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NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameNORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN
Plan identification number 501

NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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 NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE TR has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE TR
Employer identification number (EIN):946251593
NAIC Classification:238900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01NANCY BRINKERHOFF2024-03-25 ISRAEL VARGAS2024-03-26
5012021-07-01JAMES RUANE2023-04-05 EMILIO ALDANA2023-04-05
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01NANCY BRINKERHOFF CHESTER MURPHY, JR.2018-03-16
5012015-07-01NANCY BRINKERHOFF CHESTER MURPHY, JR.2017-03-29
5012014-07-01
5012013-07-01
5012012-07-01NANCY BRINKERHOFF
5012011-07-01ANDREA PINSON
5012010-07-01ISABEL CONTRERAS
5012009-07-01ISABEL CONTRERAS
5012009-07-01ISABEL CONTRERAS

Plan Statistics for NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN

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

Measure Date Value
2022: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01672
Total number of active participants reported on line 7a of the Form 55002022-07-01463
Number of retired or separated participants receiving benefits2022-07-01105
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01568
Number of employers contributing to the scheme2022-07-0183
2021: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01803
Total number of active participants reported on line 7a of the Form 55002021-07-01539
Number of retired or separated participants receiving benefits2021-07-01120
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01659
Number of employers contributing to the scheme2021-07-0183
2020: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01791
Total number of active participants reported on line 7a of the Form 55002020-07-01680
Number of retired or separated participants receiving benefits2020-07-01123
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01803
Number of employers contributing to the scheme2020-07-0167
2019: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01646
Total number of active participants reported on line 7a of the Form 55002019-07-01613
Number of retired or separated participants receiving benefits2019-07-01130
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01743
Number of employers contributing to the scheme2019-07-0166
2018: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01589
Total number of active participants reported on line 7a of the Form 55002018-07-01564
Number of retired or separated participants receiving benefits2018-07-01132
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01696
Number of employers contributing to the scheme2018-07-0163
2017: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01599
Total number of active participants reported on line 7a of the Form 55002017-07-01452
Number of retired or separated participants receiving benefits2017-07-01137
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01589
Number of employers contributing to the scheme2017-07-0169
2016: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01566
Total number of active participants reported on line 7a of the Form 55002016-07-01449
Number of retired or separated participants receiving benefits2016-07-01150
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01599
Number of employers contributing to the scheme2016-07-0168
2015: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01493
Total number of active participants reported on line 7a of the Form 55002015-07-01418
Number of retired or separated participants receiving benefits2015-07-01148
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01566
Number of employers contributing to the scheme2015-07-0175
2014: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01448
Total number of active participants reported on line 7a of the Form 55002014-07-01309
Number of retired or separated participants receiving benefits2014-07-01164
Number of other retired or separated participants entitled to future benefits2014-07-0120
Total of all active and inactive participants2014-07-01493
Number of employers contributing to the scheme2014-07-01111
2013: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01524
Total number of active participants reported on line 7a of the Form 55002013-07-01279
Number of retired or separated participants receiving benefits2013-07-01169
Total of all active and inactive participants2013-07-01448
Number of employers contributing to the scheme2013-07-01118
2012: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01214
Total number of active participants reported on line 7a of the Form 55002012-07-01350
Number of retired or separated participants receiving benefits2012-07-01174
Total of all active and inactive participants2012-07-01524
Number of employers contributing to the scheme2012-07-0135
2011: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01195
Total number of active participants reported on line 7a of the Form 55002011-07-01136
Number of retired or separated participants receiving benefits2011-07-0178
Total of all active and inactive participants2011-07-01214
Total participants2011-07-01214
2010: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01303
Total number of active participants reported on line 7a of the Form 55002010-07-0190
Number of retired or separated participants receiving benefits2010-07-01105
Total of all active and inactive participants2010-07-01195
Total participants2010-07-01195
2009: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01334
Total number of active participants reported on line 7a of the Form 55002009-07-01186
Number of retired or separated participants receiving benefits2009-07-01117
Total of all active and inactive participants2009-07-01303
Total participants2009-07-01303

Financial Data on NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN

Measure Date Value
2023 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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$1,916,705
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$2,160,509
Total income from all sources (including contributions)2023-06-30$11,476,659
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$12,143,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$11,515,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$10,744,618
Value of total assets at end of year2023-06-30$24,365,240
Value of total assets at beginning of year2023-06-30$25,275,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$627,824
Total interest from all sources2023-06-30$16
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$943,386
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$943,386
Administrative expenses professional fees incurred2023-06-30$302,244
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$675,736
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$47,826
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$36,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$1,836,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$2,039,921
Other income not declared elsewhere2023-06-30$1,415
Administrative expenses (other) incurred2023-06-30$106,437
Liabilities. Value of operating payables at end of year2023-06-30$64,382
Liabilities. Value of operating payables at beginning of year2023-06-30$72,522
Total non interest bearing cash at end of year2023-06-30$4,212,956
Total non interest bearing cash at beginning of year2023-06-30$5,880,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$-666,477
