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SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 401k Plan overview

Plan NameSOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND
Plan identification number 501

SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 - has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -
Employer identification number (EIN):956047878
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012024-01-01JON COLEY
5012023-01-01
5012023-01-01JON COLEY
5012022-01-01
5012022-01-01JON COLEY
5012021-01-01
5012021-01-01STEVEN BIGELOW
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01DAVID HENDERSON JOE STEFFAN2018-10-12
5012016-01-01DAVID HENDERSON JOE STEFFAN2017-10-16
5012015-01-01JOE STEFFAN DAVID HENDERSON2016-10-13
5012014-01-01DAVID HENDERSON JOE STEFFAN2015-10-15
5012013-01-01ROBERT LESSIN JOE STEFFAN2014-10-07
5012012-01-01MARTIN CYMBAL2013-10-08
5012011-01-01ROBERT LESSIN MARTIN CYMBAL2012-10-09
5012010-01-01ROBERT LESSIN JOSEPH SHEPPARD2011-10-14
5012009-01-01JOSEPH SHEPPARD ROBERT LESSIN2010-10-14

Plan Statistics for SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND

401k plan membership statisitcs for SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND

Measure Date Value
2023: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2023 401k membership
Total participants, beginning-of-year2023-01-011,087
Total number of active participants reported on line 7a of the Form 55002023-01-011,077
Number of retired or separated participants receiving benefits2023-01-0171
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011,148
Total participants2023-01-011,148
Number of employers contributing to the scheme2023-01-0159
2022: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01578
Total number of active participants reported on line 7a of the Form 55002022-01-011,010
Number of retired or separated participants receiving benefits2022-01-0177
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,087
Total participants2022-01-011,087
Number of employers contributing to the scheme2022-01-0161
2021: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01662
Total number of active participants reported on line 7a of the Form 55002021-01-01497
Number of retired or separated participants receiving benefits2021-01-0181
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01578
Total participants2021-01-01578
Number of employers contributing to the scheme2021-01-0164
2020: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,457
Total number of active participants reported on line 7a of the Form 55002020-01-01606
Number of retired or separated participants receiving benefits2020-01-0156
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01662
Total participants2020-01-01662
Number of employers contributing to the scheme2020-01-0194
2019: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,449
Total number of active participants reported on line 7a of the Form 55002019-01-011,394
Number of retired or separated participants receiving benefits2019-01-0163
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,457
Total participants2019-01-011,457
Number of employers contributing to the scheme2019-01-0179
2018: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,442
Total number of active participants reported on line 7a of the Form 55002018-01-011,378
Number of retired or separated participants receiving benefits2018-01-0171
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,449
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0183
2017: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,413
Total number of active participants reported on line 7a of the Form 55002017-01-011,355
Number of retired or separated participants receiving benefits2017-01-0187
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,442
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0179
2016: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,363
Total number of active participants reported on line 7a of the Form 55002016-01-011,333
Number of retired or separated participants receiving benefits2016-01-0180
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,413
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0180
2015: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,310
Total number of active participants reported on line 7a of the Form 55002015-01-011,285
Number of retired or separated participants receiving benefits2015-01-0178
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,363
Total participants2015-01-011,363
Number of employers contributing to the scheme2015-01-0192
2014: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,301
Total number of active participants reported on line 7a of the Form 55002014-01-011,230
Number of retired or separated participants receiving benefits2014-01-0180
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,310
Total participants2014-01-011,310
Number of employers contributing to the scheme2014-01-0158
2013: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,340
Total number of active participants reported on line 7a of the Form 55002013-01-011,228
Number of retired or separated participants receiving benefits2013-01-0173
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,301
Total participants2013-01-011,301
Number of employers contributing to the scheme2013-01-0183
2012: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,345
Total number of active participants reported on line 7a of the Form 55002012-01-011,292
Number of retired or separated participants receiving benefits2012-01-0148
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,340
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0180
2011: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,322
Total number of active participants reported on line 7a of the Form 55002011-01-011,286
Number of retired or separated participants receiving benefits2011-01-0159
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,345
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0189
2010: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2010 401k membership
Total participants, beginning-of-year2010-01-011,129
Total number of active participants reported on line 7a of the Form 55002010-01-011,265
Number of retired or separated participants receiving benefits2010-01-0157
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,322
Total participants2010-01-011,322
Number of employers contributing to the scheme2010-01-01187
2009: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,534
Total number of active participants reported on line 7a of the Form 55002009-01-011,086
Number of retired or separated participants receiving benefits2009-01-0143
Total of all active and inactive participants2009-01-011,129
Total participants2009-01-011,129
Number of employers contributing to the scheme2009-01-01104

Financial Data on SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND

Measure Date Value
2023 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$7,726,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$6,585,992
Total income from all sources (including contributions)2023-12-31$24,364,717
Total of all expenses incurred2023-12-31$19,005,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$18,184,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$21,597,087
Value of total assets at end of year2023-12-31$34,684,219
Value of total assets at beginning of year2023-12-31$28,184,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$821,094
Total interest from all sources2023-12-31$55,535
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$815,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$815,157
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$616,038
Participant contributions at end of year2023-12-31$7,224
