ALLTECH HEALTH TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN
401k plan membership statisitcs for ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN
Measure | Date | Value |
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2022 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $293,441 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $331,010 |
Total income from all sources (including contributions) | 2022-12-31 | $25,740,211 |
Total of all expenses incurred | 2022-12-31 | $25,681,298 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $22,554,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $25,740,211 |
Value of total assets at end of year | 2022-12-31 | $1,053,187 |
Value of total assets at beginning of year | 2022-12-31 | $1,031,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,126,970 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $2,323,205 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $7,683 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $3,360 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $100,508 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $144,517 |
Administrative expenses (other) incurred | 2022-12-31 | $27,942 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $192,933 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $186,493 |
Total non interest bearing cash at end of year | 2022-12-31 | $980,177 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $982,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $58,913 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $759,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $700,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $22,554,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $25,740,211 |
Employer contributions (assets) at end of year | 2022-12-31 | $65,327 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $46,480 |
Contract administrator fees | 2022-12-31 | $775,823 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ANASTASI, MOORE & MARTIN, PLLC |
Accountancy firm EIN | 2022-12-31 | 208149084 |
2021 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $331,010 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $470,007 |
Total income from all sources (including contributions) | 2021-12-31 | $22,409,804 |
Total of all expenses incurred | 2021-12-31 | $22,285,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $19,539,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $22,409,804 |
Value of total assets at end of year | 2021-12-31 | $1,031,843 |
Value of total assets at beginning of year | 2021-12-31 | $1,046,843 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $2,746,214 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $2,056,500 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $3,360 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3,260 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $144,517 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $261,871 |
Administrative expenses (other) incurred | 2021-12-31 | $13,548 |
Total non interest bearing cash at end of year | 2021-12-31 | $982,003 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,041,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $123,997 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $700,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $576,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $19,539,593 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $22,409,804 |
Employer contributions (assets) at end of year | 2021-12-31 | $46,480 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,798 |
Contract administrator fees | 2021-12-31 | $676,166 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $186,493 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $208,136 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
Accountancy firm EIN | 2021-12-31 | 200079326 |
2020 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $470,007 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $515,804 |
Total income from all sources (including contributions) | 2020-12-31 | $19,216,862 |
Total of all expenses incurred | 2020-12-31 | $19,218,422 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $16,691,562 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $19,216,862 |
Value of total assets at end of year | 2020-12-31 | $1,046,843 |
Value of total assets at beginning of year | 2020-12-31 | $1,094,200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,526,860 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $1,814,151 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3,260 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $261,871 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $334,971 |
Administrative expenses (other) incurred | 2020-12-31 | $19,700 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,041,785 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $1,094,200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-1,560 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $576,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $578,396 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $16,691,562 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $19,216,862 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,798 |
Contract administrator fees | 2020-12-31 | $693,009 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $208,136 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $180,833 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
Accountancy firm EIN | 2020-12-31 | 200079326 |
2019 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $515,804 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $515,804 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $450,716 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $450,716 |
Total income from all sources (including contributions) | 2019-12-31 | $23,654,067 |
Total income from all sources (including contributions) | 2019-12-31 | $23,654,067 |
Total of all expenses incurred | 2019-12-31 | $23,464,124 |
Total of all expenses incurred | 2019-12-31 | $23,464,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,471,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,471,425 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $23,654,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $23,654,067 |
Value of total assets at end of year | 2019-12-31 | $1,094,200 |
Value of total assets at end of year | 2019-12-31 | $1,094,200 |
Value of total assets at beginning of year | 2019-12-31 | $839,169 |
Value of total assets at beginning of year | 2019-12-31 | $839,169 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,992,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,992,699 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $2,140,569 |
Administrative expenses professional fees incurred | 2019-12-31 | $2,140,569 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,300 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,300 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $334,971 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $334,971 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $261,464 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $261,464 |
Administrative expenses (other) incurred | 2019-12-31 | $19,329 |
Administrative expenses (other) incurred | 2019-12-31 | $19,329 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,094,200 |
Total non interest bearing cash at end of year | 2019-12-31 | $1,094,200 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $827,895 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $827,895 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $189,943 |
Value of net income/loss | 2019-12-31 | $189,943 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $578,396 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $578,396 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $388,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $388,453 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $20,471,425 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $20,471,425 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $23,654,067 |
Contributions received in cash from employer | 2019-12-31 | $23,654,067 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,974 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,974 |
Contract administrator fees | 2019-12-31 | $832,801 |
