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HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameHEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND
Plan identification number 501

HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND
Employer identification number (EIN):956093752
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012019-01-01
5012018-01-01
5012017-01-01MILLER KAPLAN ARASE LLP
5012016-01-01MILLER KAPLAN ARASE LLP
5012015-01-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-10-11
5012014-01-01SANDY S GARCIA SANDY S GARCIA2015-10-14
5012013-01-01TOM GUTIERREZ PATRICE REYNOLDS2015-05-19
5012012-01-01TOM GUTIERREZ PATRICE REYNOLDS2013-10-14
5012010-01-01ALFRED MONTOYA PATRICE REYNOLDS2011-10-11
5012009-01-01PATRICE REYNOLDS ALFRED MONTOYA2010-10-13

Plan Statistics for HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND

401k plan membership statisitcs for HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01908
Total number of active participants reported on line 7a of the Form 55002022-01-01911
Number of retired or separated participants receiving benefits2022-01-0172
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01983
Total participants2022-01-01983
Number of employers contributing to the scheme2022-01-0160
2021: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01998
Total number of active participants reported on line 7a of the Form 55002021-01-01835
Number of retired or separated participants receiving benefits2021-01-0173
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01908
Total participants2021-01-01908
Number of employers contributing to the scheme2021-01-0161
2020: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,054
Total number of active participants reported on line 7a of the Form 55002020-01-01920
Number of retired or separated participants receiving benefits2020-01-0178
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01998
Total participants2020-01-01998
Number of employers contributing to the scheme2020-01-0157
2019: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01889
Total number of active participants reported on line 7a of the Form 55002019-01-01977
Number of retired or separated participants receiving benefits2019-01-0177
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,054
Total participants2019-01-011,054
Number of employers contributing to the scheme2019-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01898
Total number of active participants reported on line 7a of the Form 55002018-01-01808
Number of retired or separated participants receiving benefits2018-01-0181
Total of all active and inactive participants2018-01-01889
Total participants2018-01-01889
Number of employers contributing to the scheme2018-01-0155
2017: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01915
Total number of active participants reported on line 7a of the Form 55002017-01-01818
Number of retired or separated participants receiving benefits2017-01-0180
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01898
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0154
2016: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01919
Total number of active participants reported on line 7a of the Form 55002016-01-01832
Number of retired or separated participants receiving benefits2016-01-0183
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01915
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01915
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0151
2015: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01832
Total number of active participants reported on line 7a of the Form 55002015-01-01832
Number of retired or separated participants receiving benefits2015-01-0187
Total of all active and inactive participants2015-01-01919
Total participants2015-01-01919
Number of employers contributing to the scheme2015-01-0173
2014: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01982
Total number of active participants reported on line 7a of the Form 55002014-01-01705
Number of retired or separated participants receiving benefits2014-01-0186
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01791
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0183
2013: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01882
Total number of active participants reported on line 7a of the Form 55002013-01-01829
Number of retired or separated participants receiving benefits2013-01-01153
Total of all active and inactive participants2013-01-01982
Total participants2013-01-01982
Number of employers contributing to the scheme2013-01-0194
2012: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01799
Total number of active participants reported on line 7a of the Form 55002012-01-01710
Number of retired or separated participants receiving benefits2012-01-01172
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01882
Total participants2012-01-01882
Number of employers contributing to the scheme2012-01-0197
2010: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,280
Total number of active participants reported on line 7a of the Form 55002010-01-011,135
Number of retired or separated participants receiving benefits2010-01-01130
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-011,265
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-01348
2009: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,716
Total number of active participants reported on line 7a of the Form 55002009-01-011,117
Number of retired or separated participants receiving benefits2009-01-01163
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-011,280
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-01287

Financial Data on HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND

Measure Date Value
2022 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-698,845
Total unrealized appreciation/depreciation of assets2022-12-31$-698,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,929,336
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,439,916
Total income from all sources (including contributions)2022-12-31$16,948,654
Total loss/gain on sale of assets2022-12-31$-9,414
Total of all expenses incurred2022-12-31$14,344,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,594,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,027,434
Value of total assets at end of year2022-12-31$25,128,913
Value of total assets at beginning of year2022-12-31$22,035,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$749,790
Total interest from all sources2022-12-31$302,483
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$132,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$132,319
Administrative expenses professional fees incurred2022-12-31$142,263
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$112,299
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$108,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$158,885
Other income not declared elsewhere2022-12-31$13,497
Administrative expenses (other) incurred2022-12-31$177,612
Liabilities. Value of operating payables at end of year2022-12-31$78,843
Liabilities. Value of operating payables at beginning of year2022-12-31$63,515
Total non interest bearing cash at end of year2022-12-31$446,689
Total non interest bearing cash at beginning of year2022-12-31$429,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$2,603,987
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,199,577
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,595,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,181,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,918,103
Income. Interest from US Government securities2022-12-31$36,449
Income. Interest from corporate debt instruments2022-12-31$199,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,740,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,064,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,064,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$66,980
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$11,501,066
Asset value of US Government securities at end of year2022-12-31$3,641,018
Asset value of US Government securities at beginning of year2022-12-31$2,539,989
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-818,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,915,135
Employer contributions (assets) at end of year2022-12-31$1,620,986
Employer contributions (assets) at beginning of year2022-12-31$1,423,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,093,811
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$7,169,433
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$5,921,902
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$1,182,708
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$1,567,178
Contract administrator fees2022-12-31$392,885
Liabilities. Value of benefit claims payable at end of year2022-12-31$5,850,493
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$5,376,401
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$38,114
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$12,062
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$1,251,592
