401k Plan data: SOUTHERN CALIFORNIA LOCAL 831

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

Plan Name	SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND
Plan identification number	501

SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND Benefits

401k Plan Type	Welfare 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 Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 DAVID HENDERSON JOE STEFFAN 2018-10-12
501 2016-01-01 DAVID HENDERSON JOE STEFFAN 2017-10-16
501 2015-01-01 JOE STEFFAN DAVID HENDERSON 2016-10-13
501 2014-01-01 DAVID HENDERSON JOE STEFFAN 2015-10-15
501 2013-01-01 ROBERT LESSIN JOE STEFFAN 2014-10-07
501 2012-01-01 MARTIN CYMBAL 2013-10-08
501 2011-01-01 ROBERT LESSIN MARTIN CYMBAL 2012-10-09
501 2010-01-01 ROBERT LESSIN JOSEPH SHEPPARD 2011-10-14
501 2009-01-01 JOSEPH SHEPPARD ROBERT LESSIN 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01
501	2021-01-01
501	2020-01-01
501	2019-01-01
501	2018-01-01
501	2017-01-01	DAVID HENDERSON		JOE STEFFAN	2018-10-12
501	2016-01-01	DAVID HENDERSON		JOE STEFFAN	2017-10-16
501	2015-01-01	JOE STEFFAN		DAVID HENDERSON	2016-10-13
501	2014-01-01	DAVID HENDERSON		JOE STEFFAN	2015-10-15
501	2013-01-01	ROBERT LESSIN		JOE STEFFAN	2014-10-07
501	2012-01-01	MARTIN CYMBAL	2013-10-08
501	2011-01-01	ROBERT LESSIN		MARTIN CYMBAL	2012-10-09
501	2010-01-01	ROBERT LESSIN		JOSEPH SHEPPARD	2011-10-14
501	2009-01-01	JOSEPH SHEPPARD		ROBERT LESSIN	2010-10-14

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
2022: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 578
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,010
Number of retired or separated participants receiving benefits 2022-01-01 77
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 1,087
Total participants 2022-01-01 1,087
Number of employers contributing to the scheme 2022-01-01 61
2021: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 497
Number of retired or separated participants receiving benefits 2021-01-01 81
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 578
Total participants 2021-01-01 578
Number of employers contributing to the scheme 2021-01-01 64
2020: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,457
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 606
Number of retired or separated participants receiving benefits 2020-01-01 56
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 662
Total participants 2020-01-01 662
Number of employers contributing to the scheme 2020-01-01 94
2019: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,449
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,394
Number of retired or separated participants receiving benefits 2019-01-01 63
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1,457
Total participants 2019-01-01 1,457
Number of employers contributing to the scheme 2019-01-01 79
2018: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,442
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,378
Number of retired or separated participants receiving benefits 2018-01-01 71
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 1,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,449
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
Number of employers contributing to the scheme 2018-01-01 83
2017: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,413
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,355
Number of retired or separated participants receiving benefits 2017-01-01 87
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 1,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,442
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 79
2016: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,363
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,333
Number of retired or separated participants receiving benefits 2016-01-01 80
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 1,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,413
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 80
2015: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,310
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,285
Number of retired or separated participants receiving benefits 2015-01-01 78
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 1,363
Total participants 2015-01-01 1,363
Number of employers contributing to the scheme 2015-01-01 92
2014: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,301
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,230
Number of retired or separated participants receiving benefits 2014-01-01 80
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 1,310
Total participants 2014-01-01 1,310
Number of employers contributing to the scheme 2014-01-01 58
2013: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,340
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,228
Number of retired or separated participants receiving benefits 2013-01-01 73
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 1,301
Total participants 2013-01-01 1,301
Number of employers contributing to the scheme 2013-01-01 83
2012: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,345
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,292
Number of retired or separated participants receiving benefits 2012-01-01 48
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,340
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
Number of employers contributing to the scheme 2012-01-01 80
2011: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,322
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,286
Number of retired or separated participants receiving benefits 2011-01-01 59
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,345
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
Number of employers contributing to the scheme 2011-01-01 89
2010: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,129
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,265
Number of retired or separated participants receiving benefits 2010-01-01 57
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 1,322
Total participants 2010-01-01 1,322
Number of employers contributing to the scheme 2010-01-01 187
2009: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,534
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 1,086
Number of retired or separated participants receiving benefits 2009-01-01 43
Total of all active and inactive participants 2009-01-01 1,129
Total participants 2009-01-01 1,129
Number of employers contributing to the scheme 2009-01-01 104

