BOARD OF TRUSTEES, UNITED FOOD AND COMMERCIAL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST
401k plan membership statisitcs for UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST
| Measure | Date | Value |
|---|
| 2022 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-5,197,738 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-5,197,738 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $50,391,642 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $50,896,093 |
| Total income from all sources (including contributions) | 2022-12-31 | $197,026,526 |
| Total loss/gain on sale of assets | 2022-12-31 | $-62,623 |
| Total of all expenses incurred | 2022-12-31 | $155,906,263 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $140,397,039 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $198,464,619 |
| Value of total assets at end of year | 2022-12-31 | $183,210,848 |
| Value of total assets at beginning of year | 2022-12-31 | $142,595,036 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,509,224 |
| Total interest from all sources | 2022-12-31 | $1,032,474 |
| 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 | $953,053 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $9,079,746 |
| Participant contributions at end of year | 2022-12-31 | $710,195 |
| Participant contributions at beginning of year | 2022-12-31 | $592,734 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $8,728,061 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $4,947,816 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $601,045 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $489,378 |
| Other income not declared elsewhere | 2022-12-31 | $49,866 |
| Administrative expenses (other) incurred | 2022-12-31 | $5,538,733 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $603,697 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,085,015 |
| Total non interest bearing cash at end of year | 2022-12-31 | $24,025,132 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $25,855,598 |
| 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 | $41,120,263 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $132,819,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $91,698,943 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $31,380,753 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $45,459,771 |
| Investment advisory and management fees | 2022-12-31 | $394,164 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $958,515 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $31,608,766 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $25,684,950 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,499,428 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,963,465 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,963,465 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $73,959 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $33,124,059 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $2,734,072 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $893,122 |
| Net gain/loss from 103.12 investment entities | 2022-12-31 | $1,846,806 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $189,384,873 |
| Employer contributions (assets) at end of year | 2022-12-31 | $17,647,059 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $14,834,997 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $137,662,967 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $30,487,395 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $22,853,783 |
| Contract administrator fees | 2022-12-31 | $8,623,274 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $49,186,900 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $49,321,700 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $401,922 |
| 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 | $5,660,244 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $5,722,867 |
| 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 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $468,835 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $468,835 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $50,896,093 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $51,124,675 |
| Total income from all sources (including contributions) | 2021-12-31 | $112,548,736 |
| Total loss/gain on sale of assets | 2021-12-31 | $-818,822 |
| Total of all expenses incurred | 2021-12-31 | $162,839,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $145,880,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $109,177,441 |
| Value of total assets at end of year | 2021-12-31 | $142,595,036 |
| Value of total assets at beginning of year | 2021-12-31 | $193,114,410 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $16,959,233 |
| Total interest from all sources | 2021-12-31 | $2,604,562 |
| 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 | $966,848 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $8,922,377 |
| Participant contributions at end of year | 2021-12-31 | $592,734 |
| Participant contributions at beginning of year | 2021-12-31 | $702,768 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $4,947,816 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $4,456,961 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $489,378 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $624,720 |
| Other income not declared elsewhere | 2021-12-31 | $205,175 |
| Administrative expenses (other) incurred | 2021-12-31 | $5,576,866 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,085,015 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,302,955 |
| Total non interest bearing cash at end of year | 2021-12-31 | $25,855,598 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $15,860,155 |
| 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 | $-50,290,792 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $91,698,943 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $141,989,735 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $45,459,771 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $67,190,581 |
| Investment advisory and management fees | 2021-12-31 | $433,469 |
| Interest earned on other investments | 2021-12-31 | $1,593,658 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $1,010,122 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $25,684,950 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $33,477,044 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,963,465 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $22,857,642 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $22,857,642 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $782 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,698,700 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $911,545 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $100,255,064 |
| Employer contributions (assets) at end of year | 2021-12-31 | $14,834,997 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $15,672,460 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $143,181,595 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $22,853,783 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $32,896,799 |
| Contract administrator fees | 2021-12-31 | $9,982,050 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $49,321,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $49,197,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $401,922 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
| 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 | $63,025,254 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $63,844,076 |
| 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 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,775,082 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,775,082 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $51,124,675 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $54,811,887 |
| Total income from all sources (including contributions) | 2020-12-31 | $216,336,408 |
| Total loss/gain on sale of assets | 2020-12-31 | $57,352 |
| Total of all expenses incurred | 2020-12-31 | $159,136,162 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $141,874,549 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $212,053,536 |
| Value of total assets at end of year | 2020-12-31 | $193,114,410 |
| Value of total assets at beginning of year | 2020-12-31 | $139,601,376 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $17,261,613 |
| Total interest from all sources | 2020-12-31 | $1,232,466 |
| 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 | $937,365 |