Aggregate carrying amount (costs) on sale of assets2022-12-31$1,261,006
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-268,091
Total unrealized appreciation/depreciation of assets2021-12-31$-268,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,439,916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,424,643
Total income from all sources (including contributions)2021-12-31$17,293,245
Total loss/gain on sale of assets2021-12-31$-12,322
Total of all expenses incurred2021-12-31$13,970,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$13,295,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,715,687
Value of total assets at end of year2021-12-31$22,035,506
Value of total assets at beginning of year2021-12-31$17,697,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$674,414
Total interest from all sources2021-12-31$205,756
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$87,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$87,222
Administrative expenses professional fees incurred2021-12-31$125,055
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$100,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$158,885
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$120,705
Other income not declared elsewhere2021-12-31$111,245
Administrative expenses (other) incurred2021-12-31$149,740
Liabilities. Value of operating payables at end of year2021-12-31$63,515
Liabilities. Value of operating payables at beginning of year2021-12-31$47,025
Total non interest bearing cash at end of year2021-12-31$429,762
Total non interest bearing cash at beginning of year2021-12-31$1,987,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,323,069
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,595,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,272,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$32,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,918,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,933,827
Income. Interest from US Government securities2021-12-31$179,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,064,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,097,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,097,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$26,599
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$11,265,553
Asset value of US Government securities at end of year2021-12-31$2,539,989
Asset value of US Government securities at beginning of year2021-12-31$417,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$453,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,615,459
Employer contributions (assets) at end of year2021-12-31$1,423,477
Employer contributions (assets) at beginning of year2021-12-31$1,271,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,030,209
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$5,921,902
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$5,928,037
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$1,567,178
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$1,922,981
Contract administrator fees2021-12-31$367,612
Liabilities. Value of benefit claims payable at end of year2021-12-31$5,376,401
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$4,377,618
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$12,062
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$18,670
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,325,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,337,322
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$124,656
Total unrealized appreciation/depreciation of assets2020-12-31$124,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,424,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,713,756
Total income from all sources (including contributions)2020-12-31$16,245,748
Total loss/gain on sale of assets2020-12-31$-8,944
Total of all expenses incurred2020-12-31$13,962,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$13,293,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,590,316
Value of total assets at end of year2020-12-31$17,697,164
Value of total assets at beginning of year2020-12-31$15,702,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$668,990
Total interest from all sources2020-12-31$171,837
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$61,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$61,989
Administrative expenses professional fees incurred2020-12-31$139,703
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$105,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$120,705
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$202,968
Other income not declared elsewhere2020-12-31$13,393
Administrative expenses (other) incurred2020-12-31$154,132
Liabilities. Value of operating payables at end of year2020-12-31$47,025
Liabilities. Value of operating payables at beginning of year2020-12-31$67,048
Total non interest bearing cash at end of year2020-12-31$1,987,040
Total non interest bearing cash at beginning of year2020-12-31$955,720
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$2,283,410
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,272,521
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,989,111
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
Investment advisory and management fees2020-12-31$24,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,933,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,981,810
Income. Interest from US Government securities2020-12-31$12,510
Income. Interest from corporate debt instruments2020-12-31$156,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,097,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,477,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,477,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,486
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$11,679,179
Asset value of US Government securities at end of year2020-12-31$417,577
Asset value of US Government securities at beginning of year2020-12-31$856,870
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$292,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$15,484,561
Employer contributions (assets) at end of year2020-12-31$1,271,191
Employer contributions (assets) at beginning of year2020-12-31$1,241,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,614,169
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$5,928,037
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$3,257,148
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$1,922,981
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$710,629
Contract administrator fees2020-12-31$350,175
Liabilities. Value of benefit claims payable at end of year2020-12-31$4,377,618
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,646,708
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$18,670
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$19,211
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
Aggregate proceeds on sale of assets2020-12-31$1,547,654
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,556,598
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$60,066
Total unrealized appreciation/depreciation of assets2019-12-31$60,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,713,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,104,353
Total income from all sources (including contributions)2019-12-31$17,745,117
Total loss/gain on sale of assets2019-12-31$5,014
Total of all expenses incurred2019-12-31$14,352,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,676,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,156,487
Value of total assets at end of year2019-12-31$15,702,867
Value of total assets at beginning of year2019-12-31$11,700,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$675,565
Total interest from all sources2019-12-31$114,524
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$69,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$69,261
Administrative expenses professional fees incurred2019-12-31$149,248
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$96,884
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$149,368
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$202,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,073
Other income not declared elsewhere2019-12-31$11,424
Administrative expenses (other) incurred2019-12-31$169,137
Liabilities. Value of operating payables at end of year2019-12-31$67,048
Liabilities. Value of operating payables at beginning of year2019-12-31$92,836
Total non interest bearing cash at end of year2019-12-31$955,720
Total non interest bearing cash at beginning of year2019-12-31$1,656,424
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$3,392,825
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,989,111
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,596,286
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
Investment advisory and management fees2019-12-31$18,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,981,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,801,004
