BOARD OF TRUSTEES, REDWOOD EMPIRE ELECTRICAL WORKERS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE
401k plan membership statisitcs for REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE
Measure | Date | Value |
---|
2022 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-985,839 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-985,839 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,616,813 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,541,087 |
Total income from all sources (including contributions) | 2022-12-31 | $9,767,324 |
Total loss/gain on sale of assets | 2022-12-31 | $-178,611 |
Total of all expenses incurred | 2022-12-31 | $10,893,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,452,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,646,333 |
Value of total assets at end of year | 2022-12-31 | $12,158,517 |
Value of total assets at beginning of year | 2022-12-31 | $13,209,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $440,687 |
Total interest from all sources | 2022-12-31 | $285,441 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $127,767 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $736,776 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $144,984 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $50,165 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $38,534 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $244,941 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $245,812 |
Administrative expenses (other) incurred | 2022-12-31 | $267,487 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $182,165 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $130,447 |
Total non interest bearing cash at end of year | 2022-12-31 | $200,000 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $200,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,126,295 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,541,704 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,667,999 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $45,433 |
Income. Interest from US Government securities | 2022-12-31 | $116,043 |
Income. Interest from corporate debt instruments | 2022-12-31 | $133,982 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $2,081,584 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,432,835 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,432,835 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $35,416 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $9,345,933 |
Asset value of US Government securities at end of year | 2022-12-31 | $4,624,050 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $5,732,579 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $9,764,573 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,223,601 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,102,585 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,106,999 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $1,497,433 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $1,638,821 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $2,453,578 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $2,046,415 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $5,189,707 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $5,164,828 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $28,106 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $17,317 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $7,544,460 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $7,723,071 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2022-12-31 | 952036255 |
2021 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-369,231 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-369,231 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,541,087 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,954,854 |
Total income from all sources (including contributions) | 2021-12-31 | $10,226,724 |
Total loss/gain on sale of assets | 2021-12-31 | $21,440 |
Total of all expenses incurred | 2021-12-31 | $11,190,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $10,753,143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $10,339,120 |
Value of total assets at end of year | 2021-12-31 | $13,209,086 |
Value of total assets at beginning of year | 2021-12-31 | $14,586,766 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $437,494 |
Total interest from all sources | 2021-12-31 | $235,395 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $128,946 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $570,521 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $38,534 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $44,316 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $245,812 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $5,701,124 |
Administrative expenses (other) incurred | 2021-12-31 | $264,442 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $130,447 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $161,843 |
Total non interest bearing cash at end of year | 2021-12-31 | $200,000 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $200,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-963,913 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,667,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,631,912 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $44,106 |
Income. Interest from US Government securities | 2021-12-31 | $108,044 |
Income. Interest from corporate debt instruments | 2021-12-31 | $118,547 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,432,835 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,463,942 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,463,942 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $8,804 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $9,711,050 |
Asset value of US Government securities at end of year | 2021-12-31 | $5,732,579 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $5,409,685 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $9,768,599 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,102,585 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,270,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,042,093 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $1,638,821 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $2,093,066 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $2,046,415 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $2,087,281 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $5,164,828 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $91,887 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $17,317 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $17,951 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $8,949,590 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $8,928,150 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2021-12-31 | 952036255 |
2020 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $202,184 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $202,184 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,954,854 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,309,026 |
Total income from all sources (including contributions) | 2020-12-31 | $11,589,649 |
Total loss/gain on sale of assets | 2020-12-31 | $190,780 |
Total of all expenses incurred | 2020-12-31 | $10,773,862 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $10,327,243 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $10,910,033 |
Value of total assets at end of year | 2020-12-31 | $14,586,766 |
Value of total assets at beginning of year | 2020-12-31 | $14,125,151 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $446,619 |
Total interest from all sources | 2020-12-31 | $286,652 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $130,381 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $598,671 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $72,199 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $44,316 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $53,439 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $5,701,124 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $5,968,495 |