Participant contributions at beginning of year2023-12-31$8,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,188,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$842,489
Other income not declared elsewhere2023-12-31$5,587
Administrative expenses (other) incurred2023-12-31$217,229
Liabilities. Value of operating payables at end of year2023-12-31$247,229
Liabilities. Value of operating payables at beginning of year2023-12-31$233,992
Total non interest bearing cash at end of year2023-12-31$3,609,303
Total non interest bearing cash at beginning of year2023-12-31$3,231,072
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$5,359,618
Value of net assets at end of year (total assets less liabilities)2023-12-31$26,957,990
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$21,598,372
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
Investment advisory and management fees2023-12-31$27,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$24,545,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$19,939,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,222,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,069,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,069,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$55,535
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$13,047,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,891,351
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$20,981,049
Employer contributions (assets) at end of year2023-12-31$4,110,689
Employer contributions (assets) at beginning of year2023-12-31$3,094,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,136,800
Contract administrator fees2023-12-31$249,528
Liabilities. Value of benefit claims payable at end of year2023-12-31$7,479,000
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$6,352,000
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 name2023-12-31MILLER 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$7,726,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$6,585,992
Total income from all sources (including contributions)2023-01-01$24,364,717
Total of all expenses incurred2023-01-01$19,005,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$18,184,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$21,597,087
Value of total assets at end of year2023-01-01$34,684,219
Value of total assets at beginning of year2023-01-01$28,184,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$821,094
Total interest from all sources2023-01-01$55,535
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$815,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$815,157
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$616,038
Participant contributions at end of year2023-01-01$7,224
Participant contributions at beginning of year2023-01-01$8,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,188,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$842,489
Other income not declared elsewhere2023-01-01$5,587
Administrative expenses (other) incurred2023-01-01$217,229
Liabilities. Value of operating payables at end of year2023-01-01$247,229
Liabilities. Value of operating payables at beginning of year2023-01-01$233,992
Total non interest bearing cash at end of year2023-01-01$3,609,303
Total non interest bearing cash at beginning of year2023-01-01$3,231,072
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$5,359,618
Value of net assets at end of year (total assets less liabilities)2023-01-01$26,957,990
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$21,598,372
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
Investment advisory and management fees2023-01-01$27,924
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$24,545,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$19,939,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$1,222,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$55,535
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$13,047,205
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,891,351
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$20,981,049
Employer contributions (assets) at end of year2023-01-01$4,110,689
Employer contributions (assets) at beginning of year2023-01-01$3,094,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$5,136,800
Contract administrator fees2023-01-01$249,528
Liabilities. Value of benefit claims payable at end of year2023-01-01$7,479,000
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$6,352,000
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 name2023-01-01MILLER KAPLAN ARASE LLP
Accountancy firm EIN2023-01-01952036255
2022 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,585,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,632,202
Total income from all sources (including contributions)2022-12-31$15,401,752
Total of all expenses incurred2022-12-31$17,180,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,464,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$17,906,036
Value of total assets at end of year2022-12-31$28,184,364
Value of total assets at beginning of year2022-12-31$28,008,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$715,648
Total interest from all sources2022-12-31$16,218
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$640,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$640,763
Administrative expenses professional fees incurred2022-12-31$211,905
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$596,299
Participant contributions at end of year2022-12-31$8,499
Participant contributions at beginning of year2022-12-31$27,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$842,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,787,525
Other income not declared elsewhere2022-12-31$5,999
Administrative expenses (other) incurred2022-12-31$234,104
Liabilities. Value of operating payables at end of year2022-12-31$233,992
Liabilities. Value of operating payables at beginning of year2022-12-31$204,202
Total non interest bearing cash at end of year2022-12-31$3,231,072
Total non interest bearing cash at beginning of year2022-12-31$3,033,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,778,306
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,598,372
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,376,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,939,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$19,765,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,069,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,056,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,056,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$16,218
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$11,472,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,167,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,309,737
Employer contributions (assets) at end of year2022-12-31$3,094,071
Employer contributions (assets) at beginning of year2022-12-31$2,339,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,991,455
Contract administrator fees2022-12-31$242,262
Liabilities. Value of benefit claims payable at end of year2022-12-31$6,352,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$4,428,000
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$6,585,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$4,632,202
Total income from all sources (including contributions)2022-01-01$15,401,752
Total of all expenses incurred2022-01-01$17,180,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$16,464,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$17,906,036
Value of total assets at end of year2022-01-01$28,184,364
Value of total assets at beginning of year2022-01-01$28,008,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$715,648
Total interest from all sources2022-01-01$16,218
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$640,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$640,763
