Logo

CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 401k Plan overview

Plan NameCALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND
Plan identification number 501

CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

SMALL MANUFACTURERS ASSOCIATION OF CALIFORNIA has sponsored the creation of one or more 401k plans.

Company Name:SMALL MANUFACTURERS ASSOCIATION OF CALIFORNIA
Employer identification number (EIN):954404897
NAIC Classification:525920
NAIC Description:Trusts, Estates, and Agency Accounts

Additional information about SMALL MANUFACTURERS ASSOCIATION OF CALIFORNIA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1862721

More information about SMALL MANUFACTURERS ASSOCIATION OF CALIFORNIA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01TIMOTHY GALLAGHER
5012016-01-01TIMOTHY GALLAGHER
5012015-01-01TIMOTHY GALLAGHER
5012014-01-01TIMOTHY GALLAGHER
5012013-01-01TIM GALLAGHER

Plan Statistics for CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND

401k plan membership statisitcs for CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND

Measure Date Value
2020: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,870
Total number of active participants reported on line 7a of the Form 55002020-01-012,428
Number of retired or separated participants receiving benefits2020-01-0114
Total of all active and inactive participants2020-01-012,442
Total participants2020-01-012,442
2019: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-013,099
Total number of active participants reported on line 7a of the Form 55002019-01-012,870
Number of retired or separated participants receiving benefits2019-01-0119
Total of all active and inactive participants2019-01-012,889
Total participants2019-01-012,889
2018: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-013,435
Total number of active participants reported on line 7a of the Form 55002018-01-013,099
Number of retired or separated participants receiving benefits2018-01-0127
Total of all active and inactive participants2018-01-013,126
Total participants2018-01-013,126
2017: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,736
Total number of active participants reported on line 7a of the Form 55002017-01-013,435
Number of retired or separated participants receiving benefits2017-01-0120
Total of all active and inactive participants2017-01-013,455
Total participants2017-01-013,455
2016: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,875
Total number of active participants reported on line 7a of the Form 55002016-01-012,376
Number of retired or separated participants receiving benefits2016-01-0115
Total of all active and inactive participants2016-01-012,391
Total participants2016-01-012,391
2015: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-012,525
Total number of active participants reported on line 7a of the Form 55002015-01-012,798
Number of retired or separated participants receiving benefits2015-01-0120
Total of all active and inactive participants2015-01-012,818
Total participants2015-01-010
2014: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,988
Total number of active participants reported on line 7a of the Form 55002014-01-012,510
Number of retired or separated participants receiving benefits2014-01-0115
Total of all active and inactive participants2014-01-012,525
Total participants2014-01-010
2013: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,023
Total number of active participants reported on line 7a of the Form 55002013-01-011,974
Number of retired or separated participants receiving benefits2013-01-0122
Total of all active and inactive participants2013-01-011,996
Total participants2013-01-010