| 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 | $9,840,288 |
| Participant contributions at end of year | 2020-12-31 | $702,768 |
| Participant contributions at beginning of year | 2020-12-31 | $687,465 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $4,456,961 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $3,932,141 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $624,720 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $805,431 |
| Other income not declared elsewhere | 2020-12-31 | $49,830 |
| Administrative expenses (other) incurred | 2020-12-31 | $5,684,346 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,302,955 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $365,256 |
| Total non interest bearing cash at end of year | 2020-12-31 | $15,860,155 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $28,590,812 |
| 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 | $57,200,246 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $141,989,735 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $84,789,489 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $67,190,581 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $29,991,953 |
| Investment advisory and management fees | 2020-12-31 | $392,298 |
| Interest earned on other investments | 2020-12-31 | $406,724 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $783,864 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $33,477,044 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $30,604,181 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $22,857,642 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $30,518,296 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $30,518,296 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $41,878 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $3,064,463 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,168,142 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| 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 | $202,213,248 |
| Employer contributions (assets) at end of year | 2020-12-31 | $15,672,460 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $14,886,261 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $138,810,086 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $32,896,799 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
| Contract administrator fees | 2020-12-31 | $10,247,604 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $49,197,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $53,641,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $390,267 |
| 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 | $15,193,161 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $15,135,809 |
| 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 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $25,011 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $25,011 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $25,011 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $25,011 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $54,811,887 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $54,811,887 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $54,016,615 |
| Total income from all sources (including contributions) | 2019-12-31 | $198,169,227 |
| Total income from all sources (including contributions) | 2019-12-31 | $198,169,227 |
| Total of all expenses incurred | 2019-12-31 | $156,723,154 |
| Total of all expenses incurred | 2019-12-31 | $156,723,154 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $139,315,533 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $139,315,533 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $195,164,366 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $195,164,366 |
| Value of total assets at end of year | 2019-12-31 | $139,601,376 |
| Value of total assets at end of year | 2019-12-31 | $139,601,376 |
| Value of total assets at beginning of year | 2019-12-31 | $97,360,031 |
| Value of total assets at beginning of year | 2019-12-31 | $97,360,031 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,407,621 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,407,621 |
| Total interest from all sources | 2019-12-31 | $1,198,746 |
| Total interest from all sources | 2019-12-31 | $1,198,746 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $950,129 |
| Administrative expenses professional fees incurred | 2019-12-31 | $950,129 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $9,707,760 |
| Contributions received from participants | 2019-12-31 | $9,707,760 |
| Participant contributions at end of year | 2019-12-31 | $687,465 |
| Participant contributions at end of year | 2019-12-31 | $687,465 |
| Participant contributions at beginning of year | 2019-12-31 | $842,484 |
| Participant contributions at beginning of year | 2019-12-31 | $842,484 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $3,932,141 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $3,932,141 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,722,592 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $2,722,592 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $805,431 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $805,431 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,073,925 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,073,925 |
| Other income not declared elsewhere | 2019-12-31 | $81,993 |
| Other income not declared elsewhere | 2019-12-31 | $81,993 |
| Administrative expenses (other) incurred | 2019-12-31 | $5,935,201 |
| Administrative expenses (other) incurred | 2019-12-31 | $5,935,201 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $365,256 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $365,256 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,096,890 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,096,890 |
| Total non interest bearing cash at end of year | 2019-12-31 | $28,590,812 |
| Total non interest bearing cash at end of year | 2019-12-31 | $28,590,812 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $30,170,860 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $30,170,860 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $41,446,073 |
| Value of net income/loss | 2019-12-31 | $41,446,073 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $84,789,489 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $84,789,489 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $43,343,416 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $43,343,416 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $29,991,953 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $29,991,953 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $15,272,277 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $15,272,277 |
| Investment advisory and management fees | 2019-12-31 | $247,057 |
| Investment advisory and management fees | 2019-12-31 | $247,057 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,586,555 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $14,586,555 |
| Interest earned on other investments | 2019-12-31 | $694,665 |
| Interest earned on other investments | 2019-12-31 | $694,665 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $30,604,181 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $30,604,181 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $15,327,545 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $15,327,545 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $30,518,296 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $30,518,296 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $269,844 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $269,844 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $269,844 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $269,844 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $504,081 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $504,081 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $4,054,954 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $4,054,954 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $204,008 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $204,008 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,495,103 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,495,103 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $185,456,606 |
| Contributions received in cash from employer | 2019-12-31 | $185,456,606 |
| Employer contributions (assets) at end of year | 2019-12-31 | $14,886,261 |
