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SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 401k Plan overview

Plan NameSHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA
Plan identification number 501

SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, SHEET METAL WORKERS' HEALTH PLAN OF has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, SHEET METAL WORKERS' HEALTH PLAN OF
Employer identification number (EIN):956052259
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01MILLER KAPLAN ARASE LLP
5012016-01-01LUTHER MEDINA
5012015-01-01LUTHER MEDINA
5012014-01-01LUTHER MEDINA
5012013-01-01KURT MARSTELLER
5012012-01-01KURT MARSTELLER
5012011-01-01ROY RINGWOOD
5012010-01-01ROY RINGWOOD
5012009-01-01ROY RINGWOOD

Plan Statistics for SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA

401k plan membership statisitcs for SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA

Measure Date Value
2022: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2022 401k membership
Total participants, beginning-of-year2022-01-016,271
Total number of active participants reported on line 7a of the Form 55002022-01-015,174
Number of retired or separated participants receiving benefits2022-01-011,107
Total of all active and inactive participants2022-01-016,281
Total participants2022-01-016,281
Number of employers contributing to the scheme2022-01-01343
2021: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2021 401k membership
Total participants, beginning-of-year2021-01-016,520
Total number of active participants reported on line 7a of the Form 55002021-01-015,169
Number of retired or separated participants receiving benefits2021-01-011,102
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-016,271
Total participants2021-01-016,271
Number of employers contributing to the scheme2021-01-01344
2020: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2020 401k membership
Total participants, beginning-of-year2020-01-016,583
Total number of active participants reported on line 7a of the Form 55002020-01-015,367
Number of retired or separated participants receiving benefits2020-01-011,153
Total of all active and inactive participants2020-01-016,520
Total participants2020-01-016,520
Number of employers contributing to the scheme2020-01-01352
2019: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2019 401k membership
Total participants, beginning-of-year2019-01-016,143
Total number of active participants reported on line 7a of the Form 55002019-01-015,390
Number of retired or separated participants receiving benefits2019-01-011,193
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016,583
Total participants2019-01-016,583
Number of employers contributing to the scheme2019-01-01362
2018: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2018 401k membership
Total participants, beginning-of-year2018-01-015,823
Total number of active participants reported on line 7a of the Form 55002018-01-014,882
Number of retired or separated participants receiving benefits2018-01-011,261
Total of all active and inactive participants2018-01-016,143
Total participants2018-01-016,143
Number of employers contributing to the scheme2018-01-01386
2017: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2017 401k membership
Total participants, beginning-of-year2017-01-015,807
Total number of active participants reported on line 7a of the Form 55002017-01-014,520
Number of retired or separated participants receiving benefits2017-01-011,303
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-015,823
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01381
2016: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2016 401k membership
Total participants, beginning-of-year2016-01-015,559
Total number of active participants reported on line 7a of the Form 55002016-01-014,461
Number of retired or separated participants receiving benefits2016-01-011,346
Total of all active and inactive participants2016-01-015,807
Total participants2016-01-015,807
Number of employers contributing to the scheme2016-01-01385
2015: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2015 401k membership
Total participants, beginning-of-year2015-01-015,037
Total number of active participants reported on line 7a of the Form 55002015-01-015,559
Number of retired or separated participants receiving benefits2015-01-011,393
Total of all active and inactive participants2015-01-016,952
Total participants2015-01-010
Number of employers contributing to the scheme2015-01-01352
2014: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2014 401k membership
Total participants, beginning-of-year2014-01-015,209
Total number of active participants reported on line 7a of the Form 55002014-01-013,588
Number of retired or separated participants receiving benefits2014-01-011,449
Total of all active and inactive participants2014-01-015,037
Total participants2014-01-010
Number of employers contributing to the scheme2014-01-01447
2013: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2013 401k membership
Total participants, beginning-of-year2013-01-015,305
Total number of active participants reported on line 7a of the Form 55002013-01-013,733
Number of retired or separated participants receiving benefits2013-01-011,476
Total of all active and inactive participants2013-01-015,209
Total participants2013-01-010
Number of employers contributing to the scheme2013-01-01467
2012: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2012 401k membership
Total participants, beginning-of-year2012-01-016,302
Total number of active participants reported on line 7a of the Form 55002012-01-013,752
Number of retired or separated participants receiving benefits2012-01-011,553
Total of all active and inactive participants2012-01-015,305
Total participants2012-01-010
Number of employers contributing to the scheme2012-01-01371
2011: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2011 401k membership
Total participants, beginning-of-year2011-01-016,902
Total number of active participants reported on line 7a of the Form 55002011-01-014,508
Number of retired or separated participants receiving benefits2011-01-011,794
Total of all active and inactive participants2011-01-016,302
Total participants2011-01-016,302
Number of employers contributing to the scheme2011-01-01330
2010: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2010 401k membership
Total participants, beginning-of-year2010-01-018,296
Total number of active participants reported on line 7a of the Form 55002010-01-015,101
Number of retired or separated participants receiving benefits2010-01-011,801
Total of all active and inactive participants2010-01-016,902
Total participants2010-01-016,902
Number of employers contributing to the scheme2010-01-01316
2009: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2009 401k membership
Total participants, beginning-of-year2009-01-019,098
Total number of active participants reported on line 7a of the Form 55002009-01-016,501
Number of retired or separated participants receiving benefits2009-01-011,795
Total of all active and inactive participants2009-01-018,296
Total participants2009-01-018,296

Financial Data on SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA

Measure Date Value
2022 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,118,936
Total unrealized appreciation/depreciation of assets2022-12-31$-3,118,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$39,154,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,653,720
Total income from all sources (including contributions)2022-12-31$79,170,498
Total loss/gain on sale of assets2022-12-31$-2,740,600
Total of all expenses incurred2022-12-31$80,896,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$75,894,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$90,806,002
Value of total assets at end of year2022-12-31$162,261,814
Value of total assets at beginning of year2022-12-31$161,487,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,002,063
Total interest from all sources2022-12-31$1,890,698
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,168,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,047,915
Assets. Real estate other than employer real property at end of year2022-12-31$142,495
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$1,038,990
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,341,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,713,723
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,039,399
Administrative expenses (other) incurred2022-12-31$3,723,084
Liabilities. Value of operating payables at end of year2022-12-31$186,721
Liabilities. Value of operating payables at beginning of year2022-12-31$130,050
Total non interest bearing cash at end of year2022-12-31$8,617,775
Total non interest bearing cash at beginning of year2022-12-31$3,044,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,726,302
Value of net assets at end of year (total assets less liabilities)2022-12-31$123,107,248
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$124,833,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$239,989
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,443,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$50,695,804
Interest earned on other investments2022-12-31$3,484
Income. Interest from US Government securities2022-12-31$1,168,280
Income. Interest from corporate debt instruments2022-12-31$582,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$8,590,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,220,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,220,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$136,739
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$50,147,829
Asset value of US Government securities at end of year2022-12-31$74,955,242
Asset value of US Government securities at beginning of year2022-12-31$64,161,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,835,125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$84,464,079
Employer contributions (assets) at end of year2022-12-31$7,453,255
Employer contributions (assets) at beginning of year2022-12-31$7,060,062