Income. Interest from US Government securities2019-12-31$17,535
Income. Interest from corporate debt instruments2019-12-31$84,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,477,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,308,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,308,589
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$12,068
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$11,674,491
Asset value of US Government securities at end of year2019-12-31$856,870
Asset value of US Government securities at beginning of year2019-12-31$502,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$328,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$17,059,603
Employer contributions (assets) at end of year2019-12-31$1,241,301
Employer contributions (assets) at beginning of year2019-12-31$1,392,027
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,002,236
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,257,148
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,817,168
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$710,629
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$49,272
Contract administrator fees2019-12-31$338,847
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,646,708
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,011,517
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$19,211
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$6,245
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
Aggregate proceeds on sale of assets2019-12-31$1,468,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,462,986
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-19,606
Total unrealized appreciation/depreciation of assets2018-12-31$-19,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,104,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,883,023
Total income from all sources (including contributions)2018-12-31$13,797,707
Total loss/gain on sale of assets2018-12-31$-1,103
Total of all expenses incurred2018-12-31$13,137,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,491,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,752,252
Value of total assets at end of year2018-12-31$11,700,639
Value of total assets at beginning of year2018-12-31$10,818,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$645,482
Total interest from all sources2018-12-31$73,136
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$65,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$65,522
Administrative expenses professional fees incurred2018-12-31$140,455
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$94,268
Assets. Other investments not covered elsewhere at end of year2018-12-31$149,368
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$149,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$53,219
Other income not declared elsewhere2018-12-31$20,739
Administrative expenses (other) incurred2018-12-31$167,064
Liabilities. Value of operating payables at end of year2018-12-31$92,836
Liabilities. Value of operating payables at beginning of year2018-12-31$758,168
Total non interest bearing cash at end of year2018-12-31$1,656,424
Total non interest bearing cash at beginning of year2018-12-31$852,296
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$660,535
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,596,286
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,935,751
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
Investment advisory and management fees2018-12-31$14,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,801,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,098,218
Interest earned on other investments2018-12-31$4,212
Income. Interest from US Government securities2018-12-31$15,013
Income. Interest from corporate debt instruments2018-12-31$39,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,308,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,117,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,117,832
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,210
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$9,893,867
Asset value of US Government securities at end of year2018-12-31$502,469
Asset value of US Government securities at beginning of year2018-12-31$1,107,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-93,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$13,657,984
Employer contributions (assets) at end of year2018-12-31$1,392,027
Employer contributions (assets) at beginning of year2018-12-31$1,353,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,597,823
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,817,168
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,080,359
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$49,272
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$323,769
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,011,517
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$3,124,855
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$6,245
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$6,245
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
Aggregate proceeds on sale of assets2018-12-31$5,177,636
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,178,739
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-27,080
Total unrealized appreciation/depreciation of assets2017-12-31$-27,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,883,023
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,701,746
Total income from all sources (including contributions)2017-12-31$13,687,943
Total loss/gain on sale of assets2017-12-31$-3,145
Total of all expenses incurred2017-12-31$12,172,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,540,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,483,372
Value of total assets at end of year2017-12-31$10,818,774
Value of total assets at beginning of year2017-12-31$8,122,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$632,636
Total interest from all sources2017-12-31$68,354
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$24,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$24,783
Administrative expenses professional fees incurred2017-12-31$161,168
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$122,803
Assets. Other investments not covered elsewhere at end of year2017-12-31$149,298
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$150,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$53,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$16,556
Other income not declared elsewhere2017-12-31$31,045
Administrative expenses (other) incurred2017-12-31$144,382
Liabilities. Value of operating payables at end of year2017-12-31$758,168
Liabilities. Value of operating payables at beginning of year2017-12-31$52,910
Total non interest bearing cash at end of year2017-12-31$852,296
Total non interest bearing cash at beginning of year2017-12-31$2,188,226
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$1,515,199
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,935,751
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,420,552
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
Investment advisory and management fees2017-12-31$12,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,098,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$963,809
Interest earned on other investments2017-12-31$2,625
Income. Interest from US Government securities2017-12-31$19,106
Income. Interest from corporate debt instruments2017-12-31$43,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,117,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$344,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$344,343
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,805
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$9,664,210
Asset value of US Government securities at end of year2017-12-31$1,107,886
Asset value of US Government securities at beginning of year2017-12-31$910,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$110,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$13,360,569
Employer contributions (assets) at end of year2017-12-31$1,353,421
Employer contributions (assets) at beginning of year2017-12-31$1,186,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,875,898
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,080,359
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$2,356,533
Contract administrator fees2017-12-31$314,340
Liabilities. Value of benefit claims payable at end of year2017-12-31$3,124,855
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,648,836
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$6,245
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$6,245
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
Aggregate proceeds on sale of assets2017-12-31$2,321,702
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,324,847
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-13,485
Total unrealized appreciation/depreciation of assets2016-12-31$-13,485
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,701,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,858,726
