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STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 401k Plan overview

Plan NameSTANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN
Plan identification number 516

STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Severance pay
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

STANDARD INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:STANDARD INSURANCE COMPANY
Employer identification number (EIN):930242990
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Additional information about STANDARD INSURANCE COMPANY

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 1981-08-26
Company Identification Number: 15532211
Legal Registered Office Address: 500 SW SUBLIMITY BLVD

SUBLIMITY
United States of America (USA)
97385

More information about STANDARD INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5162024-01-01MELISSA JANIAK
5162023-01-01
5162023-01-01
5162023-01-01MELISSA JANIAK
5162023-01-01LACINDA ADE OJO
5162022-01-01
5162022-01-01MELISSA JANIAK
5162021-01-01
5162021-01-01MELISSA JANIAK
5162020-01-01
5162019-01-01
5162018-01-01
5162017-01-01MELISSA JANIAK
5162016-01-01MELISSA JANIAK
5162015-01-01BEN FRASIER
5162014-01-01BEN FRASIER
5162014-01-01BENJAMIN C FRASIER BENJAMIN C FRASIER2015-10-07

Financial Data on STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN

Measure Date Value
2024 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2024 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2024-01-01$-404,325
Total unrealized appreciation/depreciation of assets2024-01-01$-404,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$52,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$75,882
Total income from all sources (including contributions)2024-01-01$446,431
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$948,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$827,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$138,758
Value of total assets at end of year2024-01-01$16,889,773
Value of total assets at beginning of year2024-01-01$17,415,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$121,463
Total interest from all sources2024-01-01$711,998
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01No
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$2,000,000
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2024-01-01$221,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2024-01-01$217,631
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2024-01-01$52,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2024-01-01$75,882
Administrative expenses (other) incurred2024-01-01$29,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$-502,327
Value of net assets at end of year (total assets less liabilities)2024-01-01$16,837,570
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$17,339,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Income. Interest from US Government securities2024-01-01$711,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2024-01-01$916,400
Expenses. Payments to insurance carriers foe the provision of benefits2024-01-01$152,678
Asset value of US Government securities at end of year2024-01-01$15,752,081
Asset value of US Government securities at beginning of year2024-01-01$16,156,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$138,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$674,617
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01No
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01BAKER TILLY US, LLP
Accountancy firm EIN2024-01-01301413443
2023 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$456,911
Total unrealized appreciation/depreciation of assets2023-12-31$456,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$75,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$64,142
Total income from all sources (including contributions)2023-12-31$1,316,634
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,004,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$889,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$141,550
Value of total assets at end of year2023-12-31$17,415,779
Value of total assets at beginning of year2023-12-31$17,091,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$114,412
Total interest from all sources2023-12-31$718,173
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
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$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$217,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$210,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$75,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$64,142
Administrative expenses (other) incurred2023-12-31$36,448
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$1,025
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$312,576
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,339,897
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$17,027,321
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
Income. Interest from US Government securities2023-12-31$718,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,041,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,665,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,665,007
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$156,103
Asset value of US Government securities at end of year2023-12-31$16,156,406
Asset value of US Government securities at beginning of year2023-12-31$15,214,778
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$141,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$733,543
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$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-01$456,911
Total unrealized appreciation/depreciation of assets2023-01-01$456,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$75,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$64,142
Total income from all sources (including contributions)2023-01-01$1,316,634
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,004,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$889,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$141,550
Value of total assets at end of year2023-01-01$17,415,779
Value of total assets at beginning of year2023-01-01$17,091,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$114,412
Total interest from all sources2023-01-01$718,173
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
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$2,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$217,631
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$210,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$75,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$64,142
Administrative expenses (other) incurred2023-01-01$36,448
Total non interest bearing cash at end of year2023-01-01$0
Total non interest bearing cash at beginning of year2023-01-01$1,025
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$312,576
Value of net assets at end of year (total assets less liabilities)2023-01-01$17,339,897
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$17,027,321
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
Income. Interest from US Government securities2023-01-01$718,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$1,041,742
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$156,103
Asset value of US Government securities at end of year2023-01-01$16,156,406
Asset value of US Government securities at beginning of year2023-01-01$15,214,778
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$141,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$733,543
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$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01MOSS ADAMS LLP
Accountancy firm EIN2023-01-01910189318
2022 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,173,986
Total unrealized appreciation/depreciation of assets2022-12-31$-2,173,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$64,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$63,893
Total income from all sources (including contributions)2022-12-31$-1,268,008
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$998,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$918,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$234,179
Value of total assets at end of year2022-12-31$17,091,463
Value of total assets at beginning of year2022-12-31$19,357,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,431
Total interest from all sources2022-12-31$671,799
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$79,431
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$104,208
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$210,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$204,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$64,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$63,893
Total non interest bearing cash at end of year2022-12-31$1,025
Total non interest bearing cash at beginning of year2022-12-31$1,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,266,140
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,027,321
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,293,461
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
Income. Interest from US Government securities2022-12-31$671,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,665,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,762,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,762,601
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$150,017
Asset value of US Government securities at end of year2022-12-31$15,214,778
Asset value of US Government securities at beginning of year2022-12-31$17,388,763
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$129,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$768,684
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$-2,173,986
Total unrealized appreciation/depreciation of assets2022-01-01$-2,173,986
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$64,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$63,893
Total income from all sources (including contributions)2022-01-01$-1,268,008
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$998,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$918,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$234,179
Value of total assets at end of year2022-01-01$17,091,463
Value of total assets at beginning of year2022-01-01$19,357,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$79,431
Total interest from all sources2022-01-01$671,799
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
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$79,431
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$104,208
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$210,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$204,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$64,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$63,893
Total non interest bearing cash at end of year2022-01-01$1,025
Total non interest bearing cash at beginning of year2022-01-01$1,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-2,266,140
Value of net assets at end of year (total assets less liabilities)2022-01-01$17,027,321
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$19,293,461
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
Income. Interest from US Government securities2022-01-01$671,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$1,665,007
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$150,017
Asset value of US Government securities at end of year2022-01-01$15,214,778
Asset value of US Government securities at beginning of year2022-01-01$17,388,763
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$129,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$768,684
Liabilities. Value of benefit claims payable at end of year2022-01-01$0
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01MOSS ADAMS LLP
Accountancy firm EIN2022-01-01910189318
2021 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-216,769
Total unrealized appreciation/depreciation of assets2021-12-31$-216,769
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$63,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$330,074
Total income from all sources (including contributions)2021-12-31$872,351
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,164,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,069,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$408,827
Value of total assets at end of year2021-12-31$19,357,354
Value of total assets at beginning of year2021-12-31$19,915,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$94,624
Total interest from all sources2021-12-31$680,293
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$6,610
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$116,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$204,965
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$229,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$63,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$144,074
Total non interest bearing cash at end of year2021-12-31$1,025
Total non interest bearing cash at beginning of year2021-12-31$1,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-292,008
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,293,461
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,585,469
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
Income. Interest from US Government securities2021-12-31$680,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,762,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$879,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$879,035
