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WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 401k Plan overview

Plan NameWESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN
Plan identification number 502

WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN Benefits

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

401k Sponsoring company profile

WESTERN ENGINEERING CONTRACTORS INC has sponsored the creation of one or more 401k plans.

Company Name:WESTERN ENGINEERING CONTRACTORS INC
Employer identification number (EIN):942901297
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-06-01
5022023-06-01LYNDSEY GREGORY
5022022-06-01
5022022-06-01LYNDSEY GREGORY
5022021-06-01
5022021-06-01LYNDSEY GREGORY
5022020-06-01
5022019-06-01
5022017-06-01JOEL SCHNEIDER
5022016-06-01JOEL SCHNEIDER
5022015-06-01
5022014-06-01
5022013-06-01
5022012-06-01DON CARROLL
5022011-06-01DON CARROLL
5022009-06-01
5022008-06-01
5022007-06-01
5022006-06-01
5022005-06-01
5022004-06-01
5022003-06-01
5022002-06-01
5022001-06-01
5022000-06-01
5021999-06-01
5021998-06-01
5021997-06-01
5021996-06-01
5021995-06-01
5021994-06-01
5021993-06-01

Plan Statistics for WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN

401k plan membership statisitcs for WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN

Measure Date Value
2023: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2023 401k membership
Total participants, beginning-of-year2023-06-0194
Total number of active participants reported on line 7a of the Form 55002023-06-0196
Number of retired or separated participants receiving benefits2023-06-011
Number of other retired or separated participants entitled to future benefits2023-06-010
Total of all active and inactive participants2023-06-0197
2022: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-0186
Total number of active participants reported on line 7a of the Form 55002022-06-0193
Number of retired or separated participants receiving benefits2022-06-011
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-0194
2021: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-0193
Total number of active participants reported on line 7a of the Form 55002021-06-0180
Number of retired or separated participants receiving benefits2021-06-012
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-0182
2020: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01100
Total number of active participants reported on line 7a of the Form 55002020-06-0191
Number of retired or separated participants receiving benefits2020-06-012
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-0193
2019: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-0199
Total number of active participants reported on line 7a of the Form 55002019-06-0199
Number of retired or separated participants receiving benefits2019-06-011
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01100
2017: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-0196
Total number of active participants reported on line 7a of the Form 55002017-06-0197
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-010
Total of all active and inactive participants2017-06-0197
2016: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-0198
Total number of active participants reported on line 7a of the Form 55002016-06-0196
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-010
Total of all active and inactive participants2016-06-0196
2015: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-0185
Total number of active participants reported on line 7a of the Form 55002015-06-0198
Total of all active and inactive participants2015-06-0198
2014: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-0178
Total number of active participants reported on line 7a of the Form 55002014-06-0184
Number of retired or separated participants receiving benefits2014-06-011
Total of all active and inactive participants2014-06-0185
2013: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-0180
Total number of active participants reported on line 7a of the Form 55002013-06-0176
Number of retired or separated participants receiving benefits2013-06-012
Total of all active and inactive participants2013-06-0178
2012: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-0177
Total number of active participants reported on line 7a of the Form 55002012-06-0179
Number of retired or separated participants receiving benefits2012-06-011
Total of all active and inactive participants2012-06-0180
Total participants2012-06-0180
2011: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-0181
Total number of active participants reported on line 7a of the Form 55002011-06-0176
Number of retired or separated participants receiving benefits2011-06-011
Total of all active and inactive participants2011-06-0177
Total participants2011-06-0177
2009: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-0198
Total number of active participants reported on line 7a of the Form 55002009-06-0170
Number of retired or separated participants receiving benefits2009-06-012
Total of all active and inactive participants2009-06-0172
Total participants2009-06-0172
2008: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2008 401k membership
Total participants, beginning-of-year2008-06-0198
Total number of active participants reported on line 7a of the Form 55002008-06-0196