Contract administrator fees | 2019-12-31 | $832,801 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $180,833 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $180,833 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $189,252 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $189,252 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
Accountancy firm name | 2019-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
Accountancy firm EIN | 2019-12-31 | 200079326 |
Accountancy firm EIN | 2019-12-31 | 200079326 |
2018 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $450,716 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $497,770 |
Total income from all sources (including contributions) | 2018-12-31 | $24,055,219 |
Total of all expenses incurred | 2018-12-31 | $24,002,282 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $20,946,844 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $24,055,219 |
Value of total assets at end of year | 2018-12-31 | $839,169 |
Value of total assets at beginning of year | 2018-12-31 | $833,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,055,438 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $2,181,424 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,300 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $261,464 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $349,317 |
Administrative expenses (other) incurred | 2018-12-31 | $23,699 |
Total non interest bearing cash at end of year | 2018-12-31 | $827,895 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $828,817 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $52,937 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $388,453 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $335,516 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $20,946,844 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $24,055,219 |
Employer contributions (assets) at end of year | 2018-12-31 | $9,974 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,469 |
Contract administrator fees | 2018-12-31 | $850,315 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $189,252 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $148,453 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
Accountancy firm EIN | 2018-12-31 | 200079326 |
2017 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $497,770 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $564,130 |
Total income from all sources (including contributions) | 2017-12-31 | $17,187,211 |
Total of all expenses incurred | 2017-12-31 | $17,289,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,103,619 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $17,187,211 |
Value of total assets at end of year | 2017-12-31 | $833,286 |
Value of total assets at beginning of year | 2017-12-31 | $1,001,997 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,185,943 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $1,563,934 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $349,317 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $457,104 |
Administrative expenses (other) incurred | 2017-12-31 | $9,123 |
Total non interest bearing cash at end of year | 2017-12-31 | $828,817 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $802,946 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $-102,351 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $335,516 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $437,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $15,103,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $17,187,211 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,469 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $199,051 |
Contract administrator fees | 2017-12-31 | $612,886 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $148,453 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $107,026 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DINGUS, ZARECOR & ASSOCIATES PLLC |
Accountancy firm EIN | 2017-12-31 | 200079326 |
2016 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $731,571 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $167,673 |
Total income from all sources (including contributions) | 2016-12-31 | $10,405,402 |
Total of all expenses incurred | 2016-12-31 | $10,355,018 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $9,070,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,405,356 |
Value of total assets at end of year | 2016-12-31 | $1,001,997 |
Value of total assets at beginning of year | 2016-12-31 | $387,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,284,931 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $356,475 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $2,122 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $457,104 |
Other income not declared elsewhere | 2016-12-31 | $46 |
Administrative expenses (other) incurred | 2016-12-31 | $617,802 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $274,467 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $167,673 |
Total non interest bearing cash at end of year | 2016-12-31 | $802,946 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $382,148 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $50,384 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $270,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $220,042 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $9,070,087 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $10,405,356 |
Employer contributions (assets) at end of year | 2016-12-31 | $199,051 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,445 |
Contract administrator fees | 2016-12-31 | $310,654 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2016-12-31 | 910614823 |
2015 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $167,673 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $405,089 |
Total income from all sources (including contributions) | 2015-12-31 | $13,390,162 |
Total of all expenses incurred | 2015-12-31 | $13,351,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,664,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $13,388,365 |
Value of total assets at end of year | 2015-12-31 | $387,715 |
Value of total assets at beginning of year | 2015-12-31 | $586,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,686,841 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $462,988 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $2,122 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $279,122 |
Other income not declared elsewhere | 2015-12-31 | $1,797 |
Administrative expenses (other) incurred | 2015-12-31 | $755,469 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $167,673 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $125,967 |
Total non interest bearing cash at end of year | 2015-12-31 | $382,148 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $586,246 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $38,885 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $220,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $181,157 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $11,664,436 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $13,388,365 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,445 |
Contract administrator fees | 2015-12-31 | $468,384 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2015-12-31 | 910614823 |
2014 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $405,089 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $158,160 |
Total income from all sources (including contributions) | 2014-12-31 | $6,934,780 |
Total of all expenses incurred | 2014-12-31 | $6,923,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,956,025 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,888,346 |
Value of total assets at end of year | 2014-12-31 | $586,246 |
Value of total assets at beginning of year | 2014-12-31 | $327,552 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $966,990 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $277,624 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $279,122 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $73,107 |
Other income not declared elsewhere | 2014-12-31 | $46,434 |
Administrative expenses (other) incurred | 2014-12-31 | $413,832 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $125,967 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $85,053 |
