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SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 401k Plan overview

Plan NameSO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST
Plan identification number 501

SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES SO CA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & WEL has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES SO CA SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & WEL
Employer identification number (EIN):953248029
NAIC Classification:312110
NAIC Description: Soft Drink and Ice Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01PHILIP COOPER2023-03-31 PHILIP COOPER2023-03-31
5012020-07-01PHILIP COOPER2022-03-02 PHILIP COOPER2022-03-02
5012019-07-01PHILIP COOPER2021-03-18 PHILIP COOPER2021-03-18
5012018-07-01PHILIP COOPER2020-03-13 PHILIP COOPER2020-03-13
5012017-07-01
5012016-07-01
5012015-07-01
5012014-07-01
5012013-07-01
5012012-07-01PHILLIP COOPER HOPE WEBB2014-04-14
5012011-07-01CHRISTOPHER J. LOPEZ FRANK SEVILLA2013-04-11
5012010-07-01CHRIS LOPEZ FRANK SEVILLA2012-04-10
5012009-07-01STEPHEN MURRAY FRANK SEVILLA2011-04-13

Plan Statistics for SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST

401k plan membership statisitcs for SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST

Measure Date Value
2021: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-011,764
Total number of active participants reported on line 7a of the Form 55002021-07-011,478
Number of retired or separated participants receiving benefits2021-07-01282
Total of all active and inactive participants2021-07-011,760
Number of employers contributing to the scheme2021-07-013
2020: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-011,735
Total number of active participants reported on line 7a of the Form 55002020-07-011,492
Number of retired or separated participants receiving benefits2020-07-01272
Total of all active and inactive participants2020-07-011,764
Number of employers contributing to the scheme2020-07-013
2019: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-011,765
Total number of active participants reported on line 7a of the Form 55002019-07-011,465
Number of retired or separated participants receiving benefits2019-07-01270
Total of all active and inactive participants2019-07-011,735
Number of employers contributing to the scheme2019-07-013
2018: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-011,840
Total number of active participants reported on line 7a of the Form 55002018-07-011,503
Number of retired or separated participants receiving benefits2018-07-01262
Total of all active and inactive participants2018-07-011,765
Number of employers contributing to the scheme2018-07-013
2017: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-011,761
Total number of active participants reported on line 7a of the Form 55002017-07-011,589
Number of retired or separated participants receiving benefits2017-07-01251
Total of all active and inactive participants2017-07-011,840
Number of employers contributing to the scheme2017-07-013
2016: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-011,761
Total number of active participants reported on line 7a of the Form 55002016-07-011,517
Number of retired or separated participants receiving benefits2016-07-01244
Total of all active and inactive participants2016-07-011,761
Number of employers contributing to the scheme2016-07-013
2015: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-011,733
Total number of active participants reported on line 7a of the Form 55002015-07-011,535
Number of retired or separated participants receiving benefits2015-07-01226
Total of all active and inactive participants2015-07-011,761
Number of employers contributing to the scheme2015-07-013
2014: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-011,730
Total number of active participants reported on line 7a of the Form 55002014-07-011,513
Number of retired or separated participants receiving benefits2014-07-01220
Total of all active and inactive participants2014-07-011,733
Number of employers contributing to the scheme2014-07-013
2013: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-011,682
Total number of active participants reported on line 7a of the Form 55002013-07-011,517
Number of retired or separated participants receiving benefits2013-07-01213
Total of all active and inactive participants2013-07-011,730
Number of employers contributing to the scheme2013-07-013
2012: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-011,643
Total number of active participants reported on line 7a of the Form 55002012-07-011,471
Number of retired or separated participants receiving benefits2012-07-01211
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-011,682
Number of employers contributing to the scheme2012-07-013
2011: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-011,848
Total number of active participants reported on line 7a of the Form 55002011-07-011,460
Number of retired or separated participants receiving benefits2011-07-01183
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,643
Number of employers contributing to the scheme2011-07-013
2010: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2010 401k membership
Total participants, beginning-of-year2010-07-011,888
Total number of active participants reported on line 7a of the Form 55002010-07-011,663
Number of retired or separated participants receiving benefits2010-07-01185
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-011,848
Number of employers contributing to the scheme2010-07-013
2009: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-011,842
Total number of active participants reported on line 7a of the Form 55002009-07-011,685
Number of retired or separated participants receiving benefits2009-07-01203
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-011,888
Number of employers contributing to the scheme2009-07-013

Financial Data on SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST

Measure Date Value
2022 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-279,090
Total unrealized appreciation/depreciation of assets2022-06-30$-279,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$1,074,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$947,262
Total income from all sources (including contributions)2022-06-30$28,195,793
Total loss/gain on sale of assets2022-06-30$-1,134
Total of all expenses incurred2022-06-30$27,897,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$26,948,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$26,032,117
Value of total assets at end of year2022-06-30$20,055,141
Value of total assets at beginning of year2022-06-30$19,629,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$949,054
Total interest from all sources2022-06-30$64,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$259,623
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$3,992,806
Participant contributions at end of year2022-06-30$273,945
Participant contributions at beginning of year2022-06-30$270,327
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$714,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$690,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$8,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$10,358
Other income not declared elsewhere2022-06-30$2,379,874
Administrative expenses (other) incurred2022-06-30$263,785