Income. Dividends from common stock2022-12-31$120,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$25,746,908
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$12,320,368
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$18,573,813
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$19,219,303
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$38,967,845
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$36,523,670
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,805,961
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,692,251
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$140,019,558
Aggregate carrying amount (costs) on sale of assets2022-12-31$142,760,158
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-731,315
Total unrealized appreciation/depreciation of assets2021-12-31$-731,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,653,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$35,534,885
Total income from all sources (including contributions)2021-12-31$97,389,527
Total loss/gain on sale of assets2021-12-31$-604,793
Total of all expenses incurred2021-12-31$81,406,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$76,301,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$89,592,846
Value of total assets at end of year2021-12-31$161,487,270
Value of total assets at beginning of year2021-12-31$144,385,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,105,059
Total interest from all sources2021-12-31$745,712
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,113,314
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,113,314
Administrative expenses professional fees incurred2021-12-31$950,038
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,619,566
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,039,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,809,915
Other income not declared elsewhere2021-12-31$222,352
Administrative expenses (other) incurred2021-12-31$3,948,806
Liabilities. Value of operating payables at end of year2021-12-31$130,050
Liabilities. Value of operating payables at beginning of year2021-12-31$-71,599
Total non interest bearing cash at end of year2021-12-31$3,044,258
Total non interest bearing cash at beginning of year2021-12-31$12,472,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,982,560
Value of net assets at end of year (total assets less liabilities)2021-12-31$124,833,550
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$108,850,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$206,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$50,695,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,621,792
Income. Interest from US Government securities2021-12-31$404,177
Income. Interest from corporate debt instruments2021-12-31$336,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,220,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,458,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,458,625
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$5,318
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$49,702,956
Asset value of US Government securities at end of year2021-12-31$64,161,007
Asset value of US Government securities at beginning of year2021-12-31$28,602,389
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,051,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$82,973,280
Employer contributions (assets) at end of year2021-12-31$7,060,062
Employer contributions (assets) at beginning of year2021-12-31$6,706,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,598,952
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$18,573,813
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$43,084,640
Liabilities. Value of benefit claims payable at end of year2021-12-31$36,523,670
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$35,606,484
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,692,251
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,629,099
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$79,582,725
Aggregate carrying amount (costs) on sale of assets2021-12-31$80,187,518
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$639,207
Total unrealized appreciation/depreciation of assets2020-12-31$639,207
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$35,534,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$38,662,509
Total income from all sources (including contributions)2020-12-31$103,821,194
Total loss/gain on sale of assets2020-12-31$1,025,654
Total of all expenses incurred2020-12-31$75,111,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$70,107,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$94,689,299
Value of total assets at end of year2020-12-31$144,385,875
Value of total assets at beginning of year2020-12-31$118,803,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,003,599
Total interest from all sources2020-12-31$1,174,350
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$824,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$824,757
Administrative expenses professional fees incurred2020-12-31$918,880
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,806,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,809,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,001,794
Other income not declared elsewhere2020-12-31$8
Administrative expenses (other) incurred2020-12-31$3,910,725
Liabilities. Value of operating payables at end of year2020-12-31$-71,599
Liabilities. Value of operating payables at beginning of year2020-12-31$1,028,727
Total non interest bearing cash at end of year2020-12-31$12,472,998
Total non interest bearing cash at beginning of year2020-12-31$11,009,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$28,710,057
Value of net assets at end of year (total assets less liabilities)2020-12-31$108,850,990
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$80,140,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$173,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,621,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,657,160
Income. Interest from US Government securities2020-12-31$241,639
Income. Interest from corporate debt instruments2020-12-31$876,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,458,625
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$20,618,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$20,618,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$56,193
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$48,759,709
Asset value of US Government securities at end of year2020-12-31$28,602,389
Asset value of US Government securities at beginning of year2020-12-31$20,310,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,467,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$87,882,458
Employer contributions (assets) at end of year2020-12-31$6,706,417
Employer contributions (assets) at beginning of year2020-12-31$7,421,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,347,829
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$43,084,640
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$30,197,590
Liabilities. Value of benefit claims payable at end of year2020-12-31$35,606,484
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$37,633,782
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,629,099
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,586,646
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$49,585,168
Aggregate carrying amount (costs) on sale of assets2020-12-31$48,559,514
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,162,540
Total unrealized appreciation/depreciation of assets2019-12-31$4,162,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,662,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$41,742,286
Total income from all sources (including contributions)2019-12-31$100,058,235
Total loss/gain on sale of assets2019-12-31$26,597
Total of all expenses incurred2019-12-31$80,478,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$75,712,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$93,601,816
Value of total assets at end of year2019-12-31$118,803,442
Value of total assets at beginning of year2019-12-31$102,303,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,766,625
Total interest from all sources2019-12-31$2,264,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$954,117
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,636,321
Assets. Other investments not covered elsewhere at end of year2019-12-31$25,657,160
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$15,092,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,001,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,192,555
Other income not declared elsewhere2019-12-31$2,730
Administrative expenses (other) incurred2019-12-31$3,681,368
Liabilities. Value of operating payables at end of year2019-12-31$1,028,727
Liabilities. Value of operating payables at beginning of year2019-12-31$8,761,569
Total non interest bearing cash at end of year2019-12-31$11,009,496
Total non interest bearing cash at beginning of year2019-12-31$16,491,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,579,320
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,140,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,561,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$131,140
Interest earned on other investments2019-12-31$474,299
Income. Interest from US Government securities2019-12-31$423,114
Income. Interest from corporate debt instruments2019-12-31$1,008,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$20,618,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$15,375,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$15,375,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$358,693
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$50,842,694
Asset value of US Government securities at end of year2019-12-31$20,310,300
Asset value of US Government securities at beginning of year2019-12-31$32,881,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$86,965,495
Employer contributions (assets) at end of year2019-12-31$7,421,482
Employer contributions (assets) at beginning of year2019-12-31$6,684,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,869,596