Administrative expenses (other) incurred | 2020-12-31 | $254,515 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $161,843 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $239,375 |
Total non interest bearing cash at end of year | 2020-12-31 | $200,000 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $200,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $815,787 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,631,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,816,125 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $61,723 |
Income. Interest from US Government securities | 2020-12-31 | $94,595 |
Income. Interest from corporate debt instruments | 2020-12-31 | $183,457 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,463,942 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,489,078 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,489,078 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $8,600 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $754,336 |
Asset value of US Government securities at end of year | 2020-12-31 | $5,409,685 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $6,471,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $10,311,362 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,270,525 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,289,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,500,708 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $2,093,066 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $978,166 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $2,087,281 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $1,624,338 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $91,887 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $101,156 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $17,951 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $19,335 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $7,898,601 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $7,707,821 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2020-12-31 | 952036255 |
2019 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $322,921 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $322,921 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,309,026 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,202,016 |
Total income from all sources (including contributions) | 2019-12-31 | $11,796,120 |
Total loss/gain on sale of assets | 2019-12-31 | $-65,916 |
Total of all expenses incurred | 2019-12-31 | $10,812,240 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,424,880 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,173,828 |
Value of total assets at end of year | 2019-12-31 | $14,125,151 |
Value of total assets at beginning of year | 2019-12-31 | $12,034,261 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $387,360 |
Total interest from all sources | 2019-12-31 | $365,287 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $122,358 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $566,879 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $73,334 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $53,439 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $61,997 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $5,968,495 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,982,068 |
Administrative expenses (other) incurred | 2019-12-31 | $243,436 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $239,375 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $120,286 |
Total non interest bearing cash at end of year | 2019-12-31 | $200,000 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $200,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $983,880 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,816,125 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,832,245 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $21,566 |
Income. Interest from US Government securities | 2019-12-31 | $120,545 |
Income. Interest from corporate debt instruments | 2019-12-31 | $233,783 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,489,078 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,107,096 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,107,096 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $10,959 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $766,837 |
Asset value of US Government securities at end of year | 2019-12-31 | $6,471,053 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $5,560,715 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $10,606,949 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,289,742 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,177,630 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,584,709 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $978,166 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $2,912,732 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $1,624,338 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $101,156 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $99,662 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $19,335 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $14,091 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $5,012,956 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $5,078,872 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2019-12-31 | 952036255 |
2018 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-154,220 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-154,220 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,202,016 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,331,683 |
Total income from all sources (including contributions) | 2018-12-31 | $10,569,804 |
Total loss/gain on sale of assets | 2018-12-31 | $-72,860 |
Total of all expenses incurred | 2018-12-31 | $9,561,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,207,090 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,476,456 |
Value of total assets at end of year | 2018-12-31 | $12,034,261 |
Value of total assets at beginning of year | 2018-12-31 | $11,156,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $354,905 |
Total interest from all sources | 2018-12-31 | $320,428 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $123,533 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $623,693 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $63,871 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $61,997 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $79,249 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $4,982,068 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $5,044,004 |
Administrative expenses (other) incurred | 2018-12-31 | $68,656 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $120,286 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $192,836 |
Total non interest bearing cash at end of year | 2018-12-31 | $200,000 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $1,007,809 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,832,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,824,436 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $22,543 |
Income. Interest from US Government securities | 2018-12-31 | $106,890 |
Income. Interest from corporate debt instruments | 2018-12-31 | $204,064 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,107,096 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,668,206 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,668,206 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $9,474 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $695,914 |
Asset value of US Government securities at end of year | 2018-12-31 | $5,560,715 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $5,250,007 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $9,852,763 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,177,630 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,219,456 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $8,447,305 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $2,912,732 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $2,938,518 |