Number of retired or separated participants receiving benefits2008-06-012
Total of all active and inactive participants2008-06-0198
Total participants2008-06-0198
2007: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2007 401k membership
Total participants, beginning-of-year2007-06-0199
Total number of active participants reported on line 7a of the Form 55002007-06-0196
Number of retired or separated participants receiving benefits2007-06-012
Total of all active and inactive participants2007-06-0198
Total participants2007-06-0198
2006: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2006 401k membership
Total participants, beginning-of-year2006-06-01103
Total number of active participants reported on line 7a of the Form 55002006-06-0198
Number of retired or separated participants receiving benefits2006-06-011
Total of all active and inactive participants2006-06-0199
Total participants2006-06-0199
2005: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2005 401k membership
Total participants, beginning-of-year2005-06-01118
Total number of active participants reported on line 7a of the Form 55002005-06-01100
Number of retired or separated participants receiving benefits2005-06-013
Total of all active and inactive participants2005-06-01103
Total participants2005-06-01103
2004: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2004 401k membership
Total participants, beginning-of-year2004-06-01119
Total number of active participants reported on line 7a of the Form 55002004-06-01116
Number of retired or separated participants receiving benefits2004-06-012
Total of all active and inactive participants2004-06-01118
Total participants2004-06-01118
2003: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2003 401k membership
Total participants, beginning-of-year2003-06-0196
Total number of active participants reported on line 7a of the Form 55002003-06-01116
Number of retired or separated participants receiving benefits2003-06-013
Total of all active and inactive participants2003-06-01119
Total participants2003-06-01119
2002: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2002 401k membership
Total participants, beginning-of-year2002-06-0195
Total number of active participants reported on line 7a of the Form 55002002-06-0195
Number of retired or separated participants receiving benefits2002-06-011
Total of all active and inactive participants2002-06-0196
Total participants2002-06-0196
2001: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2001 401k membership
Total participants, beginning-of-year2001-06-0195
Total number of active participants reported on line 7a of the Form 55002001-06-0191
Number of retired or separated participants receiving benefits2001-06-014
Total of all active and inactive participants2001-06-0195
Total participants2001-06-0195
2000: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2000 401k membership
Total participants, beginning-of-year2000-06-0182
Total number of active participants reported on line 7a of the Form 55002000-06-0194
Number of retired or separated participants receiving benefits2000-06-011
Total of all active and inactive participants2000-06-0195
Total participants2000-06-0195
1999: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1999 401k membership
Total participants, beginning-of-year1999-06-0180
Total number of active participants reported on line 7a of the Form 55001999-06-0182
Total of all active and inactive participants1999-06-0182
Total participants1999-06-0182
1998: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1998 401k membership
Total participants, beginning-of-year1998-06-0161
Total number of active participants reported on line 7a of the Form 55001998-06-0180
Total of all active and inactive participants1998-06-0180
Total participants1998-06-0180
1997: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1997 401k membership
Total participants, beginning-of-year1997-06-0156
Total number of active participants reported on line 7a of the Form 55001997-06-0161
Total of all active and inactive participants1997-06-0161
Total participants1997-06-0161
1996: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1996 401k membership
Total participants, beginning-of-year1996-06-0150
Total number of active participants reported on line 7a of the Form 55001996-06-0156
Total of all active and inactive participants1996-06-0156
Total participants1996-06-0156
1995: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1995 401k membership
Total participants, beginning-of-year1995-06-0141
Total number of active participants reported on line 7a of the Form 55001995-06-0150
Total of all active and inactive participants1995-06-0150
Total participants1995-06-0150
1994: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1994 401k membership
Total participants, beginning-of-year1994-06-0142
Total number of active participants reported on line 7a of the Form 55001994-06-0141
Total of all active and inactive participants1994-06-0141
Total participants1994-06-0141
1993: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1993 401k membership
Total participants, beginning-of-year1993-06-010
Total number of active participants reported on line 7a of the Form 55001993-06-0142
Total of all active and inactive participants1993-06-0142
Total participants1993-06-0142