Financial Data on CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND

Measure Date Value
2020 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,424,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,586,456
Total income from all sources (including contributions)2020-12-31$18,216,829
Total of all expenses incurred2020-12-31$18,142,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,315,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,214,886
Value of total assets at end of year2020-12-31$2,110,333
Value of total assets at beginning of year2020-12-31$2,198,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,826,976
Total interest from all sources2020-12-31$170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,088,228
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$138,069
Assets. Other investments not covered elsewhere at end of year2020-12-31$4,121
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$19,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$39,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,354,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,554,184
Other income not declared elsewhere2020-12-31$1,773
Administrative expenses (other) incurred2020-12-31$124,996
Liabilities. Value of operating payables at end of year2020-12-31$69,992
Liabilities. Value of operating payables at beginning of year2020-12-31$32,272
Total non interest bearing cash at end of year2020-12-31$1,720,566
Total non interest bearing cash at beginning of year2020-12-31$1,689,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$74,019
Value of net assets at end of year (total assets less liabilities)2020-12-31$686,052
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$612,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$350,706
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$350,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$350,536
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$170
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$16,315,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$18,076,817
Employer contributions (assets) at end of year2020-12-31$34,940
Employer contributions (assets) at beginning of year2020-12-31$99,661
Contract administrator fees2020-12-31$613,752
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RBTK, LLP
Accountancy firm EIN2020-12-31330567239
2019 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,586,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,821,638
Total income from all sources (including contributions)2019-12-31$20,246,903
Total of all expenses incurred2019-12-31$20,137,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,162,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$20,203,922
Value of total assets at end of year2019-12-31$2,198,489
Value of total assets at beginning of year2019-12-31$2,324,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,975,206
Total interest from all sources2019-12-31$474
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,188,364
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$166,995
Assets. Other investments not covered elsewhere at end of year2019-12-31$19,251
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$39,291
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,554,184
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,812,713
Other income not declared elsewhere2019-12-31$42,507
Administrative expenses (other) incurred2019-12-31$99,307
Liabilities. Value of operating payables at end of year2019-12-31$32,272
Liabilities. Value of operating payables at beginning of year2019-12-31$8,925
Total non interest bearing cash at end of year2019-12-31$1,689,750
Total non interest bearing cash at beginning of year2019-12-31$1,969,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$109,341
Value of net assets at end of year (total assets less liabilities)2019-12-31$612,033
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$502,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$350,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$350,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$350,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$474
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$18,162,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$20,036,927
Employer contributions (assets) at end of year2019-12-31$99,661
Employer contributions (assets) at beginning of year2019-12-31$321
Contract administrator fees2019-12-31$687,535
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEAF & COLE, LLP
Accountancy firm EIN2019-12-31952076568
2018 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,821,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,044,874
Total income from all sources (including contributions)2018-12-31$22,681,240
Total of all expenses incurred2018-12-31$22,539,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,422,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,681,240
Value of total assets at end of year2018-12-31$2,324,330
Value of total assets at beginning of year2018-12-31$2,405,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,116,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$1,277,671
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$145,281
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,863
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,088
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,624
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$20,422,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,812,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,030,257
Administrative expenses (other) incurred2018-12-31$113,739
Liabilities. Value of operating payables at end of year2018-12-31$8,925
Liabilities. Value of operating payables at beginning of year2018-12-31$14,617
Total non interest bearing cash at end of year2018-12-31$2,319,146
Total non interest bearing cash at beginning of year2018-12-31$2,389,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$141,622
Value of net assets at end of year (total assets less liabilities)2018-12-31$502,692
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$361,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$22,529,335
Employer contributions (assets) at end of year2018-12-31$321
Employer contributions (assets) at beginning of year2018-12-31$13,498
Contract administrator fees2018-12-31$725,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEAF & COLE, LLP
Accountancy firm EIN2018-12-31952076568
2017 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,044,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,951,699
Total income from all sources (including contributions)2017-12-31$22,937,635
Total of all expenses incurred2017-12-31$22,763,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$20,670,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,937,635
Value of total assets at end of year2017-12-31$2,405,944
Value of total assets at beginning of year2017-12-31$2,138,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,092,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,291,213
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$106,905
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,088
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,058
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,361
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$20,670,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,030,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,947,149
Administrative expenses (other) incurred2017-12-31$83,459
Liabilities. Value of operating payables at end of year2017-12-31$14,617
Liabilities. Value of operating payables at beginning of year2017-12-31$4,550
Total non interest bearing cash at end of year2017-12-31$2,389,358
Total non interest bearing cash at beginning of year2017-12-31$2,044,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$174,170
Value of net assets at end of year (total assets less liabilities)2017-12-31$361,070
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$186,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in common/collective trusts at end of year2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$22,822,369