Contract administrator fees | 2018-12-31 | $140,173 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $99,662 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $94,843 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $14,091 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $683 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $2,884,206 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $2,957,066 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2018-12-31 | 952036255 |
2017 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-41,833 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-41,833 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,331,683 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,699,958 |
Total income from all sources (including contributions) | 2017-12-31 | $9,711,335 |
Total loss/gain on sale of assets | 2017-12-31 | $-33,863 |
Total of all expenses incurred | 2017-12-31 | $9,528,144 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $9,139,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,492,004 |
Value of total assets at end of year | 2017-12-31 | $11,156,119 |
Value of total assets at beginning of year | 2017-12-31 | $10,341,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $389,008 |
Total interest from all sources | 2017-12-31 | $287,458 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $101,110 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $522,966 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $79,249 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $58,207 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $5,044,004 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,452,853 |
Other income not declared elsewhere | 2017-12-31 | $7,569 |
Administrative expenses (other) incurred | 2017-12-31 | $41,784 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $192,836 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $96,264 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $183,191 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,824,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,641,245 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $29,189 |
Income. Interest from US Government securities | 2017-12-31 | $144,936 |
Income. Interest from corporate debt instruments | 2017-12-31 | $139,680 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,668,206 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,501,479 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,501,479 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $2,842 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,087,291 |
Asset value of US Government securities at end of year | 2017-12-31 | $5,250,007 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $4,952,490 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $8,969,038 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,219,456 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $986,258 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,051,845 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $2,938,518 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $2,839,965 |
Contract administrator fees | 2017-12-31 | $216,925 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $94,843 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $150,841 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $683 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $2,804 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $3,456,953 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $3,490,816 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | VAVRINEK, TRINE, DAY & CO., LLP |
Accountancy firm EIN | 2017-12-31 | 952648289 |
2016 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-60,982 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-60,982 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,699,958 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,834,007 |
Total income from all sources (including contributions) | 2016-12-31 | $8,923,697 |
Total loss/gain on sale of assets | 2016-12-31 | $5,634 |
Total of all expenses incurred | 2016-12-31 | $9,420,769 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,975,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $8,675,502 |
Value of total assets at end of year | 2016-12-31 | $10,341,203 |
Value of total assets at beginning of year | 2016-12-31 | $9,972,324 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $445,615 |
Total interest from all sources | 2016-12-31 | $284,387 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $118,452 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $516,139 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $58,207 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $60,780 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,452,853 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $3,668,759 |
Other income not declared elsewhere | 2016-12-31 | $19,156 |
Administrative expenses (other) incurred | 2016-12-31 | $44,341 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $96,264 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $57,201 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-497,072 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,641,245 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,138,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $36,140 |
Income. Interest from US Government securities | 2016-12-31 | $146,511 |
Income. Interest from corporate debt instruments | 2016-12-31 | $136,516 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,501,479 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,024,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,024,173 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,360 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $8,076,159 |
Asset value of US Government securities at end of year | 2016-12-31 | $4,952,490 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $4,730,166 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $8,159,363 |
Employer contributions (assets) at end of year | 2016-12-31 | $986,258 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $955,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $898,995 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $2,839,965 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $3,195,708 |
Contract administrator fees | 2016-12-31 | $246,682 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $150,841 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $108,047 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $2,804 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $5,605 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $3,465,816 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $3,460,182 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2016-12-31 | 300702322 |
2015 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-300,052 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-300,052 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,370,127 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,182,910 |
Total income from all sources (including contributions) | 2015-12-31 | $7,793,033 |
Total loss/gain on sale of assets | 2015-12-31 | $108,483 |
Total of all expenses incurred | 2015-12-31 | $11,493,377 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $11,082,146 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,528,315 |
Value of total assets at end of year | 2015-12-31 | $9,972,324 |
Value of total assets at beginning of year | 2015-12-31 | $10,485,451 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $411,231 |
Total interest from all sources | 2015-12-31 | $317,335 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $99,803 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $525,527 |
Participant contributions at beginning of year | 2015-12-31 | $30,307 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $60,780 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $213,455 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $6,204,879 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $2,963,893 |
