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ILWU WAREHOUSE WELFARE PLAN 401k Plan overview

Plan NameILWU WAREHOUSE WELFARE PLAN
Plan identification number 501

ILWU WAREHOUSE WELFARE PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES ILWU WAREHOUSE WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES ILWU WAREHOUSE WELFARE FUND
Employer identification number (EIN):946102389
NAIC Classification:493100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ILWU WAREHOUSE WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01COREY TACCONI2024-04-09 JAMES BEARD2024-04-09
5012021-07-01LARRY MORRISON2023-04-12 JAMES BEARD2023-04-12
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01LARRY MORRISON JAMES BEARD2018-04-06
5012015-07-01LARRY MORRISON JAMES BEARD2017-03-28
5012014-07-01LARRY MORRISON JAMES BEARD2016-03-31
5012013-07-01LARRY MORRISON JAMES BEARD2015-03-16
5012012-07-01LARRY MORRISON JAMES BEARD2014-04-04
5012011-07-01LARRY MORRISON JAMES BEARD2013-04-01
5012009-07-01FRED PECKER JAMES BEARD2011-04-07

Plan Statistics for ILWU WAREHOUSE WELFARE PLAN

401k plan membership statisitcs for ILWU WAREHOUSE WELFARE PLAN

Measure Date Value
2022: ILWU WAREHOUSE WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01780
Total number of active participants reported on line 7a of the Form 55002022-07-01510
Number of retired or separated participants receiving benefits2022-07-01213
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01723
Number of employers contributing to the scheme2022-07-0110
2021: ILWU WAREHOUSE WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01838
Total number of active participants reported on line 7a of the Form 55002021-07-01502
Number of retired or separated participants receiving benefits2021-07-01281
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01783
Number of employers contributing to the scheme2021-07-0111
2020: ILWU WAREHOUSE WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01698
Total number of active participants reported on line 7a of the Form 55002020-07-01552
Number of retired or separated participants receiving benefits2020-07-01272
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01824
Number of employers contributing to the scheme2020-07-0113
2019: ILWU WAREHOUSE WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01656
Total number of active participants reported on line 7a of the Form 55002019-07-01615
Number of retired or separated participants receiving benefits2019-07-0182
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01697
Number of employers contributing to the scheme2019-07-0113
2018: ILWU WAREHOUSE WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01606
Total number of active participants reported on line 7a of the Form 55002018-07-01645
Number of retired or separated participants receiving benefits2018-07-0111
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01656
Number of employers contributing to the scheme2018-07-0113
2017: ILWU WAREHOUSE WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01635
Total number of active participants reported on line 7a of the Form 55002017-07-01595
Number of retired or separated participants receiving benefits2017-07-0111
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01606
Number of employers contributing to the scheme2017-07-0116
2016: ILWU WAREHOUSE WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01722
Total number of active participants reported on line 7a of the Form 55002016-07-01627
Number of retired or separated participants receiving benefits2016-07-0110
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01637
Number of employers contributing to the scheme2016-07-0116
2015: ILWU WAREHOUSE WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01675
Total number of active participants reported on line 7a of the Form 55002015-07-01651
Number of retired or separated participants receiving benefits2015-07-0111
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01662
Number of employers contributing to the scheme2015-07-0116
2014: ILWU WAREHOUSE WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01730
Total number of active participants reported on line 7a of the Form 55002014-07-01667
Number of retired or separated participants receiving benefits2014-07-0110
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01677
Number of employers contributing to the scheme2014-07-0114
2013: ILWU WAREHOUSE WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01784
Total number of active participants reported on line 7a of the Form 55002013-07-01720
Number of retired or separated participants receiving benefits2013-07-0112
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01732
Number of employers contributing to the scheme2013-07-0116
2012: ILWU WAREHOUSE WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,181
Total number of active participants reported on line 7a of the Form 55002012-07-01777
Number of retired or separated participants receiving benefits2012-07-0114
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01791
Number of employers contributing to the scheme2012-07-0122
2011: ILWU WAREHOUSE WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,192
Total number of active participants reported on line 7a of the Form 55002011-07-011,165
Number of retired or separated participants receiving benefits2011-07-0110
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,175
Number of employers contributing to the scheme2011-07-0122
2009: ILWU WAREHOUSE WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,601
Total number of active participants reported on line 7a of the Form 55002009-07-011,309
Number of retired or separated participants receiving benefits2009-07-0117
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-011,326
Number of employers contributing to the scheme2009-07-0135

Financial Data on ILWU WAREHOUSE WELFARE PLAN

Measure Date Value
2023 : ILWU WAREHOUSE WELFARE PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$95,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$30,493
Total income from all sources (including contributions)2023-06-30$12,052,536
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$11,657,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$11,124,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$11,800,604
Value of total assets at end of year2023-06-30$6,238,949
Value of total assets at beginning of year2023-06-30$5,779,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$533,533
Total interest from all sources2023-06-30$680
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$146,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$146,322
Administrative expenses professional fees incurred2023-06-30$141,321
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$493,704
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$4,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$4,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$68,544
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$2,893
Administrative expenses (other) incurred2023-06-30$130,133
Liabilities. Value of operating payables at end of year2023-06-30$950
Liabilities. Value of operating payables at beginning of year2023-06-30$0
