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CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 401k Plan overview

Plan NameCEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN
Plan identification number 501

CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN Benefits

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

401k Sponsoring company profile

CEMENT MASONS - EMPLOYERS TRUST has sponsored the creation of one or more 401k plans.

Company Name:CEMENT MASONS - EMPLOYERS TRUST
Employer identification number (EIN):936023044
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01TRUDY HORN
5012016-01-01TRUDY HORN
5012015-01-01TRUDY HORN
5012014-01-01TRUDY HORN
5012013-01-01TRUDY HORN
5012012-01-01TRUDY HORN
5012011-01-01TRUDY HORN
5012010-01-01TRUDY HORN
5012009-01-01TRUDY HORN

Plan Statistics for CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN

401k plan membership statisitcs for CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN

Measure Date Value
2022: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01555
Total number of active participants reported on line 7a of the Form 55002022-01-01476
Number of retired or separated participants receiving benefits2022-01-0165
Total of all active and inactive participants2022-01-01541
Total participants2022-01-01541
Number of employers contributing to the scheme2022-01-01120
2021: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01582
Total number of active participants reported on line 7a of the Form 55002021-01-01484
Number of retired or separated participants receiving benefits2021-01-0171
Total of all active and inactive participants2021-01-01555
Total participants2021-01-01555
Number of employers contributing to the scheme2021-01-01118
2020: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01584
Total number of active participants reported on line 7a of the Form 55002020-01-01512
Number of retired or separated participants receiving benefits2020-01-0170
Total of all active and inactive participants2020-01-01582
Total participants2020-01-01582
Number of employers contributing to the scheme2020-01-01113
2019: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01578
Total number of active participants reported on line 7a of the Form 55002019-01-01504
Number of retired or separated participants receiving benefits2019-01-0180
Total of all active and inactive participants2019-01-01584
Total participants2019-01-01584
Number of employers contributing to the scheme2019-01-01119
2018: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01538
Total number of active participants reported on line 7a of the Form 55002018-01-01486
Number of retired or separated participants receiving benefits2018-01-0192
Total of all active and inactive participants2018-01-01578
Total participants2018-01-01578
Number of employers contributing to the scheme2018-01-01124
2017: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01534
Total number of active participants reported on line 7a of the Form 55002017-01-01444
Number of retired or separated participants receiving benefits2017-01-0194
Total of all active and inactive participants2017-01-01538
Total participants2017-01-01538
Number of employers contributing to the scheme2017-01-01124
2016: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01493
Total number of active participants reported on line 7a of the Form 55002016-01-01430
Number of retired or separated participants receiving benefits2016-01-01104
Total of all active and inactive participants2016-01-01534
Total participants2016-01-01534
Number of employers contributing to the scheme2016-01-01103
2015: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01516
Total number of active participants reported on line 7a of the Form 55002015-01-01385
Number of retired or separated participants receiving benefits2015-01-01108
Total of all active and inactive participants2015-01-01493
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-0180
2014: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01517
Total number of active participants reported on line 7a of the Form 55002014-01-01393
Number of retired or separated participants receiving benefits2014-01-01123
Total of all active and inactive participants2014-01-01516
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-0173
2013: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01467
Total number of active participants reported on line 7a of the Form 55002013-01-01377
Number of retired or separated participants receiving benefits2013-01-01140
Total of all active and inactive participants2013-01-01517
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-0171
2012: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01541
Total number of active participants reported on line 7a of the Form 55002012-01-01327
Number of retired or separated participants receiving benefits2012-01-01140
Total of all active and inactive participants2012-01-01467
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-0178
2011: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01484
Total number of active participants reported on line 7a of the Form 55002011-01-01389
Number of retired or separated participants receiving benefits2011-01-01152
Total of all active and inactive participants2011-01-01541
Total participants2011-01-01541
Number of employers contributing to the scheme2011-01-01107
2010: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01448
Total number of active participants reported on line 7a of the Form 55002010-01-01320
Number of retired or separated participants receiving benefits2010-01-01164
Total of all active and inactive participants2010-01-01484
Total participants2010-01-01484
Number of employers contributing to the scheme2010-01-01112
2009: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01567
Total number of active participants reported on line 7a of the Form 55002009-01-01291
Number of retired or separated participants receiving benefits2009-01-01157
Total of all active and inactive participants2009-01-01448
Total participants2009-01-01448
Number of employers contributing to the scheme2009-01-0178

