401k Plan data: INLAND EMPIRE IBEW-NECA HEALTH PLAN plan

INLAND EMPIRE IBEW-NECA HEALTH PLAN 401k Plan overview

Plan Name	INLAND EMPIRE IBEW-NECA HEALTH PLAN
Plan identification number	501

INLAND EMPIRE IBEW-NECA HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH

Employer identification number (EIN): 330544202

NAIC Classification: 238210
NAIC Description: Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INLAND EMPIRE IBEW-NECA HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01 JASON ESHELMAN 2023-10-16 SHANE B. COX 2023-10-16
501 2021-01-01 JASON ESHELMAN 2022-10-14 TAVIA BRUNNER 2022-10-14
501 2020-01-01 JASON ESHELMAN 2021-10-13 TAVIA BRUNNER 2021-10-13
501 2019-01-01 DAVID SHANKLE 2020-10-08 JASON ESHELMAN 2020-10-07
501 2018-01-01 DAVID SHANKLE 2019-10-13 JASON ESHELMAN 2019-10-11
501 2017-01-01
501 2016-01-01
501 2015-01-01 JOHN BROWN
501 2014-01-01 JOHN BROWN
501 2013-01-01 JOHN BROWN DAVID SHANKLE 2014-10-09
501 2012-01-01 JOHN BROWN DAVID SHANKLE 2013-10-09
501 2011-01-01 DAVID SHANKLE JOHN BROWN 2012-10-03
501 2010-01-01 DANIEL BOZICK JOHN BROWN 2011-10-12
501 2009-01-01 DAVID SHANKLE JOHN BROWN 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01	JASON ESHELMAN	2023-10-16	SHANE B. COX	2023-10-16
501	2021-01-01	JASON ESHELMAN	2022-10-14	TAVIA BRUNNER	2022-10-14
501	2020-01-01	JASON ESHELMAN	2021-10-13	TAVIA BRUNNER	2021-10-13
501	2019-01-01	DAVID SHANKLE	2020-10-08	JASON ESHELMAN	2020-10-07
501	2018-01-01	DAVID SHANKLE	2019-10-13	JASON ESHELMAN	2019-10-11
501	2017-01-01
501	2016-01-01
501	2015-01-01	JOHN BROWN
501	2014-01-01	JOHN BROWN
501	2013-01-01	JOHN BROWN		DAVID SHANKLE	2014-10-09
501	2012-01-01	JOHN BROWN		DAVID SHANKLE	2013-10-09
501	2011-01-01	DAVID SHANKLE		JOHN BROWN	2012-10-03
501	2010-01-01	DANIEL BOZICK		JOHN BROWN	2011-10-12
501	2009-01-01	DAVID SHANKLE		JOHN BROWN	2010-10-13