Liabilities. Value of operating payables at end of year2022-06-30$23,874
Liabilities. Value of operating payables at beginning of year2022-06-30$21,046
Total non interest bearing cash at end of year2022-06-30$4,164,175
Total non interest bearing cash at beginning of year2022-06-30$4,227,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$297,854
Value of net assets at end of year (total assets less liabilities)2022-06-30$18,980,579
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$18,682,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$7,200
Income. Interest from US Government securities2022-06-30$529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$12,783,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$12,644,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$12,644,086
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$63,497
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$20,923,073
Asset value of US Government securities at end of year2022-06-30$244,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$22,039,311
Employer contributions (assets) at end of year2022-06-30$1,874,369
Employer contributions (assets) at beginning of year2022-06-30$1,798,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$6,025,812
Contract administrator fees2022-06-30$418,446
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Liabilities. Value of benefit claims payable at end of year2022-06-30$1,042,554
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$915,858
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Aggregate proceeds on sale of assets2022-06-30$737,129
Aggregate carrying amount (costs) on sale of assets2022-06-30$738,263
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2022-06-30542189926
2021 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-130,592
Total unrealized appreciation/depreciation of assets2021-06-30$-130,592
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$947,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$559,571
Total income from all sources (including contributions)2021-06-30$25,902,874
Total loss/gain on sale of assets2021-06-30$260
Total of all expenses incurred2021-06-30$25,038,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$24,166,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$24,901,547
Value of total assets at end of year2021-06-30$19,629,987
Value of total assets at beginning of year2021-06-30$18,377,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$871,947
Total interest from all sources2021-06-30$158,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$246,797
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$3,828,235
Participant contributions at end of year2021-06-30$270,327
Participant contributions at beginning of year2021-06-30$219,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$690,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$235,123
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$10,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$8,925
Other income not declared elsewhere2021-06-30$972,863
Administrative expenses (other) incurred2021-06-30$209,018
Liabilities. Value of operating payables at end of year2021-06-30$21,046
Liabilities. Value of operating payables at beginning of year2021-06-30$39,491
Total non interest bearing cash at end of year2021-06-30$4,227,242
Total non interest bearing cash at beginning of year2021-06-30$3,833,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$864,856
Value of net assets at end of year (total assets less liabilities)2021-06-30$18,682,725
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$17,817,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$7,200
Income. Interest from US Government securities2021-06-30$24
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$12,644,086
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$12,438,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$12,438,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$158,772
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$19,750,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$21,073,312
Employer contributions (assets) at end of year2021-06-30$1,798,278
Employer contributions (assets) at beginning of year2021-06-30$1,651,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$4,415,149
Contract administrator fees2021-06-30$408,932
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Liabilities. Value of benefit claims payable at end of year2021-06-30$915,858
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$511,155
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$246,260
Aggregate carrying amount (costs) on sale of assets2021-06-30$246,000
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2021-06-30542189926
2020 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$127,757
Total unrealized appreciation/depreciation of assets2020-06-30$127,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$559,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$625,235
Total income from all sources (including contributions)2020-06-30$24,837,662
Total of all expenses incurred2020-06-30$22,273,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$21,339,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$24,141,866
Value of total assets at end of year2020-06-30$18,377,440
Value of total assets at beginning of year2020-06-30$15,878,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$934,308
Total interest from all sources2020-06-30$237,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$272,371
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$3,410,764
Participant contributions at end of year2020-06-30$219,461
Participant contributions at beginning of year2020-06-30$230,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$235,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$228,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$8,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$8,783
Other income not declared elsewhere2020-06-30$330,876
Administrative expenses (other) incurred2020-06-30$258,445
Liabilities. Value of operating payables at end of year2020-06-30$39,491
Liabilities. Value of operating payables at beginning of year2020-06-30$20,017
Total non interest bearing cash at end of year2020-06-30$3,833,480
Total non interest bearing cash at beginning of year2020-06-30$4,512,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$2,564,213
Value of net assets at end of year (total assets less liabilities)2020-06-30$17,817,869
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$15,253,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$7,200
Income. Interest from US Government securities2020-06-30$10,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$12,438,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$7,191,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$7,191,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$226,878
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$18,109,842
Asset value of US Government securities at end of year2020-06-30$0
Asset value of US Government securities at beginning of year2020-06-30$1,994,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$20,731,102
Employer contributions (assets) at end of year2020-06-30$1,651,325
Employer contributions (assets) at beginning of year2020-06-30$1,721,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$3,229,299