Financial Data on CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN

Measure Date Value
2022 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-78,379
Total unrealized appreciation/depreciation of assets2022-12-31$-78,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,678,824
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,753,791
Total income from all sources (including contributions)2022-12-31$7,159,387
Total loss/gain on sale of assets2022-12-31$-765,984
Total of all expenses incurred2022-12-31$7,874,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,416,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,832,512
Value of total assets at end of year2022-12-31$8,183,466
Value of total assets at beginning of year2022-12-31$8,973,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$457,897
Total interest from all sources2022-12-31$104,058
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$38,369
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$107,950
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$358,394
Participant contributions at end of year2022-12-31$24,632
Participant contributions at beginning of year2022-12-31$27,806
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$52,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$363,002
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,953,687
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,070,214
Other income not declared elsewhere2022-12-31$28,811
Administrative expenses (other) incurred2022-12-31$39,501
Liabilities. Value of operating payables at end of year2022-12-31$145,811
Liabilities. Value of operating payables at beginning of year2022-12-31$195,071
Total non interest bearing cash at end of year2022-12-31$270,076
Total non interest bearing cash at beginning of year2022-12-31$1,312,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-714,843
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,504,642
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,219,485
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$21,846
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,018,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$698,788
Value of interest in pooled separate accounts at end of year2022-12-31$0
Income. Interest from US Government securities2022-12-31$38,867
Income. Interest from corporate debt instruments2022-12-31$61,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$94,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$215,917
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$215,917
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$3,757
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,322,494
Asset value of US Government securities at end of year2022-12-31$2,608,608
Asset value of US Government securities at beginning of year2022-12-31$1,925,721
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$7,474,118
Employer contributions (assets) at end of year2022-12-31$688,863
Employer contributions (assets) at beginning of year2022-12-31$657,326
Income. Dividends from common stock2022-12-31$38,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,093,839
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$2,425,907
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,759,458
Contract administrator fees2022-12-31$288,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,012,707
Liabilities. Value of benefit claims payable at end of year2022-12-31$579,326
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$488,506
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,961,319
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,727,303
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2022-12-31930809066
2021 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$93,243
Total unrealized appreciation/depreciation of assets2021-12-31$93,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,753,791
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,688,480
Total income from all sources (including contributions)2021-12-31$9,257,437
Total loss/gain on sale of assets2021-12-31$195,281
Total of all expenses incurred2021-12-31$9,096,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,647,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,099,351
Value of total assets at end of year2021-12-31$8,973,276
Value of total assets at beginning of year2021-12-31$8,747,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$449,579
Total interest from all sources2021-12-31$88,094
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$22,110
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$105,940
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$387,400
Participant contributions at end of year2021-12-31$27,806
Participant contributions at beginning of year2021-12-31$27,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$363,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$399,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,070,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,941,844
Other income not declared elsewhere2021-12-31$759,358
Administrative expenses (other) incurred2021-12-31$32,252
Liabilities. Value of operating payables at end of year2021-12-31$195,071
Liabilities. Value of operating payables at beginning of year2021-12-31$233,203
Total non interest bearing cash at end of year2021-12-31$1,312,551
Total non interest bearing cash at beginning of year2021-12-31$1,420,767
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$160,773
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,219,485
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,058,712
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$22,787
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$698,788
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$657,333
Value of interest in pooled separate accounts at end of year2021-12-31$0
Income. Interest from US Government securities2021-12-31$36,539
Income. Interest from corporate debt instruments2021-12-31$51,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$215,917
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$245,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$245,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$35
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,654,456
Asset value of US Government securities at end of year2021-12-31$1,925,721
Asset value of US Government securities at beginning of year2021-12-31$1,788,715
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$7,711,951
Employer contributions (assets) at end of year2021-12-31$657,326
Employer contributions (assets) at beginning of year2021-12-31$682,427
Income. Dividends from common stock2021-12-31$22,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,992,629
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,759,458
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,643,170
Contract administrator fees2021-12-31$288,600
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,012,707
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,882,277
Liabilities. Value of benefit claims payable at end of year2021-12-31$488,506
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$513,433
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$1,856,435
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,661,154
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2021-12-31930809066
2020 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$647,209
Total unrealized appreciation/depreciation of assets2020-12-31$647,209
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,688,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,404,768
Total income from all sources (including contributions)2020-12-31$9,494,506
Total loss/gain on sale of assets2020-12-31$3,946
Total of all expenses incurred2020-12-31$8,153,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,705,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,289,486
Value of total assets at end of year2020-12-31$8,747,192
Value of total assets at beginning of year2020-12-31$7,122,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$448,457
Total interest from all sources2020-12-31$81,753
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$28,254
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$121,445
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,000,000
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$365,469
Participant contributions at end of year2020-12-31$27,052
Participant contributions at beginning of year2020-12-31$29,989
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$399,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$78,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,941,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,775,853
Other income not declared elsewhere2020-12-31$443,858
Administrative expenses (other) incurred2020-12-31$31,423
Liabilities. Value of operating payables at end of year2020-12-31$233,203
Liabilities. Value of operating payables at beginning of year2020-12-31$109,409
Total non interest bearing cash at end of year2020-12-31$1,420,767
Total non interest bearing cash at beginning of year2020-12-31$933,234
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$1,340,693
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,058,712
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,718,019
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$20,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$657,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$313,130
Value of interest in pooled separate accounts at end of year2020-12-31$0
Income. Interest from US Government securities2020-12-31$33,641
Income. Interest from corporate debt instruments2020-12-31$47,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$245,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$223,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$223,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$695
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,654,899
Asset value of US Government securities at end of year2020-12-31$1,788,715
Asset value of US Government securities at beginning of year2020-12-31$1,808,727
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$7,924,017
Employer contributions (assets) at end of year2020-12-31$682,427
Employer contributions (assets) at beginning of year2020-12-31$621,284
Income. Dividends from common stock2020-12-31$28,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,050,457
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,643,170
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,485,676
Contract administrator fees2020-12-31$274,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,882,277
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$1,628,415
Liabilities. Value of benefit claims payable at end of year2020-12-31$513,433
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$519,506
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,159,422
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,155,476
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2020-12-31930809066
2019 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$359,390
Total unrealized appreciation/depreciation of assets2019-12-31$359,390
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,404,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,479,164
Total income from all sources (including contributions)2019-12-31$8,902,385
Total loss/gain on sale of assets2019-12-31$180,528
Total of all expenses incurred2019-12-31$7,977,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,538,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,248,875