Total income from all sources (including contributions)2016-12-31$12,009,540
Total loss/gain on sale of assets2016-12-31$-3,753
Total of all expenses incurred2016-12-31$10,995,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,265,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,857,967
Value of total assets at end of year2016-12-31$8,122,298
Value of total assets at beginning of year2016-12-31$7,264,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$730,045
Total interest from all sources2016-12-31$60,140
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$21,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$21,613
Administrative expenses professional fees incurred2016-12-31$149,708
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$104,124
Assets. Other investments not covered elsewhere at end of year2016-12-31$150,088
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$149,120
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$16,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$65,768
Other income not declared elsewhere2016-12-31$4,378
Administrative expenses (other) incurred2016-12-31$140,489
Liabilities. Value of operating payables at end of year2016-12-31$52,910
Liabilities. Value of operating payables at beginning of year2016-12-31$246,587
Total non interest bearing cash at end of year2016-12-31$2,188,226
Total non interest bearing cash at beginning of year2016-12-31$281,271
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$1,014,342
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,420,552
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,406,210
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
Investment advisory and management fees2016-12-31$13,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$963,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$869,862
Interest earned on other investments2016-12-31$2,625
Income. Interest from US Government securities2016-12-31$16,500
Income. Interest from corporate debt instruments2016-12-31$40,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$344,343
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,542,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,542,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$865
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$8,711,970
Asset value of US Government securities at end of year2016-12-31$910,424
Asset value of US Government securities at beginning of year2016-12-31$558,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$82,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$11,753,843
Employer contributions (assets) at end of year2016-12-31$1,186,074
Employer contributions (assets) at beginning of year2016-12-31$1,063,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,553,183
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$2,356,533
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,603,140
Contract administrator fees2016-12-31$426,609
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,648,836
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,612,139
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$6,245
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$131,577
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
Aggregate proceeds on sale of assets2016-12-31$2,245,802
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,249,555
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-18,090
Total unrealized appreciation/depreciation of assets2015-12-31$-18,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,858,726
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,648,785
Total income from all sources (including contributions)2015-12-31$11,297,961
Total loss/gain on sale of assets2015-12-31$-463
Total of all expenses incurred2015-12-31$10,126,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,412,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,270,972
Value of total assets at end of year2015-12-31$7,264,936
Value of total assets at beginning of year2015-12-31$5,883,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$714,643
Total interest from all sources2015-12-31$41,205
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$16,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,699
Administrative expenses professional fees incurred2015-12-31$169,790
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$100,569
Assets. Other investments not covered elsewhere at end of year2015-12-31$149,120
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$149,832
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$65,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,278
Other income not declared elsewhere2015-12-31$5,587
Administrative expenses (other) incurred2015-12-31$131,690
Liabilities. Value of operating payables at end of year2015-12-31$246,587
Liabilities. Value of operating payables at beginning of year2015-12-31$315,944
Total non interest bearing cash at end of year2015-12-31$281,271
Total non interest bearing cash at beginning of year2015-12-31$629,750
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$1,171,001
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,406,210
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,235,209
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
Investment advisory and management fees2015-12-31$4,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$869,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$245,302
Interest earned on other investments2015-12-31$2,625
Income. Interest from US Government securities2015-12-31$9,710
Income. Interest from corporate debt instruments2015-12-31$26,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,542,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,933,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,933,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,854
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,951,209
Asset value of US Government securities at end of year2015-12-31$558,296
Asset value of US Government securities at beginning of year2015-12-31$150,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-17,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$11,170,403
Employer contributions (assets) at end of year2015-12-31$1,063,225
Employer contributions (assets) at beginning of year2015-12-31$832,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,461,108
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,603,140
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$919,768
Contract administrator fees2015-12-31$408,343
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,612,139
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,332,841
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$131,577
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$7,286
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
Aggregate proceeds on sale of assets2015-12-31$2,605,468
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,605,931
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 name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,595
Total unrealized appreciation/depreciation of assets2014-12-31$2,595
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,648,785
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,886,644
Total income from all sources (including contributions)2014-12-31$9,602,040
Total loss/gain on sale of assets2014-12-31$-2,223
Total of all expenses incurred2014-12-31$9,300,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,667,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,482,348
Value of total assets at end of year2014-12-31$5,883,994
Value of total assets at beginning of year2014-12-31$4,820,241
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$632,926
Total interest from all sources2014-12-31$31,289
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,291
Administrative expenses professional fees incurred2014-12-31$170,212
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$98,685
Assets. Other investments not covered elsewhere at end of year2014-12-31$149,832
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$185,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$32,908
Other income not declared elsewhere2014-12-31$63,083
Administrative expenses (other) incurred2014-12-31$80,192
Liabilities. Value of operating payables at end of year2014-12-31$315,944
Liabilities. Value of operating payables at beginning of year2014-12-31$374,199
Total non interest bearing cash at end of year2014-12-31$629,750
Total non interest bearing cash at beginning of year2014-12-31$192,253
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$301,612
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,235,209
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,933,597
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
Investment advisory and management fees2014-12-31$3,465
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$245,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$224,790
Interest earned on other investments2014-12-31$3,288
Income. Interest from US Government securities2014-12-31$250