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$170,950
Asset value of US Government securities at end of year2021-12-31$17,388,763
Asset value of US Government securities at beginning of year2021-12-31$18,805,533
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$292,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$898,785
Contract administrator fees2021-12-31$88,014
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$186,000
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$312,126
Total unrealized appreciation/depreciation of assets2020-12-31$312,126
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$330,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$474,028
Total income from all sources (including contributions)2020-12-31$2,284,656
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,840,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,660,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,250,774
Value of total assets at end of year2020-12-31$19,915,543
Value of total assets at beginning of year2020-12-31$20,615,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$179,814
Total interest from all sources2020-12-31$721,756
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$6,589
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$618,882
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$114,117
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$229,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$231,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$144,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$299,428
Administrative expenses (other) incurred2020-12-31$22,000
Total non interest bearing cash at end of year2020-12-31$1,025
Total non interest bearing cash at beginning of year2020-12-31$1,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-555,615
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,585,469
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,141,084
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$0
Income. Interest from US Government securities2020-12-31$721,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$879,035
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,529,589
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,529,589
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$697,396
Asset value of US Government securities at end of year2020-12-31$18,805,533
Asset value of US Government securities at beginning of year2020-12-31$18,853,333
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$517,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,963,061
Contract administrator fees2020-12-31$151,225
Liabilities. Value of benefit claims payable at end of year2020-12-31$186,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$174,600
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$956,598
Total unrealized appreciation/depreciation of assets2019-12-31$956,598
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$474,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$367,271
Total income from all sources (including contributions)2019-12-31$3,022,387
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,816,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,636,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,282,537
Value of total assets at end of year2019-12-31$20,615,112
Value of total assets at beginning of year2019-12-31$20,302,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$179,996
Total interest from all sources2019-12-31$783,252
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$6,587
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$672,088
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$108,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$231,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$251,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$299,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$221,071
Administrative expenses (other) incurred2019-12-31$20,000
Total non interest bearing cash at end of year2019-12-31$1,025
Total non interest bearing cash at beginning of year2019-12-31$1,025
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$205,890
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,141,084
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,935,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Income. Interest from US Government securities2019-12-31$783,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,529,589
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$960,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$960,725
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$744,605
Asset value of US Government securities at end of year2019-12-31$18,853,333
Asset value of US Government securities at beginning of year2019-12-31$19,088,716
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$501,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,891,896
Contract administrator fees2019-12-31$153,409
Liabilities. Value of benefit claims payable at end of year2019-12-31$174,600
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$146,200
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-792,121
Total unrealized appreciation/depreciation of assets2018-12-31$-792,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$367,271
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,991,000
Total income from all sources (including contributions)2018-12-31$1,037,206
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$-629,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$-769,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,034,306
Value of total assets at end of year2018-12-31$20,302,465
Value of total assets at beginning of year2018-12-31$21,259,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$140,640
Total interest from all sources2018-12-31$789,385
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$6,738
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$817,338
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$119,382
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$251,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$225,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$221,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$5,636
Total non interest bearing cash at end of year2018-12-31$1,025
Total non interest bearing cash at beginning of year2018-12-31$1,007
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$1,666,225
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,935,194
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,268,969
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
Income. Interest from US Government securities2018-12-31$789,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$960,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,039,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,039,496
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$804,238
Asset value of US Government securities at end of year2018-12-31$19,088,716
Asset value of US Government securities at beginning of year2018-12-31$18,994,028
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$97,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$-1,573,897
Contract administrator fees2018-12-31$133,902
Liabilities. Value of benefit claims payable at end of year2018-12-31$146,200
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,991,000
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$599,071
Total unrealized appreciation/depreciation of assets2017-12-31$599,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,991,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,900,767
Total income from all sources (including contributions)2017-12-31$41,284,375
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$40,577,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,854,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$39,902,751
Value of total assets at end of year2017-12-31$21,259,969
Value of total assets at beginning of year2017-12-31$20,462,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,723,040
Total interest from all sources2017-12-31$782,553
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$13,962
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,446,826
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$225,438
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$229,499
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$280,767
Total non interest bearing cash at end of year2017-12-31$1,007
Total non interest bearing cash at beginning of year2017-12-31$1,017
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$706,931
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,268,969
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,562,038
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
Income. Interest from US Government securities2017-12-31$782,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,039,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,336,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,336,168
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$16,441,000
Asset value of US Government securities at end of year2017-12-31$18,994,028
Asset value of US Government securities at beginning of year2017-12-31$18,896,121
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$29,455,925
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$22,413,404
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$1,709,078
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,991,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,620,000
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-560,493
Total unrealized appreciation/depreciation of assets2016-12-31$-560,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,900,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,299,000
Total income from all sources (including contributions)2016-12-31$39,702,634
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$39,847,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,506,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$39,501,589
Value of total assets at end of year2016-12-31$20,462,805
Value of total assets at beginning of year2016-12-31$21,005,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,341,259
Total interest from all sources2016-12-31$761,538
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$3,376
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$10,127,920
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$17,230,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$229,499
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$173,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$280,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$290,812
Total non interest bearing cash at end of year2016-12-31$1,017
Total non interest bearing cash at beginning of year2016-12-31$1,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-144,648
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,562,038
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,706,686
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
Income. Interest from US Government securities2016-12-31$761,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,336,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$792,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$792,031
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$21,275,094
Asset value of US Government securities at end of year2016-12-31$18,896,121
Asset value of US Government securities at beginning of year2016-12-31$18,106,285
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$29,373,669
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,933,110
Contract administrator fees2016-12-31$1,047,071
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,620,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$3,299,000
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-529,365
Total unrealized appreciation/depreciation of assets2015-12-31$-529,365
Total transfer of assets to this plan2015-12-31$22,719,364
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,299,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$35,035,317
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$40,047,995
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$39,906,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$34,728,149
Value of total assets at end of year2015-12-31$21,005,686
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$141,865
Total interest from all sources2015-12-31$836,533
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$3,884
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$9,610,419
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$16,437,964
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$173,247
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$68,298
Total non interest bearing cash at end of year2015-12-31$1,013
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,012,678
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,706,686
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
Income. Interest from US Government securities2015-12-31$836,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$792,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$23,468,166
Asset value of US Government securities at end of year2015-12-31$18,106,285
Asset value of US Government securities at beginning of year2015-12-31$0
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$25,117,730
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,933,110
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$69,683
Liabilities. Value of benefit claims payable at end of year2015-12-31$3,299,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318

Form 5500 Responses for STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN

2023: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: STANDARD INSURANCE CO UMBRELLA HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 1
Insurance contract or identification number292595
Number of Individuals Covered207
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $155,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1876
Policy instance 3
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100573
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 1
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100573
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1876
Policy instance 3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 1
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100573
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1876
Policy instance 3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 3
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 75069 )
Policy contract numberOR144/Z155
Policy instance 4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number513001
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL625541
Policy instance 6
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 7
COUNSELING GLOBAL DOMESTIC (National Association of Insurance Commissioners NAIC id number: 54161 )
Policy contract numberEAP
Policy instance 8
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100573
Policy instance 9
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1876
Policy instance 10
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 11
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 12
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0103734
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number513001
Policy instance 5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 11
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number1876
Policy instance 10
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0103734
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 3
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 75069 )
Policy contract numberOR144/Z155
Policy instance 4
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL625541
Policy instance 6
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 7
BENSINGER DUPONT AND ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberEAP
Policy instance 8
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number100573
Policy instance 9
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL625541
Policy instance 7
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number513001
Policy instance 6
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 75069 )
Policy contract numberOR144/Z155
Policy instance 5
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number245917
Policy instance 2
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 8
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number03104474
Policy instance 9
BENSINGER DUPONT AND ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberEAP
Policy instance 10
WILLAMETTE DENTAL INSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 75069 )
Policy contract numberOR144/Z155
Policy instance 4
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number513001
Policy instance 5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberABL625541
Policy instance 6
BENSINGER DUPONT AND ASSOCIATES (National Association of Insurance Commissioners NAIC id number: 62419 )
Policy contract numberEAP
Policy instance 8
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number292595
Policy instance 7
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0103734
Policy instance 1

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