401k Plan data: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN plan

NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 401k Plan overview

Plan Name	NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN
Plan identification number	501

NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES OF NORTHERN CALIFORNIA PIPE TRADES HEALTH & WELFARE has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF NORTHERN CALIFORNIA PIPE TRADES HEALTH & WELFARE

Employer identification number (EIN): 943183274

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-07-01 CHE TIMMONS 2023-04-02 ALEX HALL 2023-04-02
501 2020-07-01
501 2019-07-01
501 2018-07-01
501 2017-07-01
501 2016-07-01 ALEX HALL DERRICK KUALAPAI 2018-03-23
501 2015-07-01 RON MITCHELL DERRICK KUALAPAI 2017-03-24
501 2014-07-01 RON MITCHELL DERRICK KUALAPAI 2016-03-03
501 2013-07-01 SCOTT STRAWBRIDGE MIKE HERNANDEZ 2015-02-26
501 2012-07-01 SCOTT STRAWBRIDGE MIKE HERNANDEZ 2014-04-04
501 2011-07-01 SCOTT STRAWBRIDGE MIKE HERNANDEZ 2013-04-18
501 2010-07-01 SCOTT STRAWBRIDGE JAMES WILLIAMS 2012-04-06
501 2009-07-01 SCOTT STRAWBRIDGE JAY WILLIAMS 2011-04-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2021-07-01	CHE TIMMONS	2023-04-02	ALEX HALL	2023-04-02
501	2020-07-01
501	2019-07-01
501	2018-07-01
501	2017-07-01
501	2016-07-01	ALEX HALL		DERRICK KUALAPAI	2018-03-23
501	2015-07-01	RON MITCHELL		DERRICK KUALAPAI	2017-03-24
501	2014-07-01	RON MITCHELL		DERRICK KUALAPAI	2016-03-03
501	2013-07-01	SCOTT STRAWBRIDGE		MIKE HERNANDEZ	2015-02-26
501	2012-07-01	SCOTT STRAWBRIDGE		MIKE HERNANDEZ	2014-04-04
501	2011-07-01	SCOTT STRAWBRIDGE		MIKE HERNANDEZ	2013-04-18
501	2010-07-01	SCOTT STRAWBRIDGE		JAMES WILLIAMS	2012-04-06
501	2009-07-01	SCOTT STRAWBRIDGE		JAY WILLIAMS	2011-04-11

Plan Statistics for NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN

401k plan membership statisitcs for NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN

Measure Date Value
2021: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 2,980
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 2,103
Number of retired or separated participants receiving benefits 2021-07-01 960
Number of other retired or separated participants entitled to future benefits 2021-07-01 0
Total of all active and inactive participants 2021-07-01 3,063
Number of employers contributing to the scheme 2021-07-01 184
2020: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 3,033
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 2,011
Number of retired or separated participants receiving benefits 2020-07-01 954
Number of other retired or separated participants entitled to future benefits 2020-07-01 0
Total of all active and inactive participants 2020-07-01 2,965
Number of employers contributing to the scheme 2020-07-01 169
2019: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 3,204
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 2,127
Number of retired or separated participants receiving benefits 2019-07-01 953
Number of other retired or separated participants entitled to future benefits 2019-07-01 0
Total of all active and inactive participants 2019-07-01 3,080
Number of employers contributing to the scheme 2019-07-01 179
2018: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 2,984
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 2,263
Number of retired or separated participants receiving benefits 2018-07-01 927
Number of other retired or separated participants entitled to future benefits 2018-07-01 0
Total of all active and inactive participants 2018-07-01 3,190
Number of employers contributing to the scheme 2018-07-01 178
2017: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 2,613
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 2,001
Number of retired or separated participants receiving benefits 2017-07-01 914
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 2,915
Number of employers contributing to the scheme 2017-07-01 167
2016: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 2,561
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 1,685
Number of retired or separated participants receiving benefits 2016-07-01 927
Number of other retired or separated participants entitled to future benefits 2016-07-01 0
Total of all active and inactive participants 2016-07-01 2,612
Number of employers contributing to the scheme 2016-07-01 161
2015: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 2,478
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,664
Number of retired or separated participants receiving benefits 2015-07-01 938
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 2,602
Number of employers contributing to the scheme 2015-07-01 149
2014: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 2,426
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,537
Number of retired or separated participants receiving benefits 2014-07-01 941
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 2,478
Number of employers contributing to the scheme 2014-07-01 154
2013: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 2,516
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,451
Number of retired or separated participants receiving benefits 2013-07-01 918
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 2,369
Number of employers contributing to the scheme 2013-07-01 159
2012: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 2,502
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 1,627
Number of retired or separated participants receiving benefits 2012-07-01 903
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 2,530
Number of employers contributing to the scheme 2012-07-01 163
2011: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 2,300
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1,528
Number of retired or separated participants receiving benefits 2011-07-01 927
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 2,455
Number of employers contributing to the scheme 2011-07-01 157
2010: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 2,454
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 1,370
Number of retired or separated participants receiving benefits 2010-07-01 921
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 2,291
Number of employers contributing to the scheme 2010-07-01 188
2009: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 2,573
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 1,507
Number of retired or separated participants receiving benefits 2009-07-01 919
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 2,426
Number of employers contributing to the scheme 2009-07-01 177