Total non interest bearing cash at end of year | 2014-12-31 | $586,246 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $327,552 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $11,765 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $181,157 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $169,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $5,956,025 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,888,346 |
Contract administrator fees | 2014-12-31 | $275,534 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2014-12-31 | 910614823 |
2013 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $158,160 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $195,386 |
Total income from all sources (including contributions) | 2013-12-31 | $3,238,990 |
Total of all expenses incurred | 2013-12-31 | $3,183,987 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,733,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,238,990 |
Value of total assets at end of year | 2013-12-31 | $327,552 |
Value of total assets at beginning of year | 2013-12-31 | $309,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $450,954 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $22,985 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $128,912 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $174,088 |
Administrative expenses (other) incurred | 2013-12-31 | $427,969 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $29,248 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $21,298 |
Total non interest bearing cash at end of year | 2013-12-31 | $327,552 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $309,775 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $55,003 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $169,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $114,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $2,733,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,238,990 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2013-12-31 | 910614823 |
2012 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $195,386 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $177,182 |
Total income from all sources (including contributions) | 2012-12-31 | $1,551,233 |
Total of all expenses incurred | 2012-12-31 | $1,574,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,371,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,551,233 |
Value of total assets at end of year | 2012-12-31 | $309,775 |
Value of total assets at beginning of year | 2012-12-31 | $314,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $202,374 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $7,450 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $174,088 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $162,617 |
Administrative expenses (other) incurred | 2012-12-31 | $194,924 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $21,298 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $14,565 |
Total non interest bearing cash at end of year | 2012-12-31 | $309,775 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $310,111 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-22,779 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $114,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $137,168 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,371,638 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,551,233 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $4,239 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2012-12-31 | 910614823 |
2011 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $177,182 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $34,732 |
Total income from all sources (including contributions) | 2011-12-31 | $4,092,190 |
Total of all expenses incurred | 2011-12-31 | $4,099,685 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,615,686 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $4,092,190 |
Value of total assets at end of year | 2011-12-31 | $314,350 |
Value of total assets at beginning of year | 2011-12-31 | $179,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $483,999 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $7,500 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $73,392 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $162,617 |
Administrative expenses (other) incurred | 2011-12-31 | $476,499 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $14,565 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $34,732 |
Total non interest bearing cash at end of year | 2011-12-31 | $310,111 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $100,493 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-7,495 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $137,168 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $144,663 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $3,615,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,092,190 |
Employer contributions (assets) at end of year | 2011-12-31 | $4,239 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $5,510 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2011-12-31 | 910614823 |
2010 : ASSOCIATED EMPLOYERS HEALTH & WELFARE BENEFIT PLAN 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $34,732 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $500,142 |
Total income from all sources (including contributions) | 2010-12-31 | $4,796,699 |
Total of all expenses incurred | 2010-12-31 | $4,794,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,226,701 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,796,699 |
Value of total assets at end of year | 2010-12-31 | $179,395 |
Value of total assets at beginning of year | 2010-12-31 | $642,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $568,025 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $7,300 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $73,392 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $493 |
Administrative expenses (other) incurred | 2010-12-31 | $560,725 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $34,732 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $500,142 |
Total non interest bearing cash at end of year | 2010-12-31 | $100,493 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $641,354 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,973 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $144,663 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $142,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $4,226,701 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $4,796,699 |
Employer contributions (assets) at end of year | 2010-12-31 | $5,510 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $985 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SCHOEDEL & SCHOEDEL CPAS PLLC |
Accountancy firm EIN | 2010-12-31 | 910614823 |
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000069 |
Policy instance | 6 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 144 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,960 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $744,548 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $960 | Insurance broker organization code? | 3 |
|
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000069 |
Policy instance | 1 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 4435 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $48,760 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,913,104 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,600 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30086118 |
Policy instance | 2 |
Insurance contract or identification number | 30086118 | Number of Individuals Covered | 2124 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 09492 - 09495 |
Policy instance | 3 |
Insurance contract or identification number | 09492 - 09495 | Number of Individuals Covered | 3633 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649225 |
Policy instance | 4 |
Insurance contract or identification number | 649225 | Number of Individuals Covered | 2696 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 2496 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | EAP - EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $21,006 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000069 |
Policy instance | 1 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 231 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,680 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,084,544 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,800 | Insurance broker organization code? | 3 |