Administrative expenses professional fees incurred2022-01-01$211,905
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$596,299
Participant contributions at end of year2022-01-01$8,499
Participant contributions at beginning of year2022-01-01$27,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$842,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$1,787,525
Other income not declared elsewhere2022-01-01$5,999
Administrative expenses (other) incurred2022-01-01$234,104
Liabilities. Value of operating payables at end of year2022-01-01$233,992
Liabilities. Value of operating payables at beginning of year2022-01-01$204,202
Total non interest bearing cash at end of year2022-01-01$3,231,072
Total non interest bearing cash at beginning of year2022-01-01$3,033,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,778,306
Value of net assets at end of year (total assets less liabilities)2022-01-01$21,598,372
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$23,376,678
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
Investment advisory and management fees2022-01-01$27,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$19,939,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$19,765,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$1,069,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$16,218
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$11,472,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,167,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
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$17,309,737
Employer contributions (assets) at end of year2022-01-01$3,094,071
Employer contributions (assets) at beginning of year2022-01-01$2,339,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$4,991,455
Contract administrator fees2022-01-01$242,262
Liabilities. Value of benefit claims payable at end of year2022-01-01$6,352,000
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$4,428,000
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 name2022-01-01MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-01-01952036255
2021 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,632,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,619,524
Total income from all sources (including contributions)2021-12-31$12,498,410
Total of all expenses incurred2021-12-31$11,317,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,675,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,972,964
Value of total assets at end of year2021-12-31$28,008,880
Value of total assets at beginning of year2021-12-31$25,815,073
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$642,219
Total interest from all sources2021-12-31$255
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$796,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$796,825
Administrative expenses professional fees incurred2021-12-31$183,748
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$921,473
Participant contributions at end of year2021-12-31$27,072
Participant contributions at beginning of year2021-12-31$57,211
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,787,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$126,350
Other income not declared elsewhere2021-12-31$1,435,561
Administrative expenses (other) incurred2021-12-31$189,369
Liabilities. Value of operating payables at end of year2021-12-31$204,202
Liabilities. Value of operating payables at beginning of year2021-12-31$200,434
Total non interest bearing cash at end of year2021-12-31$3,033,182
Total non interest bearing cash at beginning of year2021-12-31$1,574,498
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$1,181,129
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,376,678
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,195,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$26,840
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$19,765,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$21,875,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,056,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,056,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,056,224
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$255
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$5,782,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,292,805
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$8,051,491
Employer contributions (assets) at end of year2021-12-31$2,339,082
Employer contributions (assets) at beginning of year2021-12-31$1,124,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,893,002
Contract administrator fees2021-12-31$242,262
Liabilities. Value of benefit claims payable at end of year2021-12-31$4,428,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$3,419,090
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,619,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,658,962
Total income from all sources (including contributions)2020-12-31$12,542,861
Total of all expenses incurred2020-12-31$13,446,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,754,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,244,645
Value of total assets at end of year2020-12-31$25,815,073
Value of total assets at beginning of year2020-12-31$31,757,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$691,032
Total interest from all sources2020-12-31$5,901
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$879,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$879,836
Administrative expenses professional fees incurred2020-12-31$160,821
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$527,685
Participant contributions at end of year2020-12-31$57,211
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$126,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$287,276
Other income not declared elsewhere2020-12-31$45
Administrative expenses (other) incurred2020-12-31$252,540
Liabilities. Value of operating payables at end of year2020-12-31$200,434
Liabilities. Value of operating payables at beginning of year2020-12-31$192,962
Total non interest bearing cash at end of year2020-12-31$1,574,498
Total non interest bearing cash at beginning of year2020-12-31$2,373,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-903,141
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,195,549
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$23,098,690
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$26,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$21,875,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,533,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,056,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,200,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,200,323
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,901
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$11,852,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,412,434
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$9,716,960
Employer contributions (assets) at end of year2020-12-31$1,124,880
Employer contributions (assets) at beginning of year2020-12-31$4,363,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$902,099
Contract administrator fees2020-12-31$251,358
Liabilities. Value of benefit claims payable at end of year2020-12-31$3,419,090
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$8,466,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,658,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,658,962
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,174,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,174,492
Total income from all sources (including contributions)2019-12-31$26,279,104
Total income from all sources (including contributions)2019-12-31$26,279,104
Total of all expenses incurred2019-12-31$20,189,595