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$30,197,590
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$9,994,299
Liabilities. Value of benefit claims payable at end of year2019-12-31$37,633,782
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$32,980,717
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,586,646
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$1,591,060
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$62,211,901
Aggregate carrying amount (costs) on sale of assets2019-12-31$62,185,304
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
2018 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,567,244
Total unrealized appreciation/depreciation of assets2018-12-31$-2,567,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$41,742,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,479,269
Total income from all sources (including contributions)2018-12-31$83,402,406
Total loss/gain on sale of assets2018-12-31$752,897
Total of all expenses incurred2018-12-31$74,801,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$70,329,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$83,906,362
Value of total assets at end of year2018-12-31$102,303,899
Value of total assets at beginning of year2018-12-31$81,440,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,472,748
Total interest from all sources2018-12-31$1,310,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$899,954
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,752,556
Assets. Other investments not covered elsewhere at end of year2018-12-31$15,092,512
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$13,294,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,192,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,294,227
Administrative expenses (other) incurred2018-12-31$3,464,541
Liabilities. Value of operating payables at end of year2018-12-31$8,761,569
Liabilities. Value of operating payables at beginning of year2018-12-31$127,042
Total non interest bearing cash at end of year2018-12-31$16,491,352
Total non interest bearing cash at beginning of year2018-12-31$20,575,648
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$8,600,623
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,561,613
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$51,960,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$108,253
Interest earned on other investments2018-12-31$360,566
Income. Interest from US Government securities2018-12-31$730,732
Income. Interest from corporate debt instruments2018-12-31$83,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$15,375,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,692,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,692,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$135,676
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$47,080,859
Asset value of US Government securities at end of year2018-12-31$32,881,919
Asset value of US Government securities at beginning of year2018-12-31$30,869,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$77,153,806
Employer contributions (assets) at end of year2018-12-31$6,684,673
Employer contributions (assets) at beginning of year2018-12-31$6,072,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,248,176
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$9,994,299
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,216,817
Liabilities. Value of benefit claims payable at end of year2018-12-31$32,980,717
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$29,352,227
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$1,591,060
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$1,424,562
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$66,934,186
Aggregate carrying amount (costs) on sale of assets2018-12-31$66,181,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,116,538
Total unrealized appreciation/depreciation of assets2017-12-31$2,116,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,479,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,342,418
Total income from all sources (including contributions)2017-12-31$80,823,384
Total loss/gain on sale of assets2017-12-31$-231,178
Total of all expenses incurred2017-12-31$66,860,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$62,123,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$77,858,538
Value of total assets at end of year2017-12-31$81,440,259
Value of total assets at beginning of year2017-12-31$67,340,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,736,958
Total interest from all sources2017-12-31$1,079,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$923,534
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,494,388
Assets. Other investments not covered elsewhere at end of year2017-12-31$13,294,632
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$11,125,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,294,227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,549,419
Administrative expenses (other) incurred2017-12-31$3,663,063
Liabilities. Value of operating payables at end of year2017-12-31$127,042
Liabilities. Value of operating payables at beginning of year2017-12-31$395,313
Total non interest bearing cash at end of year2017-12-31$20,575,648
Total non interest bearing cash at beginning of year2017-12-31$9,417,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,962,837
Value of net assets at end of year (total assets less liabilities)2017-12-31$51,960,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$37,998,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$150,361
Interest earned on other investments2017-12-31$232,699
Income. Interest from US Government securities2017-12-31$708,618
Income. Interest from corporate debt instruments2017-12-31$65,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,692,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,658,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,658,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$72,419
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$46,085,432
Asset value of US Government securities at end of year2017-12-31$30,869,134
Asset value of US Government securities at beginning of year2017-12-31$23,634,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$71,364,150
Employer contributions (assets) at end of year2017-12-31$6,072,542
Employer contributions (assets) at beginning of year2017-12-31$6,237,523
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$16,038,157
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,216,817
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$6,717,390
Liabilities. Value of benefit claims payable at end of year2017-12-31$29,352,227
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$28,947,105
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$1,424,562
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$43,242,402
Aggregate carrying amount (costs) on sale of assets2017-12-31$43,473,580
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,617,145
Total unrealized appreciation/depreciation of assets2016-12-31$-2,617,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$862,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,087,865
Total income from all sources (including contributions)2016-12-31$76,119,171
Total loss/gain on sale of assets2016-12-31$3,515,030
Total of all expenses incurred2016-12-31$67,316,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$62,192,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$74,419,855
Value of total assets at end of year2016-12-31$67,340,571
Value of total assets at beginning of year2016-12-31$58,763,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,123,011
Total interest from all sources2016-12-31$489,220
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$249,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$781,214
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,593,983
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,549,419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11,414,465
Other income not declared elsewhere2016-12-31$62,888
Administrative expenses (other) incurred2016-12-31$1,114,213
Liabilities. Value of operating payables at end of year2016-12-31$395,313
Liabilities. Value of operating payables at beginning of year2016-12-31$520,284
Total non interest bearing cash at end of year2016-12-31$9,417,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,803,164
Value of net assets at end of year (total assets less liabilities)2016-12-31$66,478,569
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$57,675,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$201,745
Income. Interest from US Government securities2016-12-31$343,295
Income. Interest from corporate debt instruments2016-12-31$134,942
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,658,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$4,989,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$4,989,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,983
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$44,847,443
Asset value of US Government securities at end of year2016-12-31$23,634,301
Asset value of US Government securities at beginning of year2016-12-31$19,702,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$67,825,872
Employer contributions (assets) at end of year2016-12-31$6,237,523
Employer contributions (assets) at beginning of year2016-12-31$5,985,264
Income. Dividends from common stock2016-12-31$249,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,345,553
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$6,717,390
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$7,015,128
Contract administrator fees2016-12-31$3,025,839
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$11,125,755
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$9,655,905
Liabilities. Value of benefit claims payable at end of year2016-12-31$466,689
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$567,581
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$77,092,590
Aggregate carrying amount (costs) on sale of assets2016-12-31$73,577,560
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVID BRODY & CO.
