Logo

NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 401k Plan overview

Plan NameNORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN
Plan identification number 501

NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES, THE NELSON TRUST
Employer identification number (EIN):936041903
NAIC Classification:113110
NAIC Description:Timber Tract Operations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE 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
5012017-01-01NOEL WILLET BROOKS BURTON2018-10-02
5012016-01-01NOEL WILLET BROOKS BURTON2017-08-21
5012015-01-01NOEL WILLET BROOKS BURTON2016-09-01
5012014-01-01JERALD ELLIOT BROOKS BURTON2015-10-13
5012013-01-01JERALD ELLIOT BROOKS BURTON2014-10-13
5012012-01-01JERALD ELLIOT BROOKS BURTON2013-09-30
5012011-01-01JERALD ELLIOTT JR BROOKS BURTON2012-10-09
5012010-01-01JERALD ELLIOTT JR BROOKS BURTON2011-10-11
5012009-01-01STEVE WILSON CLIFFORD SLADE2010-10-01

Plan Statistics for NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN

401k plan membership statisitcs for NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN

Measure Date Value
2022: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01955
Total number of active participants reported on line 7a of the Form 55002022-01-01645
Number of retired or separated participants receiving benefits2022-01-01290
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01935
Number of employers contributing to the scheme2022-01-0122
2021: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01915
Total number of active participants reported on line 7a of the Form 55002021-01-01646
Number of retired or separated participants receiving benefits2021-01-01309
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01955
Number of employers contributing to the scheme2021-01-0123
2020: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,793
Total number of active participants reported on line 7a of the Form 55002020-01-01675
Number of retired or separated participants receiving benefits2020-01-01240
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01915
Number of employers contributing to the scheme2020-01-0124
2019: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,993
Total number of active participants reported on line 7a of the Form 55002019-01-011,835
Number of retired or separated participants receiving benefits2019-01-01958
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,793
Number of employers contributing to the scheme2019-01-0131
2018: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,509
Total number of active participants reported on line 7a of the Form 55002018-01-011,865
Number of retired or separated participants receiving benefits2018-01-011,128
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,993
Number of employers contributing to the scheme2018-01-0140
2017: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,968
Total number of active participants reported on line 7a of the Form 55002017-01-012,108
Number of retired or separated participants receiving benefits2017-01-012,401
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014,509
Number of employers contributing to the scheme2017-01-0134
2016: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,427
Total number of active participants reported on line 7a of the Form 55002016-01-012,087
Number of retired or separated participants receiving benefits2016-01-012,881
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014,968
Number of employers contributing to the scheme2016-01-0130
2015: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,438
Total number of active participants reported on line 7a of the Form 55002015-01-012,305
Number of retired or separated participants receiving benefits2015-01-013,122
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015,427
Number of employers contributing to the scheme2015-01-0133
2014: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,747
Total number of active participants reported on line 7a of the Form 55002014-01-012,804
Number of retired or separated participants receiving benefits2014-01-013,634
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016,438
Number of employers contributing to the scheme2014-01-0131
2013: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,963
Total number of active participants reported on line 7a of the Form 55002013-01-012,966
Number of retired or separated participants receiving benefits2013-01-013,781
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016,747
Number of employers contributing to the scheme2013-01-0129
2012: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-018,659
Total number of active participants reported on line 7a of the Form 55002012-01-012,831
Number of retired or separated participants receiving benefits2012-01-015,132
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-017,963
Number of employers contributing to the scheme2012-01-0124
2011: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-018,766
Total number of active participants reported on line 7a of the Form 55002011-01-013,147
Number of retired or separated participants receiving benefits2011-01-015,512
Total of all active and inactive participants2011-01-018,659
2010: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-019,586
Total number of active participants reported on line 7a of the Form 55002010-01-013,039
Number of retired or separated participants receiving benefits2010-01-015,727
Total of all active and inactive participants2010-01-018,766
2009: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0110,839
Total number of active participants reported on line 7a of the Form 55002009-01-013,217
Number of retired or separated participants receiving benefits2009-01-016,369
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019,586

Financial Data on NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN

Measure Date Value
2022 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-647,612
Total unrealized appreciation/depreciation of assets2022-12-31$-647,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,785,612
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,452,061
Total income from all sources (including contributions)2022-12-31$7,446,290
Total loss/gain on sale of assets2022-12-31$-2,408
Total of all expenses incurred2022-12-31$12,909,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,649,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,977,715
Value of total assets at end of year2022-12-31$32,574,032
Value of total assets at beginning of year2022-12-31$37,703,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,259,349
Total interest from all sources2022-12-31$14,020
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$766,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$766,652
Administrative expenses professional fees incurred2022-12-31$439,545
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$668,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$329,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$481,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$150,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$96,619
Other income not declared elsewhere2022-12-31$26,640
Administrative expenses (other) incurred2022-12-31$64,879
Liabilities. Value of operating payables at end of year2022-12-31$87,597