Measure	Date	Value
2021: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	2,980
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	2,103
Number of retired or separated participants receiving benefits	2021-07-01	960
Number of other retired or separated participants entitled to future benefits	2021-07-01	0
Total of all active and inactive participants	2021-07-01	3,063
Number of employers contributing to the scheme	2021-07-01	184
2020: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	3,033
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	2,011
Number of retired or separated participants receiving benefits	2020-07-01	954
Number of other retired or separated participants entitled to future benefits	2020-07-01	0
Total of all active and inactive participants	2020-07-01	2,965
Number of employers contributing to the scheme	2020-07-01	169
2019: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	3,204
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	2,127
Number of retired or separated participants receiving benefits	2019-07-01	953
Number of other retired or separated participants entitled to future benefits	2019-07-01	0
Total of all active and inactive participants	2019-07-01	3,080
Number of employers contributing to the scheme	2019-07-01	179
2018: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	2,984
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	2,263
Number of retired or separated participants receiving benefits	2018-07-01	927
Number of other retired or separated participants entitled to future benefits	2018-07-01	0
Total of all active and inactive participants	2018-07-01	3,190
Number of employers contributing to the scheme	2018-07-01	178
2017: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	2,613
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	2,001
Number of retired or separated participants receiving benefits	2017-07-01	914
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	2,915
Number of employers contributing to the scheme	2017-07-01	167
2016: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	2,561
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	1,685
Number of retired or separated participants receiving benefits	2016-07-01	927
Number of other retired or separated participants entitled to future benefits	2016-07-01	0
Total of all active and inactive participants	2016-07-01	2,612
Number of employers contributing to the scheme	2016-07-01	161
2015: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	2,478
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,664
Number of retired or separated participants receiving benefits	2015-07-01	938
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	2,602
Number of employers contributing to the scheme	2015-07-01	149
2014: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	2,426
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,537
Number of retired or separated participants receiving benefits	2014-07-01	941
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	2,478
Number of employers contributing to the scheme	2014-07-01	154
2013: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	2,516
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,451
Number of retired or separated participants receiving benefits	2013-07-01	918
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	2,369
Number of employers contributing to the scheme	2013-07-01	159
2012: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	2,502
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	1,627
Number of retired or separated participants receiving benefits	2012-07-01	903
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	2,530
Number of employers contributing to the scheme	2012-07-01	163
2011: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	2,300
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1,528
Number of retired or separated participants receiving benefits	2011-07-01	927
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	2,455
Number of employers contributing to the scheme	2011-07-01	157
2010: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	2,454
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	1,370
Number of retired or separated participants receiving benefits	2010-07-01	921
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	2,291
Number of employers contributing to the scheme	2010-07-01	188
2009: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	2,573
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	1,507
Number of retired or separated participants receiving benefits	2009-07-01	919
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	2,426
Number of employers contributing to the scheme	2009-07-01	177