Contract administrator fees2020-06-30$396,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Liabilities. Value of benefit claims payable at end of year2020-06-30$511,155
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$596,435
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2020-06-30542189926
2019 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$44,594
Total unrealized appreciation/depreciation of assets2019-06-30$44,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$625,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$564,451
Total income from all sources (including contributions)2019-06-30$24,492,868
Total of all expenses incurred2019-06-30$22,229,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$21,275,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$23,772,304
Value of total assets at end of year2019-06-30$15,878,891
Value of total assets at beginning of year2019-06-30$13,555,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$954,795
Total interest from all sources2019-06-30$148,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$240,725
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$3,372,774
Participant contributions at end of year2019-06-30$230,716
Participant contributions at beginning of year2019-06-30$234,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$228,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$176,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$8,783
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$6,335
Other income not declared elsewhere2019-06-30$527,706
Administrative expenses (other) incurred2019-06-30$322,118
Liabilities. Value of operating payables at end of year2019-06-30$20,017
Liabilities. Value of operating payables at beginning of year2019-06-30$39,196
Total non interest bearing cash at end of year2019-06-30$4,512,410
Total non interest bearing cash at beginning of year2019-06-30$5,045,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,262,869
Value of net assets at end of year (total assets less liabilities)2019-06-30$15,253,656
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$12,990,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$7,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$7,191,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$6,244,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$6,244,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$148,264
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$17,267,140
Asset value of US Government securities at end of year2019-06-30$1,994,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$20,399,530
Employer contributions (assets) at end of year2019-06-30$1,721,892
Employer contributions (assets) at beginning of year2019-06-30$1,853,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$4,008,064
Contract administrator fees2019-06-30$384,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Liabilities. Value of benefit claims payable at end of year2019-06-30$596,435
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$518,920
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2019-06-30542189926
2018 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-2,851
Total unrealized appreciation/depreciation of assets2018-06-30$-2,851
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$564,451
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$936,379
Total income from all sources (including contributions)2018-06-30$24,709,511
Total of all expenses incurred2018-06-30$21,766,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$20,813,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$24,266,456
Value of total assets at end of year2018-06-30$13,555,238
Value of total assets at beginning of year2018-06-30$10,984,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$953,315
Total interest from all sources2018-06-30$78,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$297,052
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$3,389,498
Participant contributions at end of year2018-06-30$234,988
Participant contributions at beginning of year2018-06-30$294,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$176,273
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$204,946
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$6,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$10,420
Other income not declared elsewhere2018-06-30$367,793
Administrative expenses (other) incurred2018-06-30$269,977
Liabilities. Value of operating payables at end of year2018-06-30$39,196
Liabilities. Value of operating payables at beginning of year2018-06-30$20,300
Total non interest bearing cash at end of year2018-06-30$5,045,709
Total non interest bearing cash at beginning of year2018-06-30$2,647,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,942,597
Value of net assets at end of year (total assets less liabilities)2018-06-30$12,990,787
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,048,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$7,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$6,244,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$6,189,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$6,189,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$78,113
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$18,036,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$20,876,958
Employer contributions (assets) at end of year2018-06-30$1,853,663
Employer contributions (assets) at beginning of year2018-06-30$1,648,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,776,620
Contract administrator fees2018-06-30$379,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Liabilities. Value of benefit claims payable at end of year2018-06-30$518,920
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$905,659
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2018-06-30542189926
2017 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-14,344
Total unrealized appreciation/depreciation of assets2017-06-30$-14,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$936,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$869,034
Total income from all sources (including contributions)2017-06-30$23,142,632
Total of all expenses incurred2017-06-30$22,674,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$21,835,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$22,441,555
Value of total assets at end of year2017-06-30$10,984,569
Value of total assets at beginning of year2017-06-30$10,448,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$838,339
Total interest from all sources2017-06-30$50,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$194,921
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$3,339,210
Participant contributions at end of year2017-06-30$294,779
Participant contributions at beginning of year2017-06-30$188,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$204,946
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$66,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$10,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$10,176
Other income not declared elsewhere2017-06-30$665,195
Administrative expenses (other) incurred2017-06-30$264,565
Liabilities. Value of operating payables at end of year2017-06-30$20,300
Liabilities. Value of operating payables at beginning of year2017-06-30$60,388
Total non interest bearing cash at end of year2017-06-30$2,647,282