Liabilities. Value of operating payables at beginning of year2022-12-31$113,748
Total non interest bearing cash at end of year2022-12-31$108,468
Total non interest bearing cash at beginning of year2022-12-31$912,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,462,792
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,788,420
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,251,212
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
Assets. partnership/joint venture interests at end of year2022-12-31$4,944,097
Assets. partnership/joint venture interests at beginning of year2022-12-31$5,593,744
Investment advisory and management fees2022-12-31$68,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,467,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,389,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$945,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$509,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$509,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$14,020
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$309,003
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,688,717
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$10,309,048
Employer contributions (assets) at end of year2022-12-31$778,409
Employer contributions (assets) at beginning of year2022-12-31$816,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,340,730
Contract administrator fees2022-12-31$686,073
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,547,483
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,241,694
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$15,858
Aggregate carrying amount (costs) on sale of assets2022-12-31$18,266
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$85,600
Total unrealized appreciation/depreciation of assets2021-12-31$85,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,452,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,416,853
Total income from all sources (including contributions)2021-12-31$12,954,160
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$14,682,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,267,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,991,280
Value of total assets at end of year2021-12-31$37,703,273
Value of total assets at beginning of year2021-12-31$40,396,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,414,936
Total interest from all sources2021-12-31$255
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$781,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$781,602
Administrative expenses professional fees incurred2021-12-31$448,285
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$742,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$481,220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$423,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$96,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$268,269
Other income not declared elsewhere2021-12-31$30,016
Administrative expenses (other) incurred2021-12-31$99,928
Liabilities. Value of operating payables at end of year2021-12-31$113,748
Liabilities. Value of operating payables at beginning of year2021-12-31$139,420
Total non interest bearing cash at end of year2021-12-31$912,923
Total non interest bearing cash at beginning of year2021-12-31$1,235,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,728,363
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,251,212
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$37,979,575
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
Assets. partnership/joint venture interests at end of year2021-12-31$5,593,744
Assets. partnership/joint venture interests at beginning of year2021-12-31$5,659,608
Investment advisory and management fees2021-12-31$79,118
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,389,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,042,709
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$509,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,261,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,261,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$255
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$302,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,065,407
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$10,248,826
Employer contributions (assets) at end of year2021-12-31$816,561
Employer contributions (assets) at beginning of year2021-12-31$773,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,965,362
Contract administrator fees2021-12-31$787,605
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,241,694
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,009,164
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$562,431
Total unrealized appreciation/depreciation of assets2020-12-31$562,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,416,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,208,527
Total income from all sources (including contributions)2020-12-31$13,540,669
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$14,387,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,082,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,433,592
Value of total assets at end of year2020-12-31$40,396,428
Value of total assets at beginning of year2020-12-31$41,034,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,304,444
Total interest from all sources2020-12-31$4,834
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$741,405
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$741,405
Administrative expenses professional fees incurred2020-12-31$370,588
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$670,071
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$423,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$470,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$268,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$113,463
Other income not declared elsewhere2020-12-31$7,119
Administrative expenses (other) incurred2020-12-31$73,790
Liabilities. Value of operating payables at end of year2020-12-31$139,420
Liabilities. Value of operating payables at beginning of year2020-12-31$85,110
Total non interest bearing cash at end of year2020-12-31$1,235,214
Total non interest bearing cash at beginning of year2020-12-31$1,152,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-846,713
Value of net assets at end of year (total assets less liabilities)2020-12-31$37,979,575
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,826,288
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
Assets. partnership/joint venture interests at end of year2020-12-31$5,659,608
Assets. partnership/joint venture interests at beginning of year2020-12-31$4,945,676
Investment advisory and management fees2020-12-31$61,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,042,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,710,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,261,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$66,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$66,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,834
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$220,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,791,288
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$9,763,521
Employer contributions (assets) at end of year2020-12-31$773,289