Other income not declared elsewhere | 2015-12-31 | $138,952 |
Administrative expenses (other) incurred | 2015-12-31 | $46,107 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $57,201 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $96,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,700,344 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,602,197 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,302,541 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $36,302 |
Income. Interest from US Government securities | 2015-12-31 | $287,658 |
Income. Interest from corporate debt instruments | 2015-12-31 | $29,315 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,024,173 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $793,176 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $793,176 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $362 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $7,118,844 |
Asset value of US Government securities at end of year | 2015-12-31 | $4,730,166 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $4,754,062 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,002,788 |
Employer contributions (assets) at end of year | 2015-12-31 | $955,892 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $636,184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,963,302 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $3,195,708 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $4,049,325 |
Contract administrator fees | 2015-12-31 | $229,019 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $108,047 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $122,467 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $5,605 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $8,942 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $4,132,824 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $4,024,341 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | HEMMING MORSE CPAS & CONSULTANTS |
Accountancy firm EIN | 2015-12-31 | 300702322 |
2014 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-13,748 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-13,748 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,182,910 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $3,664,651 |
Total income from all sources (including contributions) | 2014-12-31 | $6,921,068 |
Total loss/gain on sale of assets | 2014-12-31 | $26,688 |
Total of all expenses incurred | 2014-12-31 | $7,558,264 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,079,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $5,821,091 |
Value of total assets at end of year | 2014-12-31 | $10,485,451 |
Value of total assets at beginning of year | 2014-12-31 | $11,604,388 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $479,139 |
Total interest from all sources | 2014-12-31 | $388,541 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $79,582 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $622,753 |
Participant contributions at end of year | 2014-12-31 | $30,307 |
Participant contributions at beginning of year | 2014-12-31 | $24,198 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $213,455 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $317,474 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $2,963,893 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $3,288,968 |
Other income not declared elsewhere | 2014-12-31 | $698,496 |
Administrative expenses (other) incurred | 2014-12-31 | $58,451 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $96,550 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $76,150 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-637,196 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,302,541 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,939,737 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $40,893 |
Income. Interest from US Government securities | 2014-12-31 | $196,851 |
Income. Interest from corporate debt instruments | 2014-12-31 | $191,505 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $793,176 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $921,580 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $921,580 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $185 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $4,841,490 |
Asset value of US Government securities at end of year | 2014-12-31 | $4,754,062 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $5,552,657 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $5,198,338 |
Employer contributions (assets) at end of year | 2014-12-31 | $636,184 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $603,473 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,237,635 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $4,049,325 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $4,169,477 |
Contract administrator fees | 2014-12-31 | $300,213 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $122,467 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $299,533 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $8,942 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $15,529 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $3,266,216 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $3,239,528 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2014-12-31 | 300702322 |
2013 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-384,461 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-384,461 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $3,664,651 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,917,364 |
Total income from all sources (including contributions) | 2013-12-31 | $7,095,595 |
Total loss/gain on sale of assets | 2013-12-31 | $66,585 |
Total of all expenses incurred | 2013-12-31 | $8,119,072 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,658,993 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,736,445 |
Value of total assets at end of year | 2013-12-31 | $11,604,388 |
Value of total assets at beginning of year | 2013-12-31 | $11,880,578 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $460,079 |
Total interest from all sources | 2013-12-31 | $412,406 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $85,961 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $545,089 |
Participant contributions at end of year | 2013-12-31 | $24,198 |
Participant contributions at beginning of year | 2013-12-31 | $22,398 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $317,474 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $138,663 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $3,288,968 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $2,582,165 |
Other income not declared elsewhere | 2013-12-31 | $264,620 |
Administrative expenses (other) incurred | 2013-12-31 | $32,835 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $76,150 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $56,980 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-1,023,477 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,939,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $8,963,214 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $44,350 |
Income. Interest from US Government securities | 2013-12-31 | $216,767 |
Income. Interest from corporate debt instruments | 2013-12-31 | $195,375 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $921,580 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $598,109 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $598,109 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $264 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $4,459,906 |
Asset value of US Government securities at end of year | 2013-12-31 | $5,552,657 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $6,137,912 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $6,191,356 |