Total non interest bearing cash at beginning of year2017-06-30$2,372,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$468,522
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,048,190
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,579,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$7,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$6,189,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$6,153,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$6,153,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$50,226
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$17,441,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$19,102,345
Employer contributions (assets) at end of year2017-06-30$1,648,340
Employer contributions (assets) at beginning of year2017-06-30$1,667,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$4,393,886
Contract administrator fees2017-06-30$371,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Liabilities. Value of benefit claims payable at end of year2017-06-30$905,659
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$798,470
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2017-06-30542189926
2016 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$625
Total unrealized appreciation/depreciation of assets2016-06-30$625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$869,034
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$659,437
Total income from all sources (including contributions)2016-06-30$21,541,818
Total loss/gain on sale of assets2016-06-30$46
Total of all expenses incurred2016-06-30$21,310,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$20,483,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$20,987,390
Value of total assets at end of year2016-06-30$10,448,702
Value of total assets at beginning of year2016-06-30$10,007,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$827,553
Total interest from all sources2016-06-30$48,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$162,725
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$2,637,023
Participant contributions at end of year2016-06-30$188,694
Participant contributions at beginning of year2016-06-30$191,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$66,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$59,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$10,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$8,763
Other income not declared elsewhere2016-06-30$505,356
Administrative expenses (other) incurred2016-06-30$295,232
Liabilities. Value of operating payables at end of year2016-06-30$60,388
Liabilities. Value of operating payables at beginning of year2016-06-30$37,994
Total non interest bearing cash at end of year2016-06-30$2,372,755
Total non interest bearing cash at beginning of year2016-06-30$1,306,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$231,149
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,579,668
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,348,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$7,200
Income. Interest from US Government securities2016-06-30$2,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$6,153,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$5,915,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$5,915,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$45,584
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$16,667,445
Asset value of US Government securities at end of year2016-06-30$0
Asset value of US Government securities at beginning of year2016-06-30$1,030,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$18,350,367
Employer contributions (assets) at end of year2016-06-30$1,667,032
Employer contributions (assets) at beginning of year2016-06-30$1,504,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,815,671
Contract administrator fees2016-06-30$362,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Liabilities. Value of benefit claims payable at end of year2016-06-30$798,470
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$612,680
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$729,926
Aggregate carrying amount (costs) on sale of assets2016-06-30$729,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2016-06-30542189926
2015 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-3,130
Total unrealized appreciation/depreciation of assets2015-06-30$-3,130
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$659,437
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$648,106
Total income from all sources (including contributions)2015-06-30$19,637,616
Total loss/gain on sale of assets2015-06-30$911
Total of all expenses incurred2015-06-30$20,146,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$19,400,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$19,267,926
Value of total assets at end of year2015-06-30$10,007,956
Value of total assets at beginning of year2015-06-30$10,505,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$746,367
Total interest from all sources2015-06-30$46,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$176,616
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$2,590,458
Participant contributions at end of year2015-06-30$191,700
Participant contributions at beginning of year2015-06-30$225,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$59,473
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$45,458
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$8,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$30,775
Other income not declared elsewhere2015-06-30$325,870
Administrative expenses (other) incurred2015-06-30$214,406
Liabilities. Value of operating payables at end of year2015-06-30$37,994
Liabilities. Value of operating payables at beginning of year2015-06-30$58,331
Total non interest bearing cash at end of year2015-06-30$1,306,833
Total non interest bearing cash at beginning of year2015-06-30$1,912,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-509,105
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,348,519
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,857,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$7,200
Income. Interest from US Government securities2015-06-30$5,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$5,915,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$5,951,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$5,951,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$41,026
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$16,011,206
Asset value of US Government securities at end of year2015-06-30$1,030,490
Asset value of US Government securities at beginning of year2015-06-30$949,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$16,677,468
Employer contributions (assets) at end of year2015-06-30$1,504,379
Employer contributions (assets) at beginning of year2015-06-30$1,421,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$3,389,148
Contract administrator fees2015-06-30$348,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Liabilities. Value of benefit claims payable at end of year2015-06-30$612,680
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$559,000
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$248,911
Aggregate carrying amount (costs) on sale of assets2015-06-30$248,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2015-06-30542189926
2014 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,692
Total unrealized appreciation/depreciation of assets2014-06-30$1,692