Employer contributions (assets) at beginning of year2020-12-31$689,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,862,365
Contract administrator fees2020-12-31$798,133
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,009,164
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,009,954
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$29,644
Total unrealized appreciation/depreciation of assets2019-12-31$29,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,208,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,208,527
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,189,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,189,515
Total income from all sources (including contributions)2019-12-31$28,444,644
Total income from all sources (including contributions)2019-12-31$28,444,644
Total loss/gain on sale of assets2019-12-31$70,175
Total loss/gain on sale of assets2019-12-31$70,175
Total of all expenses incurred2019-12-31$32,436,715
Total of all expenses incurred2019-12-31$32,436,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,993,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$29,993,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,465,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,465,308
Value of total assets at end of year2019-12-31$41,034,815
Value of total assets at end of year2019-12-31$41,034,815
Value of total assets at beginning of year2019-12-31$46,007,874
Value of total assets at beginning of year2019-12-31$46,007,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,443,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,443,521
Total interest from all sources2019-12-31$712,539
Total interest from all sources2019-12-31$712,539
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$798,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$798,870
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$798,870
Administrative expenses professional fees incurred2019-12-31$498,833
Administrative expenses professional fees incurred2019-12-31$498,833
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$792,834
Contributions received from participants2019-12-31$792,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$470,925
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$470,925
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$987,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$987,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$113,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$113,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$2,950
Other income not declared elsewhere2019-12-31$2,950
Administrative expenses (other) incurred2019-12-31$89,008
Administrative expenses (other) incurred2019-12-31$89,008
Liabilities. Value of operating payables at end of year2019-12-31$85,110
Liabilities. Value of operating payables at end of year2019-12-31$85,110
Liabilities. Value of operating payables at beginning of year2019-12-31$335,299
Liabilities. Value of operating payables at beginning of year2019-12-31$335,299
Total non interest bearing cash at end of year2019-12-31$1,152,740
Total non interest bearing cash at end of year2019-12-31$1,152,740
Total non interest bearing cash at beginning of year2019-12-31$6,133,559
Total non interest bearing cash at beginning of year2019-12-31$6,133,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,992,071
Value of net income/loss2019-12-31$-3,992,071
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,826,288
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,826,288
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,818,359
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$42,818,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$4,945,676
Assets. partnership/joint venture interests at end of year2019-12-31$4,945,676
Assets. partnership/joint venture interests at beginning of year2019-12-31$14,075,931
Assets. partnership/joint venture interests at beginning of year2019-12-31$14,075,931
Investment advisory and management fees2019-12-31$77,016
Investment advisory and management fees2019-12-31$77,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,710,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,710,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,694,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,694,727
Interest earned on other investments2019-12-31$623,856
Interest earned on other investments2019-12-31$623,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$758,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$758,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$758,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$758,720
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$88,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$88,683
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$504,488
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$504,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,365,158
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,365,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$23,672,474
Contributions received in cash from employer2019-12-31$23,672,474
Employer contributions (assets) at end of year2019-12-31$689,293
Employer contributions (assets) at end of year2019-12-31$689,293
Employer contributions (assets) at beginning of year2019-12-31$2,357,180
Employer contributions (assets) at beginning of year2019-12-31$2,357,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,488,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$29,488,706
Contract administrator fees2019-12-31$1,778,664
Contract administrator fees2019-12-31$1,778,664
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,009,954
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,009,954
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,854,216
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,854,216
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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$9,941,551
Aggregate carrying amount (costs) on sale of assets2019-12-31$9,871,376
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-760
Total unrealized appreciation/depreciation of assets2018-12-31$-760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,189,515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,575,089
Total income from all sources (including contributions)2018-12-31$26,956,022
Total loss/gain on sale of assets2018-12-31$3,786
Total of all expenses incurred2018-12-31$34,401,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$31,759,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$27,642,465
Value of total assets at end of year2018-12-31$46,007,874
Value of total assets at beginning of year2018-12-31$53,839,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,642,433
Total interest from all sources2018-12-31$-35,444
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$868,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$868,791
Administrative expenses professional fees incurred2018-12-31$454,459
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$916,412
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$987,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$44,647
Other income not declared elsewhere2018-12-31$87
Administrative expenses (other) incurred2018-12-31$114,726
Liabilities. Value of operating payables at end of year2018-12-31$335,299