Employer contributions (assets) at end of year | 2013-12-31 | $603,473 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $527,033 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,199,087 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $4,169,477 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $4,439,052 |
Contract administrator fees | 2013-12-31 | $296,933 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $299,533 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $278,219 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $15,529 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $17,411 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $4,197,447 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $4,130,862 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2013-12-31 | 300702322 |
2012 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $209,737 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $209,737 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,917,364 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,882,731 |
Total income from all sources (including contributions) | 2012-12-31 | $6,350,876 |
Total loss/gain on sale of assets | 2012-12-31 | $31,523 |
Total of all expenses incurred | 2012-12-31 | $6,967,957 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,529,320 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,566,628 |
Value of total assets at end of year | 2012-12-31 | $11,880,578 |
Value of total assets at beginning of year | 2012-12-31 | $11,463,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $438,637 |
Total interest from all sources | 2012-12-31 | $461,266 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $107,990 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $609,683 |
Participant contributions at end of year | 2012-12-31 | $22,398 |
Participant contributions at beginning of year | 2012-12-31 | $12,228 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $4,449 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $138,663 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $108,780 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $2,582,165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,768,455 |
Other income not declared elsewhere | 2012-12-31 | $81,722 |
Administrative expenses (other) incurred | 2012-12-31 | $26,791 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $56,980 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $114,276 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-617,081 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $8,963,214 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,580,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $45,284 |
Income. Interest from US Government securities | 2012-12-31 | $236,233 |
Income. Interest from corporate debt instruments | 2012-12-31 | $224,414 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $598,109 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $967,487 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $967,487 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $619 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $4,267,527 |
Asset value of US Government securities at end of year | 2012-12-31 | $6,137,912 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $5,531,268 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,956,945 |
Employer contributions (assets) at end of year | 2012-12-31 | $527,033 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $387,872 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,261,793 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $4,439,052 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $4,427,943 |
Contract administrator fees | 2012-12-31 | $258,572 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $278,219 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $17,411 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $22,999 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $3,926,387 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $3,894,864 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | HEMMING MORSE CPAS AND CONSULTANTS |
Accountancy firm EIN | 2012-12-31 | 300702322 |
2011 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-103,760 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-103,760 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $114,276 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $169,312 |
Total income from all sources (including contributions) | 2011-12-31 | $5,520,824 |
Total loss/gain on sale of assets | 2011-12-31 | $81,143 |
Total of all expenses incurred | 2011-12-31 | $6,604,222 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $6,308,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,001,131 |
Value of total assets at end of year | 2011-12-31 | $11,463,026 |
Value of total assets at beginning of year | 2011-12-31 | $12,601,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $295,489 |
Total interest from all sources | 2011-12-31 | $542,310 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $47,518 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $857,197 |
Participant contributions at end of year | 2011-12-31 | $12,228 |
Participant contributions at beginning of year | 2011-12-31 | $11,615 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $4,449 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $4,114 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $108,780 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $244,461 |
Administrative expenses (other) incurred | 2011-12-31 | $45,031 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $114,276 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $169,312 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,083,398 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,348,750 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,432,148 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $46,028 |
Income. Interest from US Government securities | 2011-12-31 | $290,670 |
Income. Interest from corporate debt instruments | 2011-12-31 | $251,140 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $967,487 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $903,009 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $903,009 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $500 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $6,308,733 |
Asset value of US Government securities at end of year | 2011-12-31 | $5,531,268 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $5,919,493 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $4,143,934 |
Employer contributions (assets) at end of year | 2011-12-31 | $387,872 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $528,497 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $4,427,943 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $4,960,346 |
Contract administrator fees | 2011-12-31 | $156,912 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $22,999 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $29,925 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $4,616,543 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $4,535,400 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KENNETH DOYLE, CPA |
Accountancy firm EIN | 2011-12-31 | 261501846 |
2010 : REDWOOD EMPIRE ELECTRICAL WORKERS HEALTH & WELFARE 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $135,109 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $135,109 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $169,312 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $109,655 |
Total income from all sources (including contributions) | 2010-12-31 | $6,511,843 |
Total loss/gain on sale of assets | 2010-12-31 | $23,058 |
Total of all expenses incurred | 2010-12-31 | $7,197,396 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,867,507 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,772,873 |
Value of total assets at end of year | 2010-12-31 | $12,601,460 |
Value of total assets at beginning of year | 2010-12-31 | $13,227,356 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $329,889 |
Total interest from all sources | 2010-12-31 | $580,803 |
Administrative expenses professional fees incurred | 2010-12-31 | $84,676 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,087,937 |
