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ILWU LOCAL 142 HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameILWU LOCAL 142 HEALTH AND WELFARE PLAN
Plan identification number 501

ILWU LOCAL 142 HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

ILWU LOCAL 142 HEALTH AND WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:ILWU LOCAL 142 HEALTH AND WELFARE TRUST
Employer identification number (EIN):202076868
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ILWU LOCAL 142 HEALTH AND WELFARE PLAN

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
5012019-01-01
5012018-01-01
5012017-01-01GUY FUJIMURA CARLA THOMAS2018-10-11
5012016-01-01GUY FUJIMURA ERIC LOTTERMOSER2017-10-11
5012015-01-01GUY FUJIMURA ERIC LOTTERMOSER2016-10-13
5012014-01-01GUY FUJIMURA ERIC LOTTERMOSER2015-10-14
5012013-01-01GUY FUJIMURA CARLA THOMAS2014-10-09
5012012-01-01GUY FUJIMURA CARLA THOMAS2013-10-10
5012011-01-01GUY FUJIMURA CARLA THOMAS2012-10-09
5012010-01-01WILLIAM KENNISON CARLA THOMAS2011-10-13
5012009-01-01GUY FUJIMURA CARLA THOMAS2010-10-12

Plan Statistics for ILWU LOCAL 142 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for ILWU LOCAL 142 HEALTH AND WELFARE PLAN

Measure Date Value
2022: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,834
Total number of active participants reported on line 7a of the Form 55002022-01-013,924
Number of retired or separated participants receiving benefits2022-01-016
Total of all active and inactive participants2022-01-013,930
Number of employers contributing to the scheme2022-01-0114
2021: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,229
Total number of active participants reported on line 7a of the Form 55002021-01-013,828
Number of retired or separated participants receiving benefits2021-01-016
Total of all active and inactive participants2021-01-013,834
Number of employers contributing to the scheme2021-01-0114
2020: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,492
Total number of active participants reported on line 7a of the Form 55002020-01-014,223
Number of retired or separated participants receiving benefits2020-01-016
Total of all active and inactive participants2020-01-014,229
Number of employers contributing to the scheme2020-01-0114
2019: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,483
Total number of active participants reported on line 7a of the Form 55002019-01-014,485
Number of retired or separated participants receiving benefits2019-01-016
Total of all active and inactive participants2019-01-014,491
Number of employers contributing to the scheme2019-01-0115
2018: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,393
Total number of active participants reported on line 7a of the Form 55002018-01-014,434
Number of retired or separated participants receiving benefits2018-01-016
Total of all active and inactive participants2018-01-014,440
Number of employers contributing to the scheme2018-01-0115
2017: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,318
Total number of active participants reported on line 7a of the Form 55002017-01-014,387
Number of retired or separated participants receiving benefits2017-01-016
Total of all active and inactive participants2017-01-014,393
Number of employers contributing to the scheme2017-01-0115
2016: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,347
Total number of active participants reported on line 7a of the Form 55002016-01-014,313
Number of retired or separated participants receiving benefits2016-01-015
Total of all active and inactive participants2016-01-014,318
Number of employers contributing to the scheme2016-01-0115
2015: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,391
Total number of active participants reported on line 7a of the Form 55002015-01-014,341
Number of retired or separated participants receiving benefits2015-01-016
Total of all active and inactive participants2015-01-014,347
Number of employers contributing to the scheme2015-01-0115
2014: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,605
Total number of active participants reported on line 7a of the Form 55002014-01-014,388
Number of retired or separated participants receiving benefits2014-01-013
Total of all active and inactive participants2014-01-014,391
Number of employers contributing to the scheme2014-01-0115
2013: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,002
Total number of active participants reported on line 7a of the Form 55002013-01-013,602
Number of retired or separated participants receiving benefits2013-01-013
Total of all active and inactive participants2013-01-013,605
Number of employers contributing to the scheme2013-01-0114
2012: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,841
Total number of active participants reported on line 7a of the Form 55002012-01-013,002
Total of all active and inactive participants2012-01-013,002
Number of employers contributing to the scheme2012-01-0112
2011: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,287
Total number of active participants reported on line 7a of the Form 55002011-01-012,841
Total of all active and inactive participants2011-01-012,841
Number of employers contributing to the scheme2011-01-0112
2010: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-014,844
Total number of active participants reported on line 7a of the Form 55002010-01-012,287
Total of all active and inactive participants2010-01-012,287
Number of employers contributing to the scheme2010-01-018
2009: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,431
Total number of active participants reported on line 7a of the Form 55002009-01-014,844
Total of all active and inactive participants2009-01-014,844
Number of employers contributing to the scheme2009-01-016

Financial Data on ILWU LOCAL 142 HEALTH AND WELFARE PLAN

Measure Date Value
2022 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,729,735
Total unrealized appreciation/depreciation of assets2022-12-31$-2,729,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,574,884
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,622,321
Total income from all sources (including contributions)2022-12-31$50,247,790
Total loss/gain on sale of assets2022-12-31$3,313
