amount (costs) on sale of assets2013-12-31$13,818,536
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BERRY & CO.M CPA'S LTD
Accountancy firm EIN2013-12-31880400174
2012 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,675,103
Total unrealized appreciation/depreciation of assets2012-12-31$2,675,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,393,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,105,066
Total income from all sources (including contributions)2012-12-31$27,271,779
Total loss/gain on sale of assets2012-12-31$-2,085,460
Total of all expenses incurred2012-12-31$28,226,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$26,415,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$24,732,092
Value of total assets at end of year2012-12-31$27,210,329
Value of total assets at beginning of year2012-12-31$29,876,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,811,252
Total interest from all sources2012-12-31$199,658
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$257,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$257,159
Administrative expenses professional fees incurred2012-12-31$305,262
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,776,156
Assets. Other investments not covered elsewhere at end of year2012-12-31$657,716
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$260,858
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,025,666
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$117,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$209,540
Other income not declared elsewhere2012-12-31$1,215,719
Administrative expenses (other) incurred2012-12-31$274,648
Liabilities. Value of operating payables at end of year2012-12-31$368,876
Liabilities. Value of operating payables at beginning of year2012-12-31$602,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-954,556
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,816,582
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$24,771,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$141,772
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,052,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,232,215
Interest earned on other investments2012-12-31$12,916
Income. Interest from US Government securities2012-12-31$41,286
Income. Interest from corporate debt instruments2012-12-31$140,626
Value of interest in common/collective trusts at end of year2012-12-31$2,220,951
Value of interest in common/collective trusts at beginning of year2012-12-31$7,234,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,698,053
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,715,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,715,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,830
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,192,881
Asset value of US Government securities at end of year2012-12-31$2,656,368
Asset value of US Government securities at beginning of year2012-12-31$2,856,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$291,050
Net investment gain or loss from common/collective trusts2012-12-31$-13,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,955,936
Employer contributions (assets) at end of year2012-12-31$3,018,867
Employer contributions (assets) at beginning of year2012-12-31$1,882,394
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$24,196,536
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$2,358,497
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$4,395,263
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,403,477
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$55,412
Contract administrator fees2012-12-31$1,089,570
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,024,871
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,502,769
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$26,304
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$33,769
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$15,534,883
Aggregate carrying amount (costs) on sale of assets2012-12-31$17,620,343
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2012-12-31880400174
2011 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-18,780
Total unrealized appreciation/depreciation of assets2011-12-31$-18,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,105,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,399,444
Total income from all sources (including contributions)2011-12-31$24,640,561
Total loss/gain on sale of assets2011-12-31$12,604
Total of all expenses incurred2011-12-31$39,365,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$37,042,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$22,409,125
Value of total assets at end of year2011-12-31$29,876,204
Value of total assets at beginning of year2011-12-31$44,895,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,322,955
Total interest from all sources2011-12-31$146,683
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$301,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$301,684
Administrative expenses professional fees incurred2011-12-31$309,639
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,696,858
Assets. Other investments not covered elsewhere at end of year2011-12-31$260,858
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,033,508
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$557,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$345,614
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$215,420
Other income not declared elsewhere2011-12-31$1,416,247
Administrative expenses (other) incurred2011-12-31$568,918
Liabilities. Value of operating payables at end of year2011-12-31$602,297
Liabilities. Value of operating payables at beginning of year2011-12-31$901,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,724,540
Value of net assets at end of year (total assets less liabilities)2011-12-31$24,771,138
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,495,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$131,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,232,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,946,817
Interest earned on other investments2011-12-31$1,829
Income. Interest from US Government securities2011-12-31$61,922
Income. Interest from corporate debt instruments2011-12-31$78,682
Value of interest in common/collective trusts at end of year2011-12-31$7,234,493
Value of interest in common/collective trusts at beginning of year2011-12-31$18,764,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,715,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$13,699,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$13,699,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$4,250
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,403,217
Asset value of US Government securities at end of year2011-12-31$2,856,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-111,916
Net investment gain or loss from common/collective trusts2011-12-31$484,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$19,712,267
Employer contributions (assets) at end of year2011-12-31$1,534,009
Employer contributions (assets) at beginning of year2011-12-31$2,138,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,605,421
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$2,065,714
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,384,961
Contract administrator fees2011-12-31$1,313,331
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,502,769
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,282,830
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$33,769
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$13,111,740
Aggregate carrying amount (costs) on sale of assets2011-12-31$13,099,136
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2011-12-31880400174
2010 : ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,399,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,436,339
Total income from all sources (including contributions)2010-12-31$31,431,689
Total of all expenses incurred2010-12-31$41,633,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$39,281,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$27,251,969
Value of total assets at end of year2010-12-31$44,895,122
Value of total assets at beginning of year2010-12-31$55,133,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,351,871
Total interest from all sources2010-12-31$318
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$201,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$201,788
Administrative expenses professional fees incurred2010-12-31$293,715
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,034,180
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$661,437
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$345,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$259,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$215,420
Other income not declared elsewhere2010-12-31$1,714,313
Administrative expenses (other) incurred2010-12-31$336,721
Liabilities. Value of operating payables at end of year2010-12-31$901,194
Liabilities. Value of operating payables at beginning of year2010-12-31$1,319,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-10,201,321
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,495,678
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$49,696,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$206,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,946,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$22,203,498
Value of interest in common/collective trusts at end of year2010-12-31$18,764,307
Value of interest in common/collective trusts at beginning of year2010-12-31$25,641,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$13,699,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,565,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,565,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$318
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$8,485,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$140,449
Net investment gain or loss from common/collective trusts2010-12-31$2,122,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$25,217,789
Employer contributions (assets) at end of year2010-12-31$2,138,568
Employer contributions (assets) at beginning of year2010-12-31$3,462,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,133,753
Contract administrator fees2010-12-31$1,514,457
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,282,830
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$4,116,542
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BERRY & CO., CPA'S LTD
Accountancy firm EIN2010-12-31880400174

Form 5500 Responses for ELECTRICAL WORKERS HEALTH AND WELFARE PLAN

