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SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 401k Plan overview

Plan NameSHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST
Plan identification number 501

SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

401k Sponsoring company profile

SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST
Employer identification number (EIN):454844178
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ANNEMIEKE TOMEY LINDA JENNINGS2018-10-10
5012016-01-01ANNEMIEKE TOMEY LINDA JENNINGS2017-07-25
5012015-01-01ANNEMIEKE TOMEY LINDA JENNINGS2016-10-13
5012014-01-01ANNEMIEKE TOMEY LINDA JENNINGS2015-10-12
5012013-01-01ANNEMIEKE TOMEY JOE POWELL2014-10-10
5012012-01-01ANNEMIEKE TOMEY JOE POWELL2014-05-16
5012011-09-01SANDY S. GARCIA SANDY S. GARCIA2012-10-15

Plan Statistics for SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST

401k plan membership statisitcs for SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST

Measure Date Value
2022: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-011,054
Total number of active participants reported on line 7a of the Form 55002022-01-01837
Number of retired or separated participants receiving benefits2022-01-01149
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-01987
Total participants2022-01-01987
Number of employers contributing to the scheme2022-01-0140
2021: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01907
Total number of active participants reported on line 7a of the Form 55002021-01-01867
Number of retired or separated participants receiving benefits2021-01-01154
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-011,054
Total participants2021-01-011,054
Number of employers contributing to the scheme2021-01-0191
2020: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01995
Total number of active participants reported on line 7a of the Form 55002020-01-01736
Number of retired or separated participants receiving benefits2020-01-01171
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01907
Total participants2020-01-01907
Number of employers contributing to the scheme2020-01-0193
2019: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01830
Total number of active participants reported on line 7a of the Form 55002019-01-01788
Number of retired or separated participants receiving benefits2019-01-01173
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-01962
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0133
Total participants2019-01-01995
Number of employers contributing to the scheme2019-01-0193
2018: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-011,518
Total number of active participants reported on line 7a of the Form 55002018-01-01647
Number of retired or separated participants receiving benefits2018-01-01183
Total of all active and inactive participants2018-01-01830
2017: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-011,389
Total number of active participants reported on line 7a of the Form 55002017-01-01743
Number of retired or separated participants receiving benefits2017-01-01186
Total of all active and inactive participants2017-01-01929
2016: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01895
Total number of active participants reported on line 7a of the Form 55002016-01-01655
Number of retired or separated participants receiving benefits2016-01-01194
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-01850
Total participants2016-01-01850
2015: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-011,153
Total number of active participants reported on line 7a of the Form 55002015-01-01694
Number of retired or separated participants receiving benefits2015-01-01200
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01901
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0132
Total participants2015-01-01933
2014: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01970
Total number of active participants reported on line 7a of the Form 55002014-01-01652
Number of retired or separated participants receiving benefits2014-01-01200
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0125
Total participants2014-01-01878
2013: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01967
Total number of active participants reported on line 7a of the Form 55002013-01-01546
Number of retired or separated participants receiving benefits2013-01-01198
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0132
Total participants2013-01-01786
2012: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-011,100
Total number of active participants reported on line 7a of the Form 55002012-01-011,100
Number of retired or separated participants receiving benefits2012-01-01200
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,306
2011: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-09-010
Total number of active participants reported on line 7a of the Form 55002011-09-01455
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-01455
Number of participants with account balances2011-09-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-010
Number of employers contributing to the scheme2011-09-0138