Participant contributions at end of year | 2010-12-31 | $11,615 |
Participant contributions at beginning of year | 2010-12-31 | $8,725 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $4,114 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $2,778 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $244,461 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $389,845 |
Administrative expenses (other) incurred | 2010-12-31 | $49,642 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $169,312 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $109,655 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-685,553 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $12,432,148 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $13,117,701 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $47,800 |
Income. Interest from US Government securities | 2010-12-31 | $285,794 |
Income. Interest from corporate debt instruments | 2010-12-31 | $294,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $903,009 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $848,450 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $848,450 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $686 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $6,867,507 |
Asset value of US Government securities at end of year | 2010-12-31 | $5,919,493 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $6,253,673 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $4,684,936 |
Employer contributions (assets) at end of year | 2010-12-31 | $528,497 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $517,629 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $4,960,346 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $5,176,965 |
Contract administrator fees | 2010-12-31 | $147,771 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $29,925 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $29,291 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $3,634,231 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $3,611,173 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KENNETH DOYLE, CPA |
Accountancy firm EIN | 2010-12-31 | 261501846 |
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 000010000920 |
Policy instance | 9 |
Insurance contract or identification number | 000010000920 | Number of Individuals Covered | 429 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0B4G4 |
Policy instance | 1 |
Insurance contract or identification number | GLUG0B4G4 | Number of Individuals Covered | 425 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $6,284 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 2 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 925 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $89,624 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,149,131 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $89,624 | Insurance broker organization code? | 3 |
|
SUTTER HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15107 ) |
Policy contract number | 278107 |
Policy instance | 3 |
Insurance contract or identification number | 278107 | Number of Individuals Covered | 186 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $30,405 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,511,745 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,405 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 4 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 516 | Insurance policy start date | 2021-08-01 | Insurance policy end date | 2022-07-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
Policy contract number | 2886 |
Policy instance | 5 |
Insurance contract or identification number | 2886 | Number of Individuals Covered | 68 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $35,719 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $437,762 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,719 | Insurance broker organization code? | 3 |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | 950345 |
Policy instance | 6 |
Insurance contract or identification number | 950345 | Number of Individuals Covered | 60 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $10,843 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $587,163 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,843 |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | P950345, TD762 |
Policy instance | 7 |
Insurance contract or identification number | P950345, TD762 | Number of Individuals Covered | 58 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $12,141 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $607,038 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,141 |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 08359 |
Policy instance | 8 |
Insurance contract or identification number | 08359 | Number of Individuals Covered | 1300 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0B4G4 |
Policy instance | 1 |
Insurance contract or identification number | GLUG0B4G4 | Number of Individuals Covered | 0 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $6,763 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 2 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 998 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $88,197 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,168,022 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $88,197 | Insurance broker organization code? | 3 |
|
SUTTER HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15107 ) |
Policy contract number | 278107 |
Policy instance | 3 |
Insurance contract or identification number | 278107 | Number of Individuals Covered | 193 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $30,234 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,508,339 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,234 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 4 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 556 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
Policy contract number | 2886 |
Policy instance | 5 |
Insurance contract or identification number | 2886 | Number of Individuals Covered | 64 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $33,391 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $438,957 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,391 | Insurance broker organization code? | 3 |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | 950345 |
Policy instance | 6 |
Insurance contract or identification number | 950345 | Number of Individuals Covered | 81 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $13,678 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $683,892 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,678 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | P950345, TD762 |
Policy instance | 7 |
Insurance contract or identification number | P950345, TD762 | Number of Individuals Covered | 48 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $13,286 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $664,280 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,286 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0B4G4 |
Policy instance | 1 |
Insurance contract or identification number | GLUG0B4G4 | Number of Individuals Covered | 489 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $7,002 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 2 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 1047 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,478,905 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUTTER HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15107 ) |
Policy contract number | 278107 |
Policy instance | 3 |
Insurance contract or identification number | 278107 | Number of Individuals Covered | 198 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $28,826 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,466,399 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,826 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 4 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 581 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