Accountancy firm EIN2016-12-31954778275
2015 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-828,603
Total unrealized appreciation/depreciation of assets2015-12-31$-828,603
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,087,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$803,751
Total income from all sources (including contributions)2015-12-31$70,078,834
Total loss/gain on sale of assets2015-12-31$247,674
Total of all expenses incurred2015-12-31$62,023,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$56,929,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$69,602,137
Value of total assets at end of year2015-12-31$57,938,561
Value of total assets at beginning of year2015-12-31$49,599,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,093,982
Total interest from all sources2015-12-31$835,848
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$172,238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$691,223
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,755,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$10,589,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,516,193
Other income not declared elsewhere2015-12-31$49,540
Administrative expenses (other) incurred2015-12-31$1,120,894
Liabilities. Value of operating payables at end of year2015-12-31$520,284
Liabilities. Value of operating payables at beginning of year2015-12-31$300,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$8,055,422
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,850,696
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$48,795,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$182,188
Income. Interest from US Government securities2015-12-31$690,809
Income. Interest from corporate debt instruments2015-12-31$144,495
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$4,989,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,483,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,483,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$544
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$42,082,064
Asset value of US Government securities at end of year2015-12-31$19,702,633
Asset value of US Government securities at beginning of year2015-12-31$18,685,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$62,846,373
Employer contributions (assets) at end of year2015-12-31$5,985,264
Employer contributions (assets) at beginning of year2015-12-31$4,627,235
Income. Dividends from common stock2015-12-31$172,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$14,847,366
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$7,015,128
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,101,079
Contract administrator fees2015-12-31$3,099,677
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$9,655,905
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$10,185,266
Liabilities. Value of benefit claims payable at end of year2015-12-31$567,581
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$502,919
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$33,234,497
Aggregate carrying amount (costs) on sale of assets2015-12-31$32,986,823
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DAVID BRODY & CO.
Accountancy firm EIN2015-12-31954778275
2014 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-245,210
Total unrealized appreciation/depreciation of assets2014-12-31$-245,210
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$803,751
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,182,308
Total income from all sources (including contributions)2014-12-31$61,015,812
Total loss/gain on sale of assets2014-12-31$856,816
Total of all expenses incurred2014-12-31$60,734,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$56,039,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$59,295,402
Value of total assets at end of year2014-12-31$49,599,025
Value of total assets at beginning of year2014-12-31$49,696,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,695,116
Total interest from all sources2014-12-31$874,423
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$141,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$728,315
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$6,948,621
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,516,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,861,223
Other income not declared elsewhere2014-12-31$92,823
Administrative expenses (other) incurred2014-12-31$976,366
Liabilities. Value of operating payables at end of year2014-12-31$300,832
Liabilities. Value of operating payables at beginning of year2014-12-31$601,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$281,464
Value of net assets at end of year (total assets less liabilities)2014-12-31$48,795,274
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$48,513,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$178,772
Income. Interest from US Government securities2014-12-31$647,491
Income. Interest from corporate debt instruments2014-12-31$226,465
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,483,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,625,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,625,921
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$467
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$40,855,463
Asset value of US Government securities at end of year2014-12-31$18,685,395
Asset value of US Government securities at beginning of year2014-12-31$15,344,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$52,346,781
Employer contributions (assets) at end of year2014-12-31$4,627,235
Employer contributions (assets) at beginning of year2014-12-31$4,189,141
Income. Dividends from common stock2014-12-31$141,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$15,183,769
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,101,079
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$9,720,674
Contract administrator fees2014-12-31$2,811,663
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$10,185,266
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$9,954,511
Liabilities. Value of benefit claims payable at end of year2014-12-31$502,919
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$580,646
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$36,111,768
Aggregate carrying amount (costs) on sale of assets2014-12-31$35,254,952
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DAVID BRODY & CO.