Total non interest bearing cash at end of year2023-06-30$587,620
Total non interest bearing cash at beginning of year2023-06-30$583,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$394,820
Value of net assets at end of year (total assets less liabilities)2023-06-30$6,143,555
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$5,748,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$22,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$4,586,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$4,068,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$228,004
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$216,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$216,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$680
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$10,737,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$104,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$11,306,900
Employer contributions (assets) at end of year2023-06-30$832,100
Employer contributions (assets) at beginning of year2023-06-30$905,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$386,421
Contract administrator fees2023-06-30$240,000
Liabilities. Value of benefit claims payable at end of year2023-06-30$25,900
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$27,600
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2023-06-30222027092
2022 : ILWU WAREHOUSE WELFARE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$30,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$46,663
Total income from all sources (including contributions)2022-06-30$11,614,363
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$11,831,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$11,347,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$12,188,938
Value of total assets at end of year2022-06-30$5,779,228
Value of total assets at beginning of year2022-06-30$6,012,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$483,685
Total interest from all sources2022-06-30$664
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$135,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$135,966
Administrative expenses professional fees incurred2022-06-30$132,916
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$598,210
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$4,988
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$9,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$2,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$8,246
Administrative expenses (other) incurred2022-06-30$87,796
Liabilities. Value of operating payables at end of year2022-06-30$0
Liabilities. Value of operating payables at beginning of year2022-06-30$2,317
Total non interest bearing cash at end of year2022-06-30$583,895
Total non interest bearing cash at beginning of year2022-06-30$658,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-217,060
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,748,735
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$5,965,795
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$22,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$4,068,912
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$4,170,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$216,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$212,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$212,249
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$664
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$10,964,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-711,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$11,590,728
Employer contributions (assets) at end of year2022-06-30$905,300
Employer contributions (assets) at beginning of year2022-06-30$960,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$383,541
Contract administrator fees2022-06-30$240,000
Liabilities. Value of benefit claims payable at end of year2022-06-30$27,600
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$36,100
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-06-30222027092
2021 : ILWU WAREHOUSE 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$46,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$19,587
Total income from all sources (including contributions)2021-06-30$12,580,947
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$11,784,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$11,321,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$12,181,099
Value of total assets at end of year2021-06-30$6,012,458
Value of total assets at beginning of year2021-06-30$5,188,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$462,519
Total interest from all sources2021-06-30$295
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$89,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$89,192
Administrative expenses professional fees incurred2021-06-30$135,411
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$95,457
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$9,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$8,246
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$-2,700
Administrative expenses (other) incurred2021-06-30$65,954
Liabilities. Value of operating payables at end of year2021-06-30$2,317
Liabilities. Value of operating payables at beginning of year2021-06-30$987
Total non interest bearing cash at end of year2021-06-30$658,734
Total non interest bearing cash at beginning of year2021-06-30$616,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$796,434
Value of net assets at end of year (total assets less liabilities)2021-06-30$5,965,795
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,169,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$21,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$4,170,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$2,954,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$212,249
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$549,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$549,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$295
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$10,939,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$310,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$12,085,642
Employer contributions (assets) at end of year2021-06-30$960,600
Employer contributions (assets) at beginning of year2021-06-30$1,067,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$382,125
Contract administrator fees2021-06-30$240,000
Liabilities. Value of benefit claims payable at end of year2021-06-30$36,100
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$21,300
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$0
Aggregate carrying amount (costs) on sale of assets2021-06-30$0
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-06-30222027092
2020 : ILWU WAREHOUSE WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$88,971
Total unrealized appreciation/depreciation of assets2020-06-30$88,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$19,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$57,298
Total income from all sources (including contributions)2020-06-30$12,392,939
Total loss/gain on sale of assets2020-06-30$-66,071