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$648,106
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$775,793
Total income from all sources (including contributions)2014-06-30$18,802,250
Total loss/gain on sale of assets2014-06-30$480
Total of all expenses incurred2014-06-30$19,718,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$18,957,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$18,631,445
Value of total assets at end of year2014-06-30$10,505,730
Value of total assets at beginning of year2014-06-30$11,549,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$760,578
Total interest from all sources2014-06-30$53,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$216,867
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$2,440,235
Participant contributions at end of year2014-06-30$225,547
Participant contributions at beginning of year2014-06-30$166,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$45,458
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$53,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$30,775
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$10,500
Other income not declared elsewhere2014-06-30$114,981
Administrative expenses (other) incurred2014-06-30$196,311
Liabilities. Value of operating payables at end of year2014-06-30$58,331
Liabilities. Value of operating payables at beginning of year2014-06-30$94,327
Total non interest bearing cash at end of year2014-06-30$1,912,284
Total non interest bearing cash at beginning of year2014-06-30$991,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-915,949
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,857,624
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$10,773,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$7,200
Income. Interest from US Government securities2014-06-30$6,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$5,951,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$7,497,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$7,497,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$47,463
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$15,952,083
Asset value of US Government securities at end of year2014-06-30$949,521
Asset value of US Government securities at beginning of year2014-06-30$1,493,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$16,191,210
Employer contributions (assets) at end of year2014-06-30$1,421,491
Employer contributions (assets) at beginning of year2014-06-30$1,346,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$3,005,538
Contract administrator fees2014-06-30$340,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Liabilities. Value of benefit claims payable at end of year2014-06-30$559,000
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$670,966
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$937,480
Aggregate carrying amount (costs) on sale of assets2014-06-30$937,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2014-06-30542189926
2013 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-17,527
Total unrealized appreciation/depreciation of assets2013-06-30$-17,527
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$775,793
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$795,755
Total income from all sources (including contributions)2013-06-30$17,642,825
Total loss/gain on sale of assets2013-06-30$125
Total of all expenses incurred2013-06-30$17,942,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$17,020,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$17,178,205
Value of total assets at end of year2013-06-30$11,549,366
Value of total assets at beginning of year2013-06-30$11,868,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$922,358
Total interest from all sources2013-06-30$75,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$358,104
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$1,953,197
Participant contributions at end of year2013-06-30$166,312
Participant contributions at beginning of year2013-06-30$125,260
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$53,416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$38,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$10,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$103,821
Other income not declared elsewhere2013-06-30$406,979
Administrative expenses (other) incurred2013-06-30$84,021
Liabilities. Value of operating payables at end of year2013-06-30$94,327
Liabilities. Value of operating payables at beginning of year2013-06-30$31,934
Total non interest bearing cash at end of year2013-06-30$991,766
Total non interest bearing cash at beginning of year2013-06-30$1,260,199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-299,568
Value of net assets at end of year (total assets less liabilities)2013-06-30$10,773,573
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$11,073,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$7,200
Income. Interest from US Government securities2013-06-30$178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$7,497,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$7,830,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$7,830,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$74,865
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$13,565,273
Asset value of US Government securities at end of year2013-06-30$1,493,552
Asset value of US Government securities at beginning of year2013-06-30$1,350,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$15,225,008
Employer contributions (assets) at end of year2013-06-30$1,346,541
Employer contributions (assets) at beginning of year2013-06-30$1,264,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$3,454,762
Contract administrator fees2013-06-30$473,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Liabilities. Value of benefit claims payable at end of year2013-06-30$670,966
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$660,000
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$250,000
Aggregate carrying amount (costs) on sale of assets2013-06-30$249,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30LINDQUIST LLP
Accountancy firm EIN2013-06-30522385296
2012 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-17,721
Total unrealized appreciation/depreciation of assets2012-06-30$-17,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$795,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,031,545
Total income from all sources (including contributions)2012-06-30$16,560,320
Total loss/gain on sale of assets2012-06-30$4,014
Total of all expenses incurred2012-06-30$17,275,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$16,381,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$16,428,110
Value of total assets at end of year2012-06-30$11,868,896
Value of total assets at beginning of year2012-06-30$12,819,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$893,875
Total interest from all sources2012-06-30$105,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$226,352
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$1,526,385
Participant contributions at end of year2012-06-30$125,260
Participant contributions at beginning of year2012-06-30$76,020
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$38,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$37,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$103,821