Financial Data on WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN

Measure Date Value
2024 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2024 401k financial data
Total income from all sources2024-05-31$839,772
Expenses. Total of all expenses incurred2024-05-31$839,772
Benefits paid (including direct rollovers)2024-05-31$839,772
Value of fidelity bond covering the plan2024-05-31$1,000,000
Total contributions received or receivable from participants2024-05-31$328,701
Net income (gross income less expenses)2024-05-31$0
Net plan assets at end of year (total assets less liabilities)2024-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2024-05-31$0
Total contributions received or receivable from employer(s)2024-05-31$511,071
2023 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2023 401k financial data
Total income from all sources2023-05-31$855,674
Expenses. Total of all expenses incurred2023-05-31$855,674
Benefits paid (including direct rollovers)2023-05-31$855,674
Value of fidelity bond covering the plan2023-05-31$1,000,000
Total contributions received or receivable from participants2023-05-31$248,615
Net income (gross income less expenses)2023-05-31$0
Net plan assets at end of year (total assets less liabilities)2023-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-05-31$0
Total contributions received or receivable from employer(s)2023-05-31$607,059
2022 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2022 401k financial data
Total income from all sources2022-05-31$740,539
Expenses. Total of all expenses incurred2022-05-31$740,539
Benefits paid (including direct rollovers)2022-05-31$740,539
Value of fidelity bond covering the plan2022-05-31$1,000,000
Total contributions received or receivable from participants2022-05-31$315,197
Net income (gross income less expenses)2022-05-31$0
Net plan assets at end of year (total assets less liabilities)2022-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-05-31$0
Total contributions received or receivable from employer(s)2022-05-31$425,342
2021 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2021 401k financial data
Total income from all sources2021-05-31$792,891
Expenses. Total of all expenses incurred2021-05-31$792,891
Benefits paid (including direct rollovers)2021-05-31$792,891
Value of fidelity bond covering the plan2021-05-31$1,000,000
Total contributions received or receivable from participants2021-05-31$222,926
Net income (gross income less expenses)2021-05-31$0
Net plan assets at end of year (total assets less liabilities)2021-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-05-31$0
Total contributions received or receivable from employer(s)2021-05-31$569,965
2020 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2020 401k financial data
Total income from all sources2020-05-31$722,608
Expenses. Total of all expenses incurred2020-05-31$722,608
Benefits paid (including direct rollovers)2020-05-31$722,608
Value of fidelity bond covering the plan2020-05-31$1,000,000
Total contributions received or receivable from participants2020-05-31$256,251
Net income (gross income less expenses)2020-05-31$0
Net plan assets at end of year (total assets less liabilities)2020-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-05-31$0
Total contributions received or receivable from employer(s)2020-05-31$466,357
2019 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2019 401k financial data
Total income from all sources2019-05-31$781,133
Expenses. Total of all expenses incurred2019-05-31$781,133
Benefits paid (including direct rollovers)2019-05-31$781,133
Value of fidelity bond covering the plan2019-05-31$1,000,000
Total contributions received or receivable from participants2019-05-31$265,501
Net income (gross income less expenses)2019-05-31$0
Net plan assets at end of year (total assets less liabilities)2019-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-05-31$0
Total contributions received or receivable from employer(s)2019-05-31$515,632
2018 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2018 401k financial data
Total income from all sources2018-05-31$789,351
Expenses. Total of all expenses incurred2018-05-31$789,351
Benefits paid (including direct rollovers)2018-05-31$789,351
Value of fidelity bond covering the plan2018-05-31$1,000,000
Total contributions received or receivable from participants2018-05-31$290,080
Net income (gross income less expenses)2018-05-31$0
Net plan assets at end of year (total assets less liabilities)2018-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-05-31$0
Total contributions received or receivable from employer(s)2018-05-31$499,271
2017 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2017 401k financial data
Total income from all sources2017-05-31$790,985
Expenses. Total of all expenses incurred2017-05-31$790,985
Benefits paid (including direct rollovers)2017-05-31$790,985
Value of fidelity bond covering the plan2017-05-31$1,000,000
Total contributions received or receivable from participants2017-05-31$279,962
Net income (gross income less expenses)2017-05-31$0
Net plan assets at end of year (total assets less liabilities)2017-05-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-05-31$0
Total contributions received or receivable from employer(s)2017-05-31$511,023
2016 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2016 401k financial data
Total income from all sources2016-05-31$755,913
Expenses. Total of all expenses incurred2016-05-31$755,913
Benefits paid (including direct rollovers)2016-05-31$755,913
Value of fidelity bond covering the plan2016-05-31$1,000,000
Total contributions received or receivable from participants2016-05-31$217,546
Net income (gross income less expenses)2016-05-31$0