Income. Interest from corporate debt instruments2014-12-31$24,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,933,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,555,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,555,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,018
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,518,576
Asset value of US Government securities at end of year2014-12-31$150,058
Asset value of US Government securities at beginning of year2014-12-31$149,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$20,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$9,383,663
Employer contributions (assets) at end of year2014-12-31$832,516
Employer contributions (assets) at beginning of year2014-12-31$604,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,148,926
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$919,768
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$764,942
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$107,879
Contract administrator fees2014-12-31$379,057
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,332,841
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,512,445
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$7,286
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,761
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
Aggregate proceeds on sale of assets2014-12-31$301,356
Aggregate carrying amount (costs) on sale of assets2014-12-31$303,579
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-44,734
Total unrealized appreciation/depreciation of assets2013-12-31$-44,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,886,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,866,150
Total income from all sources (including contributions)2013-12-31$12,001,797
Total loss/gain on sale of assets2013-12-31$-4,391
Total of all expenses incurred2013-12-31$10,431,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,641,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$11,899,226
Value of total assets at end of year2013-12-31$4,820,241
Value of total assets at beginning of year2013-12-31$3,229,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$789,788
Total interest from all sources2013-12-31$38,468
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,890
Administrative expenses professional fees incurred2013-12-31$163,293
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$960,417
Assets. Other investments not covered elsewhere at end of year2013-12-31$185,888
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$32,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$30,737
Other income not declared elsewhere2013-12-31$67,458
Administrative expenses (other) incurred2013-12-31$75,711
Liabilities. Value of operating payables at end of year2013-12-31$374,199
Liabilities. Value of operating payables at beginning of year2013-12-31$336,704
Total non interest bearing cash at end of year2013-12-31$192,253
Total non interest bearing cash at beginning of year2013-12-31$41,725
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$1,570,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,933,597
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,363,283
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
Investment advisory and management fees2013-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$224,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$182,910
Interest earned on other investments2013-12-31$2,404
Income. Interest from US Government securities2013-12-31$98
Income. Interest from corporate debt instruments2013-12-31$35,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,555,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,013,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,013,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$512
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$7,787,043
Asset value of US Government securities at end of year2013-12-31$149,881
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$41,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$10,938,809
Employer contributions (assets) at end of year2013-12-31$604,268
Employer contributions (assets) at beginning of year2013-12-31$846,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,854,652
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$764,942
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$1,111,751
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$107,879
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$545,784
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,512,445
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,529,446
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,761
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$2,935
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
Aggregate proceeds on sale of assets2013-12-31$1,656,569
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,660,960
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-18,367
Total unrealized appreciation/depreciation of assets2012-12-31$-18,367
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,866,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,987,450
Total income from all sources (including contributions)2012-12-31$9,876,305
Total loss/gain on sale of assets2012-12-31$2,200
Total of all expenses incurred2012-12-31$8,982,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,102,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,750,647
Value of total assets at end of year2012-12-31$3,229,433
Value of total assets at beginning of year2012-12-31$2,457,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$880,273
Total interest from all sources2012-12-31$51,034
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,048
Administrative expenses professional fees incurred2012-12-31$208,300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$930,268
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$30,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$25,170
Other income not declared elsewhere2012-12-31$57,044
Administrative expenses (other) incurred2012-12-31$92,848
Liabilities. Value of operating payables at end of year2012-12-31$336,704
Liabilities. Value of operating payables at beginning of year2012-12-31$339,979
Total non interest bearing cash at end of year2012-12-31$41,725
Total non interest bearing cash at beginning of year2012-12-31$105,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$893,472
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,363,283
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$469,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$6,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$182,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$213,224
Income. Interest from corporate debt instruments2012-12-31$50,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,013,149
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$436,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$436,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$738
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,444,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$27,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,820,379
Employer contributions (assets) at end of year2012-12-31$846,226
Employer contributions (assets) at beginning of year2012-12-31$517,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,658,335
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$1,111,751
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,154,842
Contract administrator fees2012-12-31$572,874
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,529,446
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,647,471
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$2,935
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$4,110
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$143,016
Aggregate carrying amount (costs) on sale of assets2012-12-31$140,816
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2010 : HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$16,246
Total unrealized appreciation/depreciation of assets2010-12-31$16,246
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,961,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,424,603
Total income from all sources (including contributions)2010-12-31$8,568,318
Total loss/gain on sale of assets2010-12-31$71,451
Total of all expenses incurred2010-12-31$8,968,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$8,219,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,184,351
Value of total assets at end of year2010-12-31$3,921,188
Value of total assets at beginning of year2010-12-31$5,784,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$749,442
Total interest from all sources2010-12-31$98,896
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,684
Administrative expenses professional fees incurred2010-12-31$214,339
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$792,312
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$110,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$285,582