|
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000069 |
Policy instance | 2 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 3819 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $32,380 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,681,481 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,580 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30086118 |
Policy instance | 3 |
Insurance contract or identification number | 30086118 | Number of Individuals Covered | 1910 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $178,374 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 09492-09495 |
Policy instance | 4 |
Insurance contract or identification number | 09492-09495 | Number of Individuals Covered | 3205 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649225 |
Policy instance | 5 |
Insurance contract or identification number | 649225 | Number of Individuals Covered | 2836 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 6 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 50 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 7 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 35 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | |
Policy instance | 8 |
Number of Individuals Covered | 2263 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Other welfare benefits provided | EAP - EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $19,993 | 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: 53031 ) |
Policy contract number | 30086118 |
Policy instance | 3 |
Insurance contract or identification number | 30086118 | Number of Individuals Covered | 1676 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $178,195 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 09492-09495 |
Policy instance | 4 |
Insurance contract or identification number | 09492-09495 | Number of Individuals Covered | 2306 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649225 |
Policy instance | 5 |
Insurance contract or identification number | 649225 | Number of Individuals Covered | 2461 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,195 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,195 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 6 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 31 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | |
Policy instance | 8 |
Number of Individuals Covered | 2148 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Other welfare benefits provided | EAP - EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $24,070 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000069 |
Policy instance | 2 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 3419 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $24,980 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $14,006,338 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,240 | Insurance broker organization code? | 3 |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000069 |
Policy instance | 1 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 246 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $5,060 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,185,882 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,640 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 7 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 27 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 6 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 61 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WELLSPRING FAMILY SERVICES, EAP (National Association of Insurance Commissioners NAIC id number: 62419 ) |
Policy contract number | |
Policy instance | 8 |
Number of Individuals Covered | 2632 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Other welfare benefits provided | EAP - EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $21,945 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649225 |
Policy instance | 5 |
Insurance contract or identification number | 649225 | Number of Individuals Covered | 3059 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 09492-09495 |
Policy instance | 4 |
Insurance contract or identification number | 09492-09495 | Number of Individuals Covered | 2373 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 30086118 |
Policy instance | 3 |
Insurance contract or identification number | 30086118 | Number of Individuals Covered | 2139 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $214,051 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000069 |
Policy instance | 2 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 4309 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $35,020 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,650,634 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,460 | Insurance broker organization code? | 3 |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000069 |
Policy instance | 1 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 262 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,040 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,123,763 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $840 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 7 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 51 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 7 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 67 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000069 |
Policy instance | 1 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 285 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,620 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,298,222 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $940 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649240 |
Policy instance | 6 |
Insurance contract or identification number | 649240 | Number of Individuals Covered | 68 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649225 |
Policy instance | 5 |
Insurance contract or identification number | 649225 | Number of Individuals Covered | 3696 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12319758 |
Policy instance | 3 |
Insurance contract or identification number | 12319758 | Number of Individuals Covered | 2238 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $161,981 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 151-156, 3873 |
Policy instance | 4 |
Insurance contract or identification number | 151-156, 3873 | Number of Individuals Covered | 2263 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000069 |
Policy instance | 2 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 4579 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $51,600 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,825,580 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,460 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 649225 |
Policy instance | 5 |
Insurance contract or identification number | 649225 | Number of Individuals Covered | 1634 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 ) |
Policy contract number | 151-156, 3873 |
Policy instance | 4 |
Insurance contract or identification number | 151-156, 3873 | Number of Individuals Covered | 1915 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Dental Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12319758 |
Policy instance | 3 |
Insurance contract or identification number | 12319758 | Number of Individuals Covered | 1729 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $86,304 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 ) |
Policy contract number | 100000069 |
Policy instance | 2 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 4019 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $21,580 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,906,792 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,820 | Insurance broker organization code? | 3 | Insurance broker name | HORIZON INSURANCE AGENCY LLC |
|
ASURIS NORTHWEST HEALTH (National Association of Insurance Commissioners NAIC id number: 47350 ) |
Policy contract number | 100000069 |
Policy instance | 1 |
Insurance contract or identification number | 100000069 | Number of Individuals Covered | 289 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,340 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,081,817 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,560 | Insurance broker organization code? | 3 | Insurance broker name | PAYNEWEST INSURANCE INC |
|