Total of all expenses incurred2022-12-31$42,569,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$40,601,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$52,093,598
Value of total assets at end of year2022-12-31$53,414,024
Value of total assets at beginning of year2022-12-31$45,783,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,968,186
Total interest from all sources2022-12-31$631,275
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$247,565
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$247,565
Administrative expenses professional fees incurred2022-12-31$224,726
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$82,023
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$28,809,391
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,707,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,849,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$620,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$43,618
Other income not declared elsewhere2022-12-31$1,774
Administrative expenses (other) incurred2022-12-31$176,380
Liabilities. Value of operating payables at end of year2022-12-31$131,319
Liabilities. Value of operating payables at beginning of year2022-12-31$130,803
Total non interest bearing cash at end of year2022-12-31$4,579,988
Total non interest bearing cash at beginning of year2022-12-31$5,353,658
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$7,678,452
Value of net assets at end of year (total assets less liabilities)2022-12-31$49,839,140
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$42,160,688
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$104,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,721,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,117,973
Interest earned on other investments2022-12-31$34,906
Income. Interest from US Government securities2022-12-31$270,201
Income. Interest from corporate debt instruments2022-12-31$195,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,581,716
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,709,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,709,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$130,401
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$11,791,761
Asset value of US Government securities at end of year2022-12-31$22,618,053
Asset value of US Government securities at beginning of year2022-12-31$18,483,915
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$52,011,575
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$11,205,346
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$9,268,229
Contract administrator fees2022-12-31$1,462,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$2,823,200
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$3,447,900
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$70,694,120
Aggregate carrying amount (costs) on sale of assets2022-12-31$70,690,807
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEMKE, CHINEN & TANAKA, CPA INC.
Accountancy firm EIN2022-12-31990155373
2021 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-950,344
Total unrealized appreciation/depreciation of assets2021-12-31$-950,344
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,622,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,055,102
Total income from all sources (including contributions)2021-12-31$42,806,281
Total loss/gain on sale of assets2021-12-31$769,236
Total of all expenses incurred2021-12-31$42,260,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$40,405,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$41,502,810
Value of total assets at end of year2021-12-31$45,783,009
Value of total assets at beginning of year2021-12-31$44,669,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,854,368
Total interest from all sources2021-12-31$380,352
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$155,398
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$155,398
Administrative expenses professional fees incurred2021-12-31$199,357
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$84,072
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$28,064,576
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,849,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$914,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$43,618
Other income not declared elsewhere2021-12-31$948,829
Administrative expenses (other) incurred2021-12-31$108,162
Liabilities. Value of operating payables at end of year2021-12-31$130,803
Liabilities. Value of operating payables at beginning of year2021-12-31$127,502
Total non interest bearing cash at end of year2021-12-31$5,353,658
Total non interest bearing cash at beginning of year2021-12-31$4,916,124
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$545,978
Value of net assets at end of year (total assets less liabilities)2021-12-31$42,160,688
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,614,710
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$93,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,117,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,397,971
Income. Interest from US Government securities2021-12-31$191,939
Income. Interest from corporate debt instruments2021-12-31$187,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,709,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,296,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,296,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,046
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$12,341,359
Asset value of US Government securities at end of year2021-12-31$18,483,915
Asset value of US Government securities at beginning of year2021-12-31$12,132,092
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$41,418,738
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$9,268,229
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$10,011,847
Contract administrator fees2021-12-31$1,453,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$3,447,900
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,927,600
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$10,428,421
Aggregate carrying amount (costs) on sale of assets2021-12-31$9,659,185
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEMKE, CHINEN & TANAKA, CPA INC.