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$392,545
Other income not declared elsewhere2012-06-30$39,979
Administrative expenses (other) incurred2012-06-30$111,751
Liabilities. Value of operating payables at end of year2012-06-30$31,934
Total non interest bearing cash at end of year2012-06-30$1,260,199
Total non interest bearing cash at beginning of year2012-06-30$2,034,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-715,034
Value of net assets at end of year (total assets less liabilities)2012-06-30$11,073,141
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$11,788,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$7,200
Income. Interest from US Government securities2012-06-30$10,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$7,830,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$7,165,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$7,165,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$95,027
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$13,338,727
Asset value of US Government securities at end of year2012-06-30$1,350,645
Asset value of US Government securities at beginning of year2012-06-30$2,202,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$14,901,725
Employer contributions (assets) at end of year2012-06-30$1,264,068
Employer contributions (assets) at beginning of year2012-06-30$1,303,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$3,042,752
Contract administrator fees2012-06-30$548,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Liabilities. Value of benefit claims payable at end of year2012-06-30$660,000
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$639,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$506,420
Aggregate carrying amount (costs) on sale of assets2012-06-30$502,406
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30LINDQUIST LLP
Accountancy firm EIN2012-06-30522385296
2011 : SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-11,015
Total unrealized appreciation/depreciation of assets2011-06-30$-11,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$938,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$821,000
Total income from all sources (including contributions)2011-06-30$16,197,708
Total loss/gain on sale of assets2011-06-30$150
Total of all expenses incurred2011-06-30$15,753,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$14,854,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$16,035,453
Value of total assets at end of year2011-06-30$12,726,266
Value of total assets at beginning of year2011-06-30$12,164,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$898,962
Total interest from all sources2011-06-30$125,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$221,561
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$984,172
Participant contributions at end of year2011-06-30$76,020
Participant contributions at beginning of year2011-06-30$32,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$37,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$568,256
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$299,091
Other income not declared elsewhere2011-06-30$48,036
Administrative expenses (other) incurred2011-06-30$95,400
Total non interest bearing cash at end of year2011-06-30$2,034,731
Total non interest bearing cash at beginning of year2011-06-30$1,343,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$444,582
Value of net assets at end of year (total assets less liabilities)2011-06-30$11,788,175
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$11,343,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$7,200
Income. Interest from US Government securities2011-06-30$27,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$7,165,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$6,637,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$6,637,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$97,473
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$12,322,826
Asset value of US Government securities at end of year2011-06-30$2,202,106
Asset value of US Government securities at beginning of year2011-06-30$2,305,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$15,051,281
Employer contributions (assets) at end of year2011-06-30$1,209,568
Employer contributions (assets) at beginning of year2011-06-30$1,277,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,531,338
Contract administrator fees2011-06-30$574,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Liabilities. Value of benefit claims payable at end of year2011-06-30$639,000
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$821,000
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$7,013,000
Aggregate carrying amount (costs) on sale of assets2011-06-30$7,012,850
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30LINDQUIST LLP
Accountancy firm EIN2011-06-30522385296

Form 5500 Responses for SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST

2021: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: SO. CA. SOFT DRINK INDUSTRY AND TEAMSTERS HEALTH & HEALTH AND WELFARE TRUST 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00898000
Policy instance 4
Insurance contract or identification number00898000
Number of Individuals Covered1377
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $189,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 3
Insurance contract or identification number100272
Number of Individuals Covered1044
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $151,689
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 number101272
Policy instance 2
Insurance contract or identification number101272
Number of Individuals Covered47
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $775,523
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered3736
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $11,610,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL36409
Policy instance 5
Insurance contract or identification numberHCL36409
Number of Individuals Covered346
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $17,979
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $302,165
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,108
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered268
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $259,818
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered3904
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $18,473,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1054
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101272
Policy instance 2
Insurance contract or identification number101272
Number of Individuals Covered49
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $685,584
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL36409
Policy instance 6
Insurance contract or identification numberHCL36409
Number of Individuals Covered285
Insurance policy start date2021-03-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $99,169
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 number00898000
Policy instance 5
Insurance contract or identification number00898000
Number of Individuals Covered1466
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $228,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered297
Insurance policy start date2019-03-01
Insurance policy end date2020-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $239,177
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered3932