Total of all expenses incurred2019-12-31$20,189,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,518,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,518,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,214,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$23,214,458
Value of total assets at end of year2019-12-31$31,757,652
Value of total assets at end of year2019-12-31$31,757,652
Value of total assets at beginning of year2019-12-31$26,183,673
Value of total assets at beginning of year2019-12-31$26,183,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$671,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$671,339
Total interest from all sources2019-12-31$21,718
Total interest from all sources2019-12-31$21,718
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$831,961
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$831,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$831,961
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$831,961
Administrative expenses professional fees incurred2019-12-31$153,751
Administrative expenses professional fees incurred2019-12-31$153,751
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$559,164
Contributions received from participants2019-12-31$559,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$287,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$287,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$123,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$123,675
Other income not declared elsewhere2019-12-31$15
Other income not declared elsewhere2019-12-31$15
Administrative expenses (other) incurred2019-12-31$246,738
Administrative expenses (other) incurred2019-12-31$246,738
Liabilities. Value of operating payables at end of year2019-12-31$192,962
Liabilities. Value of operating payables at end of year2019-12-31$192,962
Liabilities. Value of operating payables at beginning of year2019-12-31$238,492
Liabilities. Value of operating payables at beginning of year2019-12-31$238,492
Total non interest bearing cash at end of year2019-12-31$2,373,208
Total non interest bearing cash at end of year2019-12-31$2,373,208
Total non interest bearing cash at beginning of year2019-12-31$3,113,714
Total non interest bearing cash at beginning of year2019-12-31$3,113,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,089,509
Value of net income/loss2019-12-31$6,089,509
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,098,690
Value of net assets at end of year (total assets less liabilities)2019-12-31$23,098,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,009,181
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,009,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$25,798
Investment advisory and management fees2019-12-31$25,798
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,533,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,533,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,450,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,450,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,200,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,200,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$918,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$918,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$918,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$918,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,718
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$21,718
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$13,423,338
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$13,423,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,210,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,210,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,655,294
Contributions received in cash from employer2019-12-31$22,655,294
Employer contributions (assets) at end of year2019-12-31$4,363,205
Employer contributions (assets) at end of year2019-12-31$4,363,205
Employer contributions (assets) at beginning of year2019-12-31$4,576,952
Employer contributions (assets) at beginning of year2019-12-31$4,576,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,094,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,094,918
Contract administrator fees2019-12-31$245,052
Contract administrator fees2019-12-31$245,052
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,466,000
Liabilities. Value of benefit claims payable at end of year2019-12-31$8,466,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,936,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,936,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,174,492
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$8,186,985
Total income from all sources (including contributions)2018-12-31$21,463,618
Total of all expenses incurred2018-12-31$22,061,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,382,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,290,663
Value of total assets at end of year2018-12-31$26,183,673
Value of total assets at beginning of year2018-12-31$25,793,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$679,147
Total interest from all sources2018-12-31$13,406
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$600,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$600,839
Administrative expenses professional fees incurred2018-12-31$208,687
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$624,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$123,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$395,508
Other income not declared elsewhere2018-12-31$45
Administrative expenses (other) incurred2018-12-31$207,023
Liabilities. Value of operating payables at end of year2018-12-31$238,492
Liabilities. Value of operating payables at beginning of year2018-12-31$273,985
Total non interest bearing cash at end of year2018-12-31$3,113,714
Total non interest bearing cash at beginning of year2018-12-31$4,048,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-597,536
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,009,181
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,606,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$29,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,450,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,341,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$918,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$854,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$854,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$13,406
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$21,382,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,441,335
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$21,666,102
Employer contributions (assets) at end of year2018-12-31$4,576,952
Employer contributions (assets) at beginning of year2018-12-31$4,154,404
Contract administrator fees2018-12-31$233,900
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,936,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,913,000
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$8,186,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,868,019
Total income from all sources (including contributions)2017-12-31$22,998,325
Total of all expenses incurred2017-12-31$19,408,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,787,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,790,282
Value of total assets at end of year2017-12-31$25,793,702
Value of total assets at beginning of year2017-12-31$21,884,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$620,680
Total interest from all sources2017-12-31$4,613
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$458,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$458,399
Administrative expenses professional fees incurred2017-12-31$176,929
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$561,162