Accountancy firm EIN2021-12-31990155373
2020 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$859,624
Total unrealized appreciation/depreciation of assets2020-12-31$859,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,070,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,770,733
Total income from all sources (including contributions)2020-12-31$30,287,995
Total loss/gain on sale of assets2020-12-31$502,828
Total of all expenses incurred2020-12-31$41,055,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,047,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$28,051,150
Value of total assets at end of year2020-12-31$44,684,871
Value of total assets at beginning of year2020-12-31$56,152,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,007,569
Total interest from all sources2020-12-31$640,720
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$232,219
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$232,219
Administrative expenses professional fees incurred2020-12-31$211,998
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$112,247
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$25,677,674
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$929,961
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$967,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$15,059
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,440
Other income not declared elsewhere2020-12-31$1,454
Administrative expenses (other) incurred2020-12-31$78,374
Liabilities. Value of operating payables at end of year2020-12-31$127,502
Liabilities. Value of operating payables at beginning of year2020-12-31$140,293
Total non interest bearing cash at end of year2020-12-31$4,916,124
Total non interest bearing cash at beginning of year2020-12-31$4,616,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-10,767,020
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,614,710
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$52,381,730
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$108,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,397,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,540,010
Interest earned on other investments2020-12-31$580
Income. Interest from US Government securities2020-12-31$420,398
Income. Interest from corporate debt instruments2020-12-31$196,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,296,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,800,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,800,289
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$23,541
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$13,369,772
Asset value of US Government securities at end of year2020-12-31$12,132,092
Asset value of US Government securities at beginning of year2020-12-31$34,652,981
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$27,938,903
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$10,011,847
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$6,574,691
Contract administrator fees2020-12-31$1,608,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,927,600
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,617,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$30,418,018
Aggregate carrying amount (costs) on sale of assets2020-12-31$29,915,190
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEMKE, CHINEN & TANAKA, CPA, INC.
Accountancy firm EIN2020-12-31990155373
2019 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,044,381
Total unrealized appreciation/depreciation of assets2019-12-31$1,044,381
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,770,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,451,946
Total income from all sources (including contributions)2019-12-31$54,618,198
Total loss/gain on sale of assets2019-12-31$28,533
Total of all expenses incurred2019-12-31$43,761,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$41,569,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$52,384,874
Value of total assets at end of year2019-12-31$56,152,463
Value of total assets at beginning of year2019-12-31$45,977,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,192,108
Total interest from all sources2019-12-31$894,948
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$265,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$265,462
Administrative expenses professional fees incurred2019-12-31$133,928
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$87,155
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$28,538,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$967,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$871,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$25,289
Administrative expenses (other) incurred2019-12-31$90,756
Liabilities. Value of operating payables at end of year2019-12-31$140,293
Liabilities. Value of operating payables at beginning of year2019-12-31$43,657
Total non interest bearing cash at end of year2019-12-31$4,616,935
Total non interest bearing cash at beginning of year2019-12-31$2,379,980
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$10,856,227
Value of net assets at end of year (total assets less liabilities)2019-12-31$52,381,730
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$41,525,503
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$95,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,540,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,011,812
Interest earned on other investments2019-12-31$29
Income. Interest from US Government securities2019-12-31$575,883
Income. Interest from corporate debt instruments2019-12-31$141,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,800,289
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,936,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,936,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$177,293
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$13,031,660
Asset value of US Government securities at end of year2019-12-31$34,652,981
Asset value of US Government securities at beginning of year2019-12-31$28,347,166
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$52,297,719
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$6,574,691
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$8,430,517
Contract administrator fees2019-12-31$1,871,685
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,617,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,383,000
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$10,219,453
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,190,920
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEMKE, CHINEN & TANAKA, CPA, INC.