Value of net assets at end of year (total assets less liabilities)2023-06-30$22,448,535
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$23,115,012
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$47,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$18,889,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$18,173,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$65,542
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$90,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$90,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$16
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$10,206,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$-212,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30Yes
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$10,068,882
Employer contributions (assets) at end of year2023-06-30$1,149,043
Employer contributions (assets) at beginning of year2023-06-30$1,094,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,309,093
Contract administrator fees2023-06-30$171,305
Liabilities. Value of benefit claims payable at end of year2023-06-30$15,682
Liabilities. Value of benefit claims payable at beginning of year2023-06-30$48,066
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 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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$2,160,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,876,322
Total income from all sources (including contributions)2022-06-30$10,150,244
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$11,969,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$11,394,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$11,823,270
Value of total assets at end of year2022-06-30$25,275,521
Value of total assets at beginning of year2022-06-30$26,810,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$574,772
Total interest from all sources2022-06-30$22
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,144,620
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$1,144,620
Administrative expenses professional fees incurred2022-06-30$251,761
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$920,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$36,339
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$23,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$2,039,921
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$1,797,527
Other income not declared elsewhere2022-06-30$283
Administrative expenses (other) incurred2022-06-30$107,178
Liabilities. Value of operating payables at end of year2022-06-30$72,522
Liabilities. Value of operating payables at beginning of year2022-06-30$33,721
Total non interest bearing cash at end of year2022-06-30$5,880,887
Total non interest bearing cash at beginning of year2022-06-30$5,923,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,819,348
Value of net assets at end of year (total assets less liabilities)2022-06-30$23,115,012
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$24,934,360
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$53,890
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$18,173,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$19,855,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$90,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$65,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$65,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$22
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$10,061,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,817,951
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$10,902,716
Employer contributions (assets) at end of year2022-06-30$1,094,004
Employer contributions (assets) at beginning of year2022-06-30$942,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,333,410
Contract administrator fees2022-06-30$161,943
Liabilities. Value of benefit claims payable at end of year2022-06-30$48,066
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$45,074
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 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,876,322
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$1,896,449
Total income from all sources (including contributions)2021-06-30$15,304,957
Total of all expenses incurred2021-06-30$14,191,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$13,637,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$13,050,775
Value of total assets at end of year2021-06-30$26,810,682
Value of total assets at beginning of year2021-06-30$25,717,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$554,280
Total interest from all sources2021-06-30$22
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$323,856
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$323,856
Administrative expenses professional fees incurred2021-06-30$234,578
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$737,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$23,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$29,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$1,797,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$1,783,743
Other income not declared elsewhere2021-06-30$37,803
Administrative expenses (other) incurred2021-06-30$110,346
Liabilities. Value of operating payables at end of year2021-06-30$33,721
Liabilities. Value of operating payables at beginning of year2021-06-30$82,590
Total non interest bearing cash at end of year2021-06-30$5,923,157
Total non interest bearing cash at beginning of year2021-06-30$6,819,577
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$1,113,071
Value of net assets at end of year (total assets less liabilities)2021-06-30$24,934,360
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$23,821,289
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$49,806
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$19,855,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$17,634,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$65,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$57,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$57,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$22
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$12,162,846
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,892,501
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$12,312,948
Employer contributions (assets) at end of year2021-06-30$942,112
Employer contributions (assets) at beginning of year2021-06-30$1,176,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,474,760
Contract administrator fees2021-06-30$159,550
Liabilities. Value of benefit claims payable at end of year2021-06-30$45,074
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$30,116
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
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30LINDQUIST LLP
Accountancy firm EIN2021-06-30522385296
2020 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$1,896,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$2,127,341
Total income from all sources (including contributions)2020-06-30$14,434,136
Total of all expenses incurred2020-06-30$12,747,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$12,207,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$13,522,712
Value of total assets at end of year2020-06-30$25,717,738
Value of total assets at beginning of year2020-06-30$24,262,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$539,826
Total interest from all sources2020-06-30$18
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$463,423
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$463,423
Administrative expenses professional fees incurred2020-06-30$237,134
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$737,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$29,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$36,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$1,783,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$2,023,890
Other income not declared elsewhere2020-06-30$1,195
Administrative expenses (other) incurred2020-06-30$101,704
Liabilities. Value of operating payables at end of year2020-06-30$82,590
Liabilities. Value of operating payables at beginning of year2020-06-30$55,492
Total non interest bearing cash at end of year2020-06-30$6,819,577
Total non interest bearing cash at beginning of year2020-06-30$6,182,787
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$1,686,462
Value of net assets at end of year (total assets less liabilities)2020-06-30$23,821,289
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$22,134,827
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$44,557
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$17,634,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$16,718,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$57,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$48,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$48,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$18
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$10,925,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$446,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
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$12,785,007
Employer contributions (assets) at end of year2020-06-30$1,176,270
Employer contributions (assets) at beginning of year2020-06-30$1,275,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,282,573
Contract administrator fees2020-06-30$156,431
Liabilities. Value of benefit claims payable at end of year2020-06-30$30,116
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$47,959
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
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 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$2,127,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$1,525,574
Total income from all sources (including contributions)2019-06-30$14,155,369
Total of all expenses incurred2019-06-30$11,180,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$10,581,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$13,181,264
Value of total assets at end of year2019-06-30$24,262,168
Value of total assets at beginning of year2019-06-30$20,685,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$599,091
Total interest from all sources2019-06-30$29
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$452,474
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$452,474
Administrative expenses professional fees incurred2019-06-30$257,907
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$779,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$36,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$25,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$2,023,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$1,421,392
Other income not declared elsewhere2019-06-30$73,458
Administrative expenses (other) incurred2019-06-30$136,184
Liabilities. Value of operating payables at end of year2019-06-30$55,492
Liabilities. Value of operating payables at beginning of year2019-06-30$53,947
Total non interest bearing cash at end of year2019-06-30$6,182,787
Total non interest bearing cash at beginning of year2019-06-30$3,732,600
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$2,974,978
Value of net assets at end of year (total assets less liabilities)2019-06-30$22,134,827
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$19,159,849
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$52,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$16,718,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$15,825,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$48,992
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$123,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$123,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$29
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$9,286,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$448,144
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$12,402,082
Employer contributions (assets) at end of year2019-06-30$1,275,774
Employer contributions (assets) at beginning of year2019-06-30$977,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,295,135
Contract administrator fees2019-06-30$153,000
Liabilities. Value of benefit claims payable at end of year2019-06-30$47,959
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$50,235
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
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 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,525,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$1,487,174
Total income from all sources (including contributions)2018-06-30$11,226,429
Total of all expenses incurred2018-06-30$10,984,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$10,464,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$10,533,120
Value of total assets at end of year2018-06-30$20,685,423
Value of total assets at beginning of year2018-06-30$20,404,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$519,715
Total interest from all sources2018-06-30$20
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$412,454
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$412,454
Administrative expenses professional fees incurred2018-06-30$244,934
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$857,393
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$25,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$32,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$1,421,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$1,347,266
Other income not declared elsewhere2018-06-30$869
Administrative expenses (other) incurred2018-06-30$95,527
Liabilities. Value of operating payables at end of year2018-06-30$53,947
Liabilities. Value of operating payables at beginning of year2018-06-30$96,208
Total non interest bearing cash at end of year2018-06-30$3,732,600
Total non interest bearing cash at beginning of year2018-06-30$3,957,624
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$242,207
Value of net assets at end of year (total assets less liabilities)2018-06-30$19,159,849
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$18,917,642
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$29,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$15,825,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$15,136,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$123,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$133,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$133,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$20
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$9,126,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$279,966
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$9,675,727
Employer contributions (assets) at end of year2018-06-30$977,497
Employer contributions (assets) at beginning of year2018-06-30$1,144,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,337,992
Contract administrator fees2018-06-30$150,000
Liabilities. Value of benefit claims payable at end of year2018-06-30$50,235
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$43,700
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
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 EIN2018-06-30522385292
2017 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$1,487,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$2,522,652
Total income from all sources (including contributions)2017-06-30$11,875,756
Total of all expenses incurred2017-06-30$9,822,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$9,259,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$10,913,696
Value of total assets at end of year2017-06-30$20,404,816
Value of total assets at beginning of year2017-06-30$19,386,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$562,875
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$302,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$302,871
Administrative expenses professional fees incurred2017-06-30$250,288
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$909,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$32,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$21,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$1,347,266
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$2,422,315
Other income not declared elsewhere2017-06-30$49,213
Administrative expenses (other) incurred2017-06-30$84,002
Liabilities. Value of operating payables at end of year2017-06-30$96,208
Liabilities. Value of operating payables at beginning of year2017-06-30$55,778
Total non interest bearing cash at end of year2017-06-30$3,957,624
Total non interest bearing cash at beginning of year2017-06-30$4,048,608
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$2,053,592
Value of net assets at end of year (total assets less liabilities)2017-06-30$18,917,642
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$16,864,050
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$102,063
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$15,136,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$14,249,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$133,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$46,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$46,883
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$8,090,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$609,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
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$10,003,931
Employer contributions (assets) at end of year2017-06-30$1,144,400
Employer contributions (assets) at beginning of year2017-06-30$1,020,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,169,115
Contract administrator fees2017-06-30$126,522
Liabilities. Value of benefit claims payable at end of year2017-06-30$43,700
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$44,559
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 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,522,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,829,820
Total income from all sources (including contributions)2016-06-30$10,196,002
Total of all expenses incurred2016-06-30$8,460,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$7,899,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$9,832,686
Value of total assets at end of year2016-06-30$19,386,702
Value of total assets at beginning of year2016-06-30$16,958,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$561,030
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$297,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$297,732
Administrative expenses professional fees incurred2016-06-30$279,524
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$3,000,000
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$1,042,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$21,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$29,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$2,422,315
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$1,692,230
Other income not declared elsewhere2016-06-30$55,273
Administrative expenses (other) incurred2016-06-30$89,727
Liabilities. Value of operating payables at end of year2016-06-30$55,778
Liabilities. Value of operating payables at beginning of year2016-06-30$113,570
Total non interest bearing cash at end of year2016-06-30$4,048,608
Total non interest bearing cash at beginning of year2016-06-30$2,155,363
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$1,735,669
Value of net assets at end of year (total assets less liabilities)2016-06-30$16,864,050
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$15,128,381
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$14,249,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$13,938,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$46,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$43,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$43,024
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$6,800,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$10,311
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$8,789,942
Employer contributions (assets) at end of year2016-06-30$1,020,148
Employer contributions (assets) at beginning of year2016-06-30$792,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,099,086
Contract administrator fees2016-06-30$191,779
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$44,559
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$24,020
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 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$9,825
Total unrealized appreciation/depreciation of assets2015-06-30$9,825
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$4,328,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$4,723,106
Total income from all sources (including contributions)2015-06-30$8,094,063
Total of all expenses incurred2015-06-30$7,271,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,771,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$7,706,086
Value of total assets at end of year2015-06-30$16,958,201
Value of total assets at beginning of year2015-06-30$16,531,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$500,023
Total interest from all sources2015-06-30$7,787
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$347,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$347,098
Administrative expenses professional fees incurred2015-06-30$282,624
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$600,000
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$1,096,733
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$29,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$69,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$1,560,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$871,289
Other income not declared elsewhere2015-06-30$23,267
Liabilities. Value of operating payables at end of year2015-06-30$113,570
Liabilities. Value of operating payables at beginning of year2015-06-30$74,385
Total non interest bearing cash at end of year2015-06-30$2,155,363
Total non interest bearing cash at beginning of year2015-06-30$1,396,833
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$822,244
Value of net assets at end of year (total assets less liabilities)2015-06-30$12,630,182
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$11,807,938
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$9,767
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$13,938,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$14,543,181
Income. Interest from corporate debt instruments2015-06-30$7,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$43,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$35,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$35,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$14
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$6,771,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
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$6,609,353
Employer contributions (assets) at end of year2015-06-30$792,088
Employer contributions (assets) at beginning of year2015-06-30$486,261
Contract administrator fees2015-06-30$207,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$2,653,703
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$3,777,432
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 name2015-06-30BONG HILLBERG LEWIS FISCHESSER LLP
Accountancy firm EIN2015-06-30454806875
2014 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$450,692
Total unrealized appreciation/depreciation of assets2014-06-30$450,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$4,723,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$4,156,749
Total income from all sources (including contributions)2014-06-30$7,529,901
Total of all expenses incurred2014-06-30$7,194,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$6,694,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$6,698,796
Value of total assets at end of year2014-06-30$16,531,044
Value of total assets at beginning of year2014-06-30$15,629,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$500,726
Total interest from all sources2014-06-30$76,677
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$296,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$296,941
Administrative expenses professional fees incurred2014-06-30$275,393
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$963,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$69,305
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$38,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$871,289
Other income not declared elsewhere2014-06-30$6,795
Liabilities. Value of operating payables at end of year2014-06-30$74,385
Liabilities. Value of operating payables at beginning of year2014-06-30$77,749
Total non interest bearing cash at end of year2014-06-30$1,396,833
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$335,115
Value of net assets at end of year (total assets less liabilities)2014-06-30$11,807,938
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$11,472,823
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$24,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$14,543,181
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$4,296,186
Income. Interest from corporate debt instruments2014-06-30$76,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$35,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$5,608,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$5,608,192
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$6,694,060
Asset value of US Government securities at beginning of year2014-06-30$1,255,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
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$5,735,021
Employer contributions (assets) at end of year2014-06-30$486,261
Employer contributions (assets) at beginning of year2014-06-30$521,216
Asset. Corporate debt instrument debt (other) at beginning of year2014-06-30$3,909,672
Contract administrator fees2014-06-30$200,842
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$3,777,432
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$4,079,000
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 name2014-06-30BONG HILLBERG LEWIS FISCHESSER LLP
Accountancy firm EIN2014-06-30454806875
2013 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$47,252
Total unrealized appreciation/depreciation of assets2013-06-30$47,252
Total transfer of assets to this plan2013-06-30$7,136,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$4,156,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,253,795
Total income from all sources (including contributions)2013-06-30$5,889,429
Total of all expenses incurred2013-06-30$8,383,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$7,892,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$5,681,934
Value of total assets at end of year2013-06-30$15,629,572
Value of total assets at beginning of year2013-06-30$8,084,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$491,250
Total interest from all sources2013-06-30$98,875
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$36,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$36,713
Administrative expenses professional fees incurred2013-06-30$256,675
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$600,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$38,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$34,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$232,272
Other income not declared elsewhere2013-06-30$24,655
Administrative expenses (other) incurred2013-06-30$38,268
Liabilities. Value of operating payables at end of year2013-06-30$77,749
Liabilities. Value of operating payables at beginning of year2013-06-30$51,578
Total non interest bearing cash at beginning of year2013-06-30$47,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-2,493,926
Value of net assets at end of year (total assets less liabilities)2013-06-30$11,472,823
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,830,727
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$22,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$4,296,186
Income. Interest from US Government securities2013-06-30$21,938
Income. Interest from corporate debt instruments2013-06-30$76,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$5,608,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,484,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,484,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$491
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$7,892,105
Asset value of US Government securities at end of year2013-06-30$1,255,440
Asset value of US Government securities at beginning of year2013-06-30$1,778,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
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$5,081,910
Employer contributions (assets) at end of year2013-06-30$521,216
Employer contributions (assets) at beginning of year2013-06-30$607,498
Asset. Corporate debt instrument debt (other) at end of year2013-06-30$3,909,672
Asset. Corporate debt instrument debt (other) at beginning of year2013-06-30$4,131,054
Contract administrator fees2013-06-30$173,357
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$4,079,000
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$969,945
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 name2013-06-30BONG HILLBERG LEWIS FISCHESSER LLP
Accountancy firm EIN2013-06-30454806875
2012 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$27,986
Total unrealized appreciation/depreciation of assets2012-06-30$27,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,253,795
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$906,581
Total income from all sources (including contributions)2012-06-30$2,953,655
Total loss/gain on sale of assets2012-06-30$13,685
Total of all expenses incurred2012-06-30$3,161,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,794,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,826,782
Value of total assets at end of year2012-06-30$8,084,522
Value of total assets at beginning of year2012-06-30$7,945,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$366,855
Total interest from all sources2012-06-30$85,202
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$132,733
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$520,892
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$219,599
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$34,444
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$40,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$232,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$123,256
Administrative expenses (other) incurred2012-06-30$31,499
Liabilities. Value of operating payables at end of year2012-06-30$51,578
Liabilities. Value of operating payables at beginning of year2012-06-30$33,246
Total non interest bearing cash at end of year2012-06-30$47,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-207,906
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,830,727
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,038,633
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$21,623
Income. Interest from US Government securities2012-06-30$42,592
Income. Interest from corporate debt instruments2012-06-30$41,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,484,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$2,084,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$2,084,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$1,146
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$2,575,107
Asset value of US Government securities at end of year2012-06-30$1,778,885
Asset value of US Government securities at beginning of year2012-06-30$4,513,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
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$2,305,890
Employer contributions (assets) at end of year2012-06-30$607,498
Employer contributions (assets) at beginning of year2012-06-30$307,393
Asset. Corporate debt instrument debt (other) at end of year2012-06-30$4,131,054
Asset. Corporate debt instrument debt (other) at beginning of year2012-06-30$999,170
Contract administrator fees2012-06-30$181,000
Liabilities. Value of benefit claims payable at end of year2012-06-30$969,945
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$750,079
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
Aggregate proceeds on sale of assets2012-06-30$5,250,000
Aggregate carrying amount (costs) on sale of assets2012-06-30$5,236,315
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 name2012-06-30JAMES MURPHY, CPA
Accountancy firm EIN2012-06-30954508726
2011 : NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$28,910
Total unrealized appreciation/depreciation of assets2011-06-30$28,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$906,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,106,587
Total income from all sources (including contributions)2011-06-30$2,239,560
Total loss/gain on sale of assets2011-06-30$-29,580
Total of all expenses incurred2011-06-30$3,019,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,605,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$2,086,904
Value of total assets at end of year2011-06-30$7,945,214
Value of total assets at beginning of year2011-06-30$8,925,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$213,109
Total interest from all sources2011-06-30$116,954
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$163,775
Was this plan covered by a fidelity bond2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$572,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$252,652
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$40,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$44,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$123,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$116,289
Other income not declared elsewhere2011-06-30$36,372
Administrative expenses (other) incurred2011-06-30$25,663
Liabilities. Value of operating payables at end of year2011-06-30$33,246
Liabilities. Value of operating payables at beginning of year2011-06-30$29,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-779,808
Value of net assets at end of year (total assets less liabilities)2011-06-30$7,038,633
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$7,818,441
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$23,671
Interest earned on other investments2011-06-30$682
Income. Interest from US Government securities2011-06-30$104,864
Income. Interest from corporate debt instruments2011-06-30$10,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$2,084,446
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,292,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,292,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$496
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$2,352,607
Asset value of US Government securities at end of year2011-06-30$4,513,408
Asset value of US Government securities at beginning of year2011-06-30$5,285,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
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$1,514,597
Employer contributions (assets) at end of year2011-06-30$307,393
Employer contributions (assets) at beginning of year2011-06-30$309,857
Asset. Corporate debt instrument debt (other) at end of year2011-06-30$999,170
Asset. Corporate debt instrument debt (other) at beginning of year2011-06-30$1,993,050
Contract administrator fees2011-06-30$201,000
Liabilities. Value of benefit claims payable at end of year2011-06-30$750,079
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$960,430
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
Aggregate proceeds on sale of assets2011-06-30$7,748,769
Aggregate carrying amount (costs) on sale of assets2011-06-30$7,778,349
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 name2011-06-30JAMES MURPHY, CPA
Accountancy firm EIN2011-06-30954508726

Form 5500 Responses for NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN

2022: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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: NORTHERN CALIFORNIA PLASTERERS HEALTH AND 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
2010: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: NORTHERN CALIFORNIA PLASTERERS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
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

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7363
Policy instance 3
Insurance contract or identification number7363
Number of Individuals Covered1288
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 $9,722,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHYSMETRICS, LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNCP
Policy instance 4
Insurance contract or identification numberNCP
Number of Individuals Covered1395
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 AND ACUPUNCTURE BENEFIT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $20,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 5
Insurance contract or identification number100945
Number of Individuals Covered1141
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $19,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number15003
Policy instance 6
Insurance contract or identification number15003
Number of Individuals Covered196
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $56,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 7
Insurance contract or identification number000010051405
Number of Individuals Covered945
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 $26,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0054168
Policy instance 1
Insurance contract or identification numberW0054168
Number of Individuals Covered232
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,387,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0064046
Policy instance 2
Insurance contract or identification numberW0064046