Value of total assets at end of year2019-12-31$7,122,787
Value of total assets at beginning of year2019-12-31$6,272,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$439,744
Total interest from all sources2019-12-31$86,408
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$27,184
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$111,357
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
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
Contributions received from participants2019-12-31$401,534
Participant contributions at end of year2019-12-31$29,989
Participant contributions at beginning of year2019-12-31$34,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$78,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$80,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,775,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,802,978
Administrative expenses (other) incurred2019-12-31$37,721
Liabilities. Value of operating payables at end of year2019-12-31$109,409
Liabilities. Value of operating payables at beginning of year2019-12-31$100,497
Total non interest bearing cash at end of year2019-12-31$933,234
Total non interest bearing cash at beginning of year2019-12-31$994,165
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$924,504
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,718,019
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,793,515
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$15,866
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$313,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$298,666
Value of interest in pooled separate accounts at end of year2019-12-31$0
Income. Interest from US Government securities2019-12-31$33,382
Income. Interest from corporate debt instruments2019-12-31$47,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$223,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$269,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$269,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,623
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,482,975
Asset value of US Government securities at end of year2019-12-31$1,808,727
Asset value of US Government securities at beginning of year2019-12-31$1,506,685
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,847,341
Employer contributions (assets) at end of year2019-12-31$621,284
Employer contributions (assets) at beginning of year2019-12-31$651,086
Income. Dividends from common stock2019-12-31$27,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,055,162
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,485,676
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,190,402
Contract administrator fees2019-12-31$274,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$1,628,415
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$1,246,284
Liabilities. Value of benefit claims payable at end of year2019-12-31$519,506
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$575,689
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$2,676,207
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,495,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2019-12-31930809066
2018 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-70,374
Total unrealized appreciation/depreciation of assets2018-12-31$-70,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,479,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,999,270
Total income from all sources (including contributions)2018-12-31$7,957,335
Total loss/gain on sale of assets2018-12-31$48,805
Total of all expenses incurred2018-12-31$7,786,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,361,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,865,717
Value of total assets at end of year2018-12-31$6,272,679
Value of total assets at beginning of year2018-12-31$5,621,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$425,450
Total interest from all sources2018-12-31$75,423
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$21,455
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$108,140
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
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$469,814
Participant contributions at end of year2018-12-31$34,803
Participant contributions at beginning of year2018-12-31$39,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$80,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$34,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,802,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,803,468
Other income not declared elsewhere2018-12-31$16,309
Administrative expenses (other) incurred2018-12-31$28,800
Liabilities. Value of operating payables at end of year2018-12-31$100,497
Liabilities. Value of operating payables at beginning of year2018-12-31$86,901
Total non interest bearing cash at end of year2018-12-31$994,165
Total non interest bearing cash at beginning of year2018-12-31$500,558
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$170,849
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,793,515
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,622,666
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
Investment advisory and management fees2018-12-31$13,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$298,666
Value of interest in pooled separate accounts at end of year2018-12-31$0
Income. Interest from US Government securities2018-12-31$29,907
Income. Interest from corporate debt instruments2018-12-31$40,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$269,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$319,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$319,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,778
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,784,606
Asset value of US Government securities at end of year2018-12-31$1,506,685
Asset value of US Government securities at beginning of year2018-12-31$1,664,503
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$7,395,903
Employer contributions (assets) at end of year2018-12-31$651,086
Employer contributions (assets) at beginning of year2018-12-31$614,134
Income. Dividends from common stock2018-12-31$21,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,576,430
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,190,402
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,113,492
Contract administrator fees2018-12-31$274,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$1,246,284
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$1,336,114
Liabilities. Value of benefit claims payable at end of year2018-12-31$575,689
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$108,901
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,580,878
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,532,073
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 name2018-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2018-12-31930809066
2017 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$168,433
Total unrealized appreciation/depreciation of assets2017-12-31$168,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,999,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,726,491
Total income from all sources (including contributions)2017-12-31$7,943,719
Total loss/gain on sale of assets2017-12-31$121,210
Total of all expenses incurred2017-12-31$8,296,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,974,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$7,556,747
Value of total assets at end of year2017-12-31$5,621,936
Value of total assets at beginning of year2017-12-31$5,701,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$321,846
Total interest from all sources2017-12-31$76,789
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$20,540
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$129,036
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
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$486,782
Participant contributions at end of year2017-12-31$39,243
Participant contributions at beginning of year2017-12-31$39,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$34,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$35,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,803,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,561,480
Administrative expenses (other) incurred2017-12-31$30,810
Liabilities. Value of operating payables at end of year2017-12-31$86,901
Liabilities. Value of operating payables at beginning of year2017-12-31$64,365
Total non interest bearing cash at end of year2017-12-31$500,558
Total non interest bearing cash at beginning of year2017-12-31$388,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-352,629
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,622,666
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,975,295
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
Income. Interest from US Government securities2017-12-31$27,701
Income. Interest from corporate debt instruments2017-12-31$47,644
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$319,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$250,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$250,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,444
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$6,220,358
Asset value of US Government securities at end of year2017-12-31$1,664,503
Asset value of US Government securities at beginning of year2017-12-31$1,427,171
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$7,069,965
Employer contributions (assets) at end of year2017-12-31$614,134
Employer contributions (assets) at beginning of year2017-12-31$589,533
Income. Dividends from common stock2017-12-31$20,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,754,144
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,113,492
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,614,739
Contract administrator fees2017-12-31$162,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$1,336,114
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$1,356,493
Liabilities. Value of benefit claims payable at end of year2017-12-31$108,901
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$100,646
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,705,368
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,584,158
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 name2017-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2017-12-31930809066
2016 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$68,499
Total unrealized appreciation/depreciation of assets2016-12-31$68,499
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,726,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,541,261
Total income from all sources (including contributions)2016-12-31$6,975,257
Total loss/gain on sale of assets2016-12-31$-21,323
Total of all expenses incurred2016-12-31$7,639,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,278,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,818,205
Value of total assets at end of year2016-12-31$5,701,786
Value of total assets at beginning of year2016-12-31$6,180,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$361,106
Total interest from all sources2016-12-31$86,401
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$23,342
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$170,099
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
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$535,951
Participant contributions at end of year2016-12-31$39,965
Participant contributions at beginning of year2016-12-31$44,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$35,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$25,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,561,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,409,131
