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SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameSALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
Plan identification number 501

SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES - SALEM CONTRACTORS EXCHANGE EMPLOYEE has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES - SALEM CONTRACTORS EXCHANGE EMPLOYEE
Employer identification number (EIN):900956015
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012016-04-01
5012015-04-01KAYLEEN EVANS
5012014-04-01KAYLEEN EVANS
5012013-04-01KAYLEEN EVANS

Plan Statistics for SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

401k plan membership statisitcs for SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Measure Date Value
2016: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-01954
Total number of active participants reported on line 7a of the Form 55002016-04-011,163
Number of retired or separated participants receiving benefits2016-04-017
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-011,170
2015: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-01637
Total number of active participants reported on line 7a of the Form 55002015-04-01954
Number of retired or separated participants receiving benefits2015-04-018
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-01962
2014: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-01396
Total number of active participants reported on line 7a of the Form 55002014-04-01635
Number of retired or separated participants receiving benefits2014-04-019
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01644
2013: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-01223
Total number of active participants reported on line 7a of the Form 55002013-04-01392
Number of retired or separated participants receiving benefits2013-04-014
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01396

Form 5500 Responses for SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

2016: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-04-01Type of plan entityMulitple employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-04-01Type of plan entityMulitple employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-04-01Type of plan entityMulitple employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: SALEM CONTRACTORS EXCHANGE EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-04-01Type of plan entityMulitple employer plan
2013-04-01First time form 5500 has been submittedYes
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18645/18378
Policy instance 1
Insurance contract or identification number18645/18378
Number of Individuals Covered1213
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,000
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 BenefitYes
Dental Insurance Welfare BenefitYes
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 $4,770,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6000
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameWHAT IF USA, INC.
SAMARITAN HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 12257 )
Policy contract number00
Policy instance 2
Insurance contract or identification number00
Number of Individuals Covered324
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
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 BenefitYes
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 $755,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18645/18378
Policy instance 1
Insurance contract or identification number18645/18378
Number of Individuals Covered729
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 $3,000
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 BenefitYes
Dental Insurance Welfare BenefitYes
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 $3,462,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3000
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameWHAT IF USA, INC.
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number18645/18378
Policy instance 1
Insurance contract or identification number18645/18378
Number of Individuals Covered710
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 $2,049
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 BenefitYes
Dental Insurance Welfare BenefitYes
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 $2,197,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2049
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameWHAT IF USA, INC.

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