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$395,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$61,722
Other income not declared elsewhere2017-12-31$289,511
Administrative expenses (other) incurred2017-12-31$190,795
Liabilities. Value of operating payables at end of year2017-12-31$273,985
Liabilities. Value of operating payables at beginning of year2017-12-31$265,019
Total non interest bearing cash at end of year2017-12-31$4,048,230
Total non interest bearing cash at beginning of year2017-12-31$3,259,599
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$3,589,898
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,606,717
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,016,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$29,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,341,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,612,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$854,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$664,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$664,744
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,613
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$18,787,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,455,520
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$20,229,120
Employer contributions (assets) at end of year2017-12-31$4,154,404
Employer contributions (assets) at beginning of year2017-12-31$4,286,469
Contract administrator fees2017-12-31$223,236
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,913,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$7,603,000
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,868,019
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,077,399
Total income from all sources (including contributions)2016-12-31$20,093,433
Total of all expenses incurred2016-12-31$18,404,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$17,753,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,097,267
Value of total assets at end of year2016-12-31$21,884,838
Value of total assets at beginning of year2016-12-31$18,405,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$650,800
Total interest from all sources2016-12-31$1,592
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$403,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$403,018
Administrative expenses professional fees incurred2016-12-31$179,340
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$491,206
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$61,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$91,151
Administrative expenses (other) incurred2016-12-31$226,679
Liabilities. Value of operating payables at end of year2016-12-31$265,019
Liabilities. Value of operating payables at beginning of year2016-12-31$252,804
Total non interest bearing cash at end of year2016-12-31$3,259,599
Total non interest bearing cash at beginning of year2016-12-31$2,600,745
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$1,689,055
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,016,819
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,327,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$26,243
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,612,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,652,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$664,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$628,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$628,152
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,592
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$17,753,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$591,556
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$18,606,061
Employer contributions (assets) at end of year2016-12-31$4,286,469
Employer contributions (assets) at beginning of year2016-12-31$3,432,385
Contract administrator fees2016-12-31$218,538
Liabilities. Value of benefit claims payable at end of year2016-12-31$7,603,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$5,824,595
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,077,399
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,467,262
Total income from all sources (including contributions)2015-12-31$17,407,796
Total of all expenses incurred2015-12-31$16,452,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$15,760,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$17,647,511
Value of total assets at end of year2015-12-31$18,405,163
Value of total assets at beginning of year2015-12-31$18,840,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$692,131
Total interest from all sources2015-12-31$204
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$422,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$422,061
Administrative expenses professional fees incurred2015-12-31$173,786
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$509,280
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$349,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$91,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27,195
Administrative expenses (other) incurred2015-12-31$279,223
Liabilities. Value of operating payables at end of year2015-12-31$252,804
Liabilities. Value of operating payables at beginning of year2015-12-31$2,133,122
Total non interest bearing cash at end of year2015-12-31$2,600,745
Total non interest bearing cash at beginning of year2015-12-31$5,022,185
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$954,934
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,327,764
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,372,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,652,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,913,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$628,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$603,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$603,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$204
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$11,204,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-661,980
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$17,138,231
Employer contributions (assets) at end of year2015-12-31$3,432,385
Employer contributions (assets) at beginning of year2015-12-31$1,273,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,206,758
Contract administrator fees2015-12-31$217,144
Liabilities. Value of benefit claims payable at end of year2015-12-31$5,824,595
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$5,334,140
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,467,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,562,445
Total income from all sources (including contributions)2014-12-31$15,928,995
Total of all expenses incurred2014-12-31$16,518,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,813,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,257,055
Value of total assets at end of year2014-12-31$18,840,092
Value of total assets at beginning of year2014-12-31$18,524,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$704,934
Total interest from all sources2014-12-31$104
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$409,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$409,763
Administrative expenses professional fees incurred2014-12-31$193,782
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$479,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,178,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$20,825
Administrative expenses (other) incurred2014-12-31$274,719
Liabilities. Value of operating payables at end of year2014-12-31$2,133,122
Liabilities. Value of operating payables at beginning of year2014-12-31$2,189,975
Total non interest bearing cash at end of year2014-12-31$5,022,185