Financial Data on SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST

Measure Date Value
2022 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,786,441
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,794,684
Total income from all sources (including contributions)2022-12-31$15,569,373
Total of all expenses incurred2022-12-31$13,383,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,925,326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,863,595
Value of total assets at end of year2022-12-31$15,450,102
Value of total assets at beginning of year2022-12-31$13,272,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$458,103
Total interest from all sources2022-12-31$17,543
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$79,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$79,030
Administrative expenses professional fees incurred2022-12-31$55,879
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$940,165
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,155,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,096
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,986
Other income not declared elsewhere2022-12-31$2,534
Administrative expenses (other) incurred2022-12-31$29,838
Liabilities. Value of operating payables at end of year2022-12-31$16,634
Liabilities. Value of operating payables at beginning of year2022-12-31$26,364
Total non interest bearing cash at end of year2022-12-31$11,088,428
Total non interest bearing cash at beginning of year2022-12-31$9,603,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$2,185,944
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,663,661
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,477,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,963,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,348,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$157,217
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$102,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$102,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17,543
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$12,445,038
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-393,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,767,514
Employer contributions (assets) at end of year2022-12-31$1,235,896
Employer contributions (assets) at beginning of year2022-12-31$1,211,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$480,288
Contract administrator fees2022-12-31$356,510
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,769,807
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$1,768,320
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,794,684
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,576,919
Total income from all sources (including contributions)2021-12-31$14,683,512
Total of all expenses incurred2021-12-31$12,433,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,040,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$14,553,439
Value of total assets at end of year2021-12-31$13,272,401
Value of total assets at beginning of year2021-12-31$10,804,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$392,745
Total interest from all sources2021-12-31$10,367
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$68,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$68,017
Administrative expenses professional fees incurred2021-12-31$70,808
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,018,919
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,033,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,168
Other income not declared elsewhere2021-12-31$5,987
Administrative expenses (other) incurred2021-12-31$20,325
Liabilities. Value of operating payables at end of year2021-12-31$26,364
Liabilities. Value of operating payables at beginning of year2021-12-31$17,174
Total non interest bearing cash at end of year2021-12-31$9,603,698
Total non interest bearing cash at beginning of year2021-12-31$7,465,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,250,303
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,477,717
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,227,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$14,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,348,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,234,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$102,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$116,889
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$116,889
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,367
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$11,625,379
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$45,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$12,501,028
Employer contributions (assets) at end of year2021-12-31$1,211,861
Employer contributions (assets) at beginning of year2021-12-31$983,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$415,085
Contract administrator fees2021-12-31$287,209
Liabilities. Value of benefit claims payable at end of year2021-12-31$1,768,320
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,559,745
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,576,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,640,053
Total income from all sources (including contributions)2020-12-31$14,454,026
Total of all expenses incurred2020-12-31$12,439,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,059,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,227,025
Value of total assets at end of year2020-12-31$10,804,333
Value of total assets at beginning of year2020-12-31$8,853,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$379,997
Total interest from all sources2020-12-31$17,624
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$47,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$47,699
Administrative expenses professional fees incurred2020-12-31$72,665
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,128,274
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,043,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,942
Other income not declared elsewhere2020-12-31$58,766
Administrative expenses (other) incurred2020-12-31$19,518
Liabilities. Value of operating payables at end of year2020-12-31$17,174
Liabilities. Value of operating payables at beginning of year2020-12-31$3,623
Total non interest bearing cash at end of year2020-12-31$7,465,771
Total non interest bearing cash at beginning of year2020-12-31$5,610,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,014,387
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,227,414
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,213,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,234,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,977,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$116,889
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$187,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$187,106
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$17,624
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$11,718,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$102,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,055,498
Employer contributions (assets) at end of year2020-12-31$983,854
Employer contributions (assets) at beginning of year2020-12-31$1,075,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$340,752
Contract administrator fees2020-12-31$274,194
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,559,745
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,636,430
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,640,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,640,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,404,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,404,319
Total income from all sources (including contributions)2019-12-31$12,857,183
Total income from all sources (including contributions)2019-12-31$12,857,183
Total of all expenses incurred2019-12-31$11,266,734
Total of all expenses incurred2019-12-31$11,266,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,931,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,931,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,606,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,606,329
Value of total assets at end of year2019-12-31$8,853,080
Value of total assets at end of year2019-12-31$8,853,080
Value of total assets at beginning of year2019-12-31$7,026,897
Value of total assets at beginning of year2019-12-31$7,026,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$334,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$334,959
Total interest from all sources2019-12-31$21,455
Total interest from all sources2019-12-31$21,455
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,592
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$62,592
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$62,592
Administrative expenses professional fees incurred2019-12-31$66,047
Administrative expenses professional fees incurred2019-12-31$66,047
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,117,819
Contributions received from participants2019-12-31$1,117,819
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,014,999
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,014,999
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,942
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,440
Other income not declared elsewhere2019-12-31$7,214
Other income not declared elsewhere2019-12-31$7,214
Administrative expenses (other) incurred2019-12-31$20,492
Administrative expenses (other) incurred2019-12-31$20,492