Total contributions received or receivable from employer(s)2016-05-31$538,367
2015 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2015 401k financial data
Total income from all sources2015-05-31$659,072
Expenses. Total of all expenses incurred2015-05-31$659,072
Benefits paid (including direct rollovers)2015-05-31$659,072
Value of fidelity bond covering the plan2015-05-31$1,000,000
Total contributions received or receivable from participants2015-05-31$310,930
Net income (gross income less expenses)2015-05-31$0
Total contributions received or receivable from employer(s)2015-05-31$348,142
2014 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2014 401k financial data
Total income from all sources2014-05-31$580,235
Expenses. Total of all expenses incurred2014-05-31$580,235
Benefits paid (including direct rollovers)2014-05-31$580,235
Value of fidelity bond covering the plan2014-05-31$1,000,000
Total contributions received or receivable from participants2014-05-31$156,312
Net income (gross income less expenses)2014-05-31$0
Total contributions received or receivable from employer(s)2014-05-31$423,923
2013 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2013 401k financial data
Total income from all sources2013-05-31$532,271
Expenses. Total of all expenses incurred2013-05-31$532,271
Benefits paid (including direct rollovers)2013-05-31$532,271
Value of fidelity bond covering the plan2013-05-31$1,000,000
Total contributions received or receivable from participants2013-05-31$183,148
Net income (gross income less expenses)2013-05-31$0
Total contributions received or receivable from employer(s)2013-05-31$349,123
2012 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2012 401k financial data
Total income from all sources2012-05-31$558,291
Expenses. Total of all expenses incurred2012-05-31$558,291
Benefits paid (including direct rollovers)2012-05-31$558,291
Value of fidelity bond covering the plan2012-05-31$1,000,000
Total contributions received or receivable from participants2012-05-31$213,836
Net income (gross income less expenses)2012-05-31$0
Total contributions received or receivable from employer(s)2012-05-31$344,455
2011 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2011 401k financial data
Total income from all sources2011-05-31$629,741
Expenses. Total of all expenses incurred2011-05-31$629,741
Benefits paid (including direct rollovers)2011-05-31$629,741
Value of fidelity bond covering the plan2011-05-31$1,000,000
Total contributions received or receivable from participants2011-05-31$222,022
Net income (gross income less expenses)2011-05-31$0
Total contributions received or receivable from employer(s)2011-05-31$407,719
2010 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2010 401k financial data
Total income from all sources2010-05-31$539,873
Expenses. Total of all expenses incurred2010-05-31$539,873
Benefits paid (including direct rollovers)2010-05-31$539,873
Value of fidelity bond covering the plan2010-05-31$1,000,000
Total contributions received or receivable from participants2010-05-31$182,329
Net income (gross income less expenses)2010-05-31$0
Total contributions received or receivable from employer(s)2010-05-31$357,544
2009 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2009 401k financial data
Total income from all sources2009-05-31$647,810
Expenses. Total of all expenses incurred2009-05-31$647,810
Benefits paid (including direct rollovers)2009-05-31$647,810
Value of fidelity bond covering the plan2009-05-31$1,000,000
Total contributions received or receivable from participants2009-05-31$143,759
Net income (gross income less expenses)2009-05-31$0
Total contributions received or receivable from employer(s)2009-05-31$504,051
2008 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2008 401k financial data
Total income from all sources2008-05-31$617,759
Expenses. Total of all expenses incurred2008-05-31$617,759
Benefits paid (including direct rollovers)2008-05-31$617,759
Value of fidelity bond covering the plan2008-05-31$1,000,000
Total contributions received or receivable from participants2008-05-31$158,592
Net income (gross income less expenses)2008-05-31$0
Total contributions received or receivable from employer(s)2008-05-31$459,167
2007 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2007 401k financial data
Total income from all sources2007-05-31$615,507
Expenses. Total of all expenses incurred2007-05-31$615,507
Benefits paid (including direct rollovers)2007-05-31$615,507
Value of fidelity bond covering the plan2007-05-31$1,000,000
Total contributions received or receivable from participants2007-05-31$194,902
Net income (gross income less expenses)2007-05-31$0
Total contributions received or receivable from employer(s)2007-05-31$420,605
2006 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2006 401k financial data
Total income from all sources2006-05-31$600,022
Expenses. Total of all expenses incurred2006-05-31$600,022
Benefits paid (including direct rollovers)2006-05-31$600,022
Value of fidelity bond covering the plan2006-05-31$1,000,000
Total contributions received or receivable from participants2006-05-31$186,257
Net income (gross income less expenses)2006-05-31$0
Total contributions received or receivable from employer(s)2006-05-31$413,765
2005 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2005 401k financial data
Total income from all sources2005-05-31$684,014
Expenses. Total of all expenses incurred2005-05-31$684,014
Benefits paid (including direct rollovers)2005-05-31$684,014
Value of fidelity bond covering the plan2005-05-31$750,000
Total contributions received or receivable from participants2005-05-31$171,543
Net income (gross income less expenses)2005-05-31$0