Plan Statistics for INLAND EMPIRE IBEW-NECA HEALTH PLAN

401k plan membership statisitcs for INLAND EMPIRE IBEW-NECA HEALTH PLAN

Measure Date Value
2022: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 764
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 668
Number of retired or separated participants receiving benefits 2022-01-01 173
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 841
Total participants 2022-01-01 841
Number of employers contributing to the scheme 2022-01-01 112
2021: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 765
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 592
Number of retired or separated participants receiving benefits 2021-01-01 172
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 764
Total participants 2021-01-01 764
Number of employers contributing to the scheme 2021-01-01 99
2020: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 758
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 587
Number of retired or separated participants receiving benefits 2020-01-01 178
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 765
Total participants 2020-01-01 765
Number of employers contributing to the scheme 2020-01-01 135
2019: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 573
Number of retired or separated participants receiving benefits 2019-01-01 185
Total of all active and inactive participants 2019-01-01 758
Total participants 2019-01-01 758
Number of employers contributing to the scheme 2019-01-01 171
2018: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 748
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 547
Number of retired or separated participants receiving benefits 2018-01-01 190
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 737
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
Number of employers contributing to the scheme 2018-01-01 166
2017: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 773
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 553
Number of retired or separated participants receiving benefits 2017-01-01 195
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 748
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 111
2016: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 771
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 581
Number of retired or separated participants receiving benefits 2016-01-01 192
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 773
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 136
2015: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 910
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 574
Number of retired or separated participants receiving benefits 2015-01-01 197
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 771
Number of participants with account balances 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 120
2014: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 800
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 716
Number of retired or separated participants receiving benefits 2014-01-01 194
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 910
Total participants 2014-01-01 910
Number of employers contributing to the scheme 2014-01-01 157
2013: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 781
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 602
Number of retired or separated participants receiving benefits 2013-01-01 198
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 800
Total participants 2013-01-01 800
Number of employers contributing to the scheme 2013-01-01 123
2012: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 737
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 585
Number of retired or separated participants receiving benefits 2012-01-01 196
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 781
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 121
2011: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 692
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 533
Number of retired or separated participants receiving benefits 2011-01-01 204
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 737
Total participants 2011-01-01 737
Number of employers contributing to the scheme 2011-01-01 119
2010: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 625
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 471
Number of retired or separated participants receiving benefits 2010-01-01 221
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 692
Number of participants with account balances 2010-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
Number of employers contributing to the scheme 2010-01-01 109
2009: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 706
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 421
Number of retired or separated participants receiving benefits 2009-01-01 204
Total of all active and inactive participants 2009-01-01 625
Total participants 2009-01-01 625

Measure	Date	Value
2022: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	764
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	668
Number of retired or separated participants receiving benefits	2022-01-01	173
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	841
Total participants	2022-01-01	841
Number of employers contributing to the scheme	2022-01-01	112
2021: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	765
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	592
Number of retired or separated participants receiving benefits	2021-01-01	172
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	764
Total participants	2021-01-01	764
Number of employers contributing to the scheme	2021-01-01	99
2020: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	758
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	587
Number of retired or separated participants receiving benefits	2020-01-01	178
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	765
Total participants	2020-01-01	765
Number of employers contributing to the scheme	2020-01-01	135
2019: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	573
Number of retired or separated participants receiving benefits	2019-01-01	185
Total of all active and inactive participants	2019-01-01	758
Total participants	2019-01-01	758
Number of employers contributing to the scheme	2019-01-01	171
2018: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	748
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	547
Number of retired or separated participants receiving benefits	2018-01-01	190
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	737
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	166
2017: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	773
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	553
Number of retired or separated participants receiving benefits	2017-01-01	195
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	748
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	111
2016: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	771
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	581
Number of retired or separated participants receiving benefits	2016-01-01	192
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	773
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	773
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	136
2015: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	910
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	574
Number of retired or separated participants receiving benefits	2015-01-01	197
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	771
Number of participants with account balances	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	120
2014: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	800
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	716
Number of retired or separated participants receiving benefits	2014-01-01	194
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	910
Total participants	2014-01-01	910
Number of employers contributing to the scheme	2014-01-01	157
2013: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	781
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	602
Number of retired or separated participants receiving benefits	2013-01-01	198
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	800
Total participants	2013-01-01	800
Number of employers contributing to the scheme	2013-01-01	123
2012: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	737
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	585
Number of retired or separated participants receiving benefits	2012-01-01	196
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	781
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	121
2011: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	692
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	533
Number of retired or separated participants receiving benefits	2011-01-01	204
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	737
Total participants	2011-01-01	737
Number of employers contributing to the scheme	2011-01-01	119
2010: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	625
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	471
Number of retired or separated participants receiving benefits	2010-01-01	221
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	692
Number of participants with account balances	2010-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
Number of employers contributing to the scheme	2010-01-01	109
2009: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	706
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	421
Number of retired or separated participants receiving benefits	2009-01-01	204
Total of all active and inactive participants	2009-01-01	625
Total participants	2009-01-01	625