Liabilities. Value of operating payables at end of year2019-12-31$3,623
Liabilities. Value of operating payables at end of year2019-12-31$3,623
Liabilities. Value of operating payables at beginning of year2019-12-31$11,039
Liabilities. Value of operating payables at beginning of year2019-12-31$11,039
Total non interest bearing cash at end of year2019-12-31$5,610,098
Total non interest bearing cash at end of year2019-12-31$5,610,098
Total non interest bearing cash at beginning of year2019-12-31$4,298,368
Total non interest bearing cash at beginning of year2019-12-31$4,298,368
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,590,449
Value of net income/loss2019-12-31$1,590,449
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,213,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,213,027
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,622,578
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,622,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,351
Investment advisory and management fees2019-12-31$13,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,977,039
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,977,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,774,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$187,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$187,106
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$180,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$180,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$180,318
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$180,318
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,455
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$10,497,690
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$10,497,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$159,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$159,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,473,511
Contributions received in cash from employer2019-12-31$10,473,511
Employer contributions (assets) at end of year2019-12-31$1,075,895
Employer contributions (assets) at end of year2019-12-31$1,075,895
Employer contributions (assets) at beginning of year2019-12-31$769,778
Employer contributions (assets) at beginning of year2019-12-31$769,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$434,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$434,085
Contract administrator fees2019-12-31$235,069
Contract administrator fees2019-12-31$235,069
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,636,430
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,636,430
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,393,280
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,393,280
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,404,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,515,593
Total income from all sources (including contributions)2018-12-31$12,275,719
Total of all expenses incurred2018-12-31$11,501,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$11,227,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$12,290,289
Value of total assets at end of year2018-12-31$7,026,897
Value of total assets at beginning of year2018-12-31$6,364,153
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$274,415
Total interest from all sources2018-12-31$11,108
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$56,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$56,927
Administrative expenses professional fees incurred2018-12-31$33,909
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,027,971
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,046,551
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$-54,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,002
Other income not declared elsewhere2018-12-31$1,052
Administrative expenses (other) incurred2018-12-31$18,727
Liabilities. Value of operating payables at end of year2018-12-31$11,039
Liabilities. Value of operating payables at beginning of year2018-12-31$29,693
Total non interest bearing cash at end of year2018-12-31$4,298,368
Total non interest bearing cash at beginning of year2018-12-31$3,799,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$774,018
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,622,578
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,848,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$13,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,774,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,509,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$180,318
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$136,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$136,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11,108
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$10,888,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-83,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,215,767
Employer contributions (assets) at end of year2018-12-31$769,778
Employer contributions (assets) at beginning of year2018-12-31$917,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$393,571
Contract administrator fees2018-12-31$208,139
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,393,280
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,485,900
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,515,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,231,426
Total income from all sources (including contributions)2017-12-31$11,375,413
Total of all expenses incurred2017-12-31$9,994,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,742,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,261,429
Value of total assets at end of year2017-12-31$6,364,153
Value of total assets at beginning of year2017-12-31$4,698,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$251,506
Total interest from all sources2017-12-31$3,446
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$39,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$39,936
Administrative expenses professional fees incurred2017-12-31$43,463
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$996,625
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,078,549
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$287,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,764
Other income not declared elsewhere2017-12-31$1,777
Administrative expenses (other) incurred2017-12-31$14,936
Liabilities. Value of operating payables at end of year2017-12-31$29,693
Liabilities. Value of operating payables at beginning of year2017-12-31$3,572
Total non interest bearing cash at end of year2017-12-31$3,799,318
Total non interest bearing cash at beginning of year2017-12-31$2,925,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,381,381
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,848,560
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,467,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$11,131
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,509,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$964,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$136,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$84,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$84,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,446
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$9,126,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$68,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$9,186,255
Employer contributions (assets) at end of year2017-12-31$917,152
Employer contributions (assets) at beginning of year2017-12-31$722,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$328,904
Contract administrator fees2017-12-31$181,976
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,485,900
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,227,854
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,231,426
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,276,175
Total income from all sources (including contributions)2016-12-31$9,748,270
Total of all expenses incurred2016-12-31$9,442,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,207,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,696,202
Value of total assets at end of year2016-12-31$4,698,605
Value of total assets at beginning of year2016-12-31$4,437,408
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$234,963
Total interest from all sources2016-12-31$1,368
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,911
Administrative expenses professional fees incurred2016-12-31$37,795
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$987,052
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$905,242
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$-33,573
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,488
Other income not declared elsewhere2016-12-31$5,337
Administrative expenses (other) incurred2016-12-31$18,650
Liabilities. Value of operating payables at end of year2016-12-31$3,572
Liabilities. Value of operating payables at beginning of year2016-12-31$5,403
Total non interest bearing cash at end of year2016-12-31$2,925,147
Total non interest bearing cash at beginning of year2016-12-31$3,200,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$305,946
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,467,179
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,161,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,455
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$964,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$463,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$84,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$46,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$46,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,368