Other income not declared elsewhere2016-12-31$133
Administrative expenses (other) incurred2016-12-31$31,107
Liabilities. Value of operating payables at end of year2016-12-31$64,365
Liabilities. Value of operating payables at beginning of year2016-12-31$57,623
Total non interest bearing cash at end of year2016-12-31$388,755
Total non interest bearing cash at beginning of year2016-12-31$438,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-663,895
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,975,295
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,639,190
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
Income. Interest from US Government securities2016-12-31$21,702
Income. Interest from corporate debt instruments2016-12-31$64,699
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$250,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$265,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$265,780
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$5,650,487
Asset value of US Government securities at end of year2016-12-31$1,427,171
Asset value of US Government securities at beginning of year2016-12-31$1,739,076
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$6,282,254
Employer contributions (assets) at end of year2016-12-31$589,533
Employer contributions (assets) at beginning of year2016-12-31$450,593
Income. Dividends from common stock2016-12-31$23,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,627,559
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,614,739
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,775,487
Contract administrator fees2016-12-31$159,900
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,356,493
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,440,727
Liabilities. Value of benefit claims payable at end of year2016-12-31$100,646
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$74,507
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,525,586
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,546,909
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 name2016-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2016-12-31930809066
2015 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$7,704
Total unrealized appreciation/depreciation of assets2015-12-31$7,704
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,541,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,289,682
Total income from all sources (including contributions)2015-12-31$6,056,331
Total loss/gain on sale of assets2015-12-31$52,227
Total of all expenses incurred2015-12-31$7,099,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,733,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,870,224
Value of total assets at end of year2015-12-31$6,180,451
Value of total assets at beginning of year2015-12-31$6,972,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$365,611
Total interest from all sources2015-12-31$97,983
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$22,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$182,309
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$555,979
Participant contributions at end of year2015-12-31$44,307
Participant contributions at beginning of year2015-12-31$44,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$25,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$37,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,409,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$2,165,144
Other income not declared elsewhere2015-12-31$6,003
Administrative expenses (other) incurred2015-12-31$29,702
Liabilities. Value of operating payables at end of year2015-12-31$57,623
Liabilities. Value of operating payables at beginning of year2015-12-31$57,684
Total non interest bearing cash at end of year2015-12-31$438,650
Total non interest bearing cash at beginning of year2015-12-31$312,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,043,169
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,639,190
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,682,359
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
Income. Interest from US Government securities2015-12-31$23,157
Income. Interest from corporate debt instruments2015-12-31$74,820
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$265,780
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$117,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$117,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$6
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$5,279,457
Asset value of US Government securities at end of year2015-12-31$1,739,076
Asset value of US Government securities at beginning of year2015-12-31$2,000,726
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$5,314,245
Employer contributions (assets) at end of year2015-12-31$450,593
Employer contributions (assets) at beginning of year2015-12-31$369,466
Income. Dividends from common stock2015-12-31$22,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,454,432
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,775,487
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$2,234,333
Contract administrator fees2015-12-31$153,600
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,440,727
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$1,856,402
Liabilities. Value of benefit claims payable at end of year2015-12-31$74,507
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$66,854
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$3,317,379
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,265,152
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 name2015-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2015-12-31930809066
2014 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$400,577
Total unrealized appreciation/depreciation of assets2014-12-31$400,577
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,289,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,332,924
Total income from all sources (including contributions)2014-12-31$6,894,033
Total loss/gain on sale of assets2014-12-31$-193,508
Total of all expenses incurred2014-12-31$7,630,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,293,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,530,100
Value of total assets at end of year2014-12-31$6,972,041
Value of total assets at beginning of year2014-12-31$7,751,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$336,551
Total interest from all sources2014-12-31$132,674
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$152,684
Was this plan covered by a fidelity bond2014-12-31No
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$586,134
Participant contributions at end of year2014-12-31$44,923
Participant contributions at beginning of year2014-12-31$50,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$37,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$43,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$2,165,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,165,306
Administrative expenses (other) incurred2014-12-31$30,267
Liabilities. Value of operating payables at end of year2014-12-31$57,684
Liabilities. Value of operating payables at beginning of year2014-12-31$83,825
Total non interest bearing cash at end of year2014-12-31$312,092
Total non interest bearing cash at beginning of year2014-12-31$424,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-736,446
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,682,359
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,418,805
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
Income. Interest from US Government securities2014-12-31$15,844
Income. Interest from corporate debt instruments2014-12-31$116,786
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$117,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$383,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$383,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$44
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$5,746,924
Asset value of US Government securities at end of year2014-12-31$2,000,726
Asset value of US Government securities at beginning of year2014-12-31$1,387,523
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$5,943,966
Employer contributions (assets) at end of year2014-12-31$369,466
Employer contributions (assets) at beginning of year2014-12-31$545,603
Income. Dividends from common stock2014-12-31$24,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,547,004
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$2,234,333
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,932,098
Contract administrator fees2014-12-31$153,600
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$1,856,402
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$1,983,547
Liabilities. Value of benefit claims payable at end of year2014-12-31$66,854
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$83,793
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$3,401,017
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,594,525
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 name2014-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2014-12-31930809066
2013 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$217,646
Total unrealized appreciation/depreciation of assets2013-12-31$217,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,332,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,758,172
Total income from all sources (including contributions)2013-12-31$5,988,826
Total loss/gain on sale of assets2013-12-31$111,328
Total of all expenses incurred2013-12-31$6,346,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,003,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$5,472,132
Value of total assets at end of year2013-12-31$7,751,729
Value of total assets at beginning of year2013-12-31$7,534,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$342,881
Total interest from all sources2013-12-31$158,821
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$28,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$167,091
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
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$650,741
Participant contributions at end of year2013-12-31$50,879
Participant contributions at beginning of year2013-12-31$55,055
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$43,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$45,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,165,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,634,713
Other income not declared elsewhere2013-12-31$464
Administrative expenses (other) incurred2013-12-31$22,190
Liabilities. Value of operating payables at end of year2013-12-31$83,825
Liabilities. Value of operating payables at beginning of year2013-12-31$54,457
Total non interest bearing cash at end of year2013-12-31$424,828
Total non interest bearing cash at beginning of year2013-12-31$330,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-357,499
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,418,805
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,776,304
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
Income. Interest from US Government securities2013-12-31$20,063
Income. Interest from corporate debt instruments2013-12-31$138,711
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$383,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$304,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$304,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$47
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,575,586