Financial Data on INLAND EMPIRE IBEW-NECA HEALTH PLAN

Measure	Date	Value
2022 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$5,900,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$4,502,401
Total income from all sources (including contributions)	2022-12-31	$12,435,600
Total of all expenses incurred	2022-12-31	$10,653,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,092,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$13,146,590
Value of total assets at end of year	2022-12-31	$30,052,686
Value of total assets at beginning of year	2022-12-31	$26,872,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$561,344
Total interest from all sources	2022-12-31	$18,788
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$643,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$643,787
Administrative expenses professional fees incurred	2022-12-31	$156,805
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$667,975
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$291,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$191,314
Other income not declared elsewhere	2022-12-31	$3,964
Administrative expenses (other) incurred	2022-12-31	$84,151
Liabilities. Value of operating payables at end of year	2022-12-31	$619,393
Liabilities. Value of operating payables at beginning of year	2022-12-31	$348,582
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	$1,782,181
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,152,236
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,370,055
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$24,853,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$23,087,151
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$3,239,545
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$2,751,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$2,751,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$18,788
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$10,092,075
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,377,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
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	$12,478,615
Employer contributions (assets) at end of year	2022-12-31	$1,668,157
Employer contributions (assets) at beginning of year	2022-12-31	$842,175
Contract administrator fees	2022-12-31	$320,388
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$5,281,057
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$4,153,819
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2022-12-31	952036255
2021 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,502,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$4,960,444
Total income from all sources (including contributions)	2021-12-31	$11,529,326
Total of all expenses incurred	2021-12-31	$8,573,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,053,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$11,352,961
Value of total assets at end of year	2021-12-31	$26,872,456
Value of total assets at beginning of year	2021-12-31	$24,374,222
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$519,316
Total interest from all sources	2021-12-31	$1,413
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$423,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$423,144
Administrative expenses professional fees incurred	2021-12-31	$151,051
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$712,373
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$191,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$142,097
Other income not declared elsewhere	2021-12-31	$9,837
Administrative expenses (other) incurred	2021-12-31	$65,151
Liabilities. Value of operating payables at end of year	2021-12-31	$348,582
Liabilities. Value of operating payables at beginning of year	2021-12-31	$446,862
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	$2,956,277
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,370,055
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,413,778
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$23,087,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$20,672,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$2,751,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,681,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,681,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$1,413
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$8,053,733
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-258,029
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	$10,640,588
Employer contributions (assets) at end of year	2021-12-31	$842,175
Employer contributions (assets) at beginning of year	2021-12-31	$878,111
Contract administrator fees	2021-12-31	$303,114
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$4,153,819
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$4,513,582
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2021-12-31	952036255
2020 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,960,444
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$4,289,677
Total income from all sources (including contributions)	2020-12-31	$12,040,746
Total of all expenses incurred	2020-12-31	$8,695,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$8,222,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$11,390,678
Value of total assets at end of year	2020-12-31	$24,374,222
Value of total assets at beginning of year	2020-12-31	$20,358,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$473,315
Total interest from all sources	2020-12-31	$2,151
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$415,526
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$415,526
Administrative expenses professional fees incurred	2020-12-31	$151,444
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$699,611
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$142,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$319,425
Other income not declared elsewhere	2020-12-31	$1,823
Administrative expenses (other) incurred	2020-12-31	$68,331
Liabilities. Value of operating payables at end of year	2020-12-31	$446,862
Liabilities. Value of operating payables at beginning of year	2020-12-31	$227,395
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	$3,345,351
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,413,778
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,068,427
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,672,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$16,525,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,681,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,294,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,294,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$2,151
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$5,279,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$230,568
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	$10,691,067
Employer contributions (assets) at end of year	2020-12-31	$878,111
Employer contributions (assets) at beginning of year	2020-12-31	$1,218,431
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,942,260
Contract administrator fees	2020-12-31	$253,540
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$4,513,582
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$4,062,282
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2020-12-31	952036255
2019 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$4,289,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$3,744,871
Total income from all sources (including contributions)	2019-12-31	$11,969,499
Total of all expenses incurred	2019-12-31	$8,789,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$8,345,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$11,240,890
Value of total assets at end of year	2019-12-31	$20,358,104
Value of total assets at beginning of year	2019-12-31	$16,633,137
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$443,633
Total interest from all sources	2019-12-31	$3,940
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$418,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$418,704