2023: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ELECTRICAL WORKERS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 5
Insurance contract or identification number12017159
Number of Individuals Covered4449
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $88,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 4
Number of Individuals Covered681
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $233,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered3272
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,075
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: 69744 )
Policy contract numberSL10051
Policy instance 2
Insurance contract or identification numberSL10051
Number of Individuals Covered3398
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,730,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 1
Insurance contract or identification number63001-2
Number of Individuals Covered3417
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $96,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 1
Insurance contract or identification number12017159
Number of Individuals Covered3620
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $72,893
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered2939
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,194
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: 69744 )
Policy contract numberSL10051
Policy instance 3
Insurance contract or identification numberSL10051
Number of Individuals Covered2537
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,549,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 4
Insurance contract or identification number63001-2
Number of Individuals Covered3094
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $92,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BEHAVIORAL HEALTHCARE OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 62621 )
Policy contract number
Policy instance 5
Number of Individuals Covered7644
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedTHE LIFE CONNECTION
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $88,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract numberNVEGR002
Policy instance 6
Insurance contract or identification numberNVEGR002
Number of Individuals Covered837
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,786,702
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 7
Number of Individuals Covered443
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $165,473
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered2887
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,573,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered2874
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered3088
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered3025
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $93,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 5
Number of Individuals Covered374
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $175,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract numberNVEGR002
Policy instance 6
Insurance contract or identification numberNVEGR002
Number of Individuals Covered891
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,214,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered3663
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $70,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered3013
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $100,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered2900
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,082
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered2831
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,655,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered2693
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered2816
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $88,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered3505
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,337
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered2831
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,684,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered2218
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,601
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered2412
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,391,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered2361
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $77,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEVADA DENTAL BENEFITS, LTD. (National Association of Insurance Commissioners NAIC id number: 13813 )
Policy contract number
Policy instance 5
Number of Individuals Covered266
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered3091
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $53,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered2914
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $57,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered2250
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $81,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered2093
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
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,924
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered2497
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,352,596
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered2264
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $956,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered2476
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $76,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered3038
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $52,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered2324
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,593
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered1976
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $723,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered1972
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered2123
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $70,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered2857
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $50,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered2447
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $46,595
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered1896
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $66,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered1751
Insurance policy start date2012-11-01
Insurance policy end date2013-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,796
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: 69744 )
Policy contract numberSL10051
Policy instance 1
Insurance contract or identification numberSL10051
Number of Individuals Covered2194
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $498,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 1
Insurance contract or identification number63001-2
Number of Individuals Covered1751
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10006/N10007
Policy instance 5
Insurance contract or identification numberN10006/N10007
Number of Individuals Covered1801
Insurance policy start date2012-01-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,615
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: 69744 )
Policy contract numberSL10051
Policy instance 4
Insurance contract or identification numberSL10051
Number of Individuals Covered1942
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $519,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 3
Insurance contract or identification number12017159
Number of Individuals Covered2566
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 2
Insurance contract or identification number63001-2
Number of Individuals Covered1899
Insurance policy start date2011-11-01
Insurance policy end date2012-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 2
Insurance contract or identification number12017159
Number of Individuals Covered2611
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
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001492
Policy instance 1
Insurance contract or identification number10001492
Number of Individuals Covered1831
Insurance policy start date2011-01-01
Insurance policy end date2011-03-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $479,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10006, N10007
Policy instance 5
Insurance contract or identification numberN10006, N10007
Number of Individuals Covered2127
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $531,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 4
Insurance contract or identification number63001-2
Number of Individuals Covered1725
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
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2
Policy instance 3
Insurance contract or identification number63001-2
Number of Individuals Covered1901
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,176
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2 LIFE
Policy instance 6
Insurance contract or identification number63001-2 LIFE
Number of Individuals Covered2916
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN (National Association of Insurance Commissioners NAIC id number: 13566 )
Policy contract numberN10006, N10007
Policy instance 5
Insurance contract or identification numberN10006, N10007
Number of Individuals Covered3636
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $720,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number12017159
Policy instance 4
Insurance contract or identification number12017159
Number of Individuals Covered3486
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $765,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10001492 A002
Policy instance 1
Insurance contract or identification number10001492 A002
Number of Individuals Covered1814
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,165,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number63001-2 AD&D
Policy instance 2
Insurance contract or identification number63001-2 AD&D
Number of Individuals Covered2740
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BEHAVIORAL HEALTHCARE OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 62621 )
Policy contract numberN/A
Policy instance 3
Insurance contract or identification numberN/A
Number of Individuals Covered3237
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
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $87,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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