Financial Data on NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN

Measure	Date	Value
2022 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$1,902,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$556,424
Total income from all sources (including contributions)	2022-06-30	$62,438,321
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$70,477,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$68,252,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$72,980,454
Value of total assets at end of year	2022-06-30	$116,038,722
Value of total assets at beginning of year	2022-06-30	$122,732,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$2,225,265
Total interest from all sources	2022-06-30	$7,282
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$2,888,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$2,888,572
Administrative expenses professional fees incurred	2022-06-30	$541,758
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Contributions received from participants	2022-06-30	$2,482,008
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$208,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$694,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-06-30	$170,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-06-30	$344,798
Other income not declared elsewhere	2022-06-30	$650,622
Administrative expenses (other) incurred	2022-06-30	$184,787
Liabilities. Value of operating payables at end of year	2022-06-30	$1,732,046
Liabilities. Value of operating payables at beginning of year	2022-06-30	$211,626
Total non interest bearing cash at end of year	2022-06-30	$659,852
Total non interest bearing cash at beginning of year	2022-06-30	$3,588,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-8,039,437
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$114,136,252
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$122,175,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$112,720
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$88,390,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$99,983,826
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$16,640,404
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$11,838,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$11,838,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$7,282
Expenses. Payments to insurance carriers foe the provision of benefits	2022-06-30	$65,336,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-14,088,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$70,498,446
Employer contributions (assets) at end of year	2022-06-30	$10,140,146
Employer contributions (assets) at beginning of year	2022-06-30	$6,626,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$2,916,475
Contract administrator fees	2022-06-30	$1,386,000
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	WITHUMSMITH+BROWN, PC
Accountancy firm EIN	2022-06-30	222027092
2021 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$556,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$394,191
Total income from all sources (including contributions)	2021-06-30	$80,401,437
Total of all expenses incurred	2021-06-30	$68,992,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$66,792,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$69,879,401
Value of total assets at end of year	2021-06-30	$122,732,113
Value of total assets at beginning of year	2021-06-30	$111,161,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$2,200,362
Total interest from all sources	2021-06-30	$10,737
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$2,277,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$2,277,505
Administrative expenses professional fees incurred	2021-06-30	$486,260
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$2,425,838
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$694,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$223,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-06-30	$344,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-06-30	$181,364
Other income not declared elsewhere	2021-06-30	$490,951
Administrative expenses (other) incurred	2021-06-30	$154,950
Liabilities. Value of operating payables at end of year	2021-06-30	$211,626
Liabilities. Value of operating payables at beginning of year	2021-06-30	$212,827
Total non interest bearing cash at end of year	2021-06-30	$3,588,828
Total non interest bearing cash at beginning of year	2021-06-30	$399,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$11,408,486
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$122,175,689
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$110,767,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$121,657
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$99,983,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$84,145,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$11,838,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$20,798,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$20,798,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$10,737
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$64,741,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$7,742,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$67,453,563
Employer contributions (assets) at end of year	2021-06-30	$6,626,187
Employer contributions (assets) at beginning of year	2021-06-30	$5,594,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$2,050,875
Contract administrator fees	2021-06-30	$1,437,495
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	LINDQUIST LLP
Accountancy firm EIN	2021-06-30	522385296
2020 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$394,191
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$954,958
Total income from all sources (including contributions)	2020-06-30	$73,897,045
Total of all expenses incurred	2020-06-30	$69,464,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$67,368,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$70,410,062
Value of total assets at end of year	2020-06-30	$111,161,394
Value of total assets at beginning of year	2020-06-30	$107,289,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$2,095,561
Total interest from all sources	2020-06-30	$30,147
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$2,593,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$2,593,412
Administrative expenses professional fees incurred	2020-06-30	$452,693
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Contributions received from participants	2020-06-30	$2,254,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$223,261
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$204,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-06-30	$181,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$182,745
Other income not declared elsewhere	2020-06-30	$139,897
Administrative expenses (other) incurred	2020-06-30	$158,646
Liabilities. Value of operating payables at end of year	2020-06-30	$212,827
Liabilities. Value of operating payables at beginning of year	2020-06-30	$772,213
Total non interest bearing cash at end of year	2020-06-30	$399,727
Total non interest bearing cash at beginning of year	2020-06-30	$-279,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$4,432,845
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$110,767,203
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$106,334,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$103,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$84,145,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$79,769,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$20,798,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$18,061,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$18,061,808
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$30,147
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$65,646,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$723,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$68,156,006
Employer contributions (assets) at end of year	2020-06-30	$5,594,849
Employer contributions (assets) at beginning of year	2020-06-30	$9,531,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$1,722,077
Contract administrator fees	2020-06-30	$1,380,961
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	LINDQUIST LLP
Accountancy firm EIN	2020-06-30	522385296
2019 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$954,958
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$2,790,278
Total income from all sources (including contributions)	2019-06-30	$88,422,238