Asset value of US Government securities at end of year2013-12-31$1,387,523
Asset value of US Government securities at beginning of year2013-12-31$1,842,693
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$4,821,391
Employer contributions (assets) at end of year2013-12-31$545,603
Employer contributions (assets) at beginning of year2013-12-31$432,845
Income. Dividends from common stock2013-12-31$28,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,427,858
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,932,098
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,654,584
Contract administrator fees2013-12-31$153,600
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$1,983,547
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,868,767
Liabilities. Value of benefit claims payable at end of year2013-12-31$83,793
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$69,002
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$3,535,793
Aggregate carrying amount (costs) on sale of assets2013-12-31$3,424,465
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 name2013-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2013-12-31930809066
2012 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$184,741
Total unrealized appreciation/depreciation of assets2012-12-31$184,741
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,758,172
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,304,242
Total income from all sources (including contributions)2012-12-31$5,334,386
Total loss/gain on sale of assets2012-12-31$17,838
Total of all expenses incurred2012-12-31$5,356,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,040,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,916,437
Value of total assets at end of year2012-12-31$7,534,476
Value of total assets at beginning of year2012-12-31$8,102,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$315,445
Total interest from all sources2012-12-31$176,261
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$38,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$146,315
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$936,220
Participant contributions at end of year2012-12-31$55,055
Participant contributions at beginning of year2012-12-31$60,564
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$45,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$51,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,634,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,176,119
Other income not declared elsewhere2012-12-31$369
Administrative expenses (other) incurred2012-12-31$18,930
Liabilities. Value of operating payables at end of year2012-12-31$54,457
Liabilities. Value of operating payables at beginning of year2012-12-31$51,181
Total non interest bearing cash at end of year2012-12-31$330,990
Total non interest bearing cash at beginning of year2012-12-31$607,848
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-21,816
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,776,304
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,798,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$90,277
Income. Interest from US Government securities2012-12-31$45,688
Income. Interest from corporate debt instruments2012-12-31$130,503
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$304,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$275,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$275,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$70
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,762,197
Asset value of US Government securities at end of year2012-12-31$1,842,693
Asset value of US Government securities at beginning of year2012-12-31$2,667,571
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$3,980,217
Employer contributions (assets) at end of year2012-12-31$432,845
Employer contributions (assets) at beginning of year2012-12-31$394,094
Income. Dividends from common stock2012-12-31$38,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,278,560
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,654,584
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,930,276
Contract administrator fees2012-12-31$150,200
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,868,767
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,024,524
Liabilities. Value of benefit claims payable at end of year2012-12-31$69,002
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$76,942
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$4,706,184
Aggregate carrying amount (costs) on sale of assets2012-12-31$4,688,346
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 name2012-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2012-12-31930809066
2011 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$154,367
Total unrealized appreciation/depreciation of assets2011-12-31$154,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,304,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,633,325
Total income from all sources (including contributions)2011-12-31$6,073,662
Total loss/gain on sale of assets2011-12-31$-160,744
Total of all expenses incurred2011-12-31$5,937,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,672,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,793,618
Value of total assets at end of year2011-12-31$8,102,362
Value of total assets at beginning of year2011-12-31$7,295,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$265,674
Total interest from all sources2011-12-31$157,620
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$108,425
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$653,791
Participant contributions at end of year2011-12-31$60,564
Participant contributions at beginning of year2011-12-31$53,026
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$51,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$45,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,176,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,560,857
Other income not declared elsewhere2011-12-31$97,179
Administrative expenses (other) incurred2011-12-31$24,049
Liabilities. Value of operating payables at end of year2011-12-31$51,181
Liabilities. Value of operating payables at beginning of year2011-12-31$30,191
Total non interest bearing cash at end of year2011-12-31$607,848
Total non interest bearing cash at beginning of year2011-12-31$378,285
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$135,930
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,798,120
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,662,190
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$90,277
Income. Interest from US Government securities2011-12-31$84,562
Income. Interest from corporate debt instruments2011-12-31$72,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$275,950
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$186,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$186,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$347
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,518,509
Asset value of US Government securities at end of year2011-12-31$2,667,571
Asset value of US Government securities at beginning of year2011-12-31$2,933,685
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$5,139,827
Employer contributions (assets) at end of year2011-12-31$394,094
Employer contributions (assets) at beginning of year2011-12-31$253,970
Income. Dividends from common stock2011-12-31$31,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,153,549
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,930,276
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,345,348
Contract administrator fees2011-12-31$133,200
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,024,524
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,099,450
Liabilities. Value of benefit claims payable at end of year2011-12-31$76,942
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$42,277
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$2,708,970
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,869,714
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 name2011-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2011-12-31930809066
2010 : CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$423,015
Total unrealized appreciation/depreciation of assets2010-12-31$423,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,633,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,576,515
Total income from all sources (including contributions)2010-12-31$4,446,559
Total loss/gain on sale of assets2010-12-31$-24,028
Total of all expenses incurred2010-12-31$4,518,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,261,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,842,437
Value of total assets at end of year2010-12-31$7,295,515
Value of total assets at beginning of year2010-12-31$7,311,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$257,505
Total interest from all sources2010-12-31$150,869
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$102,829
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$520,262
Participant contributions at end of year2010-12-31$53,026
Participant contributions at beginning of year2010-12-31$41,597
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$45,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$57,228
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,560,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,424,656
Other income not declared elsewhere2010-12-31$25,431
Administrative expenses (other) incurred2010-12-31$22,076
Liabilities. Value of operating payables at end of year2010-12-31$30,191
Liabilities. Value of operating payables at beginning of year2010-12-31$43,125
Total non interest bearing cash at end of year2010-12-31$378,285
Total non interest bearing cash at beginning of year2010-12-31$267,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-72,378
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,662,190
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,734,568
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
Income. Interest from US Government securities2010-12-31$58,483
Income. Interest from corporate debt instruments2010-12-31$91,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$186,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$547,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$547,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$947
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,466,312
Asset value of US Government securities at end of year2010-12-31$2,933,685
Asset value of US Government securities at beginning of year2010-12-31$2,855,320
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$3,322,175
Employer contributions (assets) at end of year2010-12-31$253,970
Employer contributions (assets) at beginning of year2010-12-31$268,541
Income. Dividends from common stock2010-12-31$28,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$795,120
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,345,348
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,319,973
Contract administrator fees2010-12-31$132,600
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,099,450
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$1,953,938
Liabilities. Value of benefit claims payable at end of year2010-12-31$42,277
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$108,734
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
Aggregate proceeds on sale of assets2010-12-31$2,478,590
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,502,618
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 name2010-12-31MIDDLETON & CO., CPA, PC
Accountancy firm EIN2010-12-31930809066