Total of all expenses incurred2020-06-30$11,839,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$11,358,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$12,276,242
Value of total assets at end of year2020-06-30$5,188,948
Value of total assets at beginning of year2020-06-30$4,673,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$481,026
Total interest from all sources2020-06-30$3,471
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$90,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$90,326
Administrative expenses professional fees incurred2020-06-30$153,463
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$47,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$3,859
Administrative expenses (other) incurred2020-06-30$66,647
Liabilities. Value of operating payables at end of year2020-06-30$987
Liabilities. Value of operating payables at beginning of year2020-06-30$5,439
Total non interest bearing cash at end of year2020-06-30$616,796
Total non interest bearing cash at beginning of year2020-06-30$319,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$553,310
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,169,361
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,616,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$20,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$2,954,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,111,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$549,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$297,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$297,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$3,471
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$11,021,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$12,228,302
Employer contributions (assets) at end of year2020-06-30$1,067,700
Employer contributions (assets) at beginning of year2020-06-30$944,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$336,883
Contract administrator fees2020-06-30$240,000
Liabilities. Value of benefit claims payable at end of year2020-06-30$18,600
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$48,000
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$563,526
Aggregate carrying amount (costs) on sale of assets2020-06-30$629,597
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30LINDQUIST LLP
Accountancy firm EIN2020-06-30522385296
2019 : ILWU WAREHOUSE 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$57,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$36,071
Total income from all sources (including contributions)2019-06-30$10,924,199
Total loss/gain on sale of assets2019-06-30$-483
Total of all expenses incurred2019-06-30$11,057,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$10,517,198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$10,742,701
Value of total assets at end of year2019-06-30$4,673,349
Value of total assets at beginning of year2019-06-30$4,785,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$540,662
Total interest from all sources2019-06-30$13,605
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$77,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$77,342
Administrative expenses professional fees incurred2019-06-30$185,204
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$43,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$3,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$1,775
Administrative expenses (other) incurred2019-06-30$64,820
Liabilities. Value of operating payables at end of year2019-06-30$5,439
Liabilities. Value of operating payables at beginning of year2019-06-30$6,096
Total non interest bearing cash at end of year2019-06-30$319,977
Total non interest bearing cash at beginning of year2019-06-30$505,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-133,661
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,616,051
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,749,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$22,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,111,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$3,000,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$297,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$500,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$500,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$13,605
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$10,152,517
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$91,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$10,698,857
Employer contributions (assets) at end of year2019-06-30$944,700
Employer contributions (assets) at beginning of year2019-06-30$780,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$364,681
Contract administrator fees2019-06-30$267,760
Liabilities. Value of benefit claims payable at end of year2019-06-30$48,000
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$28,200
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Aggregate proceeds on sale of assets2019-06-30$105,511
Aggregate carrying amount (costs) on sale of assets2019-06-30$105,994
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30LINDQUIST LLP
Accountancy firm EIN2019-06-30522385296
2018 : ILWU WAREHOUSE 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$36,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$28,903
Total income from all sources (including contributions)2018-06-30$9,466,699
Total loss/gain on sale of assets2018-06-30$52,778
Total of all expenses incurred2018-06-30$9,644,802
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$9,214,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$9,410,003
Value of total assets at end of year2018-06-30$4,785,783
Value of total assets at beginning of year2018-06-30$4,956,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$430,167
Total interest from all sources2018-06-30$2,883
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$2,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$2,116
Administrative expenses professional fees incurred2018-06-30$188,601
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$52,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$4,921
Other income not declared elsewhere2018-06-30$25
Administrative expenses (other) incurred2018-06-30$55,772
Liabilities. Value of operating payables at end of year2018-06-30$6,096
Liabilities. Value of operating payables at beginning of year2018-06-30$2,982
Total non interest bearing cash at end of year2018-06-30$505,373
Total non interest bearing cash at beginning of year2018-06-30$190,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-178,103
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,749,712
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,927,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$8,079
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$3,000,410
Interest earned on other investments2018-06-30$1,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$500,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$949
Assets. Value of investments in 103.12 investment entities at end of year2018-06-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-06-30$3,975,904