Accountancy firm EIN2019-12-31990155373
2018 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-129,858
Total unrealized appreciation/depreciation of assets2018-12-31$-129,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,451,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,996,580
Total income from all sources (including contributions)2018-12-31$53,174,545
Total loss/gain on sale of assets2018-12-31$27,385
Total of all expenses incurred2018-12-31$47,608,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,711,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$52,399,293
Value of total assets at end of year2018-12-31$45,977,449
Value of total assets at beginning of year2018-12-31$40,956,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,897,157
Total interest from all sources2018-12-31$794,982
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$82,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$82,743
Administrative expenses professional fees incurred2018-12-31$126,845
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$128,169
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$33,592,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$871,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$123,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$25,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$63,051
Administrative expenses (other) incurred2018-12-31$74,468
Liabilities. Value of operating payables at end of year2018-12-31$43,657
Liabilities. Value of operating payables at beginning of year2018-12-31$33,329
Total non interest bearing cash at end of year2018-12-31$2,379,980
Total non interest bearing cash at beginning of year2018-12-31$2,055,955
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$5,565,636
Value of net assets at end of year (total assets less liabilities)2018-12-31$41,525,503
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,959,867
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$81,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,011,812
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,567,500
Income. Interest from US Government securities2018-12-31$528,363
Income. Interest from corporate debt instruments2018-12-31$125,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,936,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4,093,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4,093,011
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$140,699
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$12,119,501
Asset value of US Government securities at end of year2018-12-31$28,347,166
Asset value of US Government securities at beginning of year2018-12-31$26,990,109
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$52,271,124
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$8,430,517
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$6,126,468
Contract administrator fees2018-12-31$1,614,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,383,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$4,900,200
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$75,532,822
Aggregate carrying amount (costs) on sale of assets2018-12-31$75,505,437
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2018-12-31990155373
2017 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-165,113
Total unrealized appreciation/depreciation of assets2017-12-31$-165,113
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,996,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,140,095
Total income from all sources (including contributions)2017-12-31$48,600,399
Total loss/gain on sale of assets2017-12-31$20,605
Total of all expenses incurred2017-12-31$43,177,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$41,270,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$48,285,335
Value of total assets at end of year2017-12-31$40,956,447
Value of total assets at beginning of year2017-12-31$35,677,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,907,491
Total interest from all sources2017-12-31$392,832
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$66,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$66,740
Administrative expenses professional fees incurred2017-12-31$127,050
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$102,432
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$30,306,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$123,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$56,352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$63,051
Administrative expenses (other) incurred2017-12-31$110,441
Liabilities. Value of operating payables at end of year2017-12-31$33,329
Liabilities. Value of operating payables at beginning of year2017-12-31$220,895
Total non interest bearing cash at end of year2017-12-31$2,055,955
Total non interest bearing cash at beginning of year2017-12-31$4,214,449
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$5,422,903
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,959,867
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$30,536,964
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$74,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,567,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,322,265
Interest earned on other investments2017-12-31$5,292
Income. Interest from US Government securities2017-12-31$243,232
Income. Interest from corporate debt instruments2017-12-31$96,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4,093,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,365,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,365,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$47,329
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$10,963,681
Asset value of US Government securities at end of year2017-12-31$26,990,109
Asset value of US Government securities at beginning of year2017-12-31$24,161,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$48,182,903
Employer contributions (assets) at beginning of year2017-12-31$16,550
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$6,126,468
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$4,541,008
Contract administrator fees2017-12-31$1,595,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$4,900,200
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$4,919,200
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$63,759,676
Aggregate carrying amount (costs) on sale of assets2017-12-31$63,739,071
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 name2017-12-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2017-12-31990155373
2016 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$20,908
Total unrealized appreciation/depreciation of assets2016-12-31$20,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$5,140,095
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,961,449
Total income from all sources (including contributions)2016-12-31$47,231,677
Total loss/gain on sale of assets2016-12-31$4,634
Total of all expenses incurred2016-12-31$40,799,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$38,774,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$46,913,848