Form 5500 Responses for CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN

2022: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
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: CEMENT MASONS - EMPLOYERS HEALTH, WELFARE AND VACATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
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

UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 6
Insurance contract or identification number6130
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $5,226
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 number1158
Policy instance 1
Insurance contract or identification number1158
Number of Individuals Covered204
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,121,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 2
Insurance contract or identification number40000002
Number of Individuals Covered15
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 3
Insurance contract or identification numberOR052647
Number of Individuals Covered492
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $21,805
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 4
Insurance contract or identification number10001724
Number of Individuals Covered983
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 5
Insurance contract or identification number0000787
Number of Individuals Covered12
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $42,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number190202956
Policy instance 14
Insurance contract or identification number190202956
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 7
Insurance contract or identification numberS5820
Number of Individuals Covered16
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $15,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-00020605
Policy instance 8
Insurance contract or identification number47-MSL-00020605
Number of Individuals Covered426
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $23,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,149
Insurance broker organization code?3
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 )
Policy contract number10001724
Policy instance 9
Insurance contract or identification number10001724
Number of Individuals Covered1084
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40416
Policy instance 10
Insurance contract or identification numberHCCLOT40416
Number of Individuals Covered426
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,049
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $86,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,049
Insurance broker organization code?3
HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberR0279725500
Policy instance 11
Insurance contract or identification numberR0279725500
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STATE FARM (National Association of Insurance Commissioners NAIC id number: 94498 )
Policy contract numberHE354798 3737
Policy instance 12
Insurance contract or identification numberHE354798 3737
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $3,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE OF TEXAS INC. (National Association of Insurance Commissioners NAIC id number: 95765 )
Policy contract number318441497-1
Policy instance 13
Insurance contract or identification number318441497-1
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $4,148
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-00020603
Policy instance 8
Insurance contract or identification number47-MSL-00020603
Number of Individuals Covered442
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $29,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,029
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 7
Insurance contract or identification numberS5820
Number of Individuals Covered18
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $18,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 6
Insurance contract or identification number6130
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $5,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 5
Insurance contract or identification number0000787
Number of Individuals Covered16
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $55,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 4
Insurance contract or identification number10001724
Number of Individuals Covered1015
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 3
Insurance contract or identification numberOR052647
Number of Individuals Covered520
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $22,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 )
Policy contract number10001724
Policy instance 9
Insurance contract or identification number10001724
Number of Individuals Covered1129
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40416
Policy instance 10
Insurance contract or identification numberHCCLOT40416
Number of Individuals Covered442
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,251
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $86,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,251
Insurance broker organization code?3
BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )
Policy contract number206094238
Policy instance 11
Insurance contract or identification number206094238
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $5,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number190202956
Policy instance 15
Insurance contract or identification number190202956
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 2
Insurance contract or identification number40000002
Number of Individuals Covered16
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,080
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 number1158
Policy instance 1
Insurance contract or identification number1158
Number of Individuals Covered243
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,299,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF TEXAS INC. (National Association of Insurance Commissioners NAIC id number: 95765 )
Policy contract number318441497-1
Policy instance 14
Insurance contract or identification number318441497-1
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $3,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STATE FARM (National Association of Insurance Commissioners NAIC id number: 94498 )
Policy contract numberHE354798 3737
Policy instance 13
Insurance contract or identification numberHE354798 3737
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $3,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberR0279725500
Policy instance 12
Insurance contract or identification numberR0279725500
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,452
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 7
Insurance contract or identification numberS5820
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $16,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 6
Insurance contract or identification number6130
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $6,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 5
Insurance contract or identification number0000787
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $53,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 4
Insurance contract or identification number10001724
Number of Individuals Covered1059
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 3
Insurance contract or identification numberOR052647
Number of Individuals Covered546
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $23,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 2
Insurance contract or identification number40000002
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $26,503
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 number1158
Policy instance 1
Insurance contract or identification number1158
Number of Individuals Covered272
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,395,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-00020603
Policy instance 8
Insurance contract or identification number47-MSL-00020603
Number of Individuals Covered444
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $27,701
Welfare Benefit Premiums Paid to CarrierUSD $692,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,701
Insurance broker organization code?3
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 )
Policy contract number10001724
Policy instance 9
Insurance contract or identification number10001724
Number of Individuals Covered1165
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLCARE HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 12253 )
Policy contract number766QPM
Policy instance 11
Insurance contract or identification number766QPM
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,251
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number190202956
Policy instance 16
Insurance contract or identification number190202956
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE OF TEXAS INC. (National Association of Insurance Commissioners NAIC id number: 95765 )
Policy contract number318441497-1
Policy instance 15
Insurance contract or identification number318441497-1
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $3,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STATE FARM (National Association of Insurance Commissioners NAIC id number: 94498 )
Policy contract numberHE354798 3737
Policy instance 14
Insurance contract or identification numberHE354798 3737
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $3,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberR0279725500
Policy instance 13
Insurance contract or identification numberR0279725500
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )
Policy contract number206094238
Policy instance 12
Insurance contract or identification number206094238
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $4,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40416
Policy instance 10
Insurance contract or identification numberHCCLOT40416