Administrative expenses professional fees incurred	2019-12-31	$137,340
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$797,798
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$319,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$168,939
Other income not declared elsewhere	2019-12-31	$2,789
Administrative expenses (other) incurred	2019-12-31	$74,612
Liabilities. Value of operating payables at end of year	2019-12-31	$227,395
Liabilities. Value of operating payables at beginning of year	2019-12-31	$194,357
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	$3,180,161
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,068,427
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,888,266
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$16,525,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,654,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,294,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,568,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,568,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$3,940
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$5,457,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$303,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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
Contributions received in cash from employer	2019-12-31	$10,443,092
Employer contributions (assets) at end of year	2019-12-31	$1,218,431
Employer contributions (assets) at beginning of year	2019-12-31	$1,241,927
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,887,926
Contract administrator fees	2019-12-31	$231,681
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$4,062,282
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$3,550,514
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2019-12-31	952036255
2018 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,744,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,915,074
Total income from all sources (including contributions)	2018-12-31	$10,625,564
Total of all expenses incurred	2018-12-31	$7,623,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,193,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$10,529,586
Value of total assets at end of year	2018-12-31	$16,633,137
Value of total assets at beginning of year	2018-12-31	$13,800,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$429,107
Total interest from all sources	2018-12-31	$3,665
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$320,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$320,988
Administrative expenses professional fees incurred	2018-12-31	$143,689
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$859,204
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$168,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$84,527
Other income not declared elsewhere	2018-12-31	$3,656
Administrative expenses (other) incurred	2018-12-31	$67,056
Liabilities. Value of operating payables at end of year	2018-12-31	$194,357
Liabilities. Value of operating payables at beginning of year	2018-12-31	$249,717
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	$3,002,549
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,888,266
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,885,717
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,654,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$10,165,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$2,568,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$2,366,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$2,366,653
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$3,665
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$5,065,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-232,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$9,670,382
Employer contributions (assets) at end of year	2018-12-31	$1,241,927
Employer contributions (assets) at beginning of year	2018-12-31	$1,184,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,128,044
Contract administrator fees	2018-12-31	$218,362
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$3,550,514
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$3,665,357
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255
2017 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,915,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,755,370
Total income from all sources (including contributions)	2017-12-31	$10,411,539
Total of all expenses incurred	2017-12-31	$8,374,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,931,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$10,215,859
Value of total assets at end of year	2017-12-31	$13,800,791
Value of total assets at beginning of year	2017-12-31	$11,604,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$443,268
Total interest from all sources	2017-12-31	$4,290
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$172,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$172,339
Administrative expenses professional fees incurred	2017-12-31	$161,946
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$840,477
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$84,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$218,956
Other income not declared elsewhere	2017-12-31	$12
Administrative expenses (other) incurred	2017-12-31	$74,551
Liabilities. Value of operating payables at end of year	2017-12-31	$249,717
Liabilities. Value of operating payables at beginning of year	2017-12-31	$273,839
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	$2,036,553
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,885,717
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,849,164
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$10,165,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$7,074,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$2,366,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$3,214,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$3,214,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$4,290
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$5,121,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$19,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$9,375,382
Employer contributions (assets) at end of year	2017-12-31	$1,184,207
Employer contributions (assets) at beginning of year	2017-12-31	$1,097,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,809,976
Contract administrator fees	2017-12-31	$206,771
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$3,665,357
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$3,481,531
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2017-12-31	952036255
2016 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,755,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$4,402,635
Total income from all sources (including contributions)	2016-12-31	$11,076,924
Total of all expenses incurred	2016-12-31	$7,428,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$6,991,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$10,922,282
Value of total assets at end of year	2016-12-31	$11,604,534
Value of total assets at beginning of year	2016-12-31	$8,603,236
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$436,433
Total interest from all sources	2016-12-31	$3,956
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$105,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$105,477
Administrative expenses professional fees incurred	2016-12-31	$144,660
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$787,668
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$2,095
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$218,956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$259,553
Other income not declared elsewhere	2016-12-31	$82
Administrative expenses (other) incurred	2016-12-31	$85,847
Liabilities. Value of operating payables at end of year	2016-12-31	$273,839
Liabilities. Value of operating payables at beginning of year	2016-12-31	$330,900
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	$3,648,563