Liabilities. Value of operating payables at beginning of year2018-12-31$161,963
Total non interest bearing cash at end of year2018-12-31$6,133,559
Total non interest bearing cash at beginning of year2018-12-31$374,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,445,760
Value of net assets at end of year (total assets less liabilities)2018-12-31$42,818,359
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$50,264,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$14,075,931
Assets. partnership/joint venture interests at beginning of year2018-12-31$15,269,555
Investment advisory and management fees2018-12-31$82,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,694,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,747,747
Interest earned on other investments2018-12-31$-96,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$758,720
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,915,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,915,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$61,206
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$528,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,522,903
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$26,726,053
Employer contributions (assets) at end of year2018-12-31$2,357,180
Employer contributions (assets) at beginning of year2018-12-31$2,488,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$31,230,897
Contract administrator fees2018-12-31$1,990,372
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,854,216
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,413,126
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$43,879,398
Aggregate carrying amount (costs) on sale of assets2018-12-31$43,875,612
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$-9,608
Total unrealized appreciation/depreciation of assets2017-12-31$-9,608
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,575,089
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,230,420
Total income from all sources (including contributions)2017-12-31$33,447,865
Total loss/gain on sale of assets2017-12-31$185,213
Total of all expenses incurred2017-12-31$39,703,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,870,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$29,452,252
Value of total assets at end of year2017-12-31$53,839,208
Value of total assets at beginning of year2017-12-31$61,749,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,833,072
Total interest from all sources2017-12-31$476,127
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$985,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$985,706
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$407,490
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,267,884
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$44,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$738,454
Other income not declared elsewhere2017-12-31$31,124
Administrative expenses (other) incurred2017-12-31$110,957
Liabilities. Value of operating payables at end of year2017-12-31$161,963
Liabilities. Value of operating payables at beginning of year2017-12-31$293,582
Total non interest bearing cash at end of year2017-12-31$374,085
Total non interest bearing cash at beginning of year2017-12-31$173,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-6,255,342
Value of net assets at end of year (total assets less liabilities)2017-12-31$50,264,119
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,519,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$15,269,555
Assets. partnership/joint venture interests at beginning of year2017-12-31$19,351,927
Investment advisory and management fees2017-12-31$72,269
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$30,747,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,735,460
Interest earned on other investments2017-12-31$442,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,915,174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,634,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,634,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$33,466
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$596,028
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,327,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$28,184,368
Employer contributions (assets) at end of year2017-12-31$2,488,000
Employer contributions (assets) at beginning of year2017-12-31$2,116,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,274,107
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$2,242,356
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,413,126
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,936,838
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$52,869,465
Aggregate carrying amount (costs) on sale of assets2017-12-31$52,684,252
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,787
Total unrealized appreciation/depreciation of assets2016-12-31$-1,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,230,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,640,166
Total income from all sources (including contributions)2016-12-31$35,541,479
Total loss/gain on sale of assets2016-12-31$163,524
Total of all expenses incurred2016-12-31$46,561,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$43,458,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,256,108
Value of total assets at end of year2016-12-31$61,749,881
Value of total assets at beginning of year2016-12-31$72,179,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,102,759
Total interest from all sources2016-12-31$343,665
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$989,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$989,509
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$444,131
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,702,396
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$738,454
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$603,010
Other income not declared elsewhere2016-12-31$119,928
Administrative expenses (other) incurred2016-12-31$240,627
Liabilities. Value of operating payables at end of year2016-12-31$293,582
Liabilities. Value of operating payables at beginning of year2016-12-31$461,035
Total non interest bearing cash at end of year2016-12-31$173,789
Total non interest bearing cash at beginning of year2016-12-31$206,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-11,019,699
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,519,461
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$67,539,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$19,351,927
Assets. partnership/joint venture interests at beginning of year2016-12-31$18,859,577
Investment advisory and management fees2016-12-31$81,182
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$33,735,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,575,418
Interest earned on other investments2016-12-31$330,476
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,634,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,604,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,604,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,189
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$623,487
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,670,532
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$30,553,712
Employer contributions (assets) at end of year2016-12-31$2,116,000