Total of all expenses incurred	2019-06-30	$65,901,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$63,897,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$83,526,032
Value of total assets at end of year	2019-06-30	$107,289,316
Value of total assets at beginning of year	2019-06-30	$86,604,113
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$2,004,245
Total interest from all sources	2019-06-30	$33,965
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$2,463,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$2,463,807
Administrative expenses professional fees incurred	2019-06-30	$402,085
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Contributions received from participants	2019-06-30	$2,105,219
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$204,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$170,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$182,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-06-30	$130,708
Other income not declared elsewhere	2019-06-30	$116,469
Administrative expenses (other) incurred	2019-06-30	$144,579
Liabilities. Value of operating payables at end of year	2019-06-30	$772,213
Liabilities. Value of operating payables at beginning of year	2019-06-30	$2,659,570
Total non interest bearing cash at end of year	2019-06-30	$-279,293
Total non interest bearing cash at beginning of year	2019-06-30	$286,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$22,520,523
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$106,334,358
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$83,813,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$90,106
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$79,769,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$61,312,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$18,061,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$15,062,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$15,062,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$33,965
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$62,261,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$2,281,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$81,420,813
Employer contributions (assets) at end of year	2019-06-30	$9,531,861
Employer contributions (assets) at beginning of year	2019-06-30	$9,771,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$1,636,283
Contract administrator fees	2019-06-30	$1,367,475
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	LINDQUIST LLP
Accountancy firm EIN	2019-06-30	522385296
2018 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$2,790,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$659,957
Total income from all sources (including contributions)	2018-06-30	$73,768,254
Total of all expenses incurred	2018-06-30	$58,983,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$57,083,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$71,693,567
Value of total assets at end of year	2018-06-30	$86,604,113
Value of total assets at beginning of year	2018-06-30	$69,688,566
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$1,899,126
Total interest from all sources	2018-06-30	$4,792
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$1,721,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$1,721,112
Administrative expenses professional fees incurred	2018-06-30	$342,697
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$2,000,000
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$2,138,465
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$170,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$167,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-06-30	$130,708
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-06-30	$154,556
Other income not declared elsewhere	2018-06-30	$65,517
Administrative expenses (other) incurred	2018-06-30	$131,983
Liabilities. Value of operating payables at end of year	2018-06-30	$2,659,570
Liabilities. Value of operating payables at beginning of year	2018-06-30	$505,401
Total non interest bearing cash at end of year	2018-06-30	$286,258
Total non interest bearing cash at beginning of year	2018-06-30	$399,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$14,785,226
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$83,813,835
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$69,028,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$82,704
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$61,312,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$49,629,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$15,062,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$13,154,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$13,154,390
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$4,792
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$55,787,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$283,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$69,555,102
Employer contributions (assets) at end of year	2018-06-30	$9,771,938
Employer contributions (assets) at beginning of year	2018-06-30	$6,338,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$1,296,667
Contract administrator fees	2018-06-30	$1,341,742
Liabilities. Value of benefit claims payable at end of year	2018-06-30	$0
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	LINDQUIST LLP
Accountancy firm EIN	2018-06-30	522385296
2017 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$659,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$384,737
Total income from all sources (including contributions)	2017-06-30	$58,587,078
Total of all expenses incurred	2017-06-30	$54,035,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$52,109,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$55,851,504
Value of total assets at end of year	2017-06-30	$69,688,566
Value of total assets at beginning of year	2017-06-30	$64,861,517
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,925,706
Total interest from all sources	2017-06-30	$6,289
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$1,177,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$1,177,379
Administrative expenses professional fees incurred	2017-06-30	$320,145
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$2,250,250
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$167,850
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$161,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$154,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$181,350
Other income not declared elsewhere	2017-06-30	$110,879
Administrative expenses (other) incurred	2017-06-30	$128,821
Liabilities. Value of operating payables at end of year	2017-06-30	$505,401
Liabilities. Value of operating payables at beginning of year	2017-06-30	$184,790
Total non interest bearing cash at end of year	2017-06-30	$399,088
Total non interest bearing cash at beginning of year	2017-06-30	$267,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$4,551,829
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$69,028,609
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$64,476,780
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$71,247
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$49,629,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$47,403,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$13,154,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$12,054,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$12,054,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$6,289
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$50,937,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,441,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$53,601,254
Employer contributions (assets) at end of year	2017-06-30	$6,338,069
Employer contributions (assets) at beginning of year	2017-06-30	$4,974,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,172,518
Contract administrator fees	2017-06-30	$1,405,493
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-06-30	No
Liabilities. Value of benefit claims payable at end of year	2017-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-06-30	$18,597
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	LINDQUIST LLP
Accountancy firm EIN	2017-06-30	522385296
2016 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$384,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$268,906
Total income from all sources (including contributions)	2016-06-30	$53,564,024
Total of all expenses incurred	2016-06-30	$49,759,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$47,679,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$52,427,692