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,849,164
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,200,601
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$7,074,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,823,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$3,214,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,557,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,557,300
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$3,956
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$4,719,930
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$45,127
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	$10,132,519
Employer contributions (assets) at end of year	2016-12-31	$1,097,399
Employer contributions (assets) at beginning of year	2016-12-31	$962,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,271,998
Contract administrator fees	2016-12-31	$205,926
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$3,481,531
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$4,071,735
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2016-12-31	952036255
2015 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,402,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$5,731,409
Total income from all sources (including contributions)	2015-12-31	$8,888,699
Total of all expenses incurred	2015-12-31	$8,087,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$7,647,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$8,847,555
Value of total assets at end of year	2015-12-31	$8,603,236
Value of total assets at beginning of year	2015-12-31	$9,131,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$440,277
Total interest from all sources	2015-12-31	$1,646
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$89,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$89,285
Administrative expenses professional fees incurred	2015-12-31	$131,275
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$784,983
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$259,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$79,728
Administrative expenses (other) incurred	2015-12-31	$89,070
Liabilities. Value of operating payables at end of year	2015-12-31	$330,900
Liabilities. Value of operating payables at beginning of year	2015-12-31	$338,824
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	$800,807
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$4,200,601
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,399,794
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,823,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,483,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,557,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,867,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,867,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,646
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$4,290,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-49,787
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	$8,062,572
Employer contributions (assets) at end of year	2015-12-31	$962,961
Employer contributions (assets) at beginning of year	2015-12-31	$700,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,357,306
Contract administrator fees	2015-12-31	$219,932
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$4,071,735
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$5,392,585
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2015-12-31	952036255
2014 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,731,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,959,376
Total income from all sources (including contributions)	2014-12-31	$10,399,652
Total of all expenses incurred	2014-12-31	$10,885,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$10,344,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$10,327,039
Value of total assets at end of year	2014-12-31	$9,131,203
Value of total assets at beginning of year	2014-12-31	$8,844,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$540,665
Total interest from all sources	2014-12-31	$3,487
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$83,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$83,497
Administrative expenses professional fees incurred	2014-12-31	$130,577
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$744,824
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$79,728
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$34,813
Administrative expenses (other) incurred	2014-12-31	$179,332
Liabilities. Value of operating payables at end of year	2014-12-31	$338,824
Liabilities. Value of operating payables at beginning of year	2014-12-31	$237,913
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	$-485,736
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,399,794
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,885,530
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,483,940
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,914,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,867,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$2,119,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$2,119,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$3,487
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$7,102,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-14,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$9,582,215
Employer contributions (assets) at end of year	2014-12-31	$700,006
Employer contributions (assets) at beginning of year	2014-12-31	$775,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$3,242,422
Contract administrator fees	2014-12-31	$230,756
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$5,392,585
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$4,721,463
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2014-12-31	952036255
2013 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$4,959,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,060,679
Total income from all sources (including contributions)	2013-12-31	$9,181,641
Total of all expenses incurred	2013-12-31	$8,424,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$7,994,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$9,160,429
Value of total assets at end of year	2013-12-31	$8,844,906
Value of total assets at beginning of year	2013-12-31	$9,189,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$429,951
Total interest from all sources	2013-12-31	$4,415
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$84,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$84,491
Administrative expenses professional fees incurred	2013-12-31	$143,138
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$716,933
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$34,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$41,899
Administrative expenses (other) incurred	2013-12-31	$53,401
Liabilities. Value of operating payables at end of year	2013-12-31	$237,913
Liabilities. Value of operating payables at beginning of year	2013-12-31	$948,418
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	$756,813
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,885,530
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,128,717
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,914,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,898,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,119,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$2,032,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$2,032,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$4,415
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$5,812,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$-67,694
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	$8,443,496
Employer contributions (assets) at end of year	2013-12-31	$775,291
Employer contributions (assets) at beginning of year	2013-12-31	$1,217,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,182,089
Contract administrator fees	2013-12-31	$233,412
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$4,721,463