Measure	Date	Value
2022: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	578
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,010
Number of retired or separated participants receiving benefits	2022-01-01	77
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	1,087
Total participants	2022-01-01	1,087
Number of employers contributing to the scheme	2022-01-01	61
2021: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	497
Number of retired or separated participants receiving benefits	2021-01-01	81
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	578
Total participants	2021-01-01	578
Number of employers contributing to the scheme	2021-01-01	64
2020: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,457
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	606
Number of retired or separated participants receiving benefits	2020-01-01	56
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	662
Total participants	2020-01-01	662
Number of employers contributing to the scheme	2020-01-01	94
2019: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,449
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,394
Number of retired or separated participants receiving benefits	2019-01-01	63
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1,457
Total participants	2019-01-01	1,457
Number of employers contributing to the scheme	2019-01-01	79
2018: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,442
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,378
Number of retired or separated participants receiving benefits	2018-01-01	71
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	1,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,449
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	83
2017: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,413
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,355
Number of retired or separated participants receiving benefits	2017-01-01	87
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	1,442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,442
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	79
2016: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,363
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,333
Number of retired or separated participants receiving benefits	2016-01-01	80
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	1,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,413
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	80
2015: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,310
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,285
Number of retired or separated participants receiving benefits	2015-01-01	78
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	1,363
Total participants	2015-01-01	1,363
Number of employers contributing to the scheme	2015-01-01	92
2014: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,301
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,230
Number of retired or separated participants receiving benefits	2014-01-01	80
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	1,310
Total participants	2014-01-01	1,310
Number of employers contributing to the scheme	2014-01-01	58
2013: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,340
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,228
Number of retired or separated participants receiving benefits	2013-01-01	73
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	1,301
Total participants	2013-01-01	1,301
Number of employers contributing to the scheme	2013-01-01	83
2012: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,345
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,292
Number of retired or separated participants receiving benefits	2012-01-01	48
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	1,340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,340
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
Number of employers contributing to the scheme	2012-01-01	80
2011: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,322
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,286
Number of retired or separated participants receiving benefits	2011-01-01	59
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,345
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
Number of employers contributing to the scheme	2011-01-01	89
2010: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,129
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,265
Number of retired or separated participants receiving benefits	2010-01-01	57
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	1,322
Total participants	2010-01-01	1,322
Number of employers contributing to the scheme	2010-01-01	187
2009: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,534
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	1,086
Number of retired or separated participants receiving benefits	2009-01-01	43
Total of all active and inactive participants	2009-01-01	1,129
Total participants	2009-01-01	1,129
Number of employers contributing to the scheme	2009-01-01	104