Other income not declared elsewhere2010-12-31$144,259
Administrative expenses (other) incurred2010-12-31$80,578
Liabilities. Value of operating payables at end of year2010-12-31$440,253
Liabilities. Value of operating payables at beginning of year2010-12-31$464,133
Total non interest bearing cash at end of year2010-12-31$826,236
Total non interest bearing cash at beginning of year2010-12-31$641,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-400,640
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,959,421
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,360,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$335,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$456,904
Income. Interest from US Government securities2010-12-31$15,635
Income. Interest from corporate debt instruments2010-12-31$82,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$187,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$106,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$106,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$807
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$6,645,365
Asset value of US Government securities at end of year2010-12-31$101,473
Asset value of US Government securities at beginning of year2010-12-31$1,433,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$44,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,392,039
Employer contributions (assets) at end of year2010-12-31$749,725
Employer contributions (assets) at beginning of year2010-12-31$592,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,574,151
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$1,610,576
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$2,267,111
Contract administrator fees2010-12-31$445,161
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,521,514
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,960,470
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$4,202,232
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,130,781
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO.,LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND

2022: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2010: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HEAT AND FROST INSULATORS AND ASBESTOS WORKERS HEALTH AND WELFARE TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0718425
Policy instance 3
Insurance contract or identification number0718425
Number of Individuals Covered193
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,201,849
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1372
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,150,060
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 number100338
Policy instance 2
Insurance contract or identification number100338
Number of Individuals Covered53
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,291,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG0001R44
Policy instance 10
Insurance contract or identification numberG0001R44
Number of Individuals Covered845
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $8,796
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 number00797300
Policy instance 4
Insurance contract or identification number00797300
Number of Individuals Covered978
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 5
Insurance contract or identification numberG00088P2
Number of Individuals Covered538
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,033
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 6
Insurance contract or identification numberG0001R44
Number of Individuals Covered894
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $45,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 7
Insurance contract or identification numberG00088P3
Number of Individuals Covered171
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $15,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSLS
Policy instance 8
Insurance contract or identification number4036800010SSLS
Number of Individuals Covered270
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Welfare Benefit Premiums Paid to CarrierUSD $546,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number79136
Policy instance 9
Insurance contract or identification number79136
Number of Individuals Covered876
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,440
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1350
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,674,970
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 number100338
Policy instance 2
Insurance contract or identification number100338
Number of Individuals Covered62
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,243,089
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 number0718425
Policy instance 3
Insurance contract or identification number0718425
Number of Individuals Covered180
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,178,195
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 number00797300
Policy instance 4
Insurance contract or identification number00797300
Number of Individuals Covered901
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 5
Insurance contract or identification numberG00088P2
Number of Individuals Covered668
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG0001R44
Policy instance 7
Insurance contract or identification numberG0001R44
Number of Individuals Covered845
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $9,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 8
Insurance contract or identification numberG00088P3
Number of Individuals Covered178
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $15,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSLS
Policy instance 9
Insurance contract or identification number4036800010SSLS
Number of Individuals Covered202
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Welfare Benefit Premiums Paid to CarrierUSD $494,928
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 number79136
Policy instance 10
Insurance contract or identification number79136
Number of Individuals Covered880
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $105,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 6
Insurance contract or identification numberG0001R44
Number of Individuals Covered845
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $45,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 6
Insurance contract or identification numberG0001R44
Number of Individuals Covered920
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $60,772
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 number0718425
Policy instance 3
Insurance contract or identification number0718425
Number of Individuals Covered112
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,272,290
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 number100338
Policy instance 2
Insurance contract or identification number100338
Number of Individuals Covered70
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,571,343
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1501
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,250,936
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 number00797300
Policy instance 4
Insurance contract or identification number00797300
Number of Individuals Covered991
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 5
Insurance contract or identification numberG00088P2
Number of Individuals Covered668
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $80,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 7
Insurance contract or identification numberG00088P3
Number of Individuals Covered208
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSLS
Policy instance 8
Insurance contract or identification number4036800010SSLS
Number of Individuals Covered223
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Welfare Benefit Premiums Paid to CarrierUSD $504,072
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 number79136
Policy instance 9
Insurance contract or identification number79136
Number of Individuals Covered996
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $127,049
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSLS
Policy instance 10
Insurance contract or identification number4036800010SSLS
Number of Individuals Covered249
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Welfare Benefit Premiums Paid to CarrierUSD $452,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 9
Insurance contract or identification numberG00088P3
Number of Individuals Covered200
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 8
Insurance contract or identification numberG0001R44
Number of Individuals Covered1990
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $50,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 7
Insurance contract or identification numberG00088P2
Number of Individuals Covered743
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,428
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 number00797300
Policy instance 6
Insurance contract or identification number00797300
Number of Individuals Covered1053
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338
Policy instance 5
Insurance contract or identification number740338
Number of Individuals Covered1098
Insurance policy start date2019-01-01
Insurance policy end date2019-04-30
Dental Insurance Welfare BenefitYes
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 number0718425
Policy instance 4
Insurance contract or identification number0718425
Number of Individuals Covered205
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,978,055
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 number100338
Policy instance 3
Insurance contract or identification number100338
Number of Individuals Covered70
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,412,395
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 number119626
Policy instance 2
Insurance contract or identification number119626
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $248,783
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1615
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,056,877
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 number79136
Policy instance 11
Insurance contract or identification number79136
Number of Individuals Covered1130
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $85,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG0001R44
Policy instance 12
Insurance contract or identification numberG0001R44
Number of Individuals Covered1990
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $9,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSLS
Policy instance 10
Insurance contract or identification number4036800010SSLS
Number of Individuals Covered156
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $341,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 9
Insurance contract or identification numberG00088P3
Number of Individuals Covered149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 8
Insurance contract or identification numberG0001R44
Number of Individuals Covered824
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 7
Insurance contract or identification numberG00088P2
Number of Individuals Covered712
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,795
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 number00797300
Policy instance 6
Insurance contract or identification number00797300
Number of Individuals Covered895
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338
Policy instance 5
Insurance contract or identification number740338
Number of Individuals Covered1264
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
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 number0718425
Policy instance 4
Insurance contract or identification number0718425
Number of Individuals Covered345
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,529,267
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 number100338
Policy instance 3
Insurance contract or identification number100338
Number of Individuals Covered73
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,294,705
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 number119626
Policy instance 2
Insurance contract or identification number119626
Number of Individuals Covered86
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $500,166
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1384
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,687,257
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 number100338
Policy instance 3
Insurance contract or identification number100338
Number of Individuals Covered68
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,138,743
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 number0718425
Policy instance 4
Insurance contract or identification number0718425
Number of Individuals Covered322
Insurance policy start date2016-05-01
Insurance policy end date2017-04-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,217,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338-000
Policy instance 5
Insurance contract or identification number740338-000
Number of Individuals Covered1233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
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 number00797300
Policy instance 6
Insurance contract or identification number00797300
Number of Individuals Covered884
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 7
Insurance contract or identification numberG00088P2
Number of Individuals Covered369
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $111,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 8
Insurance contract or identification numberG0001R44
Number of Individuals Covered831
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 9
Insurance contract or identification numberG00088P3
Number of Individuals Covered138
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSL
Policy instance 10
Insurance contract or identification number4036800010SSL
Number of Individuals Covered152
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $313,657
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 number119626
Policy instance 2
Insurance contract or identification number119626
Number of Individuals Covered191
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $395,422
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1300
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,817,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 7
Insurance contract or identification numberG00088P2
Number of Individuals Covered702
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 9
Insurance contract or identification numberG00088P3
Number of Individuals Covered147
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,426
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 8
Insurance contract or identification numberG0001R44
Number of Individuals Covered841
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,952
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 number00797300
Policy instance 6
Insurance contract or identification number00797300
Number of Individuals Covered954
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338-000
Policy instance 5
Insurance contract or identification number740338-000
Number of Individuals Covered1287
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
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 number0718425
Policy instance 4
Insurance contract or identification number0718425
Number of Individuals Covered135
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,078,060
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 number100338
Policy instance 3
Insurance contract or identification number100338
Number of Individuals Covered86
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,336,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number119626
Policy instance 2
Insurance contract or identification number119626
Number of Individuals Covered189
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $753,773
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1180
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,331,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSL
Policy instance 10
Insurance contract or identification number4036800010SSL
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 9
Insurance contract or identification numberG00088P3
Number of Individuals Covered86
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,115
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 8
Insurance contract or identification numberG0001R44
Number of Individuals Covered689
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,490
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 number00797300
Policy instance 6
Insurance contract or identification number00797300
Number of Individuals Covered793
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSL
Policy instance 10
Insurance contract or identification number4036800010SSL
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Insurance broker organization code?3
Insurance broker nameRAEL & LETSON
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338-000
Policy instance 5
Insurance contract or identification number740338-000
Number of Individuals Covered1373
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
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 number0718425
Policy instance 4
Insurance contract or identification number0718425
Number of Individuals Covered126
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $907,136
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 number100338
Policy instance 3
Insurance contract or identification number100338
Number of Individuals Covered75
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,167,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P2
Policy instance 7
Insurance contract or identification numberG00088P2
Number of Individuals Covered403
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $122,248
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 number119626
Policy instance 2
Insurance contract or identification number119626
Number of Individuals Covered164
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $501,670
