401k Plan data: WASHINGTON EMPLOYERS TRUST plan

WASHINGTON EMPLOYERS TRUST 401k Plan overview

Plan Name	WASHINGTON EMPLOYERS TRUST
Plan identification number	501

WASHINGTON EMPLOYERS TRUST Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover

401k Sponsoring company profile

BOARD OF TRUSTEES, WASHINGTON EMPLOYERS TRUST has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES, WASHINGTON EMPLOYERS TRUST

Employer identification number (EIN): 916032852

NAIC Classification: 332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASHINGTON EMPLOYERS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2012-01-01 DAN WHITE
501 2011-01-01 CLIFF TINGLEY DANIEL WHITE 2012-10-15
501 2010-01-01 CLIFF TINGLEY DANIEL WHITE 2011-10-07
501 2009-01-01 CLIFF TINGLEY DANIEL WHITE 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2012-01-01	DAN WHITE
501	2011-01-01	CLIFF TINGLEY	DANIEL WHITE	2012-10-15
501	2010-01-01	CLIFF TINGLEY	DANIEL WHITE	2011-10-07
501	2009-01-01	CLIFF TINGLEY	DANIEL WHITE	2010-10-13

Plan Statistics for WASHINGTON EMPLOYERS TRUST

401k plan membership statisitcs for WASHINGTON EMPLOYERS TRUST

Measure Date Value
2012: WASHINGTON EMPLOYERS TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 0
2011: WASHINGTON EMPLOYERS TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 0
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 0
Total participants 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 0
2010: WASHINGTON EMPLOYERS TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,343
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 0
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 0
2009: WASHINGTON EMPLOYERS TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 4,536
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,343
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 2,343
Number of employers contributing to the scheme 2009-01-01 149

Measure	Date	Value
2012: WASHINGTON EMPLOYERS TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	0
2011: WASHINGTON EMPLOYERS TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	0
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	0
Total participants	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	0
2010: WASHINGTON EMPLOYERS TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,343
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	0
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	0
2009: WASHINGTON EMPLOYERS TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	4,536
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,343
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	2,343
Number of employers contributing to the scheme	2009-01-01	149

Financial Data on WASHINGTON EMPLOYERS TRUST

Measure	Date	Value
2012 : WASHINGTON EMPLOYERS TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$-1,920,830
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$17,809
Total income from all sources	2012-12-31	$97,958
Expenses. Total of all expenses incurred	2012-12-31	$228,209
Benefits paid (including direct rollovers)	2012-12-31	$-4,022
Total plan assets at end of year	2012-12-31	$0
Total plan assets at beginning of year	2012-12-31	$2,068,890
Expenses. Other expenses not covered elsewhere	2012-12-31	$29,604
Other income received	2012-12-31	$95,102
Net income (gross income less expenses)	2012-12-31	$-130,251
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,051,081
Total contributions received or receivable from employer(s)	2012-12-31	$2,856
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$202,627
2011 : WASHINGTON EMPLOYERS TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-12,605
Total unrealized appreciation/depreciation of assets	2011-12-31	$-12,605
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$17,809
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$18,091
Total income from all sources (including contributions)	2011-12-31	$90,725
Total loss/gain on sale of assets	2011-12-31	$-1,921
Total of all expenses incurred	2011-12-31	$403,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$-5,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$30,644
Value of total assets at end of year	2011-12-31	$2,068,890
Value of total assets at beginning of year	2011-12-31	$2,381,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$408,841
Total interest from all sources	2011-12-31	$39,763
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$99,710
Was this plan covered by a fidelity bond	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$-18,802
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$10,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$159,269
Other income not declared elsewhere	2011-12-31	$34,844
Administrative expenses (other) incurred	2011-12-31	$33,883
Liabilities. Value of operating payables at end of year	2011-12-31	$17,809
Liabilities. Value of operating payables at beginning of year	2011-12-31	$18,091
Total non interest bearing cash at end of year	2011-12-31	$528,742
Total non interest bearing cash at beginning of year	2011-12-31	$710,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-312,290
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,051,081
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,363,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$27,748
Income. Interest from US Government securities	2011-12-31	$9,813
Income. Interest from corporate debt instruments	2011-12-31	$29,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$246,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$756,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$756,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$358
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$12,976
Asset value of US Government securities at end of year	2011-12-31	$535,653
Asset value of US Government securities at beginning of year	2011-12-31	$260,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$30,644
Asset. Corporate debt instrument preferred debt at end of year	2011-12-31	$688,067
Asset. Corporate debt instrument preferred debt at beginning of year	2011-12-31	$338,265
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$59,352
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$157,207
Contract administrator fees	2011-12-31	$247,500
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$456,382
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$458,303
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	CLIFTONLARSONALLEN LLP.
Accountancy firm EIN	2011-12-31	410746749
2010 : WASHINGTON EMPLOYERS TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$4,835
Total unrealized appreciation/depreciation of assets	2010-12-31	$4,835
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$18,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$997,976
Total income from all sources (including contributions)	2010-12-31	$5,617,085
Total loss/gain on sale of assets	2010-12-31	$11,751
Total of all expenses incurred	2010-12-31	$5,711,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,805,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$5,503,782
Value of total assets at end of year	2010-12-31	$2,381,462
Value of total assets at beginning of year	2010-12-31	$3,455,451
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$906,167
Total interest from all sources	2010-12-31	$40,672
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$124,606
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$99,980
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$-493,403
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$159,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$340,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$193,603
Other income not declared elsewhere	2010-12-31	$56,045
Administrative expenses (other) incurred	2010-12-31	$44,582
Liabilities. Value of operating payables at end of year	2010-12-31	$18,091
Liabilities. Value of operating payables at beginning of year	2010-12-31	$25,110
Total non interest bearing cash at end of year	2010-12-31	$710,232
Total non interest bearing cash at beginning of year	2010-12-31	$930,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-94,104
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,363,371
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,457,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$45,701
Income. Interest from US Government securities	2010-12-31	$8,625
Income. Interest from corporate debt instruments	2010-12-31	$31,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$756,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$230,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$230,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$5,298,425
Asset value of US Government securities at end of year	2010-12-31	$260,128
Asset value of US Government securities at beginning of year	2010-12-31	$258,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$5,403,802
Asset. Corporate debt instrument preferred debt at end of year	2010-12-31	$338,265
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$1,695,110
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$157,207
Contract administrator fees	2010-12-31	$691,278
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$779,263
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$1,400,430
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,388,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	LOCKITCH, CLEMENTS & RICE PS
Accountancy firm EIN	2010-12-31	910903661

Form 5500 Responses for WASHINGTON EMPLOYERS TRUST

2012: WASHINGTON EMPLOYERS TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	Yes
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WASHINGTON EMPLOYERS TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Mulitple employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WASHINGTON EMPLOYERS TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Mulitple employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WASHINGTON EMPLOYERS TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Mulitple employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

WASHINGTON EMPLOYERS INC 401(K) SAVINGS PLAN [EIN = 911356269]

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Company Name:	BOARD OF TRUSTEES, WASHINGTON EMPLOYERS TRUST
Employer identification number (EIN):	916032852
NAIC Classification:	332900