Employer contributions (assets) at beginning of year2016-12-31$2,330,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$42,834,932
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$2,336,819
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,936,838
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,179,131
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$76,740,686
Aggregate carrying amount (costs) on sale of assets2016-12-31$76,577,162
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-65,703
Total unrealized appreciation/depreciation of assets2015-12-31$-65,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,640,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,816,265
Total income from all sources (including contributions)2015-12-31$34,268,055
Total loss/gain on sale of assets2015-12-31$103,071
Total of all expenses incurred2015-12-31$45,954,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$42,332,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$35,153,617
Value of total assets at end of year2015-12-31$72,179,326
Value of total assets at beginning of year2015-12-31$84,041,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,621,668
Total interest from all sources2015-12-31$24,719
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,235,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,235,588
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$465,792
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,995,524
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$603,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$354,913
Other income not declared elsewhere2015-12-31$11,828
Administrative expenses (other) incurred2015-12-31$440,076
Liabilities. Value of operating payables at end of year2015-12-31$461,035
Liabilities. Value of operating payables at beginning of year2015-12-31$724,986
Total non interest bearing cash at end of year2015-12-31$206,648
Total non interest bearing cash at beginning of year2015-12-31$155,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,686,535
Value of net assets at end of year (total assets less liabilities)2015-12-31$67,539,160
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$79,225,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$18,859,577
Assets. partnership/joint venture interests at beginning of year2015-12-31$21,297,490
Investment advisory and management fees2015-12-31$81,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,575,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$56,539,530
Interest earned on other investments2015-12-31$20,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,604,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,854,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,854,420
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,625
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$718,041
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,195,065
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$33,158,093
Employer contributions (assets) at end of year2015-12-31$2,330,000
Employer contributions (assets) at beginning of year2015-12-31$2,840,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,614,881
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$2,634,233
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,179,131
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,091,279
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$86,410,248
Aggregate carrying amount (costs) on sale of assets2015-12-31$86,307,177
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5,205,989
Total unrealized appreciation/depreciation of assets2014-12-31$-5,205,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,816,265
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,854,274
Total income from all sources (including contributions)2014-12-31$44,339,869
Total loss/gain on sale of assets2014-12-31$6,262,520
Total of all expenses incurred2014-12-31$49,033,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$44,820,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$39,587,243
Value of total assets at end of year2014-12-31$84,041,960
Value of total assets at beginning of year2014-12-31$88,773,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,212,645
Total interest from all sources2014-12-31$854,818
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,788,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,788,370
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$1
Administrative expenses professional fees incurred2014-12-31$438,384
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,916,033
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$354,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$46,953
Other income not declared elsewhere2014-12-31$10,775
Administrative expenses (other) incurred2014-12-31$653,113
Liabilities. Value of operating payables at end of year2014-12-31$724,986
Liabilities. Value of operating payables at beginning of year2014-12-31$213,183
Total non interest bearing cash at end of year2014-12-31$155,607
Total non interest bearing cash at beginning of year2014-12-31$39,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,693,192
Value of net assets at end of year (total assets less liabilities)2014-12-31$79,225,695
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$83,918,887
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
Assets. partnership/joint venture interests at end of year2014-12-31$21,297,490
Assets. partnership/joint venture interests at beginning of year2014-12-31$33,417,636
Investment advisory and management fees2014-12-31$178,926
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$56,539,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$47,363,752
Interest earned on other investments2014-12-31$852,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,854,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,595,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,595,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,125
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$667,777
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,042,132
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$37,671,210
Employer contributions (assets) at end of year2014-12-31$2,840,000
Employer contributions (assets) at beginning of year2014-12-31$3,310,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$44,152,639
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$2,942,222
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,091,279
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,641,091
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$80,387,596
Aggregate carrying amount (costs) on sale of assets2014-12-31$74,125,076
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,167,498
Total unrealized appreciation/depreciation of assets2013-12-31$3,167,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,854,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,475,482
Total income from all sources (including contributions)2013-12-31$50,017,208
Total loss/gain on sale of assets2013-12-31$1,037,985
Total of all expenses incurred2013-12-31$52,395,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$48,694,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$42,628,256
Value of total assets at end of year2013-12-31$88,773,161