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$5,112,261
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2013-12-31	952036255
2012 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$6,060,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,084,987
Total income from all sources (including contributions)	2012-12-31	$9,066,610
Total loss/gain on sale of assets	2012-12-31	$18,823
Total of all expenses incurred	2012-12-31	$9,445,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$9,043,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$8,825,431
Value of total assets at end of year	2012-12-31	$9,189,396
Value of total assets at beginning of year	2012-12-31	$7,592,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$402,103
Total interest from all sources	2012-12-31	$3,879
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$111,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$111,320
Administrative expenses professional fees incurred	2012-12-31	$102,085
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$768,295
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$41,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$53,969
Administrative expenses (other) incurred	2012-12-31	$50,986
Liabilities. Value of operating payables at end of year	2012-12-31	$948,418
Liabilities. Value of operating payables at beginning of year	2012-12-31	$246,233
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	$-378,671
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,128,717
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,507,388
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,898,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,610,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$2,032,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$219,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$219,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$3,879
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$6,096,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$107,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$8,057,136
Employer contributions (assets) at end of year	2012-12-31	$1,217,367
Employer contributions (assets) at beginning of year	2012-12-31	$707,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,946,852
Contract administrator fees	2012-12-31	$249,032
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$5,112,261
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$3,838,754
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Aggregate proceeds on sale of assets	2012-12-31	$2,550,048
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,531,225
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2012-12-31	952036255
2011 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4,084,987
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$3,388,329
Total income from all sources (including contributions)	2011-12-31	$6,700,455
Total loss/gain on sale of assets	2011-12-31	$39,156
Total of all expenses incurred	2011-12-31	$7,794,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$7,392,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,593,328
Value of total assets at end of year	2011-12-31	$7,592,375
Value of total assets at beginning of year	2011-12-31	$7,989,739
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$401,818
Total interest from all sources	2011-12-31	$1,688
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$141,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$141,716
Administrative expenses professional fees incurred	2011-12-31	$112,500
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$814,273
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$53,969
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$55,154
Other income not declared elsewhere	2011-12-31	$44,397
Administrative expenses (other) incurred	2011-12-31	$56,047
Liabilities. Value of operating payables at end of year	2011-12-31	$246,233
Liabilities. Value of operating payables at beginning of year	2011-12-31	$199,378
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	$-1,094,022
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,507,388
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,601,410
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,610,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,049,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$219,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$425,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$425,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1,688
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$4,971,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-119,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$5,779,055
Employer contributions (assets) at end of year	2011-12-31	$707,763
Employer contributions (assets) at beginning of year	2011-12-31	$458,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$2,421,233
Contract administrator fees	2011-12-31	$233,271
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$3,838,754
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$3,188,951
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Aggregate proceeds on sale of assets	2011-12-31	$2,290,000
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,250,844
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	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2011-12-31	952036255
2010 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$56,494
Total unrealized appreciation/depreciation of assets	2010-12-31	$56,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,388,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,903,265
Total income from all sources (including contributions)	2010-12-31	$6,310,306
Total of all expenses incurred	2010-12-31	$6,612,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$6,257,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$6,057,432
Value of total assets at end of year	2010-12-31	$7,989,739
Value of total assets at beginning of year	2010-12-31	$7,806,842
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$355,466
Total interest from all sources	2010-12-31	$5,052
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$113,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$113,738
Administrative expenses professional fees incurred	2010-12-31	$119,206
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$825,806
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$55,154
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$45,742
Other income not declared elsewhere	2010-12-31	$77,590
Administrative expenses (other) incurred	2010-12-31	$43,177
Liabilities. Value of operating payables at end of year	2010-12-31	$199,378
Liabilities. Value of operating payables at beginning of year	2010-12-31	$221,973
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	$-302,167
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,601,410
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,903,577
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,049,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,879,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$425,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$513,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$513,641
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$5,052
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$4,298,040
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	$5,231,626
Employer contributions (assets) at end of year	2010-12-31	$458,956
Employer contributions (assets) at beginning of year	2010-12-31	$367,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,958,967
Contract administrator fees	2010-12-31	$193,083
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$3,188,951
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$2,681,292
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
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	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2010-12-31	952036255

