Logo

HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND 401k Plan overview

Plan NameHEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND
Plan identification number 501

HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, HEALTH PROFESSIONALS STAFF HEALTH has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, HEALTH PROFESSIONALS STAFF HEALTH
Employer identification number (EIN):856411484
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01MILLER KAPLAN ARASE LLP
5012023-01-01
5012023-01-01MILLER KAPLAN ARASE LLP
5012022-01-01
5012022-01-01MILLER KAPLAN ARASE LLP
5012021-01-01
5012021-01-01MILLER KAPLAN ARASE LLP

Financial Data on HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND

Measure Date Value
2023 : HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$6,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$257,105
Total income from all sources (including contributions)2023-12-31$2,700,524
Total of all expenses incurred2023-12-31$2,698,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,603,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,603,126
Value of total assets at end of year2023-12-31$20,797
Value of total assets at beginning of year2023-12-31$269,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$95,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$17,567
Participant contributions at end of year2023-12-31$2,370
Participant contributions at beginning of year2023-12-31$3,194
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$13,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$7,428
Other income not declared elsewhere2023-12-31$97,398
Administrative expenses (other) incurred2023-12-31$75,634
Liabilities. Value of operating payables at end of year2023-12-31$6,692
Liabilities. Value of operating payables at beginning of year2023-12-31$51,907
Total non interest bearing cash at end of year2023-12-31$5,141
Total non interest bearing cash at beginning of year2023-12-31$256,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,207
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,105
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,603,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,585,559
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$2,000
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$205,198
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-12-31952036255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$6,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$257,105
Total income from all sources (including contributions)2023-01-01$2,700,524
Total of all expenses incurred2023-01-01$2,698,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,603,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$2,603,126
Value of total assets at end of year2023-01-01$20,797
Value of total assets at beginning of year2023-01-01$269,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$95,194
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$17,567
Participant contributions at end of year2023-01-01$2,370
Participant contributions at beginning of year2023-01-01$3,194
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$13,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$7,428
Other income not declared elsewhere2023-01-01$97,398
Administrative expenses (other) incurred2023-01-01$75,634
Liabilities. Value of operating payables at end of year2023-01-01$6,692
Liabilities. Value of operating payables at beginning of year2023-01-01$51,907
Total non interest bearing cash at end of year2023-01-01$5,141
Total non interest bearing cash at beginning of year2023-01-01$256,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,207
Value of net assets at end of year (total assets less liabilities)2023-01-01$14,105
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$11,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$2,603,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$2,585,559
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$2,000
Liabilities. Value of benefit claims payable at end of year2023-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$205,198
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-01-01952036255
2022 : HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$257,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$24,124
Total income from all sources (including contributions)2022-12-31$2,454,760
Total of all expenses incurred2022-12-31$2,455,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,364,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,364,866
Value of total assets at end of year2022-12-31$269,003
Value of total assets at beginning of year2022-12-31$36,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$90,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$19,011
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$20,895
Participant contributions at end of year2022-12-31$3,194
Participant contributions at beginning of year2022-12-31$3,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,542
Other income not declared elsewhere2022-12-31$89,894
Administrative expenses (other) incurred2022-12-31$71,712
Liabilities. Value of operating payables at end of year2022-12-31$51,907
Liabilities. Value of operating payables at beginning of year2022-12-31$24,124
Total non interest bearing cash at end of year2022-12-31$256,381
Total non interest bearing cash at beginning of year2022-12-31$24,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-265
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,898
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,163
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
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,364,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$2,343,971
Employer contributions (assets) at end of year2022-12-31$2,000
Employer contributions (assets) at beginning of year2022-12-31$171
Liabilities. Value of benefit claims payable at end of year2022-12-31$205,198
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$257,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$24,124
Total income from all sources (including contributions)2022-01-01$2,454,760
Total of all expenses incurred2022-01-01$2,455,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$2,364,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,364,866
Value of total assets at end of year2022-01-01$269,003
Value of total assets at beginning of year2022-01-01$36,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$90,723
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$19,011
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$20,895
Participant contributions at end of year2022-01-01$3,194
Participant contributions at beginning of year2022-01-01$3,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$7,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$8,542
Other income not declared elsewhere2022-01-01$89,894
Administrative expenses (other) incurred2022-01-01$71,712
Liabilities. Value of operating payables at end of year2022-01-01$51,907
Liabilities. Value of operating payables at beginning of year2022-01-01$24,124
Total non interest bearing cash at end of year2022-01-01$256,381
Total non interest bearing cash at beginning of year2022-01-01$24,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-265
Value of net assets at end of year (total assets less liabilities)2022-01-01$11,898
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$12,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$2,364,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$2,343,971
Employer contributions (assets) at end of year2022-01-01$2,000
Employer contributions (assets) at beginning of year2022-01-01$171
Liabilities. Value of benefit claims payable at end of year2022-01-01$205,198
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-01-01952036255
2021 : HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$24,124
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,236,208
Total of all expenses incurred2021-12-31$2,224,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,133,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,236,208
Value of total assets at end of year2021-12-31$36,287
Value of total assets at beginning of year2021-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$24,544
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$23,700
Participant contributions at end of year2021-12-31$3,127
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$91,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$66,196
Liabilities. Value of operating payables at end of year2021-12-31$24,124
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$24,447
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,163
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,163
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,133,305
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$2,120,891
Employer contributions (assets) at end of year2021-12-31$171
Employer contributions (assets) at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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

Form 5500 Responses for HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND

2023: HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: HEALTH PROFESSIONALS STAFF HEALTH AND WELFARE TRUST FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01First time form 5500 has been submittedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number235085
Policy instance 1
Insurance contract or identification number235085
Number of Individuals Covered311
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,266,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number79413
Policy instance 2
Insurance contract or identification number79413
Number of Individuals Covered54
Insurance policy start date2023-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $858
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21233
Policy instance 3
Insurance contract or identification number21233
Number of Individuals Covered271
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $24,866
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $248,663
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: 00000 )
Policy contract number235085
Policy instance 1
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number79413
Policy instance 2
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21233
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number235085
Policy instance 1
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number79413
Policy instance 2
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number21233
Policy instance 3

Potentially related plans

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

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

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

See full terms and conditions

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