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$9,240,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$25,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,803,908
Employer contributions (assets) at end of year2016-12-31$722,644
Employer contributions (assets) at beginning of year2016-12-31$723,686
Contract administrator fees2016-12-31$171,063
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,227,854
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,270,772
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-11,836
Total unrealized appreciation/depreciation of assets2015-12-31$-11,836
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,276,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,303,068
Total income from all sources (including contributions)2015-12-31$10,030,483
Total of all expenses incurred2015-12-31$9,162,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,907,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,026,329
Value of total assets at end of year2015-12-31$4,437,408
Value of total assets at beginning of year2015-12-31$3,596,741
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$255,874
Total interest from all sources2015-12-31$1,488
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,562
Administrative expenses professional fees incurred2015-12-31$87,513
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$959,529
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$945,123
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$-18,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,488
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,323
Other income not declared elsewhere2015-12-31$940
Administrative expenses (other) incurred2015-12-31$25,033
Liabilities. Value of operating payables at end of year2015-12-31$5,403
Liabilities. Value of operating payables at beginning of year2015-12-31$4,498
Total non interest bearing cash at end of year2015-12-31$3,200,092
Total non interest bearing cash at beginning of year2015-12-31$2,410,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$867,560
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,161,233
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,293,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$463,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$466,006
Interest earned on other investments2015-12-31$1,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$46,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$46,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$46,261
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$8,925,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$8,121,677
Employer contributions (assets) at end of year2015-12-31$723,686
Employer contributions (assets) at beginning of year2015-12-31$672,814
Contract administrator fees2015-12-31$139,476
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,270,772
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,298,570
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,112
Total unrealized appreciation/depreciation of assets2014-12-31$3,112
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,303,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,026,913
Total income from all sources (including contributions)2014-12-31$8,632,562
Total of all expenses incurred2014-12-31$7,970,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,688,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,614,241
Value of total assets at end of year2014-12-31$3,596,741
Value of total assets at beginning of year2014-12-31$2,658,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$282,397
Total interest from all sources2014-12-31$1,779
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$12,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$12,052
Administrative expenses professional fees incurred2014-12-31$162,957
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$986,184
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$784,149
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$280,081
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,609
Other income not declared elsewhere2014-12-31$1,378
Administrative expenses (other) incurred2014-12-31$8,292
Liabilities. Value of operating payables at end of year2014-12-31$4,498
Liabilities. Value of operating payables at beginning of year2014-12-31$8,424
Total non interest bearing cash at end of year2014-12-31$2,410,337
Total non interest bearing cash at beginning of year2014-12-31$2,143,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$661,682
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,293,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,631,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$466,006
Interest earned on other investments2014-12-31$1,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$46,261
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$7,408,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,843,908
Employer contributions (assets) at end of year2014-12-31$672,814
Employer contributions (assets) at beginning of year2014-12-31$514,008
Contract administrator fees2014-12-31$108,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,298,570
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,018,489
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,026,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,077,516
Total income from all sources (including contributions)2013-12-31$8,131,661
Total of all expenses incurred2013-12-31$7,231,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$6,899,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,122,038
Value of total assets at end of year2013-12-31$2,658,904
Value of total assets at beginning of year2013-12-31$1,809,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$331,605
Total interest from all sources2013-12-31$2,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$208,050
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$891,920
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$696,517
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$-59,027
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,008
Other income not declared elsewhere2013-12-31$7,285
Administrative expenses (other) incurred2013-12-31$32,358
Liabilities. Value of operating payables at end of year2013-12-31$8,424
Total non interest bearing cash at end of year2013-12-31$2,143,287
Total non interest bearing cash at beginning of year2013-12-31$1,250,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$900,261
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,631,991
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$731,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Interest earned on other investments2013-12-31$2,338
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,958,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,533,601
Employer contributions (assets) at end of year2013-12-31$514,008
Employer contributions (assets) at beginning of year2013-12-31$556,793
Contract administrator fees2013-12-31$91,197
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,018,489
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,077,516
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,077,516
Total income from all sources (including contributions)2012-12-31$4,960,523
Total of all expenses incurred2012-12-31$4,311,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,138,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,959,078
Value of total assets at end of year2012-12-31$1,821,514
Value of total assets at beginning of year2012-12-31$94,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$172,393
Total interest from all sources2012-12-31$999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$114,521
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$419,337
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$547,220
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,077,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,008
Other income not declared elsewhere2012-12-31$446
Administrative expenses (other) incurred2012-12-31$2,080
Total non interest bearing cash at end of year2012-12-31$1,250,445
Total non interest bearing cash at beginning of year2012-12-31$94,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$649,283
Value of net assets at end of year (total assets less liabilities)2012-12-31$743,998
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$94,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest earned on other investments2012-12-31$999
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,061,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,992,521
Employer contributions (assets) at end of year2012-12-31$569,061
Contract administrator fees2012-12-31$55,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,077,516
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$94,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$94,715
Value of total assets at end of year2011-12-31$94,715
Value of total assets at beginning of year2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Total non interest bearing cash at end of year2011-12-31$94,715
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$94,715
Value of net assets at end of year (total assets less liabilities)2011-12-31$94,715
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$94,715
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No