Policy contract number | 2886 |
Policy instance | 5 |
Insurance contract or identification number | 2886 | Number of Individuals Covered | 66 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $33,735 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $444,768 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,735 | Insurance broker organization code? | 3 |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | 950345 |
Policy instance | 6 |
Insurance contract or identification number | 950345 | Number of Individuals Covered | 98 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $15,207 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,241,498 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,207 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | P950345, TD762 |
Policy instance | 7 |
Insurance contract or identification number | P950345, TD762 | Number of Individuals Covered | 39 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $11,467 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $573,374 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,467 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | 950345 |
Policy instance | 6 |
Insurance contract or identification number | 950345 | Number of Individuals Covered | 88 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $14,202 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $854,315 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,202 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 ) |
Policy contract number | 2886 |
Policy instance | 5 |
Insurance contract or identification number | 2886 | Number of Individuals Covered | 68 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $33,628 | Welfare Benefit Premiums Paid to Carrier | USD $438,549 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,628 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 4 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 581 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SUTTER HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 15107 ) |
Policy contract number | 278107 |
Policy instance | 3 |
Insurance contract or identification number | 278107 | Number of Individuals Covered | 192 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $25,668 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,283,423 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,668 | Insurance broker organization code? | 3 |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 2 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 1034 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,640,727 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0B4G4 |
Policy instance | 1 |
Insurance contract or identification number | GLUG0B4G4 | Number of Individuals Covered | 497 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $6,903 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WESTERN HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 6411 ) |
Policy contract number | P950345, TD762 |
Policy instance | 8 |
Insurance contract or identification number | P950345, TD762 | Number of Individuals Covered | 53 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $12,693 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $634,646 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,693 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 |
|
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000920 |
Policy instance | 7 |
Insurance contract or identification number | 10000920 | Number of Individuals Covered | 498 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $13,003 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 08359 |
Policy instance | 9 |
Insurance contract or identification number | 08359 | Number of Individuals Covered | 1446 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Dental Insurance Welfare Benefit | Yes | 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 number | 12045240 |
Policy instance | 5 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 556 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000920 |
Policy instance | 4 |
Insurance contract or identification number | 10000920 | Number of Individuals Covered | 469 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,404 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 3 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 972 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,141,836 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | W0053650 |
Policy instance | 2 |
Insurance contract or identification number | W0053650 | Number of Individuals Covered | 491 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,123,707 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLUG0B4G4 |
Policy instance | 1 |
Insurance contract or identification number | GLUG0B4G4 | Number of Individuals Covered | 469 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $6,304 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B4G4 |
Policy instance | 5 |
Insurance contract or identification number | G000B4G4 | Number of Individuals Covered | 431 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,062 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | W0053650 |
Policy instance | 4 |
Insurance contract or identification number | W0053650 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Insurance broker name | NONE |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 3 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 897 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $4,987,074 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000920 |
Policy instance | 2 |
Insurance contract or identification number | 10000920 | Number of Individuals Covered | 431 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | MEMBER ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $11,583 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 1 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 516 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $42,953 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 1 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 486 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $40,473 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000920 |
Policy instance | 3 |
Insurance contract or identification number | 10000920 | Number of Individuals Covered | 407 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | MEMBER ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $10,536 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 4 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 828 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $4,262,988 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
Policy contract number | W0053650 |
Policy instance | 5 |
Insurance contract or identification number | W0053650 | Number of Individuals Covered | 254 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $2,672,664 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Insurance broker name | RAEL & LETSON |
|
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | 302409 |
Policy instance | 2 |
Insurance contract or identification number | 302409 | Number of Individuals Covered | 395 | Insurance policy start date | 2014-10-01 | Insurance policy end date | 2015-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $6,780 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Insurance broker name | RAEL & LETSON |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10175 |
Policy instance | 1 |
Insurance contract or identification number | SL10175 | Number of Individuals Covered | 184 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $58,064 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $341,557 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $56,849 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | IIS 1000205 |
Policy instance | 2 |
Insurance contract or identification number | IIS 1000205 | Number of Individuals Covered | 2186 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | STOP LOSS - TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $22,841 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 3 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 460 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $41,019 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | 302409 |