Accountancy firm EIN2014-12-31954778275
2013 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,169,023
Total unrealized appreciation/depreciation of assets2013-12-31$1,169,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,182,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$603,239
Total income from all sources (including contributions)2013-12-31$60,802,304
Total loss/gain on sale of assets2013-12-31$830,943
Total of all expenses incurred2013-12-31$59,325,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,002,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$57,822,539
Value of total assets at end of year2013-12-31$49,696,118
Value of total assets at beginning of year2013-12-31$47,640,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,323,109
Total interest from all sources2013-12-31$797,717
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$134,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$520,744
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,301,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,861,223
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,556,172
Other income not declared elsewhere2013-12-31$47,212
Administrative expenses (other) incurred2013-12-31$961,271
Liabilities. Value of operating payables at end of year2013-12-31$601,662
Liabilities. Value of operating payables at beginning of year2013-12-31$403,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,476,881
Value of net assets at end of year (total assets less liabilities)2013-12-31$48,513,810
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,036,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$129,366
Income. Interest from US Government securities2013-12-31$506,171
Income. Interest from corporate debt instruments2013-12-31$291,208
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,625,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,056,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,056,756
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$338
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$39,731,924
Asset value of US Government securities at end of year2013-12-31$15,344,648
Asset value of US Government securities at beginning of year2013-12-31$14,282,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,520,922
Employer contributions (assets) at end of year2013-12-31$4,189,141
Employer contributions (assets) at beginning of year2013-12-31$4,313,418
Income. Dividends from common stock2013-12-31$134,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$15,270,390
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$9,720,674
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$9,002,311
Contract administrator fees2013-12-31$2,711,728
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$9,954,511
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$9,429,399
Liabilities. Value of benefit claims payable at end of year2013-12-31$580,646
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$199,886
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$38,458,260
Aggregate carrying amount (costs) on sale of assets2013-12-31$37,627,317
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DAVID BRODY & CO.
Accountancy firm EIN2013-12-31954778275
2012 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,287,341
Total unrealized appreciation/depreciation of assets2012-12-31$1,287,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$603,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,292,728
Total income from all sources (including contributions)2012-12-31$61,314,450
Total loss/gain on sale of assets2012-12-31$446,863
Total of all expenses incurred2012-12-31$68,110,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$63,479,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$58,229,167
Value of total assets at end of year2012-12-31$47,640,168
Value of total assets at beginning of year2012-12-31$55,125,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,630,856
Total interest from all sources2012-12-31$1,130,562
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$171,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$571,571
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,015,914
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,556,172
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,635,768
Other income not declared elsewhere2012-12-31$48,753
Administrative expenses (other) incurred2012-12-31$1,027,581
Liabilities. Value of operating payables at end of year2012-12-31$403,353
Liabilities. Value of operating payables at beginning of year2012-12-31$735,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-6,796,060
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,036,929
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$53,832,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$143,096
Income. Interest from US Government securities2012-12-31$657,155
Income. Interest from corporate debt instruments2012-12-31$472,955
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,056,756
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,530,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,530,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$452
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$43,934,687
Asset value of US Government securities at end of year2012-12-31$14,282,112
Asset value of US Government securities at beginning of year2012-12-31$17,752,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$50,213,253
Employer contributions (assets) at end of year2012-12-31$4,313,418
Employer contributions (assets) at beginning of year2012-12-31$4,796,858
Income. Dividends from common stock2012-12-31$171,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$19,544,967
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$9,002,311
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$9,010,718
Contract administrator fees2012-12-31$2,888,608
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$9,429,399
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$10,398,770
Liabilities. Value of benefit claims payable at end of year2012-12-31$199,886
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$556,748
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$136,851,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$136,404,137
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DAVID BRODY & CO.
Accountancy firm EIN2012-12-31954778275
2011 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,607,043
Total unrealized appreciation/depreciation of assets2011-12-31$-2,607,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,292,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,340,046
Total income from all sources (including contributions)2011-12-31$56,623,589
Total loss/gain on sale of assets2011-12-31$1,543,706
Total of all expenses incurred2011-12-31$72,546,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$67,596,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$55,934,581
Value of total assets at end of year2011-12-31$55,125,717
Value of total assets at beginning of year2011-12-31$71,095,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,950,110
Total interest from all sources2011-12-31$1,515,803
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$174,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$655,257
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,747,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,635,768
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,122,654
Other income not declared elsewhere2011-12-31$62,361
Administrative expenses (other) incurred2011-12-31$1,080,697
Liabilities. Value of operating payables at end of year2011-12-31$735,980
Liabilities. Value of operating payables at beginning of year2011-12-31$999,607
Total non interest bearing cash at beginning of year2011-12-31$8,417
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-15,922,958
Value of net assets at end of year (total assets less liabilities)2011-12-31$53,832,989
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$69,755,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$170,545
Income. Interest from US Government securities2011-12-31$851,590
Income. Interest from corporate debt instruments2011-12-31$663,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,530,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,242,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,242,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$339
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$46,182,994
Asset value of US Government securities at end of year2011-12-31$17,752,749
Asset value of US Government securities at beginning of year2011-12-31$25,334,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$47,187,452
Employer contributions (assets) at end of year2011-12-31$4,796,858
Employer contributions (assets) at beginning of year2011-12-31$4,376,643
Income. Dividends from common stock2011-12-31$174,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,413,443
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$9,010,718
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$14,907,189
Contract administrator fees2011-12-31$3,043,611
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$10,398,770
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$16,104,187
Liabilities. Value of benefit claims payable at end of year2011-12-31$556,748
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$340,439
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$201,008,771
Aggregate carrying amount (costs) on sale of assets2011-12-31$199,465,065
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DAVID BRODY & CO.
Accountancy firm EIN2011-12-31954778275
2010 : SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,727,869
Total unrealized appreciation/depreciation of assets2010-12-31$1,727,869
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,340,046
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,884,360
Total income from all sources (including contributions)2010-12-31$61,114,431
Total loss/gain on sale of assets2010-12-31$425,723
Total of all expenses incurred2010-12-31$75,536,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$70,379,747
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$56,872,599
Value of total assets at end of year2010-12-31$71,095,993
Value of total assets at beginning of year2010-12-31$86,061,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,156,284
Total interest from all sources2010-12-31$1,807,018
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$233,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$530,026
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,886,641
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,122,654
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,192,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,052,696
Other income not declared elsewhere2010-12-31$48,137
Administrative expenses (other) incurred2010-12-31$1,551,784
Liabilities. Value of operating payables at end of year2010-12-31$999,607
Liabilities. Value of operating payables at beginning of year2010-12-31$566,801
Total non interest bearing cash at end of year2010-12-31$8,417
Total non interest bearing cash at beginning of year2010-12-31$6,398
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-14,421,600
Value of net assets at end of year (total assets less liabilities)2010-12-31$69,755,947
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$84,177,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$202,507
Income. Interest from US Government securities2010-12-31$832,331
Income. Interest from corporate debt instruments2010-12-31$970,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,242,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,672,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,672,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,942
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$45,312,788
Asset value of US Government securities at end of year2010-12-31$25,334,376
Asset value of US Government securities at beginning of year2010-12-31$27,450,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$48,985,958
Employer contributions (assets) at end of year2010-12-31$4,376,643
Employer contributions (assets) at beginning of year2010-12-31$4,879,889
Income. Dividends from common stock2010-12-31$233,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$25,066,959
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$14,907,189
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$18,726,487
Contract administrator fees2010-12-31$2,871,967
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$16,104,187
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$17,133,588
Liabilities. Value of benefit claims payable at end of year2010-12-31$340,439
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$264,863
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$186,140,890
Aggregate carrying amount (costs) on sale of assets2010-12-31$185,715,167
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DAVID BRODY & CO.