Value of total assets at end of year	2016-06-30	$64,861,517
Value of total assets at beginning of year	2016-06-30	$60,941,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$2,079,985
Total interest from all sources	2016-06-30	$7,169
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$1,286,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$1,286,238
Administrative expenses professional fees incurred	2016-06-30	$286,183
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$2,147,935
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$161,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$169,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$181,350
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$86,263
Other income not declared elsewhere	2016-06-30	$135,943
Administrative expenses (other) incurred	2016-06-30	$175,589
Liabilities. Value of operating payables at end of year	2016-06-30	$184,790
Liabilities. Value of operating payables at beginning of year	2016-06-30	$166,643
Total non interest bearing cash at end of year	2016-06-30	$267,396
Total non interest bearing cash at beginning of year	2016-06-30	$282,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$3,804,455
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$64,476,780
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$60,672,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$58,303
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$47,403,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$43,366,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$12,054,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$12,634,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$12,634,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$7,169
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$46,797,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-293,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$50,279,757
Employer contributions (assets) at end of year	2016-06-30	$4,974,725
Employer contributions (assets) at beginning of year	2016-06-30	$4,487,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$882,472
Contract administrator fees	2016-06-30	$1,559,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Liabilities. Value of benefit claims payable at end of year	2016-06-30	$18,597
Liabilities. Value of benefit claims payable at beginning of year	2016-06-30	$16,000
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	LINDQUIST LLP
Accountancy firm EIN	2016-06-30	522385296
2015 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$268,906
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$539,880
Total income from all sources (including contributions)	2015-06-30	$41,590,437
Total of all expenses incurred	2015-06-30	$46,734,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$44,665,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$40,693,930
Value of total assets at end of year	2015-06-30	$60,941,231
Value of total assets at beginning of year	2015-06-30	$66,356,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,068,493
Total interest from all sources	2015-06-30	$12,722
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$1,434,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$1,434,163
Administrative expenses professional fees incurred	2015-06-30	$283,136
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$2,291,506
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$169,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$157,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$86,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$104,128
Other income not declared elsewhere	2015-06-30	$85,871
Administrative expenses (other) incurred	2015-06-30	$157,670
Liabilities. Value of operating payables at end of year	2015-06-30	$166,643
Liabilities. Value of operating payables at beginning of year	2015-06-30	$145,752
Total non interest bearing cash at end of year	2015-06-30	$282,220
Total non interest bearing cash at beginning of year	2015-06-30	$195,372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-5,143,923
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$60,672,325
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$65,816,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$40,951
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$43,366,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$53,732,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$12,634,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$8,764,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$8,764,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$12,722
Expenses. Payments to insurance carriers foe the provision of benefits	2015-06-30	$42,226,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-636,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$38,402,424
Employer contributions (assets) at end of year	2015-06-30	$4,487,766
Employer contributions (assets) at beginning of year	2015-06-30	$3,506,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,439,036
Contract administrator fees	2015-06-30	$1,586,736
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Liabilities. Value of benefit claims payable at end of year	2015-06-30	$16,000
Liabilities. Value of benefit claims payable at beginning of year	2015-06-30	$290,000
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	LINDQUIST LLP
Accountancy firm EIN	2015-06-30	522385296
2014 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$539,880
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$654,768
Total income from all sources (including contributions)	2014-06-30	$40,582,725
Total of all expenses incurred	2014-06-30	$42,617,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$40,418,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$35,981,240
Value of total assets at end of year	2014-06-30	$66,356,128
Value of total assets at beginning of year	2014-06-30	$68,505,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$2,199,223
Total interest from all sources	2014-06-30	$11,499
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,376,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,376,688
Administrative expenses professional fees incurred	2014-06-30	$295,196
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$2,240,507
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$157,328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$128,745
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$104,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$35,401
Other income not declared elsewhere	2014-06-30	$154,331
Administrative expenses (other) incurred	2014-06-30	$186,784
Liabilities. Value of operating payables at end of year	2014-06-30	$145,752
Liabilities. Value of operating payables at beginning of year	2014-06-30	$317,367
Total non interest bearing cash at end of year	2014-06-30	$195,372
Total non interest bearing cash at beginning of year	2014-06-30	$281,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$-2,034,679
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$65,816,248
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$67,850,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$44,611
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$53,732,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$52,808,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$8,764,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$11,725,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$11,725,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$11,499
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$36,216,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$3,058,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$33,740,733
Employer contributions (assets) at end of year	2014-06-30	$3,506,420
Employer contributions (assets) at beginning of year	2014-06-30	$3,561,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$4,201,879
Contract administrator fees	2014-06-30	$1,672,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Liabilities. Value of benefit claims payable at end of year	2014-06-30	$290,000
Liabilities. Value of benefit claims payable at beginning of year	2014-06-30	$302,000
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	LINDQUIST LLP
Accountancy firm EIN	2014-06-30	522385296
2013 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$654,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$656,631
Total income from all sources (including contributions)	2013-06-30	$46,976,250