Number of Individuals Covered59
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $303,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0054168
Policy instance 1
Insurance contract or identification numberW0054168
Number of Individuals Covered289
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,528,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0064046
Policy instance 2
Insurance contract or identification numberW0064046
Number of Individuals Covered73
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $322,302
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 number7363
Policy instance 3
Insurance contract or identification number7363
Number of Individuals Covered1402
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 $7,043,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHYSMETRICS, LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNCP
Policy instance 4
Insurance contract or identification numberNCP
Number of Individuals Covered1781
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
Other welfare benefits providedCHIROPRACTIC AND ACUPUNCTURE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 5
Insurance contract or identification number100945
Number of Individuals Covered1302
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,539
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number15003
Policy instance 6
Insurance contract or identification number15003
Number of Individuals Covered226
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 BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $56,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 7
Insurance contract or identification number000010051405
Number of Individuals Covered1097
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 $12,574
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered1821
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 $42,182
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 number7363
Policy instance 2
Insurance contract or identification number7363
Number of Individuals Covered1519
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 $8,750,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHYSMETRICS, LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNCP
Policy instance 3
Insurance contract or identification numberNCP
Number of Individuals Covered1663
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
Other welfare benefits providedCHIROPRACTIC AND ACUPUNCTURE
Welfare Benefit Premiums Paid to CarrierUSD $8,364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0054168
Policy instance 4
Insurance contract or identification numberW0054168
Number of Individuals Covered342
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,040,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number15003
Policy instance 5
Insurance contract or identification number15003
Number of Individuals Covered273
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $82,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0064046
Policy instance 6
Insurance contract or identification numberW0064046
Number of Individuals Covered76
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $307,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 7
Insurance contract or identification number100945
Number of Individuals Covered1422
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered2019
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 $31,378
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 number7363
Policy instance 2
Insurance contract or identification number7363
Number of Individuals Covered1558
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 $7,665,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHYSMETRICS, LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNCP
Policy instance 3
Insurance contract or identification numberNCP
Number of Individuals Covered2009
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 AND ACUPUNCTURE
Welfare Benefit Premiums Paid to CarrierUSD $7,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0054168
Policy instance 4
Insurance contract or identification numberW0054168
Number of Individuals Covered373
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 $2,878,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number15003
Policy instance 5
Insurance contract or identification number15003
Number of Individuals Covered193
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0064046
Policy instance 6
Insurance contract or identification numberW0064046
Number of Individuals Covered73
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $280,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 7
Insurance contract or identification number100945
Number of Individuals Covered1468
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered1836
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 $27,828
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 number7363
Policy instance 2
Insurance contract or identification number7363
Number of Individuals Covered1344
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 $6,609,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHYSMETRICS, LLC (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNCP
Policy instance 3
Insurance contract or identification numberNCP
Number of Individuals Covered1570
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 AND ACUPUNCTURE
Welfare Benefit Premiums Paid to CarrierUSD $27,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0054168
Policy instance 4
Insurance contract or identification numberW0054168
Number of Individuals Covered362
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 $2,320,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number15003
Policy instance 5
Insurance contract or identification number15003
Number of Individuals Covered115
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0064046
Policy instance 6
Insurance contract or identification numberW0064046
Number of Individuals Covered41
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $269,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 7
Insurance contract or identification number100945
Number of Individuals Covered1406
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 7
Insurance contract or identification number100945
Number of Individuals Covered1311
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0064046
Policy instance 6
Insurance contract or identification numberW0064046
Number of Individuals Covered85
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
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $308,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0054168
Policy instance 4
Insurance contract or identification numberW0054168
Number of Individuals Covered343
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 $2,251,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number15003
Policy instance 5
Insurance contract or identification number15003
Number of Individuals Covered67
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
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CHIROMETRICS, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberNCP
Policy instance 3
Insurance contract or identification numberNCP
Number of Individuals Covered1704
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 AND ACUPUNCTURE
Welfare Benefit Premiums Paid to CarrierUSD $27,479
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 number7363
Policy instance 2
Insurance contract or identification number7363
Number of Individuals Covered1228
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 $6,599,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered583