Value of total assets at end of year2016-12-31$35,677,059
Value of total assets at beginning of year2016-12-31$29,065,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,024,594
Total interest from all sources2016-12-31$236,740
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$55,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$55,547
Administrative expenses professional fees incurred2016-12-31$157,808
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$240,682
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$30,312,988
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$56,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$152,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$433,033
Administrative expenses (other) incurred2016-12-31$238,493
Liabilities. Value of operating payables at end of year2016-12-31$220,895
Liabilities. Value of operating payables at beginning of year2016-12-31$336,394
Total non interest bearing cash at end of year2016-12-31$4,214,449
Total non interest bearing cash at beginning of year2016-12-31$3,869,908
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$6,432,447
Value of net assets at end of year (total assets less liabilities)2016-12-31$30,536,964
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$24,104,517
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$72,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,322,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,188,623
Income. Interest from US Government securities2016-12-31$174,240
Income. Interest from corporate debt instruments2016-12-31$59,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,365,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,830,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,830,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,613
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$8,461,648
Asset value of US Government securities at end of year2016-12-31$24,161,293
Asset value of US Government securities at beginning of year2016-12-31$19,390,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$46,673,166
Employer contributions (assets) at end of year2016-12-31$16,550
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$4,541,008
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,633,472
Contract administrator fees2016-12-31$1,555,919
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$4,919,200
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$4,192,022
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$16,127,626
Aggregate carrying amount (costs) on sale of assets2016-12-31$16,122,992
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEMKE, CHINEN & TANAKA, C.P.A., INC
Accountancy firm EIN2016-12-31990155373
2015 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-112,728
Total unrealized appreciation/depreciation of assets2015-12-31$-112,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,961,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,967,209
Total income from all sources (including contributions)2015-12-31$43,593,931
Total loss/gain on sale of assets2015-12-31$3,626
Total of all expenses incurred2015-12-31$36,234,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$34,141,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$43,550,713
Value of total assets at end of year2015-12-31$29,065,966
Value of total assets at beginning of year2015-12-31$20,712,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,093,322
Total interest from all sources2015-12-31$130,719
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$21,601
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$21,601
Administrative expenses professional fees incurred2015-12-31$110,169
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$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$225,684
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$26,519,337
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$152,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$136,527
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$433,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$36,429
Administrative expenses (other) incurred2015-12-31$354,813
Liabilities. Value of operating payables at end of year2015-12-31$336,394
Liabilities. Value of operating payables at beginning of year2015-12-31$487,411
Total non interest bearing cash at end of year2015-12-31$3,869,908
Total non interest bearing cash at beginning of year2015-12-31$7,783,676
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$7,359,442
Value of net assets at end of year (total assets less liabilities)2015-12-31$24,104,517
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,745,075
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$52,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,188,623
Income. Interest from US Government securities2015-12-31$95,421
Income. Interest from corporate debt instruments2015-12-31$35,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,830,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$488,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$488,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$140
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$7,621,830
Asset value of US Government securities at end of year2015-12-31$19,390,724
Asset value of US Government securities at beginning of year2015-12-31$10,652,287
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$43,325,029
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,633,472
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,651,059
Contract administrator fees2015-12-31$1,576,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$4,192,022
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$3,443,369
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$14,256,096
Aggregate carrying amount (costs) on sale of assets2015-12-31$14,252,470
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 name2015-12-31LEMKE CHINEN & TANAKA CPA, INC
Accountancy firm EIN2015-12-31990155373
2014 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$34,688
Total unrealized appreciation/depreciation of assets2014-12-31$34,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,967,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,976,815
Total income from all sources (including contributions)2014-12-31$41,389,575
Total loss/gain on sale of assets2014-12-31$-2,506
Total of all expenses incurred2014-12-31$36,308,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$34,162,774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$41,300,554
Value of total assets at end of year2014-12-31$20,712,285
Value of total assets at beginning of year2014-12-31$14,640,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,145,818
Total interest from all sources2014-12-31$56,839
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$116,275
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$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$164,035
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$24,275,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$136,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$151,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$36,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$80,195