Financial Data on SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND

Measure	Date	Value
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 incurred	2022-12-31	$17,180,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$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 year	2022-12-31	$28,184,364
Value of total assets at beginning of year	2022-12-31	$28,008,880
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$715,648
Total interest from all sources	2022-12-31	$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 year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$640,763
Administrative expenses professional fees incurred	2022-12-31	$211,905
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$596,299
Participant contributions at end of year	2022-12-31	$8,499
Participant contributions at beginning of year	2022-12-31	$27,072
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$842,489
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$1,787,525
Other income not declared elsewhere	2022-12-31	$5,999
Administrative expenses (other) incurred	2022-12-31	$234,104
Liabilities. Value of operating payables at end of year	2022-12-31	$233,992
Liabilities. Value of operating payables at beginning of year	2022-12-31	$204,202
Total non interest bearing cash at end of year	2022-12-31	$3,231,072
Total non interest bearing cash at beginning of year	2022-12-31	$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 appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-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)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$27,377
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$19,939,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$19,765,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$1,069,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,056,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$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 benefits	2022-12-31	$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 assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$17,309,737
Employer contributions (assets) at end of year	2022-12-31	$3,094,071
Employer contributions (assets) at beginning of year	2022-12-31	$2,339,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,991,455
Contract administrator fees	2022-12-31	$242,262
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$6,352,000
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$4,428,000
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2022-12-31	952036255
2021 : 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 incurred	2021-12-31	$11,317,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$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 year	2021-12-31	$28,008,880
Value of total assets at beginning of year	2021-12-31	$25,815,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$642,219
Total interest from all sources	2021-12-31	$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 year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$796,825
Administrative expenses professional fees incurred	2021-12-31	$183,748
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$921,473
Participant contributions at end of year	2021-12-31	$27,072
Participant contributions at beginning of year	2021-12-31	$57,211
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$1,787,525
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$126,350
Other income not declared elsewhere	2021-12-31	$1,435,561
Administrative expenses (other) incurred	2021-12-31	$189,369
Liabilities. Value of operating payables at end of year	2021-12-31	$204,202
Liabilities. Value of operating payables at beginning of year	2021-12-31	$200,434
Total non interest bearing cash at end of year	2021-12-31	$3,033,182
Total non interest bearing cash at beginning of year	2021-12-31	$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 appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$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)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$26,840
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$19,765,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,875,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,056,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$1,056,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$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 benefits	2021-12-31	$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 assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$8,051,491
Employer contributions (assets) at end of year	2021-12-31	$2,339,082
Employer contributions (assets) at beginning of year	2021-12-31	$1,124,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,893,002
Contract administrator fees	2021-12-31	$242,262
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$4,428,000
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$3,419,090
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2021-12-31	952036255
2020 : 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 incurred	2020-12-31	$13,446,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$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 year	2020-12-31	$25,815,073
Value of total assets at beginning of year	2020-12-31	$31,757,652
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$691,032
Total interest from all sources	2020-12-31	$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 year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$879,836
Administrative expenses professional fees incurred	2020-12-31	$160,821
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$527,685
Participant contributions at end of year	2020-12-31	$57,211
Participant contributions at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$126,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$287,276
Other income not declared elsewhere	2020-12-31	$45
Administrative expenses (other) incurred	2020-12-31	$252,540
Liabilities. Value of operating payables at end of year	2020-12-31	$200,434
Liabilities. Value of operating payables at beginning of year	2020-12-31	$192,962
Total non interest bearing cash at end of year	2020-12-31	$1,574,498
Total non interest bearing cash at beginning of year	2020-12-31	$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 appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-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)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$26,313
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,875,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,533,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$1,056,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,200,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$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 benefits	2020-12-31	$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 assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$9,716,960
Employer contributions (assets) at end of year	2020-12-31	$1,124,880
Employer contributions (assets) at beginning of year	2020-12-31	$4,363,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$902,099
Contract administrator fees	2020-12-31	$251,358
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$3,419,090
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$8,466,000
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2020-12-31	952036255
2019 : 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 incurred	2019-12-31	$20,189,595
Total of all expenses incurred	2019-12-31	$20,189,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$19,518,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$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 year	2019-12-31	$31,757,652
Value of total assets at end of year	2019-12-31	$31,757,652
Value of total assets at beginning of year	2019-12-31	$26,183,673
Value of total assets at beginning of year	2019-12-31	$26,183,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$671,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$671,339
Total interest from all sources	2019-12-31	$21,718