Total contributions received or receivable from employer(s)2005-05-31$512,471
2004 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2004 401k financial data
Total income from all sources2004-05-31$657,593
Expenses. Total of all expenses incurred2004-05-31$657,593
Benefits paid (including direct rollovers)2004-05-31$657,593
Value of fidelity bond covering the plan2004-05-31$750,000
Total contributions received or receivable from participants2004-05-31$176,436
Net income (gross income less expenses)2004-05-31$0
Total contributions received or receivable from employer(s)2004-05-31$481,157
2003 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2003 401k financial data
Total income from all sources2003-05-31$524,682
Expenses. Total of all expenses incurred2003-05-31$524,682
Benefits paid (including direct rollovers)2003-05-31$524,682
Value of fidelity bond covering the plan2003-05-31$750,000
Total contributions received or receivable from participants2003-05-31$123,825
Net income (gross income less expenses)2003-05-31$0
Total contributions received or receivable from employer(s)2003-05-31$400,857
2002 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2002 401k financial data
Total income from all sources2002-05-31$449,453
Expenses. Total of all expenses incurred2002-05-31$449,453
Benefits paid (including direct rollovers)2002-05-31$449,453
Value of fidelity bond covering the plan2002-05-31$750,000
Total contributions received or receivable from participants2002-05-31$123,820
Net income (gross income less expenses)2002-05-31$0
Total contributions received or receivable from employer(s)2002-05-31$325,633
2001 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2001 401k financial data
Total income from all sources2001-05-31$384,974
Expenses. Total of all expenses incurred2001-05-31$384,974
Benefits paid (including direct rollovers)2001-05-31$384,974
Value of fidelity bond covering the plan2001-05-31$750,000
Total contributions received or receivable from participants2001-05-31$64,748
Net income (gross income less expenses)2001-05-31$0
Total contributions received or receivable from employer(s)2001-05-31$320,226
2000 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2000 401k financial data
Total income from all sources2000-05-31$340,446
Expenses. Total of all expenses incurred2000-05-31$340,446
Benefits paid (including direct rollovers)2000-05-31$340,446
Value of fidelity bond covering the plan2000-05-31$500,000
Total contributions received or receivable from participants2000-05-31$33,903
Net income (gross income less expenses)2000-05-31$0
Total contributions received or receivable from employer(s)2000-05-31$306,543
1999 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1999 401k financial data
Total income from all sources1999-05-31$241,695
Expenses. Total of all expenses incurred1999-05-31$241,695
Benefits paid (including direct rollovers)1999-05-31$241,695
Value of fidelity bond covering the plan1999-05-31$500,000
Total contributions received or receivable from participants1999-05-31$36,254
Net income (gross income less expenses)1999-05-31$0
Total contributions received or receivable from employer(s)1999-05-31$205,441
1998 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1998 401k financial data
Total income from all sources1998-05-31$190,218
Expenses. Total of all expenses incurred1998-05-31$190,218
Benefits paid (including direct rollovers)1998-05-31$190,218
Value of fidelity bond covering the plan1998-05-31$250,000
Total contributions received or receivable from participants1998-05-31$28,533
Net income (gross income less expenses)1998-05-31$0
Total contributions received or receivable from employer(s)1998-05-31$161,685
1997 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1997 401k financial data
Total income from all sources1997-05-31$167,532
Expenses. Total of all expenses incurred1997-05-31$167,532
Benefits paid (including direct rollovers)1997-05-31$167,532
Value of fidelity bond covering the plan1997-05-31$150,000
Total contributions received or receivable from participants1997-05-31$25,130
Net income (gross income less expenses)1997-05-31$0
Total contributions received or receivable from employer(s)1997-05-31$142,402
1996 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1996 401k financial data
Total income from all sources1996-05-31$126,772
Expenses. Total of all expenses incurred1996-05-31$126,772
Benefits paid (including direct rollovers)1996-05-31$126,772
Value of fidelity bond covering the plan1996-05-31$100,000
Total contributions received or receivable from participants1996-05-31$19,016
Net income (gross income less expenses)1996-05-31$0
Total contributions received or receivable from employer(s)1996-05-31$107,756
1995 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1995 401k financial data
Total income from all sources1995-05-31$131,170
Expenses. Total of all expenses incurred1995-05-31$131,170
Benefits paid (including direct rollovers)1995-05-31$131,170
Value of fidelity bond covering the plan1995-05-31$100,000
Total contributions received or receivable from participants1995-05-31$19,675
Net income (gross income less expenses)1995-05-31$0
Total contributions received or receivable from employer(s)1995-05-31$111,495
1994 : WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1994 401k financial data
Total income from all sources1994-05-31$167,469
Expenses. Total of all expenses incurred1994-05-31$167,469
Benefits paid (including direct rollovers)1994-05-31$167,469
Value of fidelity bond covering the plan1994-05-31$100,000
Total contributions received or receivable from participants1994-05-31$25,120
Net income (gross income less expenses)1994-05-31$0
Total contributions received or receivable from employer(s)1994-05-31$142,349