Total non interest bearing cash at beginning of year2014-12-31$4,597,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-589,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,372,830
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,961,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,988
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,913,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,194,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$603,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$653,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$653,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$104
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$10,238,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$262,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$14,777,929
Employer contributions (assets) at end of year2014-12-31$1,273,505
Employer contributions (assets) at beginning of year2014-12-31$1,057,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,395,744
Contract administrator fees2014-12-31$214,445
Liabilities. Value of benefit claims payable at end of year2014-12-31$5,334,140
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$4,372,470
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,562,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,266,738
Total income from all sources (including contributions)2013-12-31$15,200,449
Total of all expenses incurred2013-12-31$14,994,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,330,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$13,701,643
Value of total assets at end of year2013-12-31$18,524,286
Value of total assets at beginning of year2013-12-31$17,023,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$664,357
Total interest from all sources2013-12-31$133
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$314,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$314,523
Administrative expenses professional fees incurred2013-12-31$180,649
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$372,874
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$94,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$20,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$21,282
Administrative expenses (other) incurred2013-12-31$249,620
Liabilities. Value of operating payables at end of year2013-12-31$2,189,975
Liabilities. Value of operating payables at beginning of year2013-12-31$1,864,785
Total non interest bearing cash at end of year2013-12-31$4,597,203
Total non interest bearing cash at beginning of year2013-12-31$3,290,541
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$205,458
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,961,841
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,756,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$17,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,194,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,696,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$653,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$653,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$653,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$133
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$9,760,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,184,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,328,769
Employer contributions (assets) at end of year2013-12-31$1,057,600
Employer contributions (assets) at beginning of year2013-12-31$1,361,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,475,445
Contract administrator fees2013-12-31$216,320
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,372,470
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$3,401,953
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,266,738
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,981,691
Total income from all sources (including contributions)2012-12-31$14,977,042
Total of all expenses incurred2012-12-31$14,295,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,674,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,523,517
Value of total assets at end of year2012-12-31$17,023,121
Value of total assets at beginning of year2012-12-31$17,056,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$620,618
Total interest from all sources2012-12-31$209
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$365,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$365,145
Administrative expenses professional fees incurred2012-12-31$163,316
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$331,383
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$105,648
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$21,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$20,224
Administrative expenses (other) incurred2012-12-31$210,724
Liabilities. Value of operating payables at end of year2012-12-31$1,864,785
Liabilities. Value of operating payables at beginning of year2012-12-31$1,692,355
Total non interest bearing cash at end of year2012-12-31$3,290,541
Total non interest bearing cash at beginning of year2012-12-31$4,042,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$681,955
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,756,383
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,074,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$27,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,696,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,025,274
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$1,227,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$653,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$678,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$678,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$209
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$9,405,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$980,984
Net investment gain or loss from common/collective trusts2012-12-31$107,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$13,192,134
Employer contributions (assets) at end of year2012-12-31$1,361,445
Employer contributions (assets) at beginning of year2012-12-31$1,061,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,163,302
Contract administrator fees2012-12-31$219,379
Liabilities. Value of benefit claims payable at end of year2012-12-31$3,401,953
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,289,336
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,981,691
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$5,892,139
Total income from all sources (including contributions)2011-12-31$12,658,392
Total of all expenses incurred2011-12-31$13,696,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$13,085,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,718,754
Value of total assets at end of year2011-12-31$17,056,119
Value of total assets at beginning of year2011-12-31$18,004,503
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$610,477
Total interest from all sources2011-12-31$347
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$337,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$337,788
Administrative expenses professional fees incurred2011-12-31$170,059
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,014
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$9,308
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$157,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$20,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$81,535
Administrative expenses (other) incurred2011-12-31$203,656
Liabilities. Value of operating payables at end of year2011-12-31$1,692,355
Liabilities. Value of operating payables at beginning of year2011-12-31$1,639,759
Total non interest bearing cash at end of year2011-12-31$4,042,906
Total non interest bearing cash at beginning of year2011-12-31$3,340,144
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,037,936