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $16,995,504
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 number101272
Policy instance 2
Insurance contract or identification number101272
Number of Individuals Covered42
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $615,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1115
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $165,694
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 number00898000
Policy instance 5
Insurance contract or identification number00898000
Number of Individuals Covered1438
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $204,360
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered3839
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $16,323,302
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 number101272
Policy instance 2
Insurance contract or identification number101272
Number of Individuals Covered41
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $563,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered268
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $253,140
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 number00898000
Policy instance 5
Insurance contract or identification number00898000
Number of Individuals Covered1471
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $242,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1151
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $179,502
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 number00898000
Policy instance 5
Insurance contract or identification number00898000
Number of Individuals Covered1576
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $254,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1365
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $195,146
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered300
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $233,208
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 number101272
Policy instance 2
Insurance contract or identification number101272
Number of Individuals Covered42
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $529,888
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered4474
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $17,027,873
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 number00898000
Policy instance 5
Insurance contract or identification number00898000
Number of Individuals Covered1525
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $281,940
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered4527
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $16,431,594
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 number246452
Policy instance 2
Insurance contract or identification number246452
Number of Individuals Covered32
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $368,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered262
Insurance policy start date2015-03-01
Insurance policy end date2016-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $200,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1415
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $189,270
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered4515
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $15,427,317
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 number241982
Policy instance 2
Insurance contract or identification number241982
Number of Individuals Covered31
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $311,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered270
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $195,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1372
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $179,063
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 number00898000
Policy instance 5
Insurance contract or identification number00898000
Number of Individuals Covered1503
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $230,742
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1426
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $184,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered262
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $176,148
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 number241982
Policy instance 2
Insurance contract or identification number241982
Number of Individuals Covered29
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $353,108
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered4521
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $15,262,511
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered4425
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $13,056,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1380
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $146,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered265
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $179,503
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 number241982
Policy instance 2
Insurance contract or identification number241982
Number of Individuals Covered38
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $266,994
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 number100469
Policy instance 1
Insurance contract or identification number100469
Number of Individuals Covered4296
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $12,814,323
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 number145687
Policy instance 2
Insurance contract or identification number145687
Number of Individuals Covered34
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $195,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 3
Insurance contract or identification numberSL10044
Number of Individuals Covered260
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $155,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A )
Policy contract number100272
Policy instance 4
Insurance contract or identification number100272
Number of Individuals Covered1320
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $164,311
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 number100469-0000
Policy instance 1
Insurance contract or identification number100469-0000
Number of Individuals Covered4103
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedHEALTH CARE SERVICE PLAN
Welfare Benefit Premiums Paid to CarrierUSD $11,800,239
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 number145687
Policy instance 2
Insurance contract or identification number145687
Number of Individuals Covered32
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $159,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberSL10044
Policy instance 4
Insurance contract or identification numberSL10044
Number of Individuals Covered306
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $141,064
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 number101272
Policy instance 5
Insurance contract or identification number101272
Number of Individuals Covered1
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $4,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01162-0001
Policy instance 3
Insurance contract or identification number01162-0001
Number of Individuals Covered389
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $209,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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