Total of all expenses incurred	2013-06-30	$43,522,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$41,109,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$45,203,479
Value of total assets at end of year	2013-06-30	$68,505,695
Value of total assets at beginning of year	2013-06-30	$65,053,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$2,412,379
Total interest from all sources	2013-06-30	$9,375
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$1,494,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$1,494,999
Administrative expenses professional fees incurred	2013-06-30	$252,594
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Contributions received from participants	2013-06-30	$2,087,624
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$128,745
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$465,567
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$35,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$35,114
Other income not declared elsewhere	2013-06-30	$177,844
Administrative expenses (other) incurred	2013-06-30	$423,750
Liabilities. Value of operating payables at end of year	2013-06-30	$317,367
Liabilities. Value of operating payables at beginning of year	2013-06-30	$369,517
Total non interest bearing cash at end of year	2013-06-30	$281,683
Total non interest bearing cash at beginning of year	2013-06-30	$278,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$3,454,161
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$67,850,927
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$64,396,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$44,767
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$52,808,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$47,434,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$11,725,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$12,065,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$12,065,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$9,375
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$36,637,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$90,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$43,115,855
Employer contributions (assets) at end of year	2013-06-30	$3,561,471
Employer contributions (assets) at beginning of year	2013-06-30	$4,810,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$4,472,243
Contract administrator fees	2013-06-30	$1,691,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Liabilities. Value of benefit claims payable at end of year	2013-06-30	$302,000
Liabilities. Value of benefit claims payable at beginning of year	2013-06-30	$252,000
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	LINDQUIST LLP
Accountancy firm EIN	2013-06-30	522385296
2012 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$656,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$343,799
Total income from all sources (including contributions)	2012-06-30	$43,311,487
Total of all expenses incurred	2012-06-30	$37,826,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$35,783,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$41,616,786
Value of total assets at end of year	2012-06-30	$65,053,397
Value of total assets at beginning of year	2012-06-30	$59,255,276
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$2,042,480
Total interest from all sources	2012-06-30	$8,198
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$1,481,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$1,481,373
Administrative expenses professional fees incurred	2012-06-30	$233,130
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Contributions received from participants	2012-06-30	$2,174,252
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$465,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$928,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$35,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$31,611
Other income not declared elsewhere	2012-06-30	$114,301
Administrative expenses (other) incurred	2012-06-30	$152,271
Liabilities. Value of operating payables at end of year	2012-06-30	$369,517
Liabilities. Value of operating payables at beginning of year	2012-06-30	$63,188
Total non interest bearing cash at end of year	2012-06-30	$278,322
Total non interest bearing cash at beginning of year	2012-06-30	$134,959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$5,485,289
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$64,396,766
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$58,911,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$39,537
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$47,434,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$48,891,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$12,065,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$5,709,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$5,709,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$8,198
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$32,263,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$90,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$39,442,534
Employer contributions (assets) at end of year	2012-06-30	$4,810,132
Employer contributions (assets) at beginning of year	2012-06-30	$3,590,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$3,520,158
Contract administrator fees	2012-06-30	$1,617,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Liabilities. Value of benefit claims payable at end of year	2012-06-30	$252,000
Liabilities. Value of benefit claims payable at beginning of year	2012-06-30	$249,000
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	LINDQUIST LLP
Accountancy firm EIN	2012-06-30	522385296
2011 : NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$343,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$359,310
Total income from all sources (including contributions)	2011-06-30	$38,262,439
Total of all expenses incurred	2011-06-30	$35,248,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$33,363,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$33,188,369
Value of total assets at end of year	2011-06-30	$59,255,276
Value of total assets at beginning of year	2011-06-30	$56,256,785
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$1,885,027
Total interest from all sources	2011-06-30	$13,933
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$1,459,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$1,459,216
Administrative expenses professional fees incurred	2011-06-30	$181,801
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$2,259,101
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$928,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$293,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$31,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$25,550
Other income not declared elsewhere	2011-06-30	$661,809
Administrative expenses (other) incurred	2011-06-30	$155,175
Liabilities. Value of operating payables at end of year	2011-06-30	$63,188
Liabilities. Value of operating payables at beginning of year	2011-06-30	$61,760
Total non interest bearing cash at end of year	2011-06-30	$134,959
Total non interest bearing cash at beginning of year	2011-06-30	$43,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$3,014,002
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$58,911,477
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$55,897,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$37,326
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$48,891,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$44,530,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$5,709,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$7,938,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$7,938,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$13,933
Expenses. Payments to insurance carriers foe the provision of benefits	2011-06-30	$30,029,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$2,939,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$30,929,268
Employer contributions (assets) at end of year	2011-06-30	$3,590,624
Employer contributions (assets) at beginning of year	2011-06-30	$3,450,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$3,333,943
Contract administrator fees	2011-06-30	$1,510,725
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Liabilities. Value of benefit claims payable at end of year	2011-06-30	$249,000
Liabilities. Value of benefit claims payable at beginning of year	2011-06-30	$272,000
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	LINDQUIST LLP
Accountancy firm EIN	2011-06-30	522385296