Total interest from all sources	2019-12-31	$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 year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$831,961
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$831,961
Administrative expenses professional fees incurred	2019-12-31	$153,751
Administrative expenses professional fees incurred	2019-12-31	$153,751
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$559,164
Contributions received from participants	2019-12-31	$559,164
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$287,276
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$287,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$123,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$123,675
Other income not declared elsewhere	2019-12-31	$15
Other income not declared elsewhere	2019-12-31	$15
Administrative expenses (other) incurred	2019-12-31	$246,738
Administrative expenses (other) incurred	2019-12-31	$246,738
Liabilities. Value of operating payables at end of year	2019-12-31	$192,962
Liabilities. Value of operating payables at end of year	2019-12-31	$192,962
Liabilities. Value of operating payables at beginning of year	2019-12-31	$238,492
Liabilities. Value of operating payables at beginning of year	2019-12-31	$238,492
Total non interest bearing cash at end of year	2019-12-31	$2,373,208
Total non interest bearing cash at end of year	2019-12-31	$2,373,208
Total non interest bearing cash at beginning of year	2019-12-31	$3,113,714
Total non interest bearing cash at beginning of year	2019-12-31	$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 appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,089,509
Value of net income/loss	2019-12-31	$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)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$25,798
Investment advisory and management fees	2019-12-31	$25,798
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,533,640
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,533,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,450,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,450,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,200,323
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,200,323
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$918,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$918,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$918,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$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 benefits	2019-12-31	$13,423,338
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$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 assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$22,655,294
Contributions received in cash from employer	2019-12-31	$22,655,294
Employer contributions (assets) at end of year	2019-12-31	$4,363,205
Employer contributions (assets) at end of year	2019-12-31	$4,363,205
Employer contributions (assets) at beginning of year	2019-12-31	$4,576,952
Employer contributions (assets) at beginning of year	2019-12-31	$4,576,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,094,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,094,918
Contract administrator fees	2019-12-31	$245,052
Contract administrator fees	2019-12-31	$245,052
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$8,466,000
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$8,466,000
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$8,936,000
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$8,936,000
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm name	2019-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2019-12-31	952036255
Accountancy firm EIN	2019-12-31	952036255
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 incurred	2018-12-31	$22,061,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$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 year	2018-12-31	$26,183,673
Value of total assets at beginning of year	2018-12-31	$25,793,702
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$679,147
Total interest from all sources	2018-12-31	$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 year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$600,839
Administrative expenses professional fees incurred	2018-12-31	$208,687
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$624,561
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$123,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$395,508
Other income not declared elsewhere	2018-12-31	$45
Administrative expenses (other) incurred	2018-12-31	$207,023
Liabilities. Value of operating payables at end of year	2018-12-31	$238,492
Liabilities. Value of operating payables at beginning of year	2018-12-31	$273,985
Total non interest bearing cash at end of year	2018-12-31	$3,113,714
Total non interest bearing cash at beginning of year	2018-12-31	$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 appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-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)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$29,537
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$17,450,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$16,341,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$918,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$854,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$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 benefits	2018-12-31	$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 assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$21,666,102
Employer contributions (assets) at end of year	2018-12-31	$4,576,952
Employer contributions (assets) at beginning of year	2018-12-31	$4,154,404
Contract administrator fees	2018-12-31	$233,900
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$8,936,000
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$7,913,000
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255
2017 : 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 incurred	2017-12-31	$19,408,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$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 year	2017-12-31	$25,793,702
Value of total assets at beginning of year	2017-12-31	$21,884,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$620,680
Total interest from all sources	2017-12-31	$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 year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$458,399
Administrative expenses professional fees incurred	2017-12-31	$176,929
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$561,162
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$395,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$61,722
Other income not declared elsewhere	2017-12-31	$289,511
Administrative expenses (other) incurred	2017-12-31	$190,795
Liabilities. Value of operating payables at end of year	2017-12-31	$273,985
Liabilities. Value of operating payables at beginning of year	2017-12-31	$265,019
Total non interest bearing cash at end of year	2017-12-31	$4,048,230
Total non interest bearing cash at beginning of year	2017-12-31	$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 appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$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)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$29,720
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$16,341,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$13,612,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$854,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$664,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$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 benefits	2017-12-31	$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 assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$20,229,120
Employer contributions (assets) at end of year	2017-12-31	$4,154,404
Employer contributions (assets) at beginning of year	2017-12-31	$4,286,469
Contract administrator fees	2017-12-31	$223,236
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$7,913,000
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$7,603,000
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2017-12-31	952036255