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 $36,151
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: N/A )
Policy contract number147313
Policy instance 6
Insurance contract or identification number147313
Number of Individuals Covered16
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $120,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 )
Policy contract numberW0054168
Policy instance 5
Insurance contract or identification numberW0054168
Number of Individuals Covered367
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,444,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CHIROMETRICS, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberNCP
Policy instance 4
Insurance contract or identification numberNCP
Number of Individuals Covered1609
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCHIROPRACTIC AND ACUPUNCTURE
Welfare Benefit Premiums Paid to CarrierUSD $27,441
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 number7363
Policy instance 3
Insurance contract or identification number7363
Number of Individuals Covered1139
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $4,812,351
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: N/A )
Policy contract number147312
Policy instance 2
Insurance contract or identification number147312
Number of Individuals Covered0
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $14,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered552
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 $36,742
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 numberSRSUP, S5921
Policy instance 7
Insurance contract or identification numberSRSUP, S5921
Number of Individuals Covered46
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $260,253
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: N/A )
Policy contract number147314
Policy instance 2
Insurance contract or identification number147314
Number of Individuals Covered90
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,522,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBENEFITS DONE RIGHT INCORP
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered473
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $43,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7363
Policy instance 3
Insurance contract or identification number7363
Number of Individuals Covered1068
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $4,535,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 4
Insurance contract or identification number100945
Number of Individuals Covered935
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?0
Insurance broker nameSEGAL CO
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number809901
Policy instance 5
Insurance contract or identification number809901
Number of Individuals Covered362
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number15003
Policy instance 6
Insurance contract or identification number15003
Number of Individuals Covered20
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CHIROMETRICS, INC. (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number
Policy instance 7
Number of Individuals Covered1436
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedCHIROPRACTIC AND ACUPUNCTURE
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 )
Policy contract number100945
Policy instance 4
Insurance contract or identification number100945
Number of Individuals Covered1216
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameSEGAL CO
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number4411
Policy instance 7
Insurance contract or identification number4411
Number of Individuals Covered0
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number809901
Policy instance 5
Insurance contract or identification number809901
Number of Individuals Covered358
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,453
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number447000
Policy instance 6
Insurance contract or identification number447000
Number of Individuals Covered0
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered310
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $40,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number147312
Policy instance 2
Insurance contract or identification number147312
Number of Individuals Covered97
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,618,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameBENEFITS DONE RIGHT INCORP
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7363
Policy instance 3
Insurance contract or identification number7363
Number of Individuals Covered917
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $3,792,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7363
Policy instance 4
Insurance contract or identification number7363
Number of Individuals Covered513
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,574,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameNONE
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number147313
Policy instance 2
Insurance contract or identification number147313
Number of Individuals Covered13
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $56,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameNONE
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract numberG3014
Policy instance 3
Insurance contract or identification numberG3014
Number of Individuals Covered188
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,718
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameNONE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 1
Insurance contract or identification number000010051405
Number of Individuals Covered246
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $17,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker nameNONE
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number7363
Policy instance 5
Insurance contract or identification number7363
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 4
Insurance contract or identification number000010051405
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Life Insurance Welfare BenefitYes
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: N/A )
Policy contract number147312
Policy instance 3
Insurance contract or identification number147312
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Health Insurance Welfare BenefitYes
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: N/A )
Policy contract number147314
Policy instance 2
Insurance contract or identification number147314
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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: N/A )
Policy contract number147313
Policy instance 1
Insurance contract or identification number147313
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
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 number7363
Policy instance 3
Insurance contract or identification number7363
Number of Individuals Covered323
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $1,177,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010051405
Policy instance 2
Insurance contract or identification number000010051405
Number of Individuals Covered219
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,263
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: N/A )
Policy contract number147312
Policy instance 1
Insurance contract or identification number147312
Number of Individuals Covered43
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,134,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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