Form 5500 Responses for NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN

2021: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	Yes
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement – Insurance	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: NORTHERN CALIFORNIA PIPE TRADES HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2950
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $545,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1045646

Policy instance

Insurance contract or identification number	1045646
Number of Individuals Covered	6360
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $13,207
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACTIVE DEATH BENEFIT
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 Carrier	USD $132,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,207
Insurance broker organization code?	3

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	3740
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $23,269,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

17422

Policy instance

Insurance contract or identification number	17422
Number of Individuals Covered	7073
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $4,271,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

W0051500

Policy instance

Insurance contract or identification number	W0051500
Number of Individuals Covered	4355
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Carrier	USD $36,749,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2977
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $649,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1045646

Policy instance

Insurance contract or identification number	1045646
Number of Individuals Covered	6351
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $13,385
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACTIVE DEATH BENEFIT
Welfare Benefit Premiums Paid to Carrier	USD $133,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,385
Insurance broker organization code?	3

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	3801
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $24,298,333
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

17422

Policy instance

Insurance contract or identification number	17422
Number of Individuals Covered	7082
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,317,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

W0051500

Policy instance

Insurance contract or identification number	W0051500
Number of Individuals Covered	4340
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $35,218,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

W0051500

Policy instance

Insurance contract or identification number	W0051500
Number of Individuals Covered	4448
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $35,156,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

17422

Policy instance

Insurance contract or identification number	17422
Number of Individuals Covered	7363
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,873,046
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: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	3951
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $24,799,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	3047
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $568,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1045646