Value of total assets at beginning of year2013-12-31$91,772,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,700,844
Total interest from all sources2013-12-31$168,290
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,397,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,397,159
Assets. Real estate other than employer real property at end of year2013-12-31$1
Assets. Real estate other than employer real property at beginning of year2013-12-31$1
Administrative expenses professional fees incurred2013-12-31$534,811
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,768,153
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$46,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,541,525
Other income not declared elsewhere2013-12-31$14,746
Administrative expenses (other) incurred2013-12-31$139,316
Liabilities. Value of operating payables at end of year2013-12-31$213,183
Liabilities. Value of operating payables at beginning of year2013-12-31$224,801
Total non interest bearing cash at end of year2013-12-31$39,670
Total non interest bearing cash at beginning of year2013-12-31$147,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,378,319
Value of net assets at end of year (total assets less liabilities)2013-12-31$83,918,887
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$86,297,206
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
Assets. partnership/joint venture interests at end of year2013-12-31$33,417,636
Assets. partnership/joint venture interests at beginning of year2013-12-31$21,127,839
Investment advisory and management fees2013-12-31$124,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$47,363,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,861,703
Income. Interest from US Government securities2013-12-31$79,131
Income. Interest from corporate debt instruments2013-12-31$84,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,595,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,453,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,453,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,727
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,428,434
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$4,787,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,603,274
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$38,860,103
Employer contributions (assets) at end of year2013-12-31$3,310,000
Employer contributions (assets) at beginning of year2013-12-31$3,135,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$45,266,249
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$5,719,245
Contract administrator fees2013-12-31$2,902,361
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,641,091
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$5,250,681
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 appraiser2013-12-31Yes
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$72,506,671
Aggregate carrying amount (costs) on sale of assets2013-12-31$71,468,686
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,492,597
Total unrealized appreciation/depreciation of assets2012-12-31$2,492,597
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,475,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,356,845
Total income from all sources (including contributions)2012-12-31$62,109,537
Total loss/gain on sale of assets2012-12-31$-67,104
Total of all expenses incurred2012-12-31$58,665,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$54,131,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$53,063,368
Value of total assets at end of year2012-12-31$91,772,688
Value of total assets at beginning of year2012-12-31$89,210,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,534,345
Total interest from all sources2012-12-31$553,819
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,972,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,972,248
Assets. Real estate other than employer real property at end of year2012-12-31$1
Assets. Real estate other than employer real property at beginning of year2012-12-31$1
Administrative expenses professional fees incurred2012-12-31$458,816
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$15,020,285
Participant contributions at end of year2012-12-31$2
Participant contributions at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,541,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$781,792
Other income not declared elsewhere2012-12-31$47,698
Administrative expenses (other) incurred2012-12-31$102,830
Liabilities. Value of operating payables at end of year2012-12-31$224,801
Liabilities. Value of operating payables at beginning of year2012-12-31$240,725
Total non interest bearing cash at end of year2012-12-31$147,056
Total non interest bearing cash at beginning of year2012-12-31$51,197
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$3,443,775
Value of net assets at end of year (total assets less liabilities)2012-12-31$86,297,206
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$82,853,431
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
Assets. partnership/joint venture interests at end of year2012-12-31$21,127,839
Assets. partnership/joint venture interests at beginning of year2012-12-31$18,953,512
Investment advisory and management fees2012-12-31$211,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$47,861,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$46,992,544
Interest earned on other investments2012-12-31$86,770
Income. Interest from US Government securities2012-12-31$189,393
Income. Interest from corporate debt instruments2012-12-31$265,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,453,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,578,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,578,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,113
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$11,019,071
Asset value of US Government securities at end of year2012-12-31$4,787,296
Asset value of US Government securities at beginning of year2012-12-31$4,740,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,046,911
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$38,043,083
Employer contributions (assets) at end of year2012-12-31$3,135,000
Employer contributions (assets) at beginning of year2012-12-31$3,020,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$43,112,346
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,654,994
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$5,719,245
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$3,437,995
Contract administrator fees2012-12-31$3,760,951
Liabilities. Value of benefit claims payable at end of year2012-12-31$5,250,681
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$6,116,120
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 appraiser2012-12-31Yes
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$67,445,987
Aggregate carrying amount (costs) on sale of assets2012-12-31$67,513,091
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-2,899,999
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-350,257
Total unrealized appreciation/depreciation of assets2011-12-31$-3,250,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,356,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,527,550
Total income from all sources (including contributions)2011-12-31$53,586,339
Total loss/gain on sale of assets2011-12-31$166,658