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$8,869,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$-1,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$9,358,003
Employer contributions (assets) at end of year2018-06-30$780,000
Employer contributions (assets) at beginning of year2018-06-30$790,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$345,401
Contract administrator fees2018-06-30$177,715
Liabilities. Value of benefit claims payable at end of year2018-06-30$28,200
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$21,000
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$4,028,683
Aggregate carrying amount (costs) on sale of assets2018-06-30$3,975,905
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30LINDQUIST LLP
Accountancy firm EIN2018-06-30522385296
2017 : ILWU WAREHOUSE 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$28,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$31,133
Total income from all sources (including contributions)2017-06-30$9,950,666
Total of all expenses incurred2017-06-30$10,040,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$9,600,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$9,846,659
Value of total assets at end of year2017-06-30$4,956,718
Value of total assets at beginning of year2017-06-30$5,048,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$439,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$169,033
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$73,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$4,921
Other income not declared elsewhere2017-06-30$5,194
Administrative expenses (other) incurred2017-06-30$58,476
Liabilities. Value of operating payables at end of year2017-06-30$2,982
Liabilities. Value of operating payables at beginning of year2017-06-30$3,133
Total non interest bearing cash at end of year2017-06-30$190,814
Total non interest bearing cash at beginning of year2017-06-30$36,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-89,667
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,927,815
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$5,017,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$11,988
Assets. Value of investments in 103.12 investment entities at end of year2017-06-30$3,975,904
Assets. Value of investments in 103.12 investment entities at beginning of year2017-06-30$4,177,091
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$9,163,814
Net gain/loss from 103.12 investment entities2017-06-30$98,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$9,772,811
Employer contributions (assets) at end of year2017-06-30$790,000
Employer contributions (assets) at beginning of year2017-06-30$835,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$437,076
Contract administrator fees2017-06-30$199,946
Liabilities. Value of benefit claims payable at end of year2017-06-30$21,000
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$28,000
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30LINDQUIST LLP
Accountancy firm EIN2017-06-30522385296
2016 : ILWU WAREHOUSE 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$31,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$63,571
Total income from all sources (including contributions)2016-06-30$10,108,705
Total of all expenses incurred2016-06-30$10,164,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$9,728,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$9,860,857
Value of total assets at end of year2016-06-30$5,048,615
Value of total assets at beginning of year2016-06-30$5,137,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$436,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$138,495
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$57,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$27,619
Other income not declared elsewhere2016-06-30$6,889
Administrative expenses (other) incurred2016-06-30$80,889
Liabilities. Value of operating payables at end of year2016-06-30$3,133
Liabilities. Value of operating payables at beginning of year2016-06-30$2,952
Total non interest bearing cash at end of year2016-06-30$36,524
Total non interest bearing cash at beginning of year2016-06-30$428,179
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-56,258
Value of net assets at end of year (total assets less liabilities)2016-06-30$5,017,482
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$5,073,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$12,089
Assets. Value of investments in 103.12 investment entities at end of year2016-06-30$4,177,091
Assets. Value of investments in 103.12 investment entities at beginning of year2016-06-30$3,936,132
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$9,306,125
Net gain/loss from 103.12 investment entities2016-06-30$240,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$9,803,272
Employer contributions (assets) at end of year2016-06-30$835,000
Employer contributions (assets) at beginning of year2016-06-30$773,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$422,412
Contract administrator fees2016-06-30$204,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$28,000
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$33,000
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30LINDQUIST LLP
Accountancy firm EIN2016-06-30522385296
2015 : ILWU WAREHOUSE 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$63,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$60,331
Total income from all sources (including contributions)2015-06-30$9,650,315
Total of all expenses incurred2015-06-30$9,975,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$9,543,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,586,105
Value of total assets at end of year2015-06-30$5,137,311
Value of total assets at beginning of year2015-06-30$5,459,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$431,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$146,147
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$73,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$27,619
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$1,306
Other income not declared elsewhere2015-06-30$11,056
Administrative expenses (other) incurred2015-06-30$83,782
Liabilities. Value of operating payables at end of year2015-06-30$2,952
Liabilities. Value of operating payables at beginning of year2015-06-30$3,025
Total non interest bearing cash at end of year2015-06-30$428,179
Total non interest bearing cash at beginning of year2015-06-30$593,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-325,084
Value of net assets at end of year (total assets less liabilities)2015-06-30$5,073,740
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$5,398,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$11,933
Assets. Value of investments in 103.12 investment entities at end of year2015-06-30$3,936,132
Assets. Value of investments in 103.12 investment entities at beginning of year2015-06-30$4,032,978
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$9,087,575
Net gain/loss from 103.12 investment entities2015-06-30$53,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$9,512,378
Employer contributions (assets) at end of year2015-06-30$773,000
Employer contributions (assets) at beginning of year2015-06-30$833,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$455,946