Number of Individuals Covered441
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,196
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $81,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,196
Insurance broker organization code?3
ALLCARE HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 12253 )
Policy contract number766QPM
Policy instance 12
Insurance contract or identification number766QPM
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCCLOT40416
Policy instance 11
Insurance contract or identification numberHCCLOT40416
Number of Individuals Covered401
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,703
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $77,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,703
Insurance broker organization code?3
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 )
Policy contract number10001724
Policy instance 10
Insurance contract or identification number10001724
Number of Individuals Covered1188
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-00020602
Policy instance 9
Insurance contract or identification number47-MSL-00020602
Number of Individuals Covered401
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $24,783
Welfare Benefit Premiums Paid to CarrierUSD $619,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,783
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 8
Insurance contract or identification numberS5820
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $16,861
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 7
Insurance contract or identification number6130
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $8,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 6
Insurance contract or identification number0000787
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $56,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 5
Insurance contract or identification number10001724
Number of Individuals Covered1049
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 4
Insurance contract or identification numberOR052647
Number of Individuals Covered529
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $22,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 3
Insurance contract or identification number40000002
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $29,182
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 number1158
Policy instance 2
Insurance contract or identification number1158
Number of Individuals Covered297
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,499,969
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )
Policy contract number206094238
Policy instance 13
Insurance contract or identification number206094238
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $4,097
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberR0551351400
Policy instance 14
Insurance contract or identification numberR0551351400
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $3,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
STATE FARM (National Association of Insurance Commissioners NAIC id number: 94498 )
Policy contract numberHE354798 3737
Policy instance 15
Insurance contract or identification numberHE354798 3737
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $3,122
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
UNITED HEALTHCARE OF TEXAS INC. (National Association of Insurance Commissioners NAIC id number: 95765 )
Policy contract number313458067-1
Policy instance 16
Insurance contract or identification number313458067-1
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMEDICARE HEALTH PLAN
Welfare Benefit Premiums Paid to CarrierUSD $4,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 1
Insurance contract or identification number100570
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-6308
Policy instance 10
Insurance contract or identification number947-6308
Number of Individuals Covered398
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,789
Other welfare benefits providedTRANSPLANT COVERAGE
Welfare Benefit Premiums Paid to CarrierUSD $67,888
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,789
Insurance broker organization code?3
BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-00020601
Policy instance 9
Insurance contract or identification number47-MSL-00020601
Number of Individuals Covered398
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,630
Welfare Benefit Premiums Paid to CarrierUSD $515,750
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,630
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 8
Insurance contract or identification numberS5820
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $19,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 7
Insurance contract or identification number6130
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $11,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 6
Insurance contract or identification number0000787
Number of Individuals Covered19
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $53,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 5
Insurance contract or identification number10001724
Number of Individuals Covered1195
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 4
Insurance contract or identification numberOR052647
Number of Individuals Covered487
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 3
Insurance contract or identification number40000002
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $45,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 1
Insurance contract or identification number100570
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,918
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 number1158
Policy instance 2
Insurance contract or identification number1158
Number of Individuals Covered323
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,612,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 8
Insurance contract or identification numberS5820
Number of Individuals Covered19
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $17,189
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 1
Insurance contract or identification number100570
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,235
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 number1158
Policy instance 2
Insurance contract or identification number1158
Number of Individuals Covered332
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,613,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 3
Insurance contract or identification number40000002
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $52,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 4
Insurance contract or identification numberOR052647
Number of Individuals Covered449
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,980
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 5
Insurance contract or identification number10001724
Number of Individuals Covered994
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 6
Insurance contract or identification number0000787
Number of Individuals Covered19
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $50,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 7
Insurance contract or identification number6130
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $11,236
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 7
Insurance contract or identification number6130
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $10,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 1
Insurance contract or identification number100570
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,000
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 number1158
Policy instance 2
Insurance contract or identification number1158
Number of Individuals Covered335
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,535,772
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 3
Insurance contract or identification number40000002
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $54,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 4
Insurance contract or identification numberOR052647
Number of Individuals Covered423
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 5
Insurance contract or identification number10001724
Number of Individuals Covered1100
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 6
Insurance contract or identification number0000787
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $45,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 8
Insurance contract or identification numberS5820
Number of Individuals Covered21
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $13,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 8
Insurance contract or identification number6130
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $10,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820/S5921
Policy instance 9
Insurance contract or identification numberS5820/S5921
Number of Individuals Covered23
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $11,889
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 7
Insurance contract or identification number0000787
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $57,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 6
Insurance contract or identification number10001724
Number of Individuals Covered321
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number105316
Policy instance 5
Insurance contract or identification number105316
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 4
Insurance contract or identification numberOR052647
Number of Individuals Covered436
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 3
Insurance contract or identification number40000002
Number of Individuals Covered32
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $66,205
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 number1158
Policy instance 2
Insurance contract or identification number1158
Number of Individuals Covered400