Form 5500 Responses for INLAND EMPIRE IBEW-NECA HEALTH PLAN

2022: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: INLAND EMPIRE IBEW-NECA HEALTH PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	678
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $99,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

SEE FOOTNOTE

Policy instance

Insurance contract or identification number	SEE FOOTNOTE
Number of Individuals Covered	19
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $43,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1003
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,197
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,680,227
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,197
Insurance broker organization code?	3

UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )

Policy contract number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	340
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $59,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

24-000114-00

Policy instance

Insurance contract or identification number	24-000114-00
Number of Individuals Covered	719
Insurance policy start date	2021-02-01
Insurance policy end date	2022-01-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $34,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	488
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Welfare Benefit Premiums Paid to Carrier	USD $424,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1013
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $5,119,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

24-000114-00

Policy instance

Insurance contract or identification number	24-000114-00
Number of Individuals Covered	719
Insurance policy start date	2021-02-01
Insurance policy end date	2022-01-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $34,933
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

SEE FOOTNOTE

Policy instance

Insurance contract or identification number	SEE FOOTNOTE
Number of Individuals Covered	24
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $35,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	662
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 $89,645
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	371
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $63,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	406
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $19,822
Welfare Benefit Premiums Paid to Carrier	USD $396,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,822
Insurance broker organization code?	3

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

170253

Policy instance

Insurance contract or identification number	170253
Number of Individuals Covered	369
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	679
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 $93,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69827S

Policy instance

Insurance contract or identification number	69827S
Number of Individuals Covered	24
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $107,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1036
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,420,068
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	418
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $19,290
Welfare Benefit Premiums Paid to Carrier	USD $385,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,290
Insurance broker organization code?	3

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

24-000114-00

Policy instance

Insurance contract or identification number	24-000114-00
Number of Individuals Covered	645
Insurance policy start date	2020-02-01
Insurance policy end date	2021-01-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $32,088
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	449
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $71,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69827S

Policy instance

Insurance contract or identification number	69827S
Number of Individuals Covered	24
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $96,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

24-000114-00

Policy instance

Insurance contract or identification number	24-000114-00
Number of Individuals Covered	775
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $34,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

170253

Policy instance

Insurance contract or identification number	170253
Number of Individuals Covered	345
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1071
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,443,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	406
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $19,435
Welfare Benefit Premiums Paid to Carrier	USD $388,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,435
Insurance broker organization code?	3

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	653
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 $85,455
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	497
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $75,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	384
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $17,572
Welfare Benefit Premiums Paid to Carrier	USD $351,478
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,572
Insurance broker organization code?	3

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

24-000114-00

Policy instance

Insurance contract or identification number	24-000114-00
Number of Individuals Covered	737
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $33,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69827S

Policy instance

Insurance contract or identification number	69827S
Number of Individuals Covered	28
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $105,570
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	631
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 $78,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1094
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,444,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

170253

Policy instance

Insurance contract or identification number	170253
Number of Individuals Covered	364
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Welfare Benefit Premiums Paid to Carrier	USD $10,252
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	534
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $80,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	638
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 $79,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

24-000114-00

Policy instance

Insurance contract or identification number	24-000114-00
Number of Individuals Covered	717
Insurance policy start date	2017-09-01
Insurance policy end date	2018-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $13,826
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	754
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $16,075
Welfare Benefit Premiums Paid to Carrier	USD $321,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,075
Insurance broker organization code?	3
Insurance broker name	ONESOURCE STOPLOSS INS. MARKETING

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1179
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,497,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )

Policy contract number

N024L8

Policy instance

Insurance contract or identification number	N024L8
Number of Individuals Covered	745
Insurance policy start date	2017-01-01
Insurance policy end date	2017-08-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $20,074
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	583
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $86,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69827S

Policy instance

Insurance contract or identification number	69827S
Number of Individuals Covered	27
Insurance policy start date	2017-01-20
Insurance policy end date	2017-12-31
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $96,937
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1224
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $5,447,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	363
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $12,293
Welfare Benefit Premiums Paid to Carrier	USD $245,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,293
Insurance broker organization code?	3
Insurance broker name	ONESOURCE STOPLOSS INS. MARKETING

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

170253

Policy instance

Insurance contract or identification number	170253
Number of Individuals Covered	787
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $9,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SEE FOOTNOTE

Policy instance

Insurance contract or identification number	SEE FOOTNOTE
Number of Individuals Covered	697
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $75,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	623
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