Administrative expenses (other) incurred2014-12-31$514,114
Liabilities. Value of operating payables at end of year2014-12-31$487,411
Liabilities. Value of operating payables at beginning of year2014-12-31$22,885
Total non interest bearing cash at end of year2014-12-31$7,783,676
Total non interest bearing cash at beginning of year2014-12-31$4,790,422
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$5,080,983
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,745,076
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,664,093
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$32,679
Income. Interest from US Government securities2014-12-31$38,253
Income. Interest from corporate debt instruments2014-12-31$18,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$488,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,698,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,698,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$68
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$9,887,714
Asset value of US Government securities at end of year2014-12-31$10,652,288
Asset value of US Government securities at beginning of year2014-12-31$6,836,782
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$41,136,519
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,651,059
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,164,101
Contract administrator fees2014-12-31$1,482,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$3,443,369
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,873,735
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$11,278,557
Aggregate carrying amount (costs) on sale of assets2014-12-31$11,281,063
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEMKE, CHINEN & TANAKA, CPA, INC
Accountancy firm EIN2014-12-31990155373
2013 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-59,182
Total unrealized appreciation/depreciation of assets2013-12-31$-59,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,976,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,650,865
Total income from all sources (including contributions)2013-12-31$30,372,661
Total loss/gain on sale of assets2013-12-31$-9,235
Total of all expenses incurred2013-12-31$28,401,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$27,006,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$30,376,056
Value of total assets at end of year2013-12-31$14,640,908
Value of total assets at beginning of year2013-12-31$12,343,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,395,206
Total interest from all sources2013-12-31$65,022
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$115,423
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$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$113,641
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$6,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$151,406
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$71,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$80,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,433
Administrative expenses (other) incurred2013-12-31$85,977
Liabilities. Value of operating payables at end of year2013-12-31$22,885
Liabilities. Value of operating payables at beginning of year2013-12-31$11,841
Total non interest bearing cash at end of year2013-12-31$4,790,422
Total non interest bearing cash at beginning of year2013-12-31$2,552,798
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$1,971,395
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,664,093
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,692,698
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$29,651
Income. Interest from US Government securities2013-12-31$46,579
Income. Interest from corporate debt instruments2013-12-31$18,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,698,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$850,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$850,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$70
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$6,484,898
Asset value of US Government securities at end of year2013-12-31$6,836,782
Asset value of US Government securities at beginning of year2013-12-31$7,927,095
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$30,262,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,521,162
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,164,101
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$934,952
Contract administrator fees2013-12-31$1,164,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,873,735
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$2,627,591
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$8,405,440
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,414,675
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 name2013-12-31LEMKE, CHINEN & TANAKA, CPA, INC
Accountancy firm EIN2013-12-31990155373
2012 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$42,341
Total unrealized appreciation/depreciation of assets2012-12-31$42,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,650,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,170,890
Total income from all sources (including contributions)2012-12-31$24,136,913
Total loss/gain on sale of assets2012-12-31$-5,372
Total of all expenses incurred2012-12-31$23,840,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$22,522,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$24,030,310
Value of total assets at end of year2012-12-31$12,343,563
Value of total assets at beginning of year2012-12-31$12,567,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,317,889
Total interest from all sources2012-12-31$69,634
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$100,911
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$112,451
Participant contributions at end of year2012-12-31$6,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$71,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$90,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,433
Administrative expenses (other) incurred2012-12-31$38,239
Liabilities. Value of operating payables at end of year2012-12-31$11,841
Liabilities. Value of operating payables at beginning of year2012-12-31$14,979
Total non interest bearing cash at end of year2012-12-31$2,552,798
Total non interest bearing cash at beginning of year2012-12-31$5,692,459
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$296,214
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,692,698
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,396,484
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$29,908
Income. Interest from US Government securities2012-12-31$56,563
Income. Interest from corporate debt instruments2012-12-31$13,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$850,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$53,515
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$53,515
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$5,317,692
Asset value of US Government securities at end of year2012-12-31$7,927,095