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $1,446,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 1
Insurance contract or identification number100570
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 9
Insurance contract or identification number6130
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedMED ADVANTAGE PLAN (MEDICARE MEMB.)
Welfare Benefit Premiums Paid to CarrierUSD $8,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 10
Insurance contract or identification numberS5820
Number of Individuals Covered25
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $11,219
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 number1158
Policy instance 2
Insurance contract or identification number1158
Number of Individuals Covered277
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $829,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 3
Insurance contract or identification number40000002
Number of Individuals Covered37
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $59,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 4
Insurance contract or identification numberOR052647
Number of Individuals Covered412
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,604
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number105316
Policy instance 5
Insurance contract or identification number105316
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MODA HEALTH (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 6
Insurance contract or identification number10001724
Number of Individuals Covered328
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 7
Insurance contract or identification number0000787
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $54,396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 1
Insurance contract or identification number100570
Number of Individuals Covered8
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,042
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 number1485
Policy instance 8
Insurance contract or identification number1485
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $241,053
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 7
Insurance contract or identification numberOR052647
Number of Individuals Covered348
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,960
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 number1158
Policy instance 9
Insurance contract or identification number1158
Number of Individuals Covered227
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $757,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 10
Insurance contract or identification number100570
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ODS HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 5
Insurance contract or identification number10001724
Number of Individuals Covered293
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 4
Insurance contract or identification number0000787
Number of Individuals Covered23
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $52,088
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 number1485
Policy instance 3
Insurance contract or identification number1485
Number of Individuals Covered82
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $299,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 2
Insurance contract or identification number6130
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Other welfare benefits providedAARP MEDICARE RX
Welfare Benefit Premiums Paid to CarrierUSD $8,991
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 1
Insurance contract or identification numberS5820
Number of Individuals Covered25
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $10,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number105316
Policy instance 6
Insurance contract or identification number105316
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 8
Insurance contract or identification number40000002
Number of Individuals Covered39
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $56,109
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 number1158
Policy instance 5
Insurance contract or identification number1158
Number of Individuals Covered99
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $285,702
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 number1158
Policy instance 11
Insurance contract or identification number1158
Number of Individuals Covered265
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $720,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number40000002
Policy instance 10
Insurance contract or identification number40000002
Number of Individuals Covered42
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $56,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 9
Insurance contract or identification numberOR052647
Number of Individuals Covered427
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number105316
Policy instance 8
Insurance contract or identification number105316
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ODS HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 7
Insurance contract or identification number10001724
Number of Individuals Covered275
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 6
Insurance contract or identification number0000787
Number of Individuals Covered24
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $54,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number6130
Policy instance 3
Insurance contract or identification number6130
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Other welfare benefits providedAARP MEDICARE RX
Welfare Benefit Premiums Paid to CarrierUSD $8,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 12
Insurance contract or identification number100570
Number of Individuals Covered9
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 4
Insurance contract or identification numberOR052647
Number of Individuals Covered184
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 2
Insurance contract or identification numberS5820
Number of Individuals Covered25
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $7,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 )
Policy contract number10001724
Policy instance 1
Insurance contract or identification number10001724
Number of Individuals Covered339
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR054170
Policy instance 2
Insurance contract or identification numberOR054170
Number of Individuals Covered194
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,948
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 number1485
Policy instance 3
Insurance contract or identification number1485
Number of Individuals Covered95
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $279,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ODS HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 47098 )
Policy contract number10001724
Policy instance 4
Insurance contract or identification number10001724
Number of Individuals Covered243
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Health Insurance Welfare BenefitYes
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 number1158
Policy instance 5
Insurance contract or identification number1158
Number of Individuals Covered208
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $621,230
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000787
Policy instance 6
Insurance contract or identification number0000787
Number of Individuals Covered28
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Other welfare benefits providedAARP MEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $47,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number105316
Policy instance 8
Insurance contract or identification number105316
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
OREGON DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 54941 )
Policy contract number10001724
Policy instance 7
Insurance contract or identification number10001724
Number of Individuals Covered300
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberOR052647
Policy instance 9
Insurance contract or identification numberOR052647
Number of Individuals Covered282
Insurance policy start date2009-08-01
Insurance policy end date2010-07-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
REGENCE BLUECROSS BLUESHIELD OF OREGON (National Association of Insurance Commissioners NAIC id number: 54933 )
Policy contract number222600
Policy instance 10
Insurance contract or identification number222600
Number of Individuals Covered40
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYER SPONSORED MEDICARE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $84,010
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 number13540
Policy instance 11
Insurance contract or identification number13540
Number of Individuals Covered20
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 )
Policy contract number006130
Policy instance 12
Insurance contract or identification number006130
Number of Individuals Covered2
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 )
Policy contract number005825
Policy instance 13
Insurance contract or identification number005825
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $633
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100570
Policy instance 14
Insurance contract or identification number100570
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0000165
Policy instance 1
Insurance contract or identification number0000165
Number of Individuals Covered27
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Other welfare benefits providedAARP MEDICARE RX
Welfare Benefit Premiums Paid to CarrierUSD $14,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $15,736
Total amount of fees paid to insurance companyUSD $1,914
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
Commission paid to Insurance BrokerUSD $15,736
Amount paid for insurance broker fees1914
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3

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