69827S

Policy instance

Insurance contract or identification number	69827S
Number of Individuals Covered	25
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $89,842
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	626
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $94,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )

Policy contract number

698275

Policy instance

Insurance contract or identification number	698275
Number of Individuals Covered	27
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Health Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $78,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SEE FOOTNOTE

Policy instance

Insurance contract or identification number	SEE FOOTNOTE
Number of Individuals Covered	778
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $79,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	292
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )

Policy contract number

170253

Policy instance

Insurance contract or identification number	170253
Number of Individuals Covered	785
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $9,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	332
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $10,358
Welfare Benefit Premiums Paid to Carrier	USD $207,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,358
Insurance broker organization code?	3
Insurance broker name	ONESOURCE STOPLOSS INS. MARKETING

UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )

Policy contract number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	631
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $98,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

004262

Policy instance

Insurance contract or identification number	004262
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1329
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $7,073,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1279
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,990,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	288
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	338
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $9,058
Welfare Benefit Premiums Paid to Carrier	USD $181,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,058
Insurance broker organization code?	3
Insurance broker name	ONE SOURCE STOPLOSS INS. MARKETING

UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

004262

Policy instance

Insurance contract or identification number	004262
Number of Individuals Covered	33
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $124,428
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	646
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $95,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SEE FOOTNOTE

Policy instance

Insurance contract or identification number	SEE FOOTNOTE
Number of Individuals Covered	775
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $75,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	277
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

004262

Policy instance

Insurance contract or identification number	004262
Number of Individuals Covered	34
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $114,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	343
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $7,823
Welfare Benefit Premiums Paid to Carrier	USD $156,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,823
Insurance broker organization code?	3
Insurance broker name	ONE SOURCE STOPLOSS INS. MARKETING

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SEE FOOTNOTE

Policy instance

Insurance contract or identification number	SEE FOOTNOTE
Number of Individuals Covered	744
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $69,971
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	599
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $91,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1250
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,656,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL18215

Policy instance

Insurance contract or identification number	HCL18215
Number of Individuals Covered	311
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,420
Welfare Benefit Premiums Paid to Carrier	USD $128,397
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	581
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $92,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

004262

Policy instance

Insurance contract or identification number	004262
Number of Individuals Covered	36
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $99,649
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

SEE FOOTNOTE

Policy instance

Insurance contract or identification number	SEE FOOTNOTE
Number of Individuals Covered	697
Insurance policy start date	2011-02-01
Insurance policy end date	2011-12-31
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	AD&D; DEPENDENT LIFE
Welfare Benefit Premiums Paid to Carrier	USD $54,998
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1161
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,910,368
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

633873

Policy instance

Insurance contract or identification number	633873
Number of Individuals Covered	671
Insurance policy start date	2011-01-01
Insurance policy end date	2011-01-31
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: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	242
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Vision Insurance Welfare Benefit	Yes
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 number

740121-000

Policy instance

Insurance contract or identification number	740121-000
Number of Individuals Covered	505
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $85,713
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

633873

Policy instance

Insurance contract or identification number	633873
Number of Individuals Covered	658
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

004262

Policy instance

Insurance contract or identification number	004262
Number of Individuals Covered	39
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $104,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )

Policy contract number

00115548

Policy instance

Insurance contract or identification number	00115548
Number of Individuals Covered	206
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Vision Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )

Policy contract number

112464

Policy instance

Insurance contract or identification number	112464
Number of Individuals Covered	1038
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,107,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )

Policy contract number

9960-5610

Policy instance

Insurance contract or identification number	9960-5610
Number of Individuals Covered	216
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,019
Total amount of fees paid to insurance company	USD $15,039
Welfare Benefit Premiums Paid to Carrier	USD $120,310
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,019
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION OVERRIDE TO GREENWOOD INTERNATIONAL
Insurance broker organization code?	3
Insurance broker name	STARR GLOBAL ACCIDENT & HEALTH

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Company Name:	BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH
Employer identification number (EIN):	330544202
NAIC Classification:	238210
NAIC Description:	Electrical Contractors and Other Wiring Installation Contractors