Contract administrator fees2015-06-30$190,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$33,000
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$56,000
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30LINDQUIST LLP
Accountancy firm EIN2015-06-30522385296
2014 : ILWU WAREHOUSE 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$60,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$242,291
Total income from all sources (including contributions)2014-06-30$10,192,310
Total of all expenses incurred2014-06-30$10,583,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$10,125,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$9,915,295
Value of total assets at end of year2014-06-30$5,459,155
Value of total assets at beginning of year2014-06-30$6,032,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$457,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$156,064
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$111,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$1,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$2,946
Other income not declared elsewhere2014-06-30$6,590
Administrative expenses (other) incurred2014-06-30$78,229
Liabilities. Value of operating payables at end of year2014-06-30$3,025
Liabilities. Value of operating payables at beginning of year2014-06-30$184,345
Total non interest bearing cash at end of year2014-06-30$593,177
Total non interest bearing cash at beginning of year2014-06-30$1,118,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-390,941
Value of net assets at end of year (total assets less liabilities)2014-06-30$5,398,824
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,789,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$12,198
Assets. Value of investments in 103.12 investment entities at end of year2014-06-30$4,032,978
Assets. Value of investments in 103.12 investment entities at beginning of year2014-06-30$4,012,553
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$9,594,648
Net gain/loss from 103.12 investment entities2014-06-30$270,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$9,803,320
Employer contributions (assets) at end of year2014-06-30$833,000
Employer contributions (assets) at beginning of year2014-06-30$901,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$531,064
Contract administrator fees2014-06-30$211,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$56,000
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$55,000
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30LINDQUIST LLP
Accountancy firm EIN2014-06-30522385296
2013 : ILWU WAREHOUSE 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$242,291
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$105,921
Total income from all sources (including contributions)2013-06-30$11,253,214
Total of all expenses incurred2013-06-30$11,404,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$10,969,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$11,166,925
Value of total assets at end of year2013-06-30$6,032,056
Value of total assets at beginning of year2013-06-30$6,047,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$435,674
Total interest from all sources2013-06-30$58
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$121,808
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$129,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$2,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$3,952
Other income not declared elsewhere2013-06-30$31,819
Administrative expenses (other) incurred2013-06-30$92,576
Liabilities. Value of operating payables at end of year2013-06-30$184,345
Liabilities. Value of operating payables at beginning of year2013-06-30$2,969
Total non interest bearing cash at end of year2013-06-30$1,118,503
Total non interest bearing cash at beginning of year2013-06-30$953,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-151,565
Value of net assets at end of year (total assets less liabilities)2013-06-30$5,789,765
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,941,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$12,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$225,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$225,517
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$58
Assets. Value of investments in 103.12 investment entities at end of year2013-06-30$4,012,553
Assets. Value of investments in 103.12 investment entities at beginning of year2013-06-30$3,958,141
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$10,408,302
Net gain/loss from 103.12 investment entities2013-06-30$54,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$11,037,868
Employer contributions (assets) at end of year2013-06-30$901,000
Employer contributions (assets) at beginning of year2013-06-30$910,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$560,803
Contract administrator fees2013-06-30$209,049
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$55,000
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$99,000
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30LINDQUIST LLP
Accountancy firm EIN2013-06-30522385296
2012 : ILWU WAREHOUSE 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$105,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$100,427
Total income from all sources (including contributions)2012-06-30$13,742,996
Total of all expenses incurred2012-06-30$13,608,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$12,954,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$13,374,496
Value of total assets at end of year2012-06-30$6,047,251
Value of total assets at beginning of year2012-06-30$5,907,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$654,528
Total interest from all sources2012-06-30$341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$163,026
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$74,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$15,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$3,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$3,500
Other income not declared elsewhere2012-06-30$63,253
Administrative expenses (other) incurred2012-06-30$112,045
Liabilities. Value of operating payables at end of year2012-06-30$2,969
Liabilities. Value of operating payables at beginning of year2012-06-30$2,927
Total non interest bearing cash at end of year2012-06-30$953,093
Total non interest bearing cash at beginning of year2012-06-30$792,974
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$134,419
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,941,330
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,806,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$11,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$225,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$179,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$179,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$341
Assets. Value of investments in 103.12 investment entities at end of year2012-06-30$3,958,141
Assets. Value of investments in 103.12 investment entities at beginning of year2012-06-30$3,903,235
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$12,217,324
Net gain/loss from 103.12 investment entities2012-06-30$304,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$13,300,374