2016 : 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 incurred	2016-12-31	$18,404,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$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 year	2016-12-31	$21,884,838
Value of total assets at beginning of year	2016-12-31	$18,405,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$650,800
Total interest from all sources	2016-12-31	$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 year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$403,018
Administrative expenses professional fees incurred	2016-12-31	$179,340
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$491,206
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$61,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$91,151
Administrative expenses (other) incurred	2016-12-31	$226,679
Liabilities. Value of operating payables at end of year	2016-12-31	$265,019
Liabilities. Value of operating payables at beginning of year	2016-12-31	$252,804
Total non interest bearing cash at end of year	2016-12-31	$3,259,599
Total non interest bearing cash at beginning of year	2016-12-31	$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 appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$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)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$26,243
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$13,612,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,652,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$664,744
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$628,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$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 benefits	2016-12-31	$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 assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$18,606,061
Employer contributions (assets) at end of year	2016-12-31	$4,286,469
Employer contributions (assets) at beginning of year	2016-12-31	$3,432,385
Contract administrator fees	2016-12-31	$218,538
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$7,603,000
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$5,824,595
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2016-12-31	952036255
2015 : 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 incurred	2015-12-31	$16,452,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$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 year	2015-12-31	$18,405,163
Value of total assets at beginning of year	2015-12-31	$18,840,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$692,131
Total interest from all sources	2015-12-31	$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 year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$422,061
Administrative expenses professional fees incurred	2015-12-31	$173,786
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$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 year	2015-12-31	$91,151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$27,195
Administrative expenses (other) incurred	2015-12-31	$279,223
Liabilities. Value of operating payables at end of year	2015-12-31	$252,804
Liabilities. Value of operating payables at beginning of year	2015-12-31	$2,133,122
Total non interest bearing cash at end of year	2015-12-31	$2,600,745
Total non interest bearing cash at beginning of year	2015-12-31	$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 appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$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)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$21,978
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$11,652,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$11,913,258
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$628,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$603,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$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 benefits	2015-12-31	$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 assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$17,138,231
Employer contributions (assets) at end of year	2015-12-31	$3,432,385
Employer contributions (assets) at beginning of year	2015-12-31	$1,273,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$4,206,758
Contract administrator fees	2015-12-31	$217,144
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$5,824,595
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$5,334,140
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2015-12-31	952036255
2014 : 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 incurred	2014-12-31	$16,518,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$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 year	2014-12-31	$18,840,092
Value of total assets at beginning of year	2014-12-31	$18,524,286
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$704,934
Total interest from all sources	2014-12-31	$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 year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$409,763
Administrative expenses professional fees incurred	2014-12-31	$193,782
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$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 year	2014-12-31	$27,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$20,825
Administrative expenses (other) incurred	2014-12-31	$274,719
Liabilities. Value of operating payables at end of year	2014-12-31	$2,133,122
Liabilities. Value of operating payables at beginning of year	2014-12-31	$2,189,975
Total non interest bearing cash at end of year	2014-12-31	$5,022,185
Total non interest bearing cash at beginning of year	2014-12-31	$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 appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-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)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$21,988
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$11,913,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,194,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$603,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$653,845
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$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 benefits	2014-12-31	$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 assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$14,777,929
Employer contributions (assets) at end of year	2014-12-31	$1,273,505
Employer contributions (assets) at beginning of year	2014-12-31	$1,057,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$4,395,744
Contract administrator fees	2014-12-31	$214,445
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$5,334,140
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$4,372,470
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2014-12-31	952036255
2013 : 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 incurred	2013-12-31	$14,994,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$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 year	2013-12-31	$18,524,286
Value of total assets at beginning of year	2013-12-31	$17,023,121
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$664,357
Total interest from all sources	2013-12-31	$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 year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$314,523
Administrative expenses professional fees incurred	2013-12-31	$180,649
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$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 year	2013-12-31	$20,825
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$21,282
Administrative expenses (other) incurred	2013-12-31	$249,620
Liabilities. Value of operating payables at end of year	2013-12-31	$2,189,975
Liabilities. Value of operating payables at beginning of year	2013-12-31	$1,864,785
Total non interest bearing cash at end of year	2013-12-31	$4,597,203
Total non interest bearing cash at beginning of year	2013-12-31	$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 appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$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)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$17,768