Employer contributions (assets) at end of year2017-12-31$13,498
Employer contributions (assets) at beginning of year2017-12-31$90,756
Contract administrator fees2017-12-31$718,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEAF & COLE, LLP
Accountancy firm EIN2017-12-31952076568
2016 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,951,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,147,417
Total income from all sources (including contributions)2016-12-31$13,597,247
Total of all expenses incurred2016-12-31$13,541,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,217,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,597,247
Value of total assets at end of year2016-12-31$2,138,599
Value of total assets at beginning of year2016-12-31$1,279,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,324,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$794,485
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$71,342
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,058
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,533
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,104
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$12,217,480
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,947,149
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,144,869
Administrative expenses (other) incurred2016-12-31$84,471
Liabilities. Value of operating payables at end of year2016-12-31$4,550
Liabilities. Value of operating payables at beginning of year2016-12-31$2,548
Total non interest bearing cash at end of year2016-12-31$2,044,785
Total non interest bearing cash at beginning of year2016-12-31$1,254,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$55,283
Value of net assets at end of year (total assets less liabilities)2016-12-31$186,900
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$131,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in common/collective trusts at end of year2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,523,801
Employer contributions (assets) at end of year2016-12-31$90,756
Employer contributions (assets) at beginning of year2016-12-31$20,781
Contract administrator fees2016-12-31$445,528
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEAF & COLE, LLP
Accountancy firm EIN2016-12-31952076568
2015 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,147,417
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,000,028
Total income from all sources (including contributions)2015-12-31$12,094,440
Total of all expenses incurred2015-12-31$12,054,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,827,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,094,440
Value of total assets at end of year2015-12-31$1,279,034
Value of total assets at beginning of year2015-12-31$1,091,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,226,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$740,379
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$54,527
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,533
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,352
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$18,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,144,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$962,627
Administrative expenses (other) incurred2015-12-31$76,109
Liabilities. Value of operating payables at end of year2015-12-31$2,548
Liabilities. Value of operating payables at beginning of year2015-12-31$37,401
Total non interest bearing cash at end of year2015-12-31$1,254,720
Total non interest bearing cash at beginning of year2015-12-31$1,035,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$40,225
Value of net assets at end of year (total assets less liabilities)2015-12-31$131,617
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$91,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in common/collective trusts at end of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$10,827,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,021,666
Employer contributions (assets) at end of year2015-12-31$20,781
Employer contributions (assets) at beginning of year2015-12-31$53,658
Contract administrator fees2015-12-31$410,501
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEAF & COLE, LLP
Accountancy firm EIN2015-12-31952076568
2014 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,000,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,256,435
Total income from all sources (including contributions)2014-12-31$12,591,920
Total of all expenses incurred2014-12-31$12,581,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,320,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,591,920
Value of total assets at end of year2014-12-31$1,091,420
Value of total assets at beginning of year2014-12-31$1,337,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,260,919
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$762,941
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$83,269
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,352
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,568
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$962,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,254,100
Administrative expenses (other) incurred2014-12-31$81,914
Liabilities. Value of operating payables at end of year2014-12-31$37,401
Liabilities. Value of operating payables at beginning of year2014-12-31$2,335
Total non interest bearing cash at end of year2014-12-31$1,035,410
Total non interest bearing cash at beginning of year2014-12-31$1,256,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,102
Value of net assets at end of year (total assets less liabilities)2014-12-31$91,392
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$81,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in common/collective trusts at end of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$11,320,899
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,505,252
Employer contributions (assets) at end of year2014-12-31$53,658
Employer contributions (assets) at beginning of year2014-12-31$79,835
Contract administrator fees2014-12-31$416,064
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEAF & COLE, LLP
Accountancy firm EIN2014-12-31952076568
2013 : CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,256,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$718,332
Total income from all sources (including contributions)2013-12-31$13,315,814
Total of all expenses incurred2013-12-31$13,247,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,072,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,315,814
Value of total assets at end of year2013-12-31$1,337,725
Value of total assets at beginning of year2013-12-31$731,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,175,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$751,260
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$73,287
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,254,100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$717,595
Administrative expenses (other) incurred2013-12-31$52,612
Liabilities. Value of operating payables at end of year2013-12-31$2,335
Liabilities. Value of operating payables at beginning of year2013-12-31$737
Total non interest bearing cash at end of year2013-12-31$1,256,322
Total non interest bearing cash at beginning of year2013-12-31$703,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$68,464
Value of net assets at end of year (total assets less liabilities)2013-12-31$81,290
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in common/collective trusts at end of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$12,072,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,242,527
Employer contributions (assets) at end of year2013-12-31$79,835
Employer contributions (assets) at beginning of year2013-12-31$28,015
Contract administrator fees2013-12-31$371,347
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LEAF & COLE, LLP
Accountancy firm EIN2013-12-31952076568