Total of all expenses incurred2011-12-31$63,521,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$59,204,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$54,785,511
Value of total assets at end of year2011-12-31$89,210,276
Value of total assets at beginning of year2011-12-31$99,316,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,316,655
Total interest from all sources2011-12-31$507,597
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,942,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,942,476
Assets. Real estate other than employer real property at end of year2011-12-31$1
Assets. Real estate other than employer real property at beginning of year2011-12-31$2,900,000
Administrative expenses professional fees incurred2011-12-31$310,940
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$14,613,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$781,792
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,160,494
Other income not declared elsewhere2011-12-31$746,778
Administrative expenses (other) incurred2011-12-31$101,079
Liabilities. Value of operating payables at end of year2011-12-31$240,725
Liabilities. Value of operating payables at beginning of year2011-12-31$634,272
Total non interest bearing cash at end of year2011-12-31$51,197
Total non interest bearing cash at beginning of year2011-12-31$366,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,935,245
Value of net assets at end of year (total assets less liabilities)2011-12-31$82,853,431
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$92,788,676
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
Assets. partnership/joint venture interests at end of year2011-12-31$18,953,512
Assets. partnership/joint venture interests at beginning of year2011-12-31$23,350,362
Investment advisory and management fees2011-12-31$230,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$46,992,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$47,962,493
Interest earned on other investments2011-12-31$-57,155
Income. Interest from US Government securities2011-12-31$263,315
Income. Interest from corporate debt instruments2011-12-31$288,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,578,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,537,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,537,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13,094
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$12,577,903
Asset value of US Government securities at end of year2011-12-31$4,740,147
Asset value of US Government securities at beginning of year2011-12-31$8,274,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,312,425
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$40,172,405
Employer contributions (assets) at end of year2011-12-31$3,020,000
Employer contributions (assets) at beginning of year2011-12-31$3,060,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$46,627,026
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$1,654,994
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$5,704,440
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$3,437,995
Contract administrator fees2011-12-31$3,674,582
Liabilities. Value of benefit claims payable at end of year2011-12-31$6,116,120
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$5,893,278
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 appraiser2011-12-31Yes
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$91,267,778
Aggregate carrying amount (costs) on sale of assets2011-12-31$91,101,120
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,891,376
Total unrealized appreciation/depreciation of assets2010-12-31$1,891,376
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,527,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,241,642
Total income from all sources (including contributions)2010-12-31$63,412,127
Total loss/gain on sale of assets2010-12-31$251,612
Total of all expenses incurred2010-12-31$61,527,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$55,473,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$54,906,911
Value of total assets at end of year2010-12-31$99,316,226
Value of total assets at beginning of year2010-12-31$99,145,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,053,707
Total interest from all sources2010-12-31$1,304,363
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,526,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,526,844
Assets. Real estate other than employer real property at end of year2010-12-31$2,900,000
Assets. Real estate other than employer real property at beginning of year2010-12-31$2,900,000
Administrative expenses professional fees incurred2010-12-31$230,538
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$15,437,948
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$15,675,466
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,160,494
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$892,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$192,875
Other income not declared elsewhere2010-12-31$387,620
Administrative expenses (other) incurred2010-12-31$113,987
Liabilities. Value of operating payables at end of year2010-12-31$634,272
Liabilities. Value of operating payables at beginning of year2010-12-31$465,340
Total non interest bearing cash at end of year2010-12-31$366,125
Total non interest bearing cash at beginning of year2010-12-31$220,402
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$1,884,649
Value of net assets at end of year (total assets less liabilities)2010-12-31$92,788,676
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$90,904,027
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
Assets. partnership/joint venture interests at end of year2010-12-31$23,350,362
Investment advisory and management fees2010-12-31$271,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$47,962,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$63,561,775
Interest earned on other investments2010-12-31$679,428
Income. Interest from US Government securities2010-12-31$306,466
Income. Interest from corporate debt instruments2010-12-31$299,220
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,537,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19,249
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$624,805
Asset value of US Government securities at end of year2010-12-31$8,274,835
Asset value of US Government securities at beginning of year2010-12-31$8,764,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,143,401
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$39,468,963
Employer contributions (assets) at end of year2010-12-31$3,060,000
Employer contributions (assets) at beginning of year2010-12-31$2,754,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$54,848,966
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$5,704,440
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$4,376,860
Contract administrator fees2010-12-31$5,437,816
Liabilities. Value of benefit claims payable at end of year2010-12-31$5,893,278
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$7,583,427
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 appraiser2010-12-31Yes
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$18,262,888
Aggregate carrying amount (costs) on sale of assets2010-12-31$18,011,276
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 name2010-12-31LOCKITCH, CLEMENTS & RICE, P.S.