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,074,428
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,112,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$28,565
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,025,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,484,212
Value of interest in common/collective trusts at end of year2011-12-31$1,227,389
Value of interest in common/collective trusts at beginning of year2011-12-31$1,540,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$678,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$678,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$678,382
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$347
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$9,020,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-96,726
Net investment gain or loss from common/collective trusts2011-12-31$-301,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,704,432
Employer contributions (assets) at end of year2011-12-31$1,061,748
Employer contributions (assets) at beginning of year2011-12-31$879,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,907,377
Contract administrator fees2011-12-31$208,197
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,289,336
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$4,252,380
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,892,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,300,056
Total income from all sources (including contributions)2010-12-31$12,947,264
Total of all expenses incurred2010-12-31$12,646,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,045,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$11,529,094
Value of total assets at end of year2010-12-31$18,004,503
Value of total assets at beginning of year2010-12-31$16,111,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$600,654
Total interest from all sources2010-12-31$1,233
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$335,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$335,376
Administrative expenses professional fees incurred2010-12-31$158,752
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$11,560
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$133,042
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$582,187
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$81,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$74,545
Administrative expenses (other) incurred2010-12-31$215,594
Liabilities. Value of operating payables at end of year2010-12-31$1,639,759
Liabilities. Value of operating payables at beginning of year2010-12-31$981,719
Total non interest bearing cash at end of year2010-12-31$3,340,144
Total non interest bearing cash at beginning of year2010-12-31$260,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$301,045
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,112,364
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,811,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,484,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,307,032
Value of interest in common/collective trusts at end of year2010-12-31$1,540,748
Value of interest in common/collective trusts at beginning of year2010-12-31$1,312,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$678,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,104,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,104,716
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,233
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$7,539,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$967,953
Net investment gain or loss from common/collective trusts2010-12-31$113,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$11,384,492
Employer contributions (assets) at end of year2010-12-31$879,482
Employer contributions (assets) at beginning of year2010-12-31$1,052,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,924,209
Contract administrator fees2010-12-31$199,246
Liabilities. Value of benefit claims payable at end of year2010-12-31$4,252,380
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,318,337
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND

2023: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-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 planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22276 )
Policy contract number47-MSL-000791-0
Policy instance 5
Insurance contract or identification number47-MSL-000791-0
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $26,895
Welfare Benefit Premiums Paid to CarrierUSD $537,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000082-00
Policy instance 4
Insurance contract or identification number24-000082-00
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101135
Policy instance 3
Insurance contract or identification number101135
Number of Individuals Covered1916
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,668,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009118371-A
Policy instance 1
Insurance contract or identification numberBSC0009118371-A
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009118371-A
Policy instance 1
CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )
Policy contract number15274696
Policy instance 2
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000082-00
Policy instance 3
NORTH AMERICAN SPECIALTY INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 29874 )
Policy contract numberESL 1001470 24
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101135
Policy instance 5
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract numberFTNT
Policy instance 1
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101135
Policy instance 2
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC0009118371-A
Policy instance 3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000082-00
Policy instance 4
CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )
Policy contract number15274696
Policy instance 5
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000082-00
Policy instance 5
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118371
Policy instance 4
CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )
Policy contract number14843
Policy instance 3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract number0647416
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101135
Policy instance 1
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000082-00
Policy instance 1
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118371
Policy instance 2
CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )
Policy contract number14843
Policy instance 3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101135
Policy instance 4
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract number0647416
Policy instance 5
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract number0647416
Policy instance 1
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118371
Policy instance 2
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101135
Policy instance 3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000082-00
Policy instance 5
CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )
Policy contract number14843
Policy instance 4
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number101135
Policy instance 2
CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )
Policy contract number14843
Policy instance 3
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )
Policy contract number0647416
Policy instance 4
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number24-000082-00
Policy instance 5
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract numberG801161
Policy instance 6
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberBSC 0009118371
Policy instance 1

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