Employer contributions (assets) at end of year2012-06-30$910,500
Employer contributions (assets) at beginning of year2012-06-30$1,016,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$736,725
Contract administrator fees2012-06-30$367,926
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$99,000
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$94,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30LINDQUIST LLP
Accountancy firm EIN2012-06-30522385296
2011 : ILWU WAREHOUSE 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$100,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$118,751
Total income from all sources (including contributions)2011-06-30$13,476,680
Total of all expenses incurred2011-06-30$14,245,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$13,600,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$13,077,222
Value of total assets at end of year2011-06-30$5,907,338
Value of total assets at beginning of year2011-06-30$6,694,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$645,210
Total interest from all sources2011-06-30$1,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$163,695
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$142,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$15,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$55,635
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$3,500
Other income not declared elsewhere2011-06-30$146,449
Administrative expenses (other) incurred2011-06-30$116,705
Liabilities. Value of operating payables at end of year2011-06-30$2,927
Liabilities. Value of operating payables at beginning of year2011-06-30$3,751
Total non interest bearing cash at end of year2011-06-30$792,974
Total non interest bearing cash at beginning of year2011-06-30$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-769,002
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,806,911
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,575,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$12,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$179,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$538,174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$538,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,628
Assets. Value of investments in 103.12 investment entities at end of year2011-06-30$3,903,235
Assets. Value of investments in 103.12 investment entities at beginning of year2011-06-30$5,001,854
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$12,857,806
Net gain/loss from 103.12 investment entities2011-06-30$251,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$12,934,708
Employer contributions (assets) at end of year2011-06-30$1,016,000
Employer contributions (assets) at beginning of year2011-06-30$1,089,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$742,666
Contract administrator fees2011-06-30$352,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$94,000
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$115,000
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30LINDQUIST LLP
Accountancy firm EIN2011-06-30522385296

Form 5500 Responses for ILWU WAREHOUSE WELFARE PLAN

2022: ILWU WAREHOUSE WELFARE PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: ILWU WAREHOUSE WELFARE PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: ILWU WAREHOUSE WELFARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: ILWU WAREHOUSE WELFARE PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: ILWU WAREHOUSE WELFARE PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: ILWU WAREHOUSE WELFARE PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: ILWU WAREHOUSE WELFARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: ILWU WAREHOUSE WELFARE PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: ILWU WAREHOUSE WELFARE PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: ILWU WAREHOUSE WELFARE PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: ILWU WAREHOUSE WELFARE PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: ILWU WAREHOUSE WELFARE PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: ILWU WAREHOUSE WELFARE PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: )
Policy contract number00204001
Policy instance 7
Insurance contract or identification number00204001
Number of Individuals Covered494
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $49,257
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6
Policy instance 1
Insurance contract or identification number6
Number of Individuals Covered1475
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,280,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*000
Policy instance 2
Insurance contract or identification numberLH605C*000
Number of Individuals Covered533
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCHIROPRACTIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*001
Policy instance 3
Insurance contract or identification numberLH605C*001
Number of Individuals Covered185
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCHIROPRACTIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-024
Policy instance 4
Insurance contract or identification number93876-024
Number of Individuals Covered221
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244909
Policy instance 5
Insurance contract or identification number244909
Number of Individuals Covered34
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,248,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number711870
Policy instance 6
Insurance contract or identification number711870
Number of Individuals Covered184
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $85,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6
Policy instance 1
Insurance contract or identification number6
Number of Individuals Covered1596
Insurance policy start date2020-11-01
Insurance policy end date2021-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,696,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*000
Policy instance 2
Insurance contract or identification numberLH605C*000
Number of Individuals Covered533
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCHIROPRACTIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*001
Policy instance 3
Insurance contract or identification numberLH605C*001
Number of Individuals Covered185
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCHIROPRACTIC
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-024
Policy instance 4
Insurance contract or identification number93876-024
Number of Individuals Covered256
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244909
Policy instance 5
Insurance contract or identification number244909
Number of Individuals Covered36
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,217,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0711870
Policy instance 6
Insurance contract or identification number0711870
Number of Individuals Covered208
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $103,926
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: )
Policy contract number00204001
Policy instance 7
Insurance contract or identification number00204001
Number of Individuals Covered515