Accountancy firm EIN2010-12-31954778275

Form 5500 Responses for SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA

2022: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS' HEALTH PLAN OF SOUTHERN CALIFORNIA, ARIZONA & NEVADA 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number63835
Policy instance 4
Insurance contract or identification number63835
Number of Individuals Covered517
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,953,923
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 number107944
Policy instance 1
Insurance contract or identification number107944
Number of Individuals Covered4625
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,711,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294
Policy instance 2
Insurance contract or identification number10000294
Number of Individuals Covered437
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,565,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number107701
Policy instance 3
Insurance contract or identification number107701
Number of Individuals Covered64
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,133,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 13
Insurance contract or identification numberEXRK
Number of Individuals Covered2690
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $848,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number05291
Policy instance 5
Insurance contract or identification number05291
Number of Individuals Covered5241
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78705
Policy instance 6
Insurance contract or identification number78705
Number of Individuals Covered8400
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,166,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number729589
Policy instance 7
Insurance contract or identification number729589
Number of Individuals Covered675
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,235,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103538
Policy instance 8
Insurance contract or identification number103538
Number of Individuals Covered410
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,311,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060372
Policy instance 9
Insurance contract or identification number060372
Number of Individuals Covered73
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $400,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number900224
Policy instance 10
Insurance contract or identification number900224
Number of Individuals Covered43
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $123,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number667044
Policy instance 11
Insurance contract or identification number667044
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $348,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number170224
Policy instance 12
Insurance contract or identification number170224
Number of Individuals Covered18741
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $818,889
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number05291
Policy instance 5
Insurance contract or identification number05291
Number of Individuals Covered4493
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number63835
Policy instance 4
Insurance contract or identification number63835
Number of Individuals Covered537
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,345,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number0668P
Policy instance 3
Insurance contract or identification number0668P
Number of Individuals Covered69
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,034,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294
Policy instance 2
Insurance contract or identification number10000294
Number of Individuals Covered155
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,655,378
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 number107944
Policy instance 1
Insurance contract or identification number107944
Number of Individuals Covered4908
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,548,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78705
Policy instance 6
Insurance contract or identification number78705
Number of Individuals Covered9477
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,266,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number729589
Policy instance 7
Insurance contract or identification number729589
Number of Individuals Covered2267
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,035,400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract numberEXRK
Policy instance 13
Insurance contract or identification numberEXRK
Number of Individuals Covered2640
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Other welfare benefits providedINDIVIDUAL EXCESS RISK
Welfare Benefit Premiums Paid to CarrierUSD $746,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060372
Policy instance 9
Insurance contract or identification number060372
Number of Individuals Covered72
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $414,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number900224
Policy instance 10
Insurance contract or identification number900224
Number of Individuals Covered45
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $164,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number667044
Policy instance 11
Insurance contract or identification number667044
Number of Individuals Covered93
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $391,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number170224
Policy instance 12
Insurance contract or identification number170224
Number of Individuals Covered19055
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $854,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103538
Policy instance 8
Insurance contract or identification number103538
Number of Individuals Covered443
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,810,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number0668P
Policy instance 3
Insurance contract or identification number0668P
Number of Individuals Covered66
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,066,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294
Policy instance 2
Insurance contract or identification number10000294
Number of Individuals Covered466
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,754,598
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 number107944
Policy instance 1
Insurance contract or identification number107944
Number of Individuals Covered5138
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,387,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060372
Policy instance 9
Insurance contract or identification number060372
Number of Individuals Covered132
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $343,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number63835
Policy instance 4
Insurance contract or identification number63835
Number of Individuals Covered581
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,733,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number05291
Policy instance 5
Insurance contract or identification number05291
Number of Individuals Covered4843
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78705
Policy instance 6
Insurance contract or identification number78705
Number of Individuals Covered9852
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,348,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number729589
Policy instance 7
Insurance contract or identification number729589
Number of Individuals Covered2348
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,536,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103538
Policy instance 8
Insurance contract or identification number103538
Number of Individuals Covered956
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,388,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number667044
Policy instance 10
Insurance contract or identification number667044
Number of Individuals Covered221
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $477,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060372
Policy instance 11
Insurance contract or identification number060372
Number of Individuals Covered68
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $375,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103538
Policy instance 10
Insurance contract or identification number103538
Number of Individuals Covered68
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,934,485
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 number115700
Policy instance 9
Insurance contract or identification number115700
Number of Individuals Covered1059
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,867,612
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 number115690
Policy instance 8
Insurance contract or identification number115690
Number of Individuals Covered3590
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,303,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78705
Policy instance 6
Insurance contract or identification number78705
Number of Individuals Covered9640
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,213,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number729589
Policy instance 7
Insurance contract or identification number729589
Number of Individuals Covered2477
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,194,293
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 5
Insurance contract or identification number5291
Number of Individuals Covered5172
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number63835
Policy instance 4
Insurance contract or identification number63835
Number of Individuals Covered591
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,406,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number0668P
Policy instance 3
Insurance contract or identification number0668P
Number of Individuals Covered65
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,173,745
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294
Policy instance 2
Insurance contract or identification number10000294
Number of Individuals Covered432
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,598,118
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 number107944
Policy instance 1
Insurance contract or identification number107944
Number of Individuals Covered496
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,629,701
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number667044
Policy instance 12
Insurance contract or identification number667044
Number of Individuals Covered68
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $535,682
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 number107944
Policy instance 1
Insurance contract or identification number107944
Number of Individuals Covered527