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,194,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,696,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$653,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$653,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$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 benefits	2013-12-31	$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 assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$13,328,769
Employer contributions (assets) at end of year	2013-12-31	$1,057,600
Employer contributions (assets) at beginning of year	2013-12-31	$1,361,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$4,475,445
Contract administrator fees	2013-12-31	$216,320
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$4,372,470
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$3,401,953
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2013-12-31	952036255
2012 : 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 incurred	2012-12-31	$14,295,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$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 year	2012-12-31	$17,023,121
Value of total assets at beginning of year	2012-12-31	$17,056,119
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$620,618
Total interest from all sources	2012-12-31	$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 year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$365,145
Administrative expenses professional fees incurred	2012-12-31	$163,316
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$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 year	2012-12-31	$21,282
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$20,224
Administrative expenses (other) incurred	2012-12-31	$210,724
Liabilities. Value of operating payables at end of year	2012-12-31	$1,864,785
Liabilities. Value of operating payables at beginning of year	2012-12-31	$1,692,355
Total non interest bearing cash at end of year	2012-12-31	$3,290,541
Total non interest bearing cash at beginning of year	2012-12-31	$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 appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$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)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$27,199
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,696,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,025,274
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,227,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$653,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$678,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$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 benefits	2012-12-31	$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 trusts	2012-12-31	$107,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$13,192,134
Employer contributions (assets) at end of year	2012-12-31	$1,361,445
Employer contributions (assets) at beginning of year	2012-12-31	$1,061,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,163,302
Contract administrator fees	2012-12-31	$219,379
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$3,401,953
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$4,289,336
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2012-12-31	952036255
2011 : 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 incurred	2011-12-31	$13,696,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$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 year	2011-12-31	$17,056,119
Value of total assets at beginning of year	2011-12-31	$18,004,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$610,477
Total interest from all sources	2011-12-31	$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 year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$337,788
Administrative expenses professional fees incurred	2011-12-31	$170,059
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$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 year	2011-12-31	$20,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$81,535
Administrative expenses (other) incurred	2011-12-31	$203,656
Liabilities. Value of operating payables at end of year	2011-12-31	$1,692,355
Liabilities. Value of operating payables at beginning of year	2011-12-31	$1,639,759
Total non interest bearing cash at end of year	2011-12-31	$4,042,906
Total non interest bearing cash at beginning of year	2011-12-31	$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 appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-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)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$28,565
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,025,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,484,212
Value of interest in common/collective trusts at end of year	2011-12-31	$1,227,389
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,540,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$678,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$678,382
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$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 benefits	2011-12-31	$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 trusts	2011-12-31	$-301,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$12,704,432
Employer contributions (assets) at end of year	2011-12-31	$1,061,748
Employer contributions (assets) at beginning of year	2011-12-31	$879,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,907,377
Contract administrator fees	2011-12-31	$208,197
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$4,289,336
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$4,252,380
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2011-12-31	952036255
2010 : 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 incurred	2010-12-31	$12,646,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$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 year	2010-12-31	$18,004,503
Value of total assets at beginning of year	2010-12-31	$16,111,375
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$600,654
Total interest from all sources	2010-12-31	$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 year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$335,376
Administrative expenses professional fees incurred	2010-12-31	$158,752
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$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 year	2010-12-31	$81,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$74,545
Administrative expenses (other) incurred	2010-12-31	$215,594
Liabilities. Value of operating payables at end of year	2010-12-31	$1,639,759
Liabilities. Value of operating payables at beginning of year	2010-12-31	$981,719
Total non interest bearing cash at end of year	2010-12-31	$3,340,144
Total non interest bearing cash at beginning of year	2010-12-31	$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 appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$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)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$27,062
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,484,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,307,032
Value of interest in common/collective trusts at end of year	2010-12-31	$1,540,748
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,312,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$678,382
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$2,104,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$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 benefits	2010-12-31	$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 trusts	2010-12-31	$113,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$11,384,492
Employer contributions (assets) at end of year	2010-12-31	$879,482
Employer contributions (assets) at beginning of year	2010-12-31	$1,052,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$3,924,209
Contract administrator fees	2010-12-31	$199,246
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$4,252,380
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$3,318,337
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2010-12-31	952036255