Form 5500 Responses for SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST

2022: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SHEET METAL WORKERS LOCAL 206 HEALTH BENEFIT TRUST 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01First time form 5500 has been submittedYes
2011-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number245860
Policy instance 2
Insurance contract or identification number245860
Number of Individuals Covered443
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,004,300
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered872
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,317,675
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 number245860
Policy instance 2
Insurance contract or identification number245860
Number of Individuals Covered399
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,959,357
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered983
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,953,025
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 1
Insurance contract or identification number0478831
Number of Individuals Covered725
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $720,541
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 number231359
Policy instance 2
Insurance contract or identification number231359
Number of Individuals Covered1024
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,101,776
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 number245860
Policy instance 3
Insurance contract or identification number245860
Number of Individuals Covered437
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,494,472
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 1
Insurance contract or identification number0478831
Number of Individuals Covered763
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $607,136
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 number231359
Policy instance 2
Insurance contract or identification number231359
Number of Individuals Covered1060
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,952,626
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 number245861
Policy instance 3
Insurance contract or identification number245861
Number of Individuals Covered456
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,345,006
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered1012
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,236,276
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 number245861
Policy instance 2
Insurance contract or identification number245861
Number of Individuals Covered462
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,745,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 3
Insurance contract or identification number0478831
Number of Individuals Covered768
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $496,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 4
Insurance contract or identification number0478831
Number of Individuals Covered768
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 5
Insurance contract or identification number0478831
Number of Individuals Covered778
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $53,428
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 5
Insurance contract or identification number0478831
Number of Individuals Covered730
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 4
Insurance contract or identification number0478831
Number of Individuals Covered718
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $117,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 3
Insurance contract or identification number0478831
Number of Individuals Covered718
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $454,232
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 number245860
Policy instance 2
Insurance contract or identification number245860
Number of Individuals Covered486
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,935,822
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered444
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,367,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 5
Insurance contract or identification number0478831
Number of Individuals Covered701
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 4
Insurance contract or identification number0478831
Number of Individuals Covered688
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 3
Insurance contract or identification number0478831
Number of Individuals Covered690
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $440,551
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 number245860
Policy instance 2
Insurance contract or identification number245860
Number of Individuals Covered515
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,649,373
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered432
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,277,175
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered623
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,412,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number245860
Policy instance 2
Insurance contract or identification number245860
Number of Individuals Covered1065
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,338,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 3
Insurance contract or identification number0478831
Number of Individuals Covered1379
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $360,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 4
Insurance contract or identification number0478831
Number of Individuals Covered1377
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 5
Insurance contract or identification number0478831
Number of Individuals Covered1389
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,917
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered243
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,861,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number245860
Policy instance 2
Insurance contract or identification number245860
Number of Individuals Covered472
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,603,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 3
Insurance contract or identification number0478831
Number of Individuals Covered523
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $304,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 4
Insurance contract or identification number0478831
Number of Individuals Covered523
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $80,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 5
Insurance contract or identification number0478831
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,260
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 5
Insurance contract or identification number0478831
Number of Individuals Covered693
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,183
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 4
Insurance contract or identification number0478831
Number of Individuals Covered693
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0478831
Policy instance 3
Insurance contract or identification number0478831
Number of Individuals Covered693
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number245860
Policy instance 2
Insurance contract or identification number245860
Number of Individuals Covered584
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,824,681
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 number231359
Policy instance 1
Insurance contract or identification number231359
Number of Individuals Covered302
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,031,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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