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $819,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number667044
Policy instance 12
Insurance contract or identification number667044
Number of Individuals Covered67
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $417,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060372
Policy instance 11
Insurance contract or identification number060372
Number of Individuals Covered67
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $420,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103538
Policy instance 10
Insurance contract or identification number103538
Number of Individuals Covered67
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,124,597
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 number115700
Policy instance 9
Insurance contract or identification number115700
Number of Individuals Covered970
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,476,399
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 number115690
Policy instance 8
Insurance contract or identification number115690
Number of Individuals Covered3418
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,316,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0729589
Policy instance 7
Insurance contract or identification number0729589
Number of Individuals Covered2476
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,623,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78705
Policy instance 6
Insurance contract or identification number78705
Number of Individuals Covered8263
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,019,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 5
Insurance contract or identification number5291
Number of Individuals Covered5758
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number63835
Policy instance 4
Insurance contract or identification number63835
Number of Individuals Covered588
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,286,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number0668P
Policy instance 3
Insurance contract or identification number0668P
Number of Individuals Covered74
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,335,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294
Policy instance 2
Insurance contract or identification number10000294
Number of Individuals Covered438
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,526,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 5
Insurance contract or identification number5291
Number of Individuals Covered5676
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number63835
Policy instance 4
Insurance contract or identification number63835
Number of Individuals Covered598
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,971,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number0668P
Policy instance 3
Insurance contract or identification number0668P
Number of Individuals Covered72
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,167,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294
Policy instance 2
Insurance contract or identification number10000294
Number of Individuals Covered432
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,455,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number78705
Policy instance 6
Insurance contract or identification number78705
Number of Individuals Covered2720
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $936,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0729589
Policy instance 7
Insurance contract or identification number0729589
Number of Individuals Covered826
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,822,500
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 number115690
Policy instance 8
Insurance contract or identification number115690
Number of Individuals Covered2940
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,201,836
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 number115700
Policy instance 9
Insurance contract or identification number115700
Number of Individuals Covered1402
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,851,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103538
Policy instance 10
Insurance contract or identification number103538
Number of Individuals Covered1176
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,178,273
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 )
Policy contract number060372
Policy instance 11
Insurance contract or identification number060372
Number of Individuals Covered70
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $356,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number667044
Policy instance 12
Insurance contract or identification number667044
Number of Individuals Covered97
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $341,383
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 number107944
Policy instance 1
Insurance contract or identification number107944
Number of Individuals Covered556
Insurance policy start date2016-04-01
Insurance policy end date2017-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,921,124
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract numberE9300, 060472
Policy instance 11
Insurance contract or identification numberE9300, 060472
Number of Individuals Covered61
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $618,927
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740249, 740250
Policy instance 12
Insurance contract or identification number740249, 740250
Number of Individuals Covered1350
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $484,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 10
Insurance contract or identification number5291
Number of Individuals Covered2043
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,475,541
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number870505
Policy instance 9
Insurance contract or identification number870505
Number of Individuals Covered143
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number
Policy instance 8
Number of Individuals Covered501
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,136,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number71200
Policy instance 7
Insurance contract or identification number71200
Number of Individuals Covered49
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $940,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103542
Policy instance 1
Insurance contract or identification number103542
Number of Individuals Covered1044
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,905,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294, A001
Policy instance 6
Insurance contract or identification number10000294, A001
Number of Individuals Covered136
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,421,875
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 number115700-0000
Policy instance 5
Insurance contract or identification number115700-0000
Number of Individuals Covered439
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,868,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NEVADA (National Association of Insurance Commissioners NAIC id number: 95685 )
Policy contract number10400
Policy instance 2
Insurance contract or identification number10400
Number of Individuals Covered283
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,516,009
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 number107944-0000
Policy instance 4
Insurance contract or identification number107944-0000
Number of Individuals Covered354
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,102,572
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 number115690-0000
Policy instance 3
Insurance contract or identification number115690-0000
Number of Individuals Covered821
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,527,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number71200
Policy instance 7
Insurance contract or identification number71200
Number of Individuals Covered49
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $792,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number
Policy instance 8
Number of Individuals Covered493
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,769,015
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number870505
Policy instance 9
Insurance contract or identification number870505
Number of Individuals Covered165
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 10
Insurance contract or identification number5291
Number of Individuals Covered1792
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,273,836
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 number115700-0000
Policy instance 5
Insurance contract or identification number115700-0000
Number of Individuals Covered385
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,524,698
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 number107944-0000
Policy instance 4
Insurance contract or identification number107944-0000
Number of Individuals Covered361
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,175,109
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 number115690-0000
Policy instance 3
Insurance contract or identification number115690-0000
Number of Individuals Covered696
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,258,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NEVADA (National Association of Insurance Commissioners NAIC id number: 95685 )
Policy contract number10400
Policy instance 2
Insurance contract or identification number10400
Number of Individuals Covered269
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,243,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103542
Policy instance 1
Insurance contract or identification number103542
Number of Individuals Covered1046
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,110,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294, A001
Policy instance 6
Insurance contract or identification number10000294, A001
Number of Individuals Covered143
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,511,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740249, 740250
Policy instance 12
Insurance contract or identification number740249, 740250
Number of Individuals Covered1262
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $492,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract numberE9300, 060472
Policy instance 11
Insurance contract or identification numberE9300, 060472
Number of Individuals Covered64
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $619,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103542
Policy instance 1
Insurance contract or identification number103542
Number of Individuals Covered697
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,098,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NEVADA (National Association of Insurance Commissioners NAIC id number: 95685 )
Policy contract number10400
Policy instance 2
Insurance contract or identification number10400