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $52,183
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: )
Policy contract number00204001
Policy instance 2
Insurance contract or identification number00204001
Number of Individuals Covered558
Insurance policy start date2020-05-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*000
Policy instance 3
Insurance contract or identification numberLH605C*000
Number of Individuals Covered557
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $866
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $8,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $866
Insurance broker organization code?5
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number711870
Policy instance 4
Insurance contract or identification number711870
Number of Individuals Covered212
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $85,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number245918,244909
Policy instance 5
Insurance contract or identification number245918,244909
Number of Individuals Covered37
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,232,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6
Policy instance 1
Insurance contract or identification number6
Number of Individuals Covered1524
Insurance policy start date2019-11-01
Insurance policy end date2020-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,524,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*001
Policy instance 6
Insurance contract or identification numberLH605C*001
Number of Individuals Covered201
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $371
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $3,709
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $371
Insurance broker organization code?5
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-024
Policy instance 7
Insurance contract or identification number93876-024
Number of Individuals Covered259
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,738
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: )
Policy contract number00204001
Policy instance 2
Insurance contract or identification number00204001
Number of Individuals Covered589
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-024
Policy instance 7
Insurance contract or identification number93876-024
Number of Individuals Covered268
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*001
Policy instance 6
Insurance contract or identification numberLH605C*001
Number of Individuals Covered196
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $2,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number245918, 244909
Policy instance 5
Insurance contract or identification number245918, 244909
Number of Individuals Covered41
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,138,392
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number711870
Policy instance 4
Insurance contract or identification number711870
Number of Individuals Covered160
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $40,065
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*000
Policy instance 3
Insurance contract or identification numberLH605C*000
Number of Individuals Covered457
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $9,854
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6
Policy instance 1
Insurance contract or identification number6
Number of Individuals Covered1564
Insurance policy start date2018-11-01
Insurance policy end date2019-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $9,585,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6
Policy instance 1
Insurance contract or identification number6
Number of Individuals Covered1145
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $7,464,153
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: )
Policy contract number00204001
Policy instance 2
Insurance contract or identification number00204001
Number of Individuals Covered613
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number48421
Policy instance 3
Insurance contract or identification number48421
Number of Individuals Covered0
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*000
Policy instance 4
Insurance contract or identification numberLH605C*000
Number of Individuals Covered400
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $7,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number711870
Policy instance 5
Insurance contract or identification number711870
Number of Individuals Covered164
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $91,453
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number245918, 244909
Policy instance 6
Insurance contract or identification number245918, 244909
Number of Individuals Covered45
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,307,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*001
Policy instance 7
Insurance contract or identification numberLH605C*001
Number of Individuals Covered209
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $2,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-024
Policy instance 8
Insurance contract or identification number93876-024
Number of Individuals Covered250
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,486
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: )
Policy contract number00204001
Policy instance 2
Insurance contract or identification number00204001
Number of Individuals Covered564
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number48421
Policy instance 3
Insurance contract or identification number48421
Number of Individuals Covered1
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $11,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*000
Policy instance 4
Insurance contract or identification numberLH605C*000
Number of Individuals Covered331
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $7,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number711870
Policy instance 5
Insurance contract or identification number711870
Number of Individuals Covered140
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $79,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244909
Policy instance 6
Insurance contract or identification number244909
Number of Individuals Covered51
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,330,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LANDMARK HEALTHPLAN (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberLH605C*001
Policy instance 7
Insurance contract or identification numberLH605C*001
Number of Individuals Covered185
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC
Welfare Benefit Premiums Paid to CarrierUSD $2,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number93876-024
Policy instance 8
Insurance contract or identification number93876-024
Number of Individuals Covered284
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number6
Policy instance 1
Insurance contract or identification number6
Number of Individuals Covered1235
Insurance policy start date2016-11-01
Insurance policy end date2017-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $44
Welfare Benefit Premiums Paid to CarrierUSD $7,271,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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