Policy instance

Insurance contract or identification number	1045646
Number of Individuals Covered	6578
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $14,025
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACTIVE DEATH BENEFIT
Welfare Benefit Premiums Paid to Carrier	USD $140,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,025
Insurance broker organization code?	3

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

W0051500

Policy instance

Insurance contract or identification number	W0051500
Number of Individuals Covered	3696
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $37,516,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	3140
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $535,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1045646

Policy instance

Insurance contract or identification number	1045646
Number of Individuals Covered	6702
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $13,647
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACTIVE DEATH BENEFIT
Welfare Benefit Premiums Paid to Carrier	USD $136,473
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,647
Insurance broker organization code?	3

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

17422

Policy instance

Insurance contract or identification number	17422
Number of Individuals Covered	7505
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,931,309
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: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	3860
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $21,843,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

17422

Policy instance

Insurance contract or identification number	17422
Number of Individuals Covered	6813
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,302,769
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: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	3460
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $18,540,627
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1045646

Policy instance

Insurance contract or identification number	1045646
Number of Individuals Covered	5925
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $12,121
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACTIVE DEATH BENEFIT
Welfare Benefit Premiums Paid to Carrier	USD $121,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2853
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $473,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

W0051500

Policy instance

Insurance contract or identification number	W0051500
Number of Individuals Covered	4122
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $29,750,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

17422

Policy instance

Insurance contract or identification number	17422
Number of Individuals Covered	5758
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,052,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

975822,H11888

Policy instance

Insurance contract or identification number	975822,H11888
Number of Individuals Covered	3985
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $26,321,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2539
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $442,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

1045646

Policy instance

Insurance contract or identification number	1045646
Number of Individuals Covered	4839
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $10,647
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACTIVE DEATH BENEFIT
Welfare Benefit Premiums Paid to Carrier	USD $106,469
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,647
Insurance broker organization code?	3
Insurance broker name	DANIEL EDWARD CUTRIGHT

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	2865
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,095,195
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: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	2570
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,854,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2421
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $406,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )

Policy contract number

3552

Policy instance

Insurance contract or identification number	3552
Number of Individuals Covered	1574
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $18,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

975822,H11888

Policy instance

Insurance contract or identification number	975822,H11888
Number of Individuals Covered	4076
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $25,873,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

DELTA DENTAL OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 55263 )

Policy contract number

17422

Policy instance

Insurance contract or identification number	17422
Number of Individuals Covered	5669
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,908,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2318
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $392,607
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: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	2368
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,287,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )

Policy contract number

3552

Policy instance

Insurance contract or identification number	3552
Number of Individuals Covered	1574
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $111,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

975822,H11888

Policy instance

Insurance contract or identification number	975822,H11888
Number of Individuals Covered	3267
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $23,321,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )

Policy contract number

3552

Policy instance

Insurance contract or identification number	3552
Number of Individuals Covered	1574
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $115,186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2458
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $398,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

975822,H11888

Policy instance

Insurance contract or identification number	975822,H11888
Number of Individuals Covered	3323
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $23,691,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	2447
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,445,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker name

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

975822,H11888

Policy instance

Insurance contract or identification number	975822,H11888
Number of Individuals Covered	3253
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $21,642,396
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: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	2318
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,993,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )

Policy contract number

3552

Policy instance

Insurance contract or identification number	3552
Number of Individuals Covered	1338
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $104,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2425
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $370,398
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: 0000 )

Policy contract number

31342

Policy instance

Insurance contract or identification number	31342
Number of Individuals Covered	2068
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $9,291,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

12005611

Policy instance

Insurance contract or identification number	12005611
Number of Individuals Covered	2207
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $346,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )

Policy contract number

975822,H11888

Policy instance

Insurance contract or identification number	975822,H11888
Number of Individuals Covered	3040
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,687,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BANKERS LIFE AND CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61263 )

Policy contract number

3552

Policy instance

Insurance contract or identification number	3552
Number of Individuals Covered	1338
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD & D
Welfare Benefit Premiums Paid to Carrier	USD $99,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES OF NORTHERN CALIFORNIA PIPE TRADES HEALTH & WELFARE
Employer identification number (EIN):	943183274
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors