SOUTHERN CALIFORNIA EDISON COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EDISON INTERNATIONAL WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-212,284,385 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-212,284,385 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $34,488,949 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $22,096,799 |
| Total income from all sources (including contributions) | 2022-12-31 | $39,166,079 |
| Total loss/gain on sale of assets | 2022-12-31 | $-36,537,480 |
| Total of all expenses incurred | 2022-12-31 | $327,006,526 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $323,252,806 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $269,098,722 |
| Value of total assets at end of year | 2022-12-31 | $1,435,244,320 |
| Value of total assets at beginning of year | 2022-12-31 | $1,710,692,617 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,753,720 |
| Total interest from all sources | 2022-12-31 | $35,012,906 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,534,382 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $736,643 |
| Administrative expenses professional fees incurred | 2022-12-31 | $1,820,098 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $1,917,999 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $2,670,213 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $98,173,001 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $58,301,002 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $59,051,589 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $10,774,714 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $12,816,998 |
| Other income not declared elsewhere | 2022-12-31 | $1,215,951 |
| Administrative expenses (other) incurred | 2022-12-31 | $201,862 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $34,488,949 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $22,096,799 |
| Total non interest bearing cash at end of year | 2022-12-31 | $32,039 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $11,391 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-287,840,447 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,400,755,371 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,688,595,818 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $21,990,264 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $25,382,387 |
| Investment advisory and management fees | 2022-12-31 | $1,731,760 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,876,596 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $44,070,256 |
| Interest earned on other investments | 2022-12-31 | $1,891,972 |
| Income. Interest from US Government securities | 2022-12-31 | $3,498,349 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $28,721,364 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $59,606,613 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $92,147,855 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $62,431,460 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $53,557,275 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $53,557,275 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $901,221 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $323,252,806 |
| Asset value of US Government securities at end of year | 2022-12-31 | $217,963,975 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $301,462,687 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,744,730 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-16,129,287 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Invements in employer securities at end of year | 2022-12-31 | $95,621 |
| Assets. Invements in employer securities at beginning of year | 2022-12-31 | $102,580 |
| Contributions received in cash from employer | 2022-12-31 | $170,925,721 |
| Income. Dividends from preferred stock | 2022-12-31 | $12,437 |
| Income. Dividends from common stock | 2022-12-31 | $1,785,302 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $550,526,087 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $705,294,496 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $309,490,750 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $291,798,586 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $87,237,200 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $122,326,304 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $822,252,919 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $858,790,399 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | VASQUEZ & COMPANY LLP |
| Accountancy firm EIN | 2022-12-31 | 330700332 |
| 2021 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-2,206,740 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-2,206,740 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $22,096,799 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $15,273,437 |
| Total income from all sources (including contributions) | 2021-12-31 | $288,285,738 |
| Total loss/gain on sale of assets | 2021-12-31 | $-5,809,465 |
| Total of all expenses incurred | 2021-12-31 | $361,355,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $305,688,753 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $246,874,948 |
| Value of total assets at end of year | 2021-12-31 | $1,710,692,617 |
| Value of total assets at beginning of year | 2021-12-31 | $1,776,939,223 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $55,666,953 |
| Total interest from all sources | 2021-12-31 | $28,493,132 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,194,561 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $519,162 |
| Administrative expenses professional fees incurred | 2021-12-31 | $2,116,388 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $2,670,213 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $2,778,593 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $97,863,983 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $59,051,589 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $123,373,698 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $12,816,998 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $9,276,853 |
| Other income not declared elsewhere | 2021-12-31 | $-1,184,687 |
| Administrative expenses (other) incurred | 2021-12-31 | $51,296,789 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $22,096,799 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $15,273,437 |
| Total non interest bearing cash at end of year | 2021-12-31 | $11,391 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $15,790 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-73,069,968 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,688,595,818 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,761,665,786 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $25,382,387 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $21,508,950 |
| Investment advisory and management fees | 2021-12-31 | $2,253,776 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $44,070,256 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $64,636,712 |
| Interest earned on other investments | 2021-12-31 | $1,621,081 |
| Income. Interest from US Government securities | 2021-12-31 | $3,573,350 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $23,159,572 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $92,147,855 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $107,882,071 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $53,557,275 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $29,234,623 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $29,234,623 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $139,129 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $305,688,753 |
| Asset value of US Government securities at end of year | 2021-12-31 | $301,462,687 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $213,755,107 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,825,171 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $17,098,818 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Invements in employer securities at end of year | 2021-12-31 | $102,580 |
| Assets. Invements in employer securities at beginning of year | 2021-12-31 | $135,880 |
| Contributions received in cash from employer | 2021-12-31 | $149,010,965 |
| Income. Dividends from preferred stock | 2021-12-31 | $5,647 |
| Income. Dividends from common stock | 2021-12-31 | $2,669,752 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $705,294,496 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $691,944,702 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $291,798,586 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $315,370,249 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $122,326,304 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $197,025,995 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $1,087,834,305 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $1,093,643,770 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | VASQUEZ & COMPANY LLP |
| Accountancy firm EIN | 2021-12-31 | 330700332 |
| 2020 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $87,548,161 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $87,548,161 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $15,273,437 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $31,566,831 |
| Total income from all sources (including contributions) | 2020-12-31 | $418,819,673 |
| Total loss/gain on sale of assets | 2020-12-31 | $43,251,264 |
| Total of all expenses incurred | 2020-12-31 | $303,433,045 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $290,148,585 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $237,037,823 |
| Value of total assets at end of year | 2020-12-31 | $1,776,939,223 |
| Value of total assets at beginning of year | 2020-12-31 | $1,677,845,989 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $13,284,460 |
| Total interest from all sources | 2020-12-31 | $33,744,480 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,413,120 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $701,248 |
| Administrative expenses professional fees incurred | 2020-12-31 | $1,827,892 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $2,778,593 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $1,912,267 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $97,023,306 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $123,373,698 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $97,606,804 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $9,276,853 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $11,692,997 |
| Other income not declared elsewhere | 2020-12-31 | $-1,712,955 |
| Administrative expenses (other) incurred | 2020-12-31 | $8,675,838 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $15,273,437 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $31,566,831 |
| Total non interest bearing cash at end of year | 2020-12-31 | $15,790 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $26,735 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $115,386,628 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,761,665,786 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,646,279,158 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $21,508,950 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $24,638,876 |
| Investment advisory and management fees | 2020-12-31 | $2,780,730 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $64,636,712 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $65,857,388 |
| Interest earned on other investments | 2020-12-31 | $2,359,387 |
| Income. Interest from US Government securities | 2020-12-31 | $4,064,578 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $27,319,476 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $107,882,071 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $148,506,259 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $29,234,623 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $17,145,222 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $17,145,222 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,039 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $290,148,585 |
| Asset value of US Government securities at end of year | 2020-12-31 | $213,755,107 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $266,338,197 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $4,156,391 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $10,381,389 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Assets. Invements in employer securities at end of year | 2020-12-31 | $135,880 |
| Assets. Invements in employer securities at beginning of year | 2020-12-31 | $4,747,464 |
| Contributions received in cash from employer | 2020-12-31 | $140,014,517 |
| Income. Dividends from preferred stock | 2020-12-31 | $7,729 |
| Income. Dividends from common stock | 2020-12-31 | $3,704,143 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $691,944,702 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $595,518,213 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $315,370,249 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $236,020,511 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $197,025,995 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $207,835,056 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $1,867,429,584 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $1,824,178,320 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | VASQUEZ & CO., LLP |
| Accountancy firm EIN | 2020-12-31 | 330700332 |
| 2019 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $170,465,370 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $170,465,370 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $170,465,370 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $170,465,370 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $31,566,831 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $31,566,831 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $35,767,747 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $35,767,747 |
| Total income from all sources (including contributions) | 2019-12-31 | $508,019,519 |
| Total income from all sources (including contributions) | 2019-12-31 | $508,019,519 |
| Total loss/gain on sale of assets | 2019-12-31 | $28,318,392 |
| Total loss/gain on sale of assets | 2019-12-31 | $28,318,392 |
| Total of all expenses incurred | 2019-12-31 | $315,460,657 |
| Total of all expenses incurred | 2019-12-31 | $315,460,657 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $306,399,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $306,399,665 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $244,740,036 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $244,740,036 |
| Value of total assets at end of year | 2019-12-31 | $1,677,845,989 |
| Value of total assets at end of year | 2019-12-31 | $1,677,845,989 |
| Value of total assets at beginning of year | 2019-12-31 | $1,489,488,043 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,060,992 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $9,060,992 |
| Total interest from all sources | 2019-12-31 | $41,822,661 |
| Total interest from all sources | 2019-12-31 | $41,822,661 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,579,711 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $5,579,711 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,022,705 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,022,705 |
| Administrative expenses professional fees incurred | 2019-12-31 | $1,828,558 |
| Administrative expenses professional fees incurred | 2019-12-31 | $1,828,558 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $1,912,267 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $1,912,267 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $292,894 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $292,894 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $95,489,587 |
| Contributions received from participants | 2019-12-31 | $95,489,587 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $97,606,804 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $78,631,210 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $78,631,210 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $11,692,997 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $11,692,997 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $13,126,400 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $13,126,400 |
| Other income not declared elsewhere | 2019-12-31 | $548,547 |
| Other income not declared elsewhere | 2019-12-31 | $548,547 |
| Administrative expenses (other) incurred | 2019-12-31 | $5,623,661 |
| Administrative expenses (other) incurred | 2019-12-31 | $5,623,661 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $31,566,831 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $31,566,831 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $35,767,747 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $35,767,747 |
| Total non interest bearing cash at end of year | 2019-12-31 | $26,735 |
| Total non interest bearing cash at end of year | 2019-12-31 | $26,735 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $2,131,485 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $2,131,485 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $192,558,862 |
| Value of net income/loss | 2019-12-31 | $192,558,862 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,646,279,158 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,646,279,158 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,453,720,296 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,453,720,296 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $24,638,876 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $24,638,876 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $46,036,899 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $46,036,899 |
| Investment advisory and management fees | 2019-12-31 | $1,608,773 |
| Investment advisory and management fees | 2019-12-31 | $1,608,773 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $65,857,388 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $65,857,388 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $38,070,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $38,070,918 |
| Interest earned on other investments | 2019-12-31 | $3,519,295 |
| Interest earned on other investments | 2019-12-31 | $3,519,295 |
| Income. Interest from US Government securities | 2019-12-31 | $6,099,256 |
| Income. Interest from US Government securities | 2019-12-31 | $6,099,256 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $31,422,455 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $31,422,455 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $148,506,259 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $148,506,259 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $104,337,815 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $104,337,815 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $17,145,222 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $17,145,222 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $42,781,056 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $42,781,056 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $42,781,056 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $42,781,056 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $781,655 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $781,655 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $306,399,665 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $306,399,665 |
| Asset value of US Government securities at end of year | 2019-12-31 | $266,338,197 |
| Asset value of US Government securities at end of year | 2019-12-31 | $266,338,197 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $213,481,236 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $213,481,236 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,743,961 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,743,961 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $13,800,841 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $13,800,841 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Assets. Invements in employer securities at end of year | 2019-12-31 | $4,747,464 |
| Assets. Invements in employer securities at end of year | 2019-12-31 | $4,747,464 |
| Assets. Invements in employer securities at beginning of year | 2019-12-31 | $5,686,132 |
| Contributions received in cash from employer | 2019-12-31 | $149,250,449 |
| Contributions received in cash from employer | 2019-12-31 | $149,250,449 |
| Income. Dividends from preferred stock | 2019-12-31 | $7,389 |
| Income. Dividends from preferred stock | 2019-12-31 | $7,389 |
| Income. Dividends from common stock | 2019-12-31 | $4,549,617 |
| Income. Dividends from common stock | 2019-12-31 | $4,549,617 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $595,518,213 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $595,518,213 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $105,223,927 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $105,223,927 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $236,020,511 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $236,020,511 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $664,263,928 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $664,263,928 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $207,835,056 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $207,835,056 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $175,424,143 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $175,424,143 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $874,218,605 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $845,900,213 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $845,900,213 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | VASQUEZ & CO., LLP |
| Accountancy firm name | 2019-12-31 | VASQUEZ & CO., LLP |
| Accountancy firm EIN | 2019-12-31 | 330700332 |
| Accountancy firm EIN | 2019-12-31 | 330700332 |
| 2018 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-80,119,988 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-80,119,988 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $35,767,747 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $33,122,520 |
| Total income from all sources (including contributions) | 2018-12-31 | $163,440,430 |
| Total loss/gain on sale of assets | 2018-12-31 | $-33,481,590 |
| Total of all expenses incurred | 2018-12-31 | $300,667,354 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $291,381,186 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $229,349,106 |
| Value of total assets at end of year | 2018-12-31 | $1,489,488,043 |
| Value of total assets at beginning of year | 2018-12-31 | $1,624,069,740 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $9,286,168 |
| Total interest from all sources | 2018-12-31 | $41,582,488 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $6,050,918 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $780,761 |
| Administrative expenses professional fees incurred | 2018-12-31 | $2,012,108 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $292,894 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $419,649 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $95,253,534 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $78,631,210 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $84,788,719 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $13,126,400 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $11,600,588 |
| Other income not declared elsewhere | 2018-12-31 | $125,797 |
| Administrative expenses (other) incurred | 2018-12-31 | $5,451,094 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $35,767,747 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $33,122,520 |
| Total non interest bearing cash at end of year | 2018-12-31 | $2,131,485 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $516,473 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-137,226,924 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,453,720,296 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,590,947,220 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $46,036,899 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $51,694,147 |
| Investment advisory and management fees | 2018-12-31 | $1,822,966 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $38,070,918 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $37,320,193 |
| Interest earned on other investments | 2018-12-31 | $3,820,296 |
| Income. Interest from US Government securities | 2018-12-31 | $7,751,462 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $30,010,730 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $104,337,815 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $116,964,104 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $42,781,056 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $42,113,958 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $42,113,958 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $291,381,186 |
| Asset value of US Government securities at end of year | 2018-12-31 | $213,481,236 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $267,947,312 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-66,301 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Invements in employer securities at end of year | 2018-12-31 | $5,686,132 |
| Assets. Invements in employer securities at beginning of year | 2018-12-31 | $2,357,244 |
| Contributions received in cash from employer | 2018-12-31 | $134,095,572 |
| Income. Dividends from preferred stock | 2018-12-31 | $8,295 |
| Income. Dividends from common stock | 2018-12-31 | $5,261,862 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $105,223,927 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $136,745,504 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $664,263,928 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $648,939,934 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $175,424,143 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $222,661,915 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $1,105,966,839 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,139,448,429 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | VASQUEZ & CO., LLP |
| Accountancy firm EIN | 2018-12-31 | 330700332 |
| 2017 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $113,230,738 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $113,230,738 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $33,122,520 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $37,182,480 |
| Total income from all sources (including contributions) | 2017-12-31 | $407,987,181 |
| Total loss/gain on sale of assets | 2017-12-31 | $26,803,551 |
| Total of all expenses incurred | 2017-12-31 | $290,167,305 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $283,703,194 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $222,644,958 |
| Value of total assets at end of year | 2017-12-31 | $1,624,069,740 |
| Value of total assets at beginning of year | 2017-12-31 | $1,510,309,824 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,464,111 |
| Total interest from all sources | 2017-12-31 | $39,052,401 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $5,488,541 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $715,299 |
| Administrative expenses professional fees incurred | 2017-12-31 | $1,884,477 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $419,649 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $357,687 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $92,969,654 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $84,788,719 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $100,052,671 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $11,600,588 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $16,398,308 |
| Other income not declared elsewhere | 2017-12-31 | $544,064 |
| Administrative expenses (other) incurred | 2017-12-31 | $2,675,539 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $33,122,520 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $37,182,480 |
| Total non interest bearing cash at end of year | 2017-12-31 | $516,473 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $686,630 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $117,819,876 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,590,947,220 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,473,127,344 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $51,694,147 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $51,320,731 |
| Investment advisory and management fees | 2017-12-31 | $1,904,095 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $37,320,193 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $48,437,292 |
| Interest earned on other investments | 2017-12-31 | $2,802,099 |
| Income. Interest from US Government securities | 2017-12-31 | $6,673,923 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $29,576,379 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $116,964,104 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $96,444,526 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $42,113,958 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $44,647,644 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $44,647,644 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $283,703,194 |
| Asset value of US Government securities at end of year | 2017-12-31 | $267,947,312 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $222,762,407 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $222,928 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Invements in employer securities at end of year | 2017-12-31 | $2,357,244 |
| Assets. Invements in employer securities at beginning of year | 2017-12-31 | $1,479,775 |
| Contributions received in cash from employer | 2017-12-31 | $129,675,304 |
| Income. Dividends from preferred stock | 2017-12-31 | $5,031 |
| Income. Dividends from common stock | 2017-12-31 | $4,768,211 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $136,745,504 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $116,610,813 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $648,939,934 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $609,035,949 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $222,661,915 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $202,075,391 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $933,929,431 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $907,125,880 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | SIMPSON & SIMPSON CPAS |
| Accountancy firm EIN | 2017-12-31 | 953683803 |
| 2016 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $16,826,335 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $16,826,335 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $37,182,480 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $48,799,315 |
| Total income from all sources (including contributions) | 2016-12-31 | $344,809,697 |
| Total loss/gain on sale of assets | 2016-12-31 | $35,009,221 |
| Total of all expenses incurred | 2016-12-31 | $304,985,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $299,185,407 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $245,691,121 |
| Value of total assets at end of year | 2016-12-31 | $1,510,309,824 |
| Value of total assets at beginning of year | 2016-12-31 | $1,482,102,365 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,799,996 |
| Total interest from all sources | 2016-12-31 | $42,829,769 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $4,712,049 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $130,901 |
| Administrative expenses professional fees incurred | 2016-12-31 | $1,728,629 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $357,687 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $336,530 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $92,664,612 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $100,052,671 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $111,062,708 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $16,398,308 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $18,516,310 |
| Other income not declared elsewhere | 2016-12-31 | $-536,095 |
| Administrative expenses (other) incurred | 2016-12-31 | $2,005,524 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $37,182,480 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $48,799,315 |
| Total non interest bearing cash at end of year | 2016-12-31 | $686,630 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $9,065,115 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $39,824,294 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,473,127,344 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,433,303,050 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $51,320,731 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $62,247,576 |
| Investment advisory and management fees | 2016-12-31 | $2,065,843 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $48,437,292 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $63,040,863 |
| Interest earned on other investments | 2016-12-31 | $4,594,803 |
| Income. Interest from US Government securities | 2016-12-31 | $5,580,607 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $32,654,359 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $96,444,526 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $89,607,477 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $44,647,644 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $31,077,440 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $31,077,440 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $299,185,407 |
| Asset value of US Government securities at end of year | 2016-12-31 | $222,762,407 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $179,647,888 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $277,297 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $1,479,775 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $1,625,237 |
| Contributions received in cash from employer | 2016-12-31 | $153,026,509 |
| Income. Dividends from preferred stock | 2016-12-31 | $2,179 |
| Income. Dividends from common stock | 2016-12-31 | $4,578,969 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $299,185,407 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $116,610,813 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $143,727,190 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $609,035,949 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $573,243,378 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $202,075,391 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $198,904,653 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $1,145,765,469 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,110,756,248 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | SIMPSON & SIMPSON CPAS |
| Accountancy firm EIN | 2016-12-31 | 953683803 |
| 2015 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-50,288,377 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-50,288,377 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $48,799,315 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $73,629,150 |
| Total income from all sources (including contributions) | 2015-12-31 | $243,737,875 |
| Total loss/gain on sale of assets | 2015-12-31 | $-11,415,200 |
| Total of all expenses incurred | 2015-12-31 | $306,805,898 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $300,926,898 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $249,350,773 |
| Value of total assets at end of year | 2015-12-31 | $1,482,102,365 |
| Value of total assets at beginning of year | 2015-12-31 | $1,570,000,223 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,879,000 |
| Total interest from all sources | 2015-12-31 | $42,806,813 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $4,827,481 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $16,499 |
| Administrative expenses professional fees incurred | 2015-12-31 | $1,763,209 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $336,530 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $504,926 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $97,395,867 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $111,062,708 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $127,866,761 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $18,516,310 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $16,234,344 |
| Other income not declared elsewhere | 2015-12-31 | $8,134,070 |
| Administrative expenses (other) incurred | 2015-12-31 | $2,030,119 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $48,799,315 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $73,629,150 |
| Total non interest bearing cash at end of year | 2015-12-31 | $9,065,115 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $8,684,075 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-63,068,023 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,433,303,050 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,496,371,073 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $62,247,576 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $90,674,988 |
| Investment advisory and management fees | 2015-12-31 | $2,085,672 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $63,040,863 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $53,231,156 |
| Interest earned on other investments | 2015-12-31 | $5,112,317 |
| Income. Interest from US Government securities | 2015-12-31 | $32,481,079 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $89,607,477 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $92,541,468 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $31,077,440 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $29,111,093 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $29,111,093 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $5,213,417 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $300,926,898 |
| Asset value of US Government securities at end of year | 2015-12-31 | $179,647,888 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $175,807,349 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $322,315 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $1,625,237 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $3,211,580 |
| Contributions received in cash from employer | 2015-12-31 | $151,954,906 |
| Income. Dividends from preferred stock | 2015-12-31 | $11,647 |
| Income. Dividends from common stock | 2015-12-31 | $4,799,335 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $143,727,190 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $537,206,316 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $573,243,378 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $209,980,364 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $198,904,653 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $224,945,803 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $974,825,868 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $986,241,068 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | SIMPSON & SIMPSON CPAS |
| Accountancy firm EIN | 2015-12-31 | 953683803 |
| 2014 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-514,347,672 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-514,347,672 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $73,629,150 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $157,809,046 |
| Total income from all sources (including contributions) | 2014-12-31 | $382,787,067 |
| Total loss/gain on sale of assets | 2014-12-31 | $597,443,629 |
| Total of all expenses incurred | 2014-12-31 | $316,852,324 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $310,392,483 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $251,855,575 |
| Value of total assets at end of year | 2014-12-31 | $1,570,000,223 |
| Value of total assets at beginning of year | 2014-12-31 | $1,588,245,376 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,459,841 |
| Total interest from all sources | 2014-12-31 | $20,136,368 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $7,649,992 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $15,772 |
| Administrative expenses professional fees incurred | 2014-12-31 | $1,901,273 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $504,926 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $1,306,253 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $77,136,150 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $127,866,761 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $84,690,112 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $16,234,344 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $93,065,771 |
| Other income not declared elsewhere | 2014-12-31 | $16,542,359 |
| Administrative expenses (other) incurred | 2014-12-31 | $2,329,586 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $73,629,150 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $157,809,046 |
| Total non interest bearing cash at end of year | 2014-12-31 | $8,684,075 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $9,074,465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $65,934,743 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,496,371,073 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,430,436,330 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $90,674,988 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $134,238,121 |
| Investment advisory and management fees | 2014-12-31 | $2,228,982 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $53,231,156 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $41,810,873 |
| Interest earned on other investments | 2014-12-31 | $4,464,102 |
| Income. Interest from US Government securities | 2014-12-31 | $3,317,012 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $12,355,254 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $92,541,468 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $532,816,835 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $29,111,093 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $19,306,846 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $19,306,846 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $310,392,483 |
| Asset value of US Government securities at end of year | 2014-12-31 | $175,807,349 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $96,589,509 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $3,506,816 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Assets. Invements in employer securities at end of year | 2014-12-31 | $3,211,580 |
| Assets. Invements in employer securities at beginning of year | 2014-12-31 | $259,461 |
| Contributions received in cash from employer | 2014-12-31 | $174,719,425 |
| Income. Dividends from preferred stock | 2014-12-31 | $47,026 |
| Income. Dividends from common stock | 2014-12-31 | $7,587,194 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $537,206,316 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $61,741,089 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $209,980,364 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $86,892,036 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $224,945,803 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $426,454,005 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $2,403,991,759 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,806,548,130 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | SIMPSON & SIMPSON CPAS |
| Accountancy firm EIN | 2014-12-31 | 953683803 |
| 2013 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $154,924,257 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $154,924,257 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $157,809,046 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $222,626,602 |
| Total income from all sources (including contributions) | 2013-12-31 | $541,956,379 |
| Total loss/gain on sale of assets | 2013-12-31 | $49,978,394 |
| Total of all expenses incurred | 2013-12-31 | $358,741,247 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $352,272,911 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $308,420,754 |
| Value of total assets at end of year | 2013-12-31 | $1,588,245,376 |
| Value of total assets at beginning of year | 2013-12-31 | $1,469,847,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,468,336 |
| Total interest from all sources | 2013-12-31 | $12,348,024 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $8,095,056 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $11,230 |
| Administrative expenses professional fees incurred | 2013-12-31 | $1,687,619 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $1,306,253 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $2,991,396 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $103,580,687 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $84,690,112 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $103,954,703 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,622,051 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $93,065,771 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $125,325,105 |
| Other income not declared elsewhere | 2013-12-31 | $1,623,613 |
| Administrative expenses (other) incurred | 2013-12-31 | $2,000,834 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $157,809,046 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $222,626,602 |
| Total non interest bearing cash at end of year | 2013-12-31 | $9,074,465 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $5,471,079 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $183,215,132 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,430,436,330 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,247,221,198 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $134,238,121 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $146,584,041 |
| Investment advisory and management fees | 2013-12-31 | $2,779,883 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $41,810,873 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $52,689,313 |
| Interest earned on other investments | 2013-12-31 | $3,243,876 |
| Income. Interest from US Government securities | 2013-12-31 | $1,393,346 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $7,710,802 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $532,816,835 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $448,835,599 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $19,306,846 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $23,586,771 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $23,586,771 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $352,272,911 |
| Asset value of US Government securities at end of year | 2013-12-31 | $96,589,509 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $94,947,460 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $6,566,281 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Assets. Invements in employer securities at end of year | 2013-12-31 | $259,461 |
| Assets. Invements in employer securities at beginning of year | 2013-12-31 | $97,746 |
| Contributions received in cash from employer | 2013-12-31 | $201,218,016 |
| Income. Dividends from preferred stock | 2013-12-31 | $95,493 |
| Income. Dividends from common stock | 2013-12-31 | $7,988,333 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $61,741,089 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $47,244,930 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $86,892,036 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $79,312,197 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $426,454,005 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $338,807,460 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $1,294,572,043 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,244,593,649 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | SIMPSON & SIMPSON, CPAS |
| Accountancy firm EIN | 2013-12-31 | 953683803 |
| 2012 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $143,239,947 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $143,239,947 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $222,626,602 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $131,759,985 |
| Total income from all sources (including contributions) | 2012-12-31 | $485,894,423 |
| Total loss/gain on sale of assets | 2012-12-31 | $-6,833,634 |
| Total of all expenses incurred | 2012-12-31 | $361,953,472 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $356,583,909 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $319,322,804 |
| Value of total assets at end of year | 2012-12-31 | $1,469,847,800 |
| Value of total assets at beginning of year | 2012-12-31 | $1,255,040,232 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,369,563 |
| Total interest from all sources | 2012-12-31 | $11,560,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $8,027,799 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $247,824 |
| Administrative expenses professional fees incurred | 2012-12-31 | $1,628,357 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $2,991,396 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $2,479,274 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $108,810,000 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $103,954,703 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $71,904,192 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $125,325,105 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $85,620,660 |
| Other income not declared elsewhere | 2012-12-31 | $4,084,819 |
| Administrative expenses (other) incurred | 2012-12-31 | $1,882,200 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $222,626,602 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $131,759,985 |
| Total non interest bearing cash at end of year | 2012-12-31 | $5,471,079 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $4,119,031 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $123,940,951 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,247,221,198 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,123,280,247 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $146,584,041 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $116,870,632 |
| Investment advisory and management fees | 2012-12-31 | $1,859,006 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $52,689,313 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $60,006,970 |
| Interest earned on other investments | 2012-12-31 | $2,956,513 |
| Income. Interest from US Government securities | 2012-12-31 | $1,540,835 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $7,062,685 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $448,835,599 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $399,418,389 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $23,586,771 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $11,852,131 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $11,852,131 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $356,583,909 |
| Asset value of US Government securities at end of year | 2012-12-31 | $94,947,460 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $101,086,900 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $6,492,655 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Assets. Invements in employer securities at end of year | 2012-12-31 | $97,746 |
| Assets. Invements in employer securities at beginning of year | 2012-12-31 | $89,548 |
| Contributions received in cash from employer | 2012-12-31 | $210,512,804 |
| Income. Dividends from preferred stock | 2012-12-31 | $147,450 |
| Income. Dividends from common stock | 2012-12-31 | $7,632,525 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $47,244,930 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $45,451,030 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $79,312,197 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $58,696,678 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $338,807,460 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $297,444,797 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $1,331,200,313 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $1,338,033,947 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | SIMPSON & SIMPSON, CPAS |
| Accountancy firm EIN | 2012-12-31 | 953683803 |
| 2011 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-13,538,899 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-13,538,899 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $131,759,985 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $123,443,514 |
| Total income from all sources (including contributions) | 2011-12-31 | $312,892,593 |
| Total loss/gain on sale of assets | 2011-12-31 | $-9,076,423 |
| Total of all expenses incurred | 2011-12-31 | $347,992,587 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $342,784,609 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $307,505,030 |
| Value of total assets at end of year | 2011-12-31 | $1,255,040,232 |
| Value of total assets at beginning of year | 2011-12-31 | $1,281,823,755 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,207,978 |
| Total interest from all sources | 2011-12-31 | $14,205,776 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $9,808,782 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $2,467,628 |
| Administrative expenses professional fees incurred | 2011-12-31 | $1,317,514 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $2,479,274 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $2,408,414 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $95,272,964 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $71,904,192 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $75,939,354 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $85,620,660 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $91,157,761 |
| Other income not declared elsewhere | 2011-12-31 | $452,620 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,787,512 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $131,759,985 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $123,443,514 |
| Total non interest bearing cash at end of year | 2011-12-31 | $4,119,031 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $2,992,974 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-35,099,994 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,123,280,247 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,158,380,241 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $116,870,632 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $97,675,917 |
| Investment advisory and management fees | 2011-12-31 | $2,102,952 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $60,006,970 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $100,262,429 |
| Interest earned on other investments | 2011-12-31 | $3,219,823 |
| Income. Interest from US Government securities | 2011-12-31 | $1,185,072 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $9,800,881 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $399,418,389 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $409,397,041 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $11,852,131 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $11,490,238 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $11,490,238 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $342,784,609 |
| Asset value of US Government securities at end of year | 2011-12-31 | $101,086,900 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $59,099,243 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $3,535,707 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $89,548 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $83,492 |
| Contributions received in cash from employer | 2011-12-31 | $212,232,066 |
| Income. Dividends from preferred stock | 2011-12-31 | $143,801 |
| Income. Dividends from common stock | 2011-12-31 | $7,197,353 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $45,451,030 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $50,390,861 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $58,696,678 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $60,887,160 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $297,444,797 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $320,038,871 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $1,034,193,151 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,043,269,574 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | SIMPSON & SIMPSON, CPAS |
| Accountancy firm EIN | 2011-12-31 | 953683803 |
| 2010 : EDISON INTERNATIONAL WELFARE BENEFIT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $44,692,130 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $44,692,130 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $123,443,514 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $109,024,506 |
| Total income from all sources (including contributions) | 2010-12-31 | $418,435,033 |
| Total loss/gain on sale of assets | 2010-12-31 | $63,344,113 |
| Total of all expenses incurred | 2010-12-31 | $330,197,160 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $325,334,973 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $282,233,743 |
| Value of total assets at end of year | 2010-12-31 | $1,281,823,755 |
| Value of total assets at beginning of year | 2010-12-31 | $1,179,166,874 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,862,187 |
| Total interest from all sources | 2010-12-31 | $15,945,974 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $10,489,511 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $3,989,053 |
| Administrative expenses professional fees incurred | 2010-12-31 | $1,759,950 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $2,408,414 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $801,590 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $96,316,736 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $75,939,354 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $73,584,641 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $91,157,761 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $79,117,091 |
| Other income not declared elsewhere | 2010-12-31 | $117,885 |
| Administrative expenses (other) incurred | 2010-12-31 | $1,546,719 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $123,443,514 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $109,024,506 |
| Total non interest bearing cash at end of year | 2010-12-31 | $2,992,974 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $3,003,948 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $88,237,873 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,158,380,241 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,070,142,368 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $97,675,917 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $52,603,338 |
| Investment advisory and management fees | 2010-12-31 | $1,555,518 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $100,262,429 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $171,091,525 |
| Interest earned on other investments | 2010-12-31 | $3,163,276 |
| Income. Interest from US Government securities | 2010-12-31 | $986,844 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $11,795,854 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $409,397,041 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $420,963,608 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $11,490,238 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $13,874,378 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $13,874,378 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $325,334,973 |
| Asset value of US Government securities at end of year | 2010-12-31 | $59,099,243 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $35,378,014 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,611,677 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $83,492 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $128,686 |
| Contributions received in cash from employer | 2010-12-31 | $185,917,007 |
| Income. Dividends from preferred stock | 2010-12-31 | $94,524 |
| Income. Dividends from common stock | 2010-12-31 | $6,405,934 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $50,390,861 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $53,231,089 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $60,887,160 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $44,824,239 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $320,038,871 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $230,564,727 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $924,632,621 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $861,288,508 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | SIMPSON & SIMPSON, CPAS |
| Accountancy firm EIN | 2010-12-31 | 953683803 |
| ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
| Policy contract number | 18167-0001-001 |
| Policy instance | 6 |
| Insurance contract or identification number | 18167-0001-001 | | Number of Individuals Covered | 2940 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $40,989 | | Total amount of fees paid to insurance company | USD $20,495 | | Other welfare benefits provided | LEGAL SERVICES VOLUNTARY BENEFITS | | Welfare Benefit Premiums Paid to Carrier | USD $409,896 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,989 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 20495 |
|
| CIGNA DENTAL HEALTH OF CALIFORNIA,INC (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | 3341985 |
| Policy instance | 13 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 2815 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $873,643 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3341985 |
| Policy instance | 12 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 3066 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 682500 |
| Policy instance | 11 |
| Insurance contract or identification number | 682500 | | Number of Individuals Covered | 1424 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX980437 |
| Policy instance | 10 |
| Insurance contract or identification number | FLX980437 | | Number of Individuals Covered | 13080 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $134,399 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | BASIC LIFE SUPP. LIFE DEP. LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $4,420 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $134,399 | | Additional information about fees paid to insurance broker | SALES & SERVICES | | Insurance broker organization code? | 7 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 9 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 13080 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $384 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $384 | | Additional information about fees paid to insurance broker | SALES & SERVICES | | Insurance broker organization code? | 7 |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | |
| Policy instance | 8 |
| Number of Individuals Covered | 3850 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 00101960 |
| Policy instance | 7 |
| Insurance contract or identification number | 00101960 | | Number of Individuals Covered | 24538 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 4 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 109 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | 15298 |
| Policy instance | 5 |
| Insurance contract or identification number | 15298 | | Number of Individuals Covered | 13050 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA DENTAL HEALTH PLAN OF COLORADO, INC. (National Association of Insurance Commissioners NAIC id number: 11175 ) |
| Policy contract number | 3341985 |
| Policy instance | 14 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,371 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA DENTAL HEALTH OF FLORIDA, INC. (National Association of Insurance Commissioners NAIC id number: 52021 ) |
| Policy contract number | 3341985 |
| Policy instance | 15 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,534 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA DENTAL HEALTH OF KENTUCKY, INC. (National Association of Insurance Commissioners NAIC id number: 52108 ) |
| Policy contract number | 3341985 |
| Policy instance | 16 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $155 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 3 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 2658 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 2 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 7415 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $43,728 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SUPP. ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,804,617 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,069 | | Insurance broker organization code? | 7 | | Additional information about fees paid to insurance broker | SALES & SERVICES |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 1 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 13081 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,551 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BASIC ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $154,929 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,324 | | Insurance broker organization code? | 7 | | Additional information about fees paid to insurance broker | SALES & SERVICES |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 22 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 47013 ) |
| Policy contract number | 3341985 |
| Policy instance | 21 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,603 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA DENTAL HEALTH OF VIRGINIA, INC. (National Association of Insurance Commissioners NAIC id number: 52617 ) |
| Policy contract number | 3341985 |
| Policy instance | 20 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $414 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA DENTAL HEALTH OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95037 ) |
| Policy contract number | 3341985 |
| Policy instance | 19 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,103 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA DENTAL HEALTH OF PENNSYLVANIA, INC. (National Association of Insurance Commissioners NAIC id number: 47041 ) |
| Policy contract number | 3341985 |
| Policy instance | 18 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA DENTAL HEALTH OF MISSOURI, INC. (National Association of Insurance Commissioners NAIC id number: 11160 ) |
| Policy contract number | 3341985 |
| Policy instance | 17 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $931 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 1 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 13003 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,934 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BASIC ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $53,364 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,507 | | Additional information about fees paid to insurance broker | SUPP. COMMISSION | | Insurance broker organization code? | 7 |
|
| ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
| Policy contract number | 18167-0001-001 |
| Policy instance | 8 |
| Insurance contract or identification number | 18167-0001-001 | | Number of Individuals Covered | 2678 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $38,186 | | Total amount of fees paid to insurance company | USD $19,093 | | Other welfare benefits provided | LEGAL SERVICES VOLUNTARY BENEFITS | | Welfare Benefit Premiums Paid to Carrier | USD $381,856 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38,186 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 19093 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION |
|
| U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | 15298 |
| Policy instance | 7 |
| Insurance contract or identification number | 15298 | | Number of Individuals Covered | 13238 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $386,273 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 6 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 5 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 2583 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | 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 number | SRSUP |
| Policy instance | 4 |
| Insurance contract or identification number | SRSUP | | Number of Individuals Covered | 735 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,405,955 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 2 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 7561 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $41,470 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SUPP. ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $609,191 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,255 | | Additional information about fees paid to insurance broker | SUPP. COMMISSION | | Insurance broker organization code? | 7 |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 3 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 1309 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 00101960 |
| Policy instance | 9 |
| Insurance contract or identification number | 00101960 | | Number of Individuals Covered | 24575 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3341985 |
| Policy instance | 15 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 3032 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | 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 number | SRSUP |
| Policy instance | 14 |
| Insurance contract or identification number | SRSUP | | Number of Individuals Covered | 136 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $153,684 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 682500 |
| Policy instance | 13 |
| Insurance contract or identification number | 682500 | | Number of Individuals Covered | 1503 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX980437 |
| Policy instance | 12 |
| Insurance contract or identification number | FLX980437 | | Number of Individuals Covered | 13007 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $339,327 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | BASIC LIFE SUPP. LIFE DEP. LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $5,026,288 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $206,759 | | Additional information about fees paid to insurance broker | SUPP. COMMISSION | | Insurance broker organization code? | 7 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 11 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 13007 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $569 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BUSINESS TRAVEL | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $569 | | Additional information about fees paid to insurance broker | SUPP. COMMISSION | | Insurance broker organization code? | 7 |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | |
| Policy instance | 10 |
| Number of Individuals Covered | 4097 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 6 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 5 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 2491 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 1 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 13337 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $4,911 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BASIC ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $128,041 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,990 | | Additional information about fees paid to insurance broker | SUPP. COMMISSION | | Insurance broker organization code? | 7 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | SRSUP |
| Policy instance | 4 |
| Insurance contract or identification number | SRSUP | | Number of Individuals Covered | 843 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,529,576 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 3 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 1302 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 2 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 7868 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $53,377 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SUPP. ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,395,153 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,450 | | Additional information about fees paid to insurance broker | SUPP. COMMISSION | | Insurance broker organization code? | 7 |
|
| U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | 15298 |
| Policy instance | 7 |
| Insurance contract or identification number | 15298 | | Number of Individuals Covered | 13437 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
| Policy contract number | 18167-0001-001 |
| Policy instance | 8 |
| Insurance contract or identification number | 18167-0001-001 | | Number of Individuals Covered | 2522 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $37,414 | | Total amount of fees paid to insurance company | USD $17,579 | | Other welfare benefits provided | LEGAL SERVICES VOLUNTARY BENEFITS | | Welfare Benefit Premiums Paid to Carrier | USD $351,586 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,414 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 17579 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 00101960 |
| Policy instance | 9 |
| Insurance contract or identification number | 00101960 | | Number of Individuals Covered | 25059 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,183,090 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX980437 |
| Policy instance | 12 |
| Insurance contract or identification number | FLX980437 | | Number of Individuals Covered | 13337 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $428,552 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | BASIC LIFE SUPP. LIFE DEP. LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $11,216,016 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $260,349 | | Additional information about fees paid to insurance broker | SUPP. COMMISION | | Insurance broker organization code? | 7 |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 243900 |
| Policy instance | 15 |
| Insurance contract or identification number | 243900 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 682500 |
| Policy instance | 14 |
| Insurance contract or identification number | 682500 | | Number of Individuals Covered | 1584 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3341985 |
| Policy instance | 13 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 3128 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $824,746 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 11 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 13282 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $763 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $763 | | Additional information about fees paid to insurance broker | SUPP. COMMISSION | | Insurance broker organization code? | 7 |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | |
| Policy instance | 10 |
| Number of Individuals Covered | 4338 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX980437 |
| Policy instance | 12 |
| Insurance contract or identification number | FLX980437 | | Number of Individuals Covered | 12927 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | BASIC LIFE SUPP. LIFE DEP. LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $10,589,115 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 11 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 12916 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $97,080 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | |
| Policy instance | 10 |
| Number of Individuals Covered | 4501 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 00101960 |
| Policy instance | 9 |
| Insurance contract or identification number | 00101960 | | Number of Individuals Covered | 24616 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,819,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
| Policy contract number | 18167-0001-001 |
| Policy instance | 8 |
| Insurance contract or identification number | 18167-0001-001 | | Number of Individuals Covered | 2330 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $36,029 | | Total amount of fees paid to insurance company | USD $15,326 | | Other welfare benefits provided | LEGAL SERVICES VOLUNTARY BENEFITS | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,029 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 15326 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION |
|
| U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | 15298 |
| Policy instance | 7 |
| Insurance contract or identification number | 15298 | | Number of Individuals Covered | 12951 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $362,579 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 6 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 5 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 2427 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | 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 number | SRSUP |
| Policy instance | 4 |
| Insurance contract or identification number | SRSUP | | Number of Individuals Covered | 825 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,371,690 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 3 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 2957 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 2 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 7963 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SUPP. ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,337,186 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 1 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 12923 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BASIC ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $124,379 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3341985 |
| Policy instance | 13 |
| Insurance contract or identification number | 3341985 | | Number of Individuals Covered | 3141 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $890,893 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 5 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 1299 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 1 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 12642 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,233 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | BASIC ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $161,717 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,233 | | Additional information about fees paid to insurance broker | SALES & SERVICE/SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 2 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 8182 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $49,598 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SUPP. ACCID. DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,294,245 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $49,598 | | Additional information about fees paid to insurance broker | SALES & SERVICE/SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 001000 |
| Policy instance | 15 |
| Insurance contract or identification number | 001000 | | Number of Individuals Covered | 4685 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 00101960 |
| Policy instance | 14 |
| Insurance contract or identification number | 00101960 | | Number of Individuals Covered | 24547 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,939,296 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 13 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 2284 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $593,075 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
| Policy contract number | 18167-0001-001 |
| Policy instance | 12 |
| Insurance contract or identification number | 18167-0001-001 | | Number of Individuals Covered | 1488 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $21,016 | | Total amount of fees paid to insurance company | USD $9,952 | | Other welfare benefits provided | LEGAL SERVICES VOLUNTARY BENEFITS | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,016 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 9952 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION |
|
| U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | 15298 |
| Policy instance | 11 |
| Insurance contract or identification number | 15298 | | Number of Individuals Covered | 12872 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Welfare Benefit Premiums Paid to Carrier | USD $361,681 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 10 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 9 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 2272 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 0142584 |
| Policy instance | 8 |
| Insurance contract or identification number | 0142584 | | Number of Individuals Covered | 4204 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $637,962 | | 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 number | SRSUP |
| Policy instance | 7 |
| Insurance contract or identification number | SRSUP | | Number of Individuals Covered | 800 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,341,669 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 243900 |
| Policy instance | 6 |
| Insurance contract or identification number | 243900 | | Number of Individuals Covered | 1749 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-2 |
| Policy instance | 4 |
| Insurance contract or identification number | 96776-2 | | Number of Individuals Covered | 23100 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $110,950 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,658,123 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $110,950 | | Additional information about fees paid to insurance broker | SALES & SERVICE COMPENSATION | | Insurance broker organization code? | 3 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1 |
| Policy instance | 3 |
| Insurance contract or identification number | 96776-1 | | Number of Individuals Covered | 19284 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $193,508 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,396,758 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $153,636 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 243900 |
| Policy instance | 14 |
| Insurance contract or identification number | 243900 | | Number of Individuals Covered | 1889 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | 15298 |
| Policy instance | 13 |
| Insurance contract or identification number | 15298 | | Number of Individuals Covered | 12631 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $309,397 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ARAG INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 34738 ) |
| Policy contract number | 18167-0001-001 |
| Policy instance | 12 |
| Insurance contract or identification number | 18167-0001-001 | | Number of Individuals Covered | 1266 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $17,009 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | LEGAL SERVICES VOLUNTARY BENEFITS | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,869 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | BUCK CONSULTANTS, LLC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 1 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 12551 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,446 | | Total amount of fees paid to insurance company | USD $7,629 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BASIC ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $163,056 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,446 | | Amount paid for insurance broker fees | 7629 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLEN. DBA TRION GROUP, MMC |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 2 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 1260 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 0142584 |
| Policy instance | 3 |
| Insurance contract or identification number | 0142584 | | Number of Individuals Covered | 4314 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $646,647 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 4 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 2133 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 5 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | 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 number | SRSUP |
| Policy instance | 6 |
| Insurance contract or identification number | SRSUP | | Number of Individuals Covered | 783 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,226,658 |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1 |
| Policy instance | 7 |
| Insurance contract or identification number | 96776-1 | | Number of Individuals Covered | 22081 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $231,301 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,632,190 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $99,480 | | Amount paid for insurance broker fees | 131821 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH USA INC. DBA TRION GROUP, MMC |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-2 |
| Policy instance | 8 |
| Insurance contract or identification number | 96776-2 | | Number of Individuals Covered | 23368 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $78,129 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,218,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,272 | | Amount paid for insurance broker fees | 44857 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH USA INC. DBA TRION GROUP, MMC |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 001000 |
| Policy instance | 9 |
| Insurance contract or identification number | 001000 | | Number of Individuals Covered | 4887 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 10 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 2434 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $777,717 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 11 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 8117 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $18,788 | | Total amount of fees paid to insurance company | USD $56,674 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | SUPPLEMENTAL ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,252,558 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,788 | | Amount paid for insurance broker fees | 56674 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENN DBA TRION GROUP, MMC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 9 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 13389 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,044 | | Total amount of fees paid to insurance company | USD $932 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BUSINESS TRAVEL | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $30,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,044 | | Amount paid for insurance broker fees | 932 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1 |
| Policy instance | 10 |
| Insurance contract or identification number | 96776-1 | | Number of Individuals Covered | 23550 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $96,942 | | Total amount of fees paid to insurance company | USD $157,708 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,462,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $96,942 | | Amount paid for insurance broker fees | 157708 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH USA INC. DBA TRION GROUP, MMC |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-2 |
| Policy instance | 11 |
| Insurance contract or identification number | 96776-2 | | Number of Individuals Covered | 24399 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $34,467 | | Total amount of fees paid to insurance company | USD $18,067 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,298,144 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,467 | | Amount paid for insurance broker fees | 18067 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH USA INC. DBA TRION GROUP, MMC |
|
| HEALTH AND HUMAN RESOURCE CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 65770 |
| Policy instance | 12 |
| Insurance contract or identification number | 65770 | | Number of Individuals Covered | 14473 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $432,839 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 0142584 |
| Policy instance | 8 |
| Insurance contract or identification number | 0142584 | | Number of Individuals Covered | 4986 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $756,341 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 7 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 13389 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,554 | | Total amount of fees paid to insurance company | USD $7,404 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BASIC ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $370,290 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,554 | | Amount paid for insurance broker fees | 7404 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 6 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 3460 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 6159 |
| Policy instance | 3 |
| Insurance contract or identification number | 6159 | | Number of Individuals Covered | 1820 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 2 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 3141 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $852,256 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 1 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 4 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 1852 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 5 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 8108 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $22,350 | | Total amount of fees paid to insurance company | USD $49,738 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | SUPPLEMENTAL ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,489,970 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,350 | | Amount paid for insurance broker fees | 49738 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSION | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 0142584 |
| Policy instance | 11 |
| Insurance contract or identification number | 0142584 | | Number of Individuals Covered | 5344 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $766,171 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH AND HUMAN RESOURCE CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 845000 |
| Policy instance | 6 |
| Insurance contract or identification number | 845000 | | Number of Individuals Covered | 14552 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $515,981 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | D03229 |
| Policy instance | 13 |
| Insurance contract or identification number | D03229 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $14,992 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 600317 |
| Policy instance | 9 |
| Insurance contract or identification number | 600317 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 6159 |
| Policy instance | 7 |
| Insurance contract or identification number | 6159 | | Number of Individuals Covered | 1709 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 8 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 1637 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 12 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 3549 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $645,351 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 5 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 14222 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $10,330 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BASIC ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $113,466 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,330 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1 |
| Policy instance | 1 |
| Insurance contract or identification number | 96776-1 | | Number of Individuals Covered | 24748 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $98,334 | | Total amount of fees paid to insurance company | USD $133,466 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $6,555,582 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $98,334 | | Amount paid for insurance broker fees | 133466 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH USA INC. DBA TRION GROUP, MMC |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 102085 |
| Policy instance | 10 |
| Insurance contract or identification number | 102085 | | Number of Individuals Covered | 3626 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-2 |
| Policy instance | 2 |
| Insurance contract or identification number | 96776-2 | | Number of Individuals Covered | 26392 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $35,305 | | Total amount of fees paid to insurance company | USD $47,929 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,354,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,305 | | Amount paid for insurance broker fees | 47929 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH USA INC. DBA TRION GROUP, MMC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 3 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 14222 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,090 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BUSINESS TRAVEL | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $30,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,090 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 4 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 8297 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $83,123 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | SUPPLEMENTAL ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,777,485 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $83,123 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980020 |
| Policy instance | 11 |
| Insurance contract or identification number | OK 980020 | | Number of Individuals Covered | 9553 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $91,708 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | SUPPLEMENTAL ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,886,973 | | Commission paid to Insurance Broker | USD $91,708 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| HEALTH AND HUMAN RESOURCE CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 845000 |
| Policy instance | 3 |
| Insurance contract or identification number | 845000 | | Number of Individuals Covered | 16295 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $770,649 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | D03229 |
| Policy instance | 13 |
| Insurance contract or identification number | D03229 | | Number of Individuals Covered | 124 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $47,061 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 143015 |
| Policy instance | 2 |
| Insurance contract or identification number | 143015 | | Number of Individuals Covered | 3984 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 102106 |
| Policy instance | 4 |
| Insurance contract or identification number | 102106 | | Number of Individuals Covered | 1451 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 60317 |
| Policy instance | 5 |
| Insurance contract or identification number | 60317 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980019 |
| Policy instance | 6 |
| Insurance contract or identification number | OK 980019 | | Number of Individuals Covered | 16939 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $13,727 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BASIC ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $462,472 | | Commission paid to Insurance Broker | USD $13,727 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 6159 |
| Policy instance | 8 |
| Insurance contract or identification number | 6159 | | Number of Individuals Covered | 1587 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 9 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 4030 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $852,509 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 10 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 16939 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,676 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BUSINESS TRAVEL | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $30,441 | | Commission paid to Insurance Broker | USD $1,676 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1 |
| Policy instance | 7 |
| Insurance contract or identification number | 96776-1 | | Number of Individuals Covered | 27251 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $343,096 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | DEPENDENT'S LIFE INSURANCE | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $8,072,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $222,014 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH USA INC. DBA TRION GROUP, MMC |
|
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 0142584 |
| Policy instance | 12 |
| Insurance contract or identification number | 0142584 | | Number of Individuals Covered | 5284 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $873,407 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-2 |
| Policy instance | 1 |
| Insurance contract or identification number | 96776-2 | | Number of Individuals Covered | 26392 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $36,787 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | LIFE INSURANCE | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,453,808 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,787 | | Insurance broker organization code? | 3 | | Insurance broker name | 36787 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980016-20 |
| Policy instance | 1 |
| Insurance contract or identification number | OK 980016-20 | | Number of Individuals Covered | 29363 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $100,515 | | Total amount of fees paid to insurance company | USD $8,343 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,314,116 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $100,515 | | Amount paid for insurance broker fees | 8343 | | Additional information about fees paid to insurance broker | SALES & SERVICE | | Insurance broker organization code? | 3 | | Insurance broker name | TRION GROUP, INC |
|
| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 845000 |
| Policy instance | 10 |
| Insurance contract or identification number | 845000 | | Number of Individuals Covered | 19577 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $784,426 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 60317, 102106 |
| Policy instance | 9 |
| Insurance contract or identification number | 60317, 102106 | | Number of Individuals Covered | 1268 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1/2 |
| Policy instance | 8 |
| Insurance contract or identification number | 96776-1/2 | | Number of Individuals Covered | 57464 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | DEPENDENT'S LIFE INSURANCE | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $10,362,559 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 243907 |
| Policy instance | 7 |
| Insurance contract or identification number | 243907 | | Number of Individuals Covered | 4371 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 5 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 19577 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $250 | | Total amount of fees paid to insurance company | USD $743 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BUSINESS TRAVEL | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $30,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $250 | | Amount paid for insurance broker fees | 743 | | Additional information about fees paid to insurance broker | SALES AND SERVICE | | Insurance broker organization code? | 3 | | Insurance broker name | TRION GROUP, INC |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 6159 |
| Policy instance | 6 |
| Insurance contract or identification number | 6159 | | Number of Individuals Covered | 1442 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 0142584 |
| Policy instance | 4 |
| Insurance contract or identification number | 0142584 | | Number of Individuals Covered | 8077 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,059,525 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 3 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 4920 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,007,158 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | D03229 |
| Policy instance | 2 |
| Insurance contract or identification number | D03229 | | Number of Individuals Covered | 185 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $66,555 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | D03229 |
| Policy instance | 6 |
| Insurance contract or identification number | D03229 | | Number of Individuals Covered | 259 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $76,886 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 0142584 |
| Policy instance | 7 |
| Insurance contract or identification number | 0142584 | | Number of Individuals Covered | 3761 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 8 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 5430 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,073,451 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 243900 |
| Policy instance | 9 |
| Insurance contract or identification number | 243900 | | Number of Individuals Covered | 4610 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980016-20 |
| Policy instance | 5 |
| Insurance contract or identification number | OK 980016-20 | | Number of Individuals Covered | 20165 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $148,541 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,154,661 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 6159 |
| Policy instance | 4 |
| Insurance contract or identification number | 6159 | | Number of Individuals Covered | 1274 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 60317, 102106 |
| Policy instance | 2 |
| Insurance contract or identification number | 60317, 102106 | | Number of Individuals Covered | 1069 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 10 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 18033 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,511 | | Total amount of fees paid to insurance company | USD $9,132 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BUSINESS TRAVEL | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $30,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 845000 |
| Policy instance | 1 |
| Insurance contract or identification number | 845000 | | Number of Individuals Covered | 20730 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $896,593 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1/2 |
| Policy instance | 3 |
| Insurance contract or identification number | 96776-1/2 | | Number of Individuals Covered | 46718 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | DEPENDENT'S LIFE INSURANCE | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $9,452,920 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 1003229 |
| Policy instance | 12 |
| Insurance contract or identification number | 1003229 | | Number of Individuals Covered | 243 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $70,654 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 96776-1/2 |
| Policy instance | 1 |
| Insurance contract or identification number | 96776-1/2 | | Number of Individuals Covered | 46099 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | DEPENDENT'S LIFE INSURANCE | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $8,624,131 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN SPECIALTY HEALTH (National Association of Insurance Commissioners NAIC id number: 84697 ) |
| Policy contract number | 13512-00/17 |
| Policy instance | 3 |
| Insurance contract or identification number | 13512-00/17 | | Number of Individuals Covered | 784 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | CHIROPRACTIC | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $15,588 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 980016-20 |
| Policy instance | 2 |
| Insurance contract or identification number | OK 980016-20 | | Number of Individuals Covered | 19993 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $56,963 | | Total amount of fees paid to insurance company | USD $140,004 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,629,888 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $56,963 | | Amount paid for insurance broker fees | 140004 | | Additional information about fees paid to insurance broker | SALES & SERVICE | | Insurance broker organization code? | 3 | | Insurance broker name | TRION GROUP, INC |
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| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C14602 |
| Policy instance | 4 |
| Insurance contract or identification number | C14602 | | Number of Individuals Covered | 5496 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CARELINK OF WV (National Association of Insurance Commissioners NAIC id number: 95408 ) |
| Policy contract number | 8025990000 |
| Policy instance | 5 |
| Insurance contract or identification number | 8025990000 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,454 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 5209 |
| Policy instance | 6 |
| Insurance contract or identification number | 5209 | | Number of Individuals Covered | 65152 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 97096030 |
| Policy instance | 8 |
| Insurance contract or identification number | 97096030 | | Number of Individuals Covered | 7677 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
| Policy contract number | 6159 |
| Policy instance | 9 |
| Insurance contract or identification number | 6159 | | Number of Individuals Covered | 1148 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | VARIOUS |
| Policy instance | 10 |
| Insurance contract or identification number | VARIOUS | | Number of Individuals Covered | 10546 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | ABL658931 |
| Policy instance | 11 |
| Insurance contract or identification number | ABL658931 | | Number of Individuals Covered | 20735 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,907 | | Total amount of fees paid to insurance company | USD $1,672 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | BUSINESS TRAVEL | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $29,070 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,907 | | Amount paid for insurance broker fees | 1672 | | Additional information about fees paid to insurance broker | SALES AND SERVICE | | Insurance broker organization code? | 3 | | Insurance broker name | TRION GROUP, INC |
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| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 60317, 102106 |
| Policy instance | 7 |
| Insurance contract or identification number | 60317, 102106 | | Number of Individuals Covered | 14793 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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