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 number100618
Policy instance 1
Insurance contract or identification number100618
Number of Individuals Covered1119
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,786,693
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 number0718425
Policy instance 1
Insurance contract or identification number0718425
Number of Individuals Covered329
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,009,080
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 number100618
Policy instance 3
Insurance contract or identification number100618
Number of Individuals Covered1239
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,103,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 4
Insurance contract or identification numberG0001R44
Number of Individuals Covered853
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338-000
Policy instance 5
Insurance contract or identification number740338-000
Number of Individuals Covered1330
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSL
Policy instance 2
Insurance contract or identification number4036800010SSL
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $391,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameRAEL & LETSON
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 9
Insurance contract or identification numberG00088P3
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,350
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 number100618
Policy instance 8
Insurance contract or identification number100618
Number of Individuals Covered1239
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,103,500
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 number00797300
Policy instance 7
Insurance contract or identification number00797300
Number of Individuals Covered976
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
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 number119626
Policy instance 10
Insurance contract or identification number119626
Number of Individuals Covered129
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $503,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG0001R44
Policy instance 5
Insurance contract or identification numberG0001R44
Number of Individuals Covered853
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSEE FOOTNOTE
Policy instance 4
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered935
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $161,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number4036800010SSL
Policy instance 3
Insurance contract or identification number4036800010SSL
Number of Individuals Covered303
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $391,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338-000
Policy instance 2
Insurance contract or identification number740338-000
Number of Individuals Covered1330
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101990
Policy instance 1
Insurance contract or identification number101990
Number of Individuals Covered139
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,534,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00088P3
Policy instance 6
Insurance contract or identification numberG00088P3
Number of Individuals Covered124
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,350
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 number101990
Policy instance 7
Insurance contract or identification number101990
Number of Individuals Covered139
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,534,197
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberSEE FOOTNOTE
Policy instance 8
Insurance contract or identification numberSEE FOOTNOTE
Number of Individuals Covered935
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $161,321
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 number119626
Policy instance 9
Insurance contract or identification number119626
Number of Individuals Covered129
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $503,381
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 number00797300
Policy instance 10
Insurance contract or identification number00797300
Number of Individuals Covered976
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
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 number0718425
Policy instance 6
Insurance contract or identification number0718425
Number of Individuals Covered329
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,009,080
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 number100338
Policy instance 7
Insurance contract or identification number100338
Number of Individuals Covered142
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,266,722
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 number718425
Policy instance 6
Insurance contract or identification number718425
Number of Individuals Covered414
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $729,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 01R44
Policy instance 5
Insurance contract or identification numberGLUG 01R44
Number of Individuals Covered679
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,402
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 number119626-0000
Policy instance 4
Insurance contract or identification number119626-0000
Number of Individuals Covered137
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $521,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG088P3
Policy instance 3
Insurance contract or identification numberGLUG088P3
Number of Individuals Covered87
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,709
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 number100618
Policy instance 2
Insurance contract or identification number100618
Number of Individuals Covered1141
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,411,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG088P2
Policy instance 9
Insurance contract or identification numberGLUG088P2
Number of Individuals Covered715
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $132,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338-000
Policy instance 8
Insurance contract or identification number740338-000
Number of Individuals Covered1226
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
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 number00797300
Policy instance 1
Insurance contract or identification number00797300
Number of Individuals Covered912
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
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 number100618
Policy instance 8
Insurance contract or identification number100618
Number of Individuals Covered1106
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,991,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NEVADA (National Association of Insurance Commissioners NAIC id number: 95685 )
Policy contract number58401
Policy instance 11
Insurance contract or identification number58401
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $483,909
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 88P2
Policy instance 1
Insurance contract or identification numberGLUG 88P2
Number of Individuals Covered711
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $140,085
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 number00797300
Policy instance 2
Insurance contract or identification number00797300
Number of Individuals Covered1022
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
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 number393126
Policy instance 3
Insurance contract or identification number393126
Number of Individuals Covered388
Insurance policy start date2010-01-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740338-000
Policy instance 5
Insurance contract or identification number740338-000
Number of Individuals Covered1119
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 88P3
Policy instance 4
Insurance contract or identification numberGLUG 88P3
Number of Individuals Covered154
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,448
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 number100338
Policy instance 6
Insurance contract or identification number100338
Number of Individuals Covered150
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,203,351
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG 01R44
Policy instance 10
Insurance contract or identification numberGLUG 01R44
Number of Individuals Covered848
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,305
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 number718425
Policy instance 9
Insurance contract or identification number718425
Number of Individuals Covered148
Insurance policy start date2010-05-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $769,165
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 number119626-0000
Policy instance 7
Insurance contract or identification number119626-0000
Number of Individuals Covered263
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $913,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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