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

2022: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SOUTHERN CALIFORNIA LOCAL 831 - EMPLOYER HEALTH FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

101135

Policy instance

Insurance contract or identification number	101135
Number of Individuals Covered	1820
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,447,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NORTH AMERICAN SPECIALTY INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 29874 )

Policy contract number

ESL 1001470 24

Policy instance

Insurance contract or identification number	ESL 1001470 24
Number of Individuals Covered	303
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Welfare Benefit Premiums Paid to Carrier	USD $488,894
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

24-000082-00

Policy instance

Insurance contract or identification number	24-000082-00
Insurance policy start date	2021-08-01
Insurance policy end date	2022-07-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $42,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )

Policy contract number

15274696

Policy instance

Insurance contract or identification number	15274696
Number of Individuals Covered	1093
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $42,267
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 number

BSC0009118371-A

Policy instance

Insurance contract or identification number	BSC0009118371-A
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Other welfare benefits provided	AD&D, PARALYSIS
Welfare Benefit Premiums Paid to Carrier	USD $3,073
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 number

BSC0009118371-A

Policy instance

Insurance contract or identification number	BSC0009118371-A
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $1,650
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 number

24-000082-00

Policy instance

Insurance contract or identification number	24-000082-00
Number of Individuals Covered	1341
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Life Insurance Welfare Benefit	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )

Policy contract number

FTNT

Policy instance

Insurance contract or identification number	FTNT
Number of Individuals Covered	189
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Welfare Benefit Premiums Paid to Carrier	USD $221,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101135

Policy instance

Insurance contract or identification number	101135
Number of Individuals Covered	1020
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $6,429,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )

Policy contract number

15274696

Policy instance

Insurance contract or identification number	15274696
Number of Individuals Covered	503
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $23,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101135

Policy instance

Insurance contract or identification number	101135
Number of Individuals Covered	2142
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,621,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

24-000082-00

Policy instance

Insurance contract or identification number	24-000082-00
Number of Individuals Covered	1341
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $65,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )

Policy contract number

14843

Policy instance

Insurance contract or identification number	14843
Number of Individuals Covered	1290
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $53,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )

Policy contract number

0647416

Policy instance

Insurance contract or identification number	0647416
Number of Individuals Covered	229
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Welfare Benefit Premiums Paid to Carrier	USD $389,303
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 number

BSC 0009118371

Policy instance

Insurance contract or identification number	BSC 0009118371
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $3,788
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: 0000 )

Policy contract number

101135

Policy instance

Insurance contract or identification number	101135
Number of Individuals Covered	2511
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,066,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )

Policy contract number

14843

Policy instance

Insurance contract or identification number	14843
Number of Individuals Covered	1457
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $59,270
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 number

BSC 0009118371

Policy instance

Insurance contract or identification number	BSC 0009118371
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $4,381
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 number

24-000082-00

Policy instance

Insurance contract or identification number	24-000082-00
Number of Individuals Covered	1457
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $96,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )

Policy contract number

0647416

Policy instance

Insurance contract or identification number	0647416
Number of Individuals Covered	405
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Welfare Benefit Premiums Paid to Carrier	USD $422,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )

Policy contract number

14843

Policy instance

Insurance contract or identification number	14843
Number of Individuals Covered	1445
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $59,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

24-000082-00

Policy instance

Insurance contract or identification number	24-000082-00
Number of Individuals Covered	1449
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $104,064
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101135

Policy instance

Insurance contract or identification number	101135
Number of Individuals Covered	2534
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,211,677
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 number

BSC 0009118371

Policy instance

Insurance contract or identification number	BSC 0009118371
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $4,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )

Policy contract number

0647416

Policy instance

Insurance contract or identification number	0647416
Number of Individuals Covered	393
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Welfare Benefit Premiums Paid to Carrier	USD $457,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

101135

Policy instance

Insurance contract or identification number	101135
Number of Individuals Covered	2554
Insurance policy start date	2016-09-01
Insurance policy end date	2017-08-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,660,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CLAREMONT (National Association of Insurance Commissioners NAIC id number: 61171 )

Policy contract number

14843

Policy instance

Insurance contract or identification number	14843
Number of Individuals Covered	1432
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $60,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 )

Policy contract number

0647416

Policy instance

Insurance contract or identification number	0647416
Number of Individuals Covered	404
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Welfare Benefit Premiums Paid to Carrier	USD $425,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

24-000082-00

Policy instance

Insurance contract or identification number	24-000082-00
Number of Individuals Covered	1442
Insurance policy start date	2017-08-01
Insurance policy end date	2017-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $42,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

G801161

Policy instance

Insurance contract or identification number	G801161
Number of Individuals Covered	0
Insurance policy start date	2016-08-01
Insurance policy end date	2017-07-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $60,756
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 number

BSC 0009118371

Policy instance

Insurance contract or identification number	BSC 0009118371
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Other welfare benefits provided	AD&D
Welfare Benefit Premiums Paid to Carrier	USD $4,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

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