Asset value of US Government securities at beginning of year2012-12-31$6,129,228
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$23,917,859
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$167,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,205,118
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$934,952
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$434,468
Contract administrator fees2012-12-31$1,148,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$2,627,591
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$3,155,911
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$8,650,449
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,655,821
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 name2012-12-31LEMKE, CHINEN & TANAKA, CPA, INC
Accountancy firm EIN2012-12-31990155373
2011 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$40,523
Total unrealized appreciation/depreciation of assets2011-12-31$40,523
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,170,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,144,197
Total income from all sources (including contributions)2011-12-31$21,176,069
Total loss/gain on sale of assets2011-12-31$815
Total of all expenses incurred2011-12-31$22,184,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,234,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$21,074,818
Value of total assets at end of year2011-12-31$12,567,374
Value of total assets at beginning of year2011-12-31$12,549,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$950,107
Total interest from all sources2011-12-31$59,913
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$88,930
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$107,289
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$26,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$90,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$30,283
Administrative expenses (other) incurred2011-12-31$42,842
Liabilities. Value of operating payables at end of year2011-12-31$14,979
Liabilities. Value of operating payables at beginning of year2011-12-31$15,861
Total non interest bearing cash at end of year2011-12-31$5,692,459
Total non interest bearing cash at beginning of year2011-12-31$5,945,389
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,008,429
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,396,484
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,404,913
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$22,414
Income. Interest from US Government securities2011-12-31$56,385
Income. Interest from corporate debt instruments2011-12-31$3,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$53,515
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$44,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$44,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,854,870
Asset value of US Government securities at end of year2011-12-31$6,129,228
Asset value of US Government securities at beginning of year2011-12-31$6,483,342
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$20,967,529
Employer contributions (assets) at end of year2011-12-31$167,306
Employer contributions (assets) at beginning of year2011-12-31$18,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,379,521
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$434,468
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$795,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$3,155,911
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$2,128,336
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$6,864,805
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,863,990
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 name2011-12-31LEMKE, CHINEN & TANAKA CPA INC
Accountancy firm EIN2011-12-31990155373
2010 : ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$16,998
Total unrealized appreciation/depreciation of assets2010-12-31$16,998
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,144,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,528,562
Total income from all sources (including contributions)2010-12-31$16,740,341
Total loss/gain on sale of assets2010-12-31$280
Total of all expenses incurred2010-12-31$18,177,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,290,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,695,246
Value of total assets at end of year2010-12-31$12,549,110
Value of total assets at beginning of year2010-12-31$11,853,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$886,603
Total interest from all sources2010-12-31$27,817
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$81,516
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$345,064
Participant contributions at end of year2010-12-31$26,856
Participant contributions at beginning of year2010-12-31$42,202
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$30,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,719
Administrative expenses (other) incurred2010-12-31$37,631
Liabilities. Value of operating payables at end of year2010-12-31$15,861
Liabilities. Value of operating payables at beginning of year2010-12-31$11,970
Total non interest bearing cash at end of year2010-12-31$5,945,389
Total non interest bearing cash at beginning of year2010-12-31$2,719,572
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-1,436,730
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,404,913
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,325,051
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$12,712
Interest earned on other investments2010-12-31$1,068
Income. Interest from US Government securities2010-12-31$23,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$44,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,912,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,912,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$3,238
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,141,269
Asset value of US Government securities at end of year2010-12-31$6,483,342
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$16,350,182
Employer contributions (assets) at end of year2010-12-31$18,662
Employer contributions (assets) at beginning of year2010-12-31$174,790
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$14,149,199
Contract administrator fees2010-12-31$754,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$2,128,336
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$2,516,592
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$8,620,296
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,620,016
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 name2010-12-31LEMKE, CHINEN & TANAKA CPA, INC
Accountancy firm EIN2010-12-31990155373

Form 5500 Responses for ILWU LOCAL 142 HEALTH AND WELFARE PLAN

2022: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ILWU LOCAL 142 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 3
Insurance contract or identification number22827
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,579
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 2
Insurance contract or identification number12250584
Number of Individuals Covered3822