Policy instance | 4 |
Insurance contract or identification number | 302409 | Number of Individuals Covered | 370 | Insurance policy start date | 2013-10-01 | Insurance policy end date | 2014-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $8,019 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000920 |
Policy instance | 5 |
Insurance contract or identification number | 10000920 | Number of Individuals Covered | 390 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | MEMBER ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $10,692 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 6 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 773 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $4,249,986 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 6 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 777 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $3,970,345 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000920 |
Policy instance | 5 |
Insurance contract or identification number | 10000920 | Number of Individuals Covered | 421 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | MEMBER ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $10,724 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | 302409 |
Policy instance | 4 |
Insurance contract or identification number | 302409 | Number of Individuals Covered | 237 | Insurance policy start date | 2012-10-01 | Insurance policy end date | 2013-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $7,611 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 3 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 437 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,768 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | IIS 1000205 |
Policy instance | 2 |
Insurance contract or identification number | IIS 1000205 | Number of Individuals Covered | 2232 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | STOP LOSS - TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $23,034 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | SE3E50016 |
Policy instance | 1 |
Insurance contract or identification number | SE3E50016 | Number of Individuals Covered | 193 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $37,596 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $250,639 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,596 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | F5202M/B/A |
Policy instance | 7 |
Insurance contract or identification number | F5202M/B/A | Number of Individuals Covered | 0 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,433 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | SE3E50016 |
Policy instance | 1 |
Insurance contract or identification number | SE3E50016 | Number of Individuals Covered | 177 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $39,536 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $263,575 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $39,536 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 8319 |
Policy instance | 6 |
Insurance contract or identification number | 8319 | Number of Individuals Covered | 704 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $3,269,534 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
U. S. BEHAVIORAL HEALTH PLAN, CALIFORNIA DBA OPTUMHEALTH (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 10000920 |
Policy instance | 5 |
Insurance contract or identification number | 10000920 | Number of Individuals Covered | 366 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | MEMBER ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $9,936 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | 302409 |
Policy instance | 4 |
Insurance contract or identification number | 302409 | Number of Individuals Covered | 367 | Insurance policy start date | 2011-10-01 | Insurance policy end date | 2012-09-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $7,179 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 12045240 |
Policy instance | 3 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 438 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,793 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | IIS 1000205 |
Policy instance | 2 |
Insurance contract or identification number | IIS 1000205 | Number of Individuals Covered | 2213 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | STOP LOSS - TRANSPLANT | Welfare Benefit Premiums Paid to Carrier | USD $21,771 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker name | NONE |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 8359 |
Policy instance | 3 |
Insurance contract or identification number | 8359 | Number of Individuals Covered | 436 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 08319-0000 |
Policy instance | 2 |
Insurance contract or identification number | 08319-0000 | Number of Individuals Covered | 200 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,139,454 | 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 number | 12045240 |
Policy instance | 4 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 436 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,696 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 200 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $217,935 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PACIFICARE BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 70785 ) |
Policy contract number | EAP00920 |
Policy instance | 6 |
Insurance contract or identification number | EAP00920 | Number of Individuals Covered | 436 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,998 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 170129M101 |
Policy instance | 7 |
Insurance contract or identification number | 170129M101 | Number of Individuals Covered | 200 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $29,732 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | F5202-A/B/M |
Policy instance | 1 |
Insurance contract or identification number | F5202-A/B/M | Number of Individuals Covered | 108 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,904,651 | 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 number | 12045240 |
Policy instance | 4 |
Insurance contract or identification number | 12045240 | Number of Individuals Covered | 425 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $44,945 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
WESTPOINT INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 39845 ) |
Policy contract number | |
Policy instance | 5 |
Number of Individuals Covered | 200 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $225,790 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 170129M101 |
Policy instance | 7 |
Insurance contract or identification number | 170129M101 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,600 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PACIFICARE BEHAVIORAL HEALTH (National Association of Insurance Commissioners NAIC id number: 70785 ) |
Policy contract number | EAP00920 |
Policy instance | 6 |
Insurance contract or identification number | EAP00920 | Number of Individuals Covered | 425 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,128 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | F5202-A/B/M |
Policy instance | 1 |
Insurance contract or identification number | F5202-A/B/M | Number of Individuals Covered | 125 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,131,215 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 08319-0000 |
Policy instance | 2 |
Insurance contract or identification number | 08319-0000 | Number of Individuals Covered | 200 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,263,843 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 8359 |
Policy instance | 3 |
Insurance contract or identification number | 8359 | Number of Individuals Covered | 425 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|