Form 5500 Responses for CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND

2020: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: CALIFORNIA SMALL MANUFACTURING HEALTH & WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5343685
Policy instance 7
Insurance contract or identification number5343685
Number of Individuals Covered9375
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $65,702
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $932,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees55807
Additional information about fees paid to insurance brokerSERVICE FEES/NON-MONETARY COMPENSATION
Insurance broker organization code?3
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1361
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,758,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number914381
Policy instance 2
Insurance contract or identification number914381
Number of Individuals Covered230
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,181,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0221551
Policy instance 3
Insurance contract or identification number0221551
Number of Individuals Covered434
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $1,589
Other welfare benefits providedCRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $62,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1589
Additional information about fees paid to insurance brokerSERVICE FEES/ NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0221552
Policy instance 4
Insurance contract or identification number0221552
Number of Individuals Covered829
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $619
Other welfare benefits providedGROUP ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $54,049
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees619
Additional information about fees paid to insurance brokerSERVICE FEES/ NON-MONETARY COPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0221553
Policy instance 5
Insurance contract or identification number0221553
Number of Individuals Covered156
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $363
Welfare Benefit Premiums Paid to CarrierUSD $28,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees363
Additional information about fees paid to insurance brokerSERVICE FEES/ NON-MONETARY COMPENSATION
Insurance broker organization code?3
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5343685
Policy instance 6
Insurance contract or identification number5343685
Number of Individuals Covered1110
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $14,013
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $160,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11870
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract number5343685
Policy instance 5
Insurance contract or identification number5343685
Number of Individuals Covered1110
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $14,013
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $210,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11870
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0914381
Policy instance 4
Insurance contract or identification number0914381
Number of Individuals Covered116
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,187,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number1005887100/5886
Policy instance 3
Insurance contract or identification number1005887100/5886
Number of Individuals Covered1512
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $197,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05343685
Policy instance 2
Insurance contract or identification numberTS05343685
Number of Individuals Covered9375
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of fees paid to insurance companyUSD $65,702
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $956,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees55807
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP
Insurance broker organization code?3
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1629
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,610,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05343685
Policy instance 2
Insurance contract or identification numberTS05343685
Number of Individuals Covered1684
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $12,925
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $993,513
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees12850
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0914381
Policy instance 4
Insurance contract or identification number0914381
Number of Individuals Covered117
Insurance policy start date2018-06-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,255,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10058871001
Policy instance 3
Insurance contract or identification number10058871001
Number of Individuals Covered1559
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $216,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2059
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,957,467
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05343685
Policy instance 2
Insurance contract or identification numberTS05343685
Number of Individuals Covered1636
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,000
Total amount of fees paid to insurance companyUSD $7,550
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $432,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,000
Amount paid for insurance broker fees7550
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number10058871001
Policy instance 3
Insurance contract or identification number10058871001
Number of Individuals Covered1775
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $210,153
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1063123
Policy instance 4
Insurance contract or identification number1063123
Insurance policy start date2017-01-01
Insurance policy end date2017-05-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $320,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 )
Policy contract numberTS05343685
Policy instance 5
Insurance contract or identification numberTS05343685
Number of Individuals Covered1520
Insurance policy start date2017-01-01
Insurance policy end date2017-01-31
Total amount of fees paid to insurance companyUSD $4,913
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4913
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION/ NON-MONETARY COMP
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2429
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,513,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05343685
Policy instance 2
Insurance contract or identification numberTS05343685
Number of Individuals Covered3456
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,777,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number00122941
Policy instance 1
Insurance contract or identification number00122941
Number of Individuals Covered1181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,049,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number107204
Policy instance 4
Insurance contract or identification number107204
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number00122941
Policy instance 1
Insurance contract or identification number00122941
Number of Individuals Covered1036
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,455,076
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 number231314
Policy instance 2
Insurance contract or identification number231314
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,632,696
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00481150
Policy instance 3
Insurance contract or identification number00481150
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedOPTIONAL AD&D
Welfare Benefit Premiums Paid to CarrierUSD $360,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTS05343685
Policy instance 5
Insurance contract or identification numberTS05343685
Number of Individuals Covered3310
Insurance policy start date2014-06-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $866,800
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 number231314
Policy instance 2
Insurance contract or identification number231314
Number of Individuals Covered889
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,502,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number107204
Policy instance 4
Insurance contract or identification number107204
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00481150
Policy instance 3
Insurance contract or identification number00481150
Number of Individuals Covered1793
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedOPTIONAL AD&D
Welfare Benefit Premiums Paid to CarrierUSD $583,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number00122941
Policy instance 1
Insurance contract or identification number00122941
Number of Individuals Covered902
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,979,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1