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $274,156
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 number2713
Policy instance 1
Insurance contract or identification number2713
Number of Individuals Covered2272
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,415,163
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 number2713
Policy instance 1
Insurance contract or identification number2713
Number of Individuals Covered2166
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,998,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 2
Insurance contract or identification number12250584
Number of Individuals Covered3780
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $277,050
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 3
Insurance contract or identification number22827
Number of Individuals Covered6
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,547
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 3
Insurance contract or identification number22827
Number of Individuals Covered6
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,477
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 number2713
Policy instance 1
Insurance contract or identification number2713
Number of Individuals Covered2529
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,922,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 2
Insurance contract or identification number12250584
Number of Individuals Covered4179
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $329,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 3
Insurance contract or identification number22827
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 2
Insurance contract or identification number12250584
Number of Individuals Covered4432
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $316,099
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 number2713
Policy instance 1
Insurance contract or identification number2713
Number of Individuals Covered2592
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,599,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 2
Insurance contract or identification number12250584
Number of Individuals Covered4364
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $329,975
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 number2713
Policy instance 1
Insurance contract or identification number2713
Number of Individuals Covered2518
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,692,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 3
Insurance contract or identification number22827
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,419
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 3
Insurance contract or identification number22827
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 2
Insurance contract or identification number12250584
Number of Individuals Covered4327
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $312,769
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 number2713
Policy instance 1
Insurance contract or identification number2713
Number of Individuals Covered2713
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,560,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 3
Insurance contract or identification number22827
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 2
Insurance contract or identification number12250584
Number of Individuals Covered4291
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $298,543
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 number2713
Policy instance 1
Insurance contract or identification number2713
Number of Individuals Covered1928
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,540,481
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 number2713
Policy instance 2
Insurance contract or identification number2713
Number of Individuals Covered1815
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,899,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2705
Policy instance 1
Insurance contract or identification number2705
Number of Individuals Covered10105
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 4
Insurance contract or identification number22827
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 3
Insurance contract or identification number12250584
Number of Individuals Covered4287
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $291,630
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 number2713
Policy instance 2
Insurance contract or identification number2713
Number of Individuals Covered1284
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,299,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 3
Insurance contract or identification number12250584
Number of Individuals Covered3531
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $221,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2705
Policy instance 1
Insurance contract or identification number2705
Number of Individuals Covered8028
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number22827
Policy instance 4
Insurance contract or identification number22827
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,393
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 number2713/10
Policy instance 2
Insurance contract or identification number2713/10
Number of Individuals Covered1006
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,448,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 3
Insurance contract or identification number12250584
Number of Individuals Covered2984
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $164,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2705
Policy instance 1
Insurance contract or identification number2705
Number of Individuals Covered6739
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
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 number2713/10
Policy instance 2
Insurance contract or identification number2713/10
Number of Individuals Covered969
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,069,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2705
Policy instance 1
Insurance contract or identification number2705
Number of Individuals Covered6384
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 3
Insurance contract or identification number12250584
Number of Individuals Covered2839
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $177,480
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12250584
Policy instance 3
Insurance contract or identification number12250584
Number of Individuals Covered2395
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,332
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 number2713/10
Policy instance 2
Insurance contract or identification number2713/10
Number of Individuals Covered674
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,696,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HAWAII DENTAL SERVICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number2705
Policy instance 1
Insurance contract or identification number2705
Number of Individuals Covered5059
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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