Form 5500 Responses for WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN

2023: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2023 form 5500 responses
2023-06-01Type of plan entitySingle employer plan
2023-06-01Submission has been amendedNo
2023-06-01This submission is the final filingNo
2023-06-01This return/report is a short plan year return/report (less than 12 months)No
2023-06-01Plan is a collectively bargained planNo
2023-06-01Plan funding arrangement – TrustYes
2023-06-01Plan funding arrangement – General assets of the sponsorYes
2023-06-01Plan benefit arrangement – InsuranceYes
2022: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan funding arrangement – General assets of the sponsorYes
2022-06-01Plan benefit arrangement – InsuranceYes
2021: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan funding arrangement – General assets of the sponsorYes
2021-06-01Plan benefit arrangement – InsuranceYes
2020: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan funding arrangement – General assets of the sponsorYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan funding arrangement – General assets of the sponsorYes
2019-06-01Plan benefit arrangement – InsuranceYes
2017: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan funding arrangement – General assets of the sponsorYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan funding arrangement – General assets of the sponsorYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan funding arrangement – General assets of the sponsorYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan funding arrangement – General assets of the sponsorYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan funding arrangement – General assets of the sponsorYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan funding arrangement – General assets of the sponsorYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan funding arrangement – General assets of the sponsorYes
2011-06-01Plan benefit arrangement – InsuranceYes
2009: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan funding arrangement – General assets of the sponsorYes
2009-06-01Plan benefit arrangement – InsuranceYes
2008: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2008 form 5500 responses
2008-06-01Type of plan entitySingle employer plan
2008-06-01Plan funding arrangement – TrustYes
2008-06-01Plan funding arrangement – General assets of the sponsorYes
2008-06-01Plan benefit arrangement – InsuranceYes
2007: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2007 form 5500 responses
2007-06-01Type of plan entitySingle employer plan
2007-06-01Plan funding arrangement – TrustYes
2007-06-01Plan funding arrangement – General assets of the sponsorYes
2007-06-01Plan benefit arrangement – InsuranceYes
2006: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2006 form 5500 responses
2006-06-01Type of plan entitySingle employer plan
2006-06-01Plan funding arrangement – TrustYes
2006-06-01Plan funding arrangement – General assets of the sponsorYes
2006-06-01Plan benefit arrangement – InsuranceYes
2005: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2005 form 5500 responses
2005-06-01Type of plan entitySingle employer plan
2005-06-01Plan funding arrangement – TrustYes
2005-06-01Plan funding arrangement – General assets of the sponsorYes
2005-06-01Plan benefit arrangement – InsuranceYes
2004: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2004 form 5500 responses
2004-06-01Type of plan entitySingle employer plan
2004-06-01Plan funding arrangement – TrustYes
2004-06-01Plan funding arrangement – General assets of the sponsorYes
2004-06-01Plan benefit arrangement – InsuranceYes
2003: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2003 form 5500 responses
2003-06-01Type of plan entitySingle employer plan
2003-06-01Plan funding arrangement – TrustYes
2003-06-01Plan funding arrangement – General assets of the sponsorYes
2003-06-01Plan benefit arrangement – InsuranceYes
2002: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2002 form 5500 responses
2002-06-01Type of plan entitySingle employer plan
2002-06-01Plan funding arrangement – TrustYes
2002-06-01Plan funding arrangement – General assets of the sponsorYes
2002-06-01Plan benefit arrangement – InsuranceYes
2001: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2001 form 5500 responses
2001-06-01Type of plan entitySingle employer plan
2001-06-01Plan funding arrangement – TrustYes
2001-06-01Plan funding arrangement – General assets of the sponsorYes
2001-06-01Plan benefit arrangement – InsuranceYes
2000: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 2000 form 5500 responses
2000-06-01Type of plan entitySingle employer plan
2000-06-01Plan funding arrangement – TrustYes
2000-06-01Plan funding arrangement – General assets of the sponsorYes
2000-06-01Plan benefit arrangement – InsuranceYes
1999: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1999 form 5500 responses
1999-06-01Type of plan entitySingle employer plan
1999-06-01Plan funding arrangement – TrustYes
1999-06-01Plan funding arrangement – General assets of the sponsorYes
1999-06-01Plan benefit arrangement – InsuranceYes
1998: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1998 form 5500 responses
1998-06-01Type of plan entitySingle employer plan
1998-06-01Plan funding arrangement – TrustYes
1998-06-01Plan funding arrangement – General assets of the sponsorYes
1998-06-01Plan benefit arrangement – InsuranceYes
1997: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1997 form 5500 responses
1997-06-01Type of plan entitySingle employer plan
1997-06-01Plan funding arrangement – TrustYes
1997-06-01Plan funding arrangement – General assets of the sponsorYes
1997-06-01Plan benefit arrangement – InsuranceYes
1996: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1996 form 5500 responses
1996-06-01Type of plan entitySingle employer plan