Accountancy firm EIN2010-12-31910903661

Form 5500 Responses for NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN

2022: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTHWEST FOREST PRODUCTS ASSN WOODWORKERS DISTRICT LODGE 1, IAM AGL-CIO HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-400112
Policy instance 4
Insurance contract or identification numberWA-400112
Number of Individuals Covered716
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $135,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05374347
Policy instance 2
Insurance contract or identification numberTS05374347
Number of Individuals Covered2584
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,733
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $154,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2733
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION & NON-MONETARY COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4184
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5374347
Policy instance 2
Insurance contract or identification number5374347
Number of Individuals Covered2524
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $115,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-400112
Policy instance 4
Insurance contract or identification numberWA-400112
Number of Individuals Covered780
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $117,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4184
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered2119
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $382
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $90,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $382
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $25,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-400112-9999
Policy instance 4
Insurance contract or identification numberWA-400112-9999
Number of Individuals Covered802
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $101,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4184
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered2119
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,235
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $293,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,235
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $35,742
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-400112-9999
Policy instance 4
Insurance contract or identification numberWA-400112-9999
Number of Individuals Covered2020
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $154,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4184
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,096
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered2174
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,166
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $277,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1166
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $58,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-400112-9999
Policy instance 4
Insurance contract or identification numberWA-400112-9999
Number of Individuals Covered2028
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $136,529
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-400112-9999
Policy instance 4
Insurance contract or identification numberWA-400112-9999
Number of Individuals Covered2213
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $123,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $65,249
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered2359
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,739
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $414,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1739
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $27,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4180
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered2844
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,652
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $393,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,652
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HUMAN RESOURCE CONSULTING
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $133,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 )
Policy contract numberWA-400112-9999
Policy instance 4
Insurance contract or identification numberWA-400112-9999
Number of Individuals Covered2694
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $148,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4144
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered33
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $159,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered3286
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,870
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $483,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,870
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HUMAN RESOURCE CONSULTING
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered3466
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,923
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $419,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,923
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HUMAN RESOURCE CONSULTING
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered35
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,903,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4092
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered4019
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $41,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402301G
Policy instance 2
Insurance contract or identification number402301G
Number of Individuals Covered3385
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,893
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $450,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1893
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameMERCER HUMAN RESOURCE CONSULTING
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00323001
Policy instance 4
Insurance contract or identification number00323001
Number of Individuals Covered2923
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $358,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered4394
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,569,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract numberWXMX0007
Policy instance 3
Insurance contract or identification numberWXMX0007
Number of Individuals Covered4619
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,073,276
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 numberOR 013171
Policy instance 2
Insurance contract or identification numberOR 013171
Number of Individuals Covered3433
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,246
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 1
Insurance contract or identification number363027
Number of Individuals Covered3984
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number363027
Policy instance 2
Insurance contract or identification number363027
Number of Individuals Covered3876
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberOR 013171
Policy instance 1
Insurance contract or identification numberOR 013171
Number of Individuals Covered3604
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,130
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,130
Insurance broker organization code?3
Insurance broker nameMERCER HUMAN RESOURCE CONSULTING

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1