Number of Individuals Covered252
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,097,843
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 number115690-0000
Policy instance 3
Insurance contract or identification number115690-0000
Number of Individuals Covered700
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,148,241
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 number107944-0000
Policy instance 4
Insurance contract or identification number107944-0000
Number of Individuals Covered362
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,157,789
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 number115700-0000
Policy instance 5
Insurance contract or identification number115700-0000
Number of Individuals Covered353
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,921,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294, A001
Policy instance 6
Insurance contract or identification number10000294, A001
Number of Individuals Covered147
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,411,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number
Policy instance 8
Number of Individuals Covered524
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,559,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number870505
Policy instance 9
Insurance contract or identification number870505
Number of Individuals Covered158
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 10
Insurance contract or identification number5291
Number of Individuals Covered1888
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,414,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract numberE9300, 060472
Policy instance 11
Insurance contract or identification numberE9300, 060472
Number of Individuals Covered64
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $573,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740249, 740250
Policy instance 12
Insurance contract or identification number740249, 740250
Number of Individuals Covered1333
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $508,975
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number71200
Policy instance 7
Insurance contract or identification number71200
Number of Individuals Covered51
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $742,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740249, 740250
Policy instance 1
Insurance contract or identification number740249, 740250
Number of Individuals Covered1358
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $672,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103542
Policy instance 12
Insurance contract or identification number103542
Number of Individuals Covered1183
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,503,628
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NEVADA (National Association of Insurance Commissioners NAIC id number: 95685 )
Policy contract number10400
Policy instance 11
Insurance contract or identification number10400
Number of Individuals Covered259
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,027,561
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 number115690-0000
Policy instance 10
Insurance contract or identification number115690-0000
Number of Individuals Covered685
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,714,408
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 number115700-0000
Policy instance 8
Insurance contract or identification number115700-0000
Number of Individuals Covered373
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,376,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294, A001
Policy instance 7
Insurance contract or identification number10000294, A001
Number of Individuals Covered159
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,654,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number71200
Policy instance 6
Insurance contract or identification number71200
Number of Individuals Covered52
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $880,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number
Policy instance 5
Number of Individuals Covered569
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,139,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number870505
Policy instance 4
Insurance contract or identification number870505
Number of Individuals Covered849
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $129,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 3
Insurance contract or identification number5291
Number of Individuals Covered1938
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,408,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract numberE9300, 060472
Policy instance 2
Insurance contract or identification numberE9300, 060472
Number of Individuals Covered60
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Welfare Benefit Premiums Paid to CarrierUSD $526,848
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 number107944-0000
Policy instance 9
Insurance contract or identification number107944-0000
Number of Individuals Covered292
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,901,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294, A001
Policy instance 7
Insurance contract or identification number10000294, A001
Number of Individuals Covered115
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,080,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 3
Insurance contract or identification number5291
Number of Individuals Covered2246
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,117,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103542
Policy instance 12
Insurance contract or identification number103542
Number of Individuals Covered1554
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,162,141
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NEVADA (National Association of Insurance Commissioners NAIC id number: 95685 )
Policy contract number10400
Policy instance 11
Insurance contract or identification number10400
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,207,005
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 number115690-0000
Policy instance 10
Insurance contract or identification number115690-0000
Number of Individuals Covered760
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,464,503
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 number107944-0000
Policy instance 9
Insurance contract or identification number107944-0000
Number of Individuals Covered339
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,886,386
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 number115700-0000
Policy instance 8
Insurance contract or identification number115700-0000
Number of Individuals Covered428
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,458,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number71200
Policy instance 6
Insurance contract or identification number71200
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,078,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number
Policy instance 5
Number of Individuals Covered195
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,195,039
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740249,740250
Policy instance 4
Insurance contract or identification number740249,740250
Number of Individuals Covered1724
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $920,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract numberE9300, 060472
Policy instance 2
Insurance contract or identification numberE9300, 060472
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Welfare Benefit Premiums Paid to CarrierUSD $447,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number870505-000
Policy instance 1
Insurance contract or identification number870505-000
Number of Individuals Covered298
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $164,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 )
Policy contract number870505-000
Policy instance 1
Insurance contract or identification number870505-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $185,438
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 )
Policy contract number740249,740250
Policy instance 4
Insurance contract or identification number740249,740250
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $856,858
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number5291
Policy instance 3
Insurance contract or identification number5291
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,693,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 95617 )
Policy contract numberE9300, 060472
Policy instance 2
Insurance contract or identification numberE9300, 060472
Number of Individuals Covered60
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Welfare Benefit Premiums Paid to CarrierUSD $398,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 )
Policy contract number
Policy instance 5
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,818,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH PLAN OF NEVADA (National Association of Insurance Commissioners NAIC id number: 96342 )
Policy contract number10000294, A001
Policy instance 7
Insurance contract or identification number10000294, A001
Number of Individuals Covered253
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,578,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HOMETOWN HEALTH PLAN INC (National Association of Insurance Commissioners NAIC id number: 95350 )
Policy contract number71200
Policy instance 6
Insurance contract or identification number71200
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,092,778
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 number115700-0000
Policy instance 8
Insurance contract or identification number115700-0000
Number of Individuals Covered382
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,018,005
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 number107944-0000
Policy instance 9
Insurance contract or identification number107944-0000
Number of Individuals Covered426
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,268,317
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 number115690-0000
Policy instance 10
Insurance contract or identification number115690-0000
Number of Individuals Covered775
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,614,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE OF NEVADA (National Association of Insurance Commissioners NAIC id number: 95685 )
Policy contract number10400
Policy instance 11
Insurance contract or identification number10400
Number of Individuals Covered336
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,312,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number103542
Policy instance 12
Insurance contract or identification number103542
Number of Individuals Covered1596
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,474,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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