1996-06-01Plan funding arrangement – TrustYes
1996-06-01Plan funding arrangement – General assets of the sponsorYes
1996-06-01Plan benefit arrangement – InsuranceYes
1995: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1995 form 5500 responses
1995-06-01Type of plan entitySingle employer plan
1995-06-01Plan funding arrangement – TrustYes
1995-06-01Plan funding arrangement – General assets of the sponsorYes
1995-06-01Plan benefit arrangement – InsuranceYes
1994: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1994 form 5500 responses
1994-06-01Type of plan entitySingle employer plan
1994-06-01Plan funding arrangement – TrustYes
1994-06-01Plan funding arrangement – General assets of the sponsorYes
1994-06-01Plan benefit arrangement – InsuranceYes
1993: WESTERN ENGINEERING CONTRACTORS, INC. EMPLOYEE WELFARE BENEFITS PLAN 1993 form 5500 responses
1993-06-01Type of plan entitySingle employer plan
1993-06-01Plan funding arrangement – TrustYes
1993-06-01Plan funding arrangement – General assets of the sponsorYes
1993-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
Insurance contract or identification number104126
Number of Individuals Covered105
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $31,704
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $584,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number98776711001
Policy instance 7
Insurance contract or identification number98776711001
Number of Individuals Covered87
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $864
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
Insurance contract or identification number602530
Number of Individuals Covered21
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $8,953
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $179,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
Insurance contract or identification number10175622
Number of Individuals Covered91
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $619
Total amount of fees paid to insurance companyUSD $208
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 4
Insurance contract or identification number1D026256
Number of Individuals Covered23
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $911
Total amount of fees paid to insurance companyUSD $194
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 5
Insurance contract or identification number1D026255
Number of Individuals Covered40
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $2,489
Total amount of fees paid to insurance companyUSD $876
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $43,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 16851
Policy instance 6
Insurance contract or identification number400001000 16851
Number of Individuals Covered15
Insurance policy start date2023-06-01
Insurance policy end date2024-05-31
Total amount of commissions paid to insurance brokerUSD $1,310
Total amount of fees paid to insurance companyUSD $541
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 providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $13,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 16851
Policy instance 6
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number98776711001
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 4
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number98776711001
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 16851
Policy instance 6
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 16851
Policy instance 6
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number98776711001
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 16851
Policy instance 6
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number98776711001
Policy instance 7
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 16851
Policy instance 6
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number98776711001
Policy instance 7
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9877671
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number100016851
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number100016851
Policy instance 6
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9877671
Policy instance 7
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10175622
Policy instance 5
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026255
Policy instance 6
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D026256
Policy instance 7
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberX9842
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9877671
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 2
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 3
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberX9842
Policy instance 4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 1
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 2
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 3
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95019 )
Policy contract number104126
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 3
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number526613
Policy instance 1
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number526613
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number602530
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 4
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35759
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35759
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35759
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35759
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35759
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35759
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number35759
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 2
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number297590
Policy instance 2

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