| Employer contributions (assets) at end of year | 2019-12-31 | $14,886,261 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $17,788,929 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $17,788,929 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $135,260,579 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $135,260,579 |
| Contract administrator fees | 2019-12-31 | $10,275,234 |
| Contract administrator fees | 2019-12-31 | $10,275,234 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $53,641,200 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $53,641,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $51,845,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $51,845,800 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $390,267 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $390,267 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $378,945 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $378,945 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2019-12-31 | 952036255 |
| Accountancy firm EIN | 2019-12-31 | 952036255 |
| 2018 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-87,315 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-87,315 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $54,016,615 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $60,859,503 |
| Total income from all sources (including contributions) | 2018-12-31 | $190,023,059 |
| Total of all expenses incurred | 2018-12-31 | $159,948,975 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $142,893,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $189,867,915 |
| Value of total assets at end of year | 2018-12-31 | $97,360,031 |
| Value of total assets at beginning of year | 2018-12-31 | $74,128,835 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $17,055,632 |
| Total interest from all sources | 2018-12-31 | $344,302 |
| 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 | $1,159,493 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $9,927,266 |
| Participant contributions at end of year | 2018-12-31 | $842,484 |
| Participant contributions at beginning of year | 2018-12-31 | $882,874 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $2,722,592 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,651,005 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,073,925 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,434,814 |
| Other income not declared elsewhere | 2018-12-31 | $88,325 |
| Administrative expenses (other) incurred | 2018-12-31 | $6,198,214 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $1,096,890 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $843,389 |
| Total non interest bearing cash at end of year | 2018-12-31 | $30,170,860 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $30,572,651 |
| 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 | $30,074,084 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $43,343,416 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $13,269,332 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $15,272,277 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $7,339,092 |
| Investment advisory and management fees | 2018-12-31 | $127,082 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $14,586,555 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,474,618 |
| Interest earned on other investments | 2018-12-31 | $320,500 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $15,327,545 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $7,428,160 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $269,844 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $249,866 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $249,866 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $23,802 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $4,130,421 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-488,063 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $297,895 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| 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 | $179,940,649 |
| Employer contributions (assets) at end of year | 2018-12-31 | $17,788,929 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $18,162,770 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $138,762,922 |
| Contract administrator fees | 2018-12-31 | $9,570,843 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $51,845,800 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $58,581,300 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $378,945 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $367,799 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2018-12-31 | 952036255 |
| 2017 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $44,598 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $44,598 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $60,859,503 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $63,217,072 |
| Total income from all sources (including contributions) | 2017-12-31 | $183,471,184 |
| Total of all expenses incurred | 2017-12-31 | $158,599,114 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $143,740,830 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $182,690,152 |
| Value of total assets at end of year | 2017-12-31 | $74,128,835 |
| Value of total assets at beginning of year | 2017-12-31 | $51,614,334 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,858,284 |
| Total interest from all sources | 2017-12-31 | $14,455 |
| 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 | $903,359 |
| 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 | $9,585,950 |
| Participant contributions at end of year | 2017-12-31 | $882,874 |
| Participant contributions at beginning of year | 2017-12-31 | $816,952 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,651,005 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $464,088 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,434,814 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $2,060,644 |
| Other income not declared elsewhere | 2017-12-31 | $143,253 |
| Administrative expenses (other) incurred | 2017-12-31 | $7,188,378 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $843,389 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $1,511,428 |
| Total non interest bearing cash at end of year | 2017-12-31 | $30,572,651 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $7,315,756 |
| 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 | $24,872,070 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $13,269,332 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-11,602,738 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $7,339,092 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $8,085,001 |
| Investment advisory and management fees | 2017-12-31 | $88,187 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,474,618 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $9,089,642 |
| Interest earned on other investments | 2017-12-31 | $9,493 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $7,428,160 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $8,707,597 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $249,866 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,049,589 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,049,589 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,962 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $4,032,855 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $234,977 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $343,749 |
| 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 | $173,104,202 |
| Employer contributions (assets) at end of year | 2017-12-31 | $18,162,770 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $15,743,612 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $139,707,975 |
| Contract administrator fees | 2017-12-31 | $6,678,360 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $58,581,300 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $59,645,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $367,799 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $342,097 |
| 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 | $1,100,000 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,100,000 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2017-12-31 | 952036255 |
| 2016 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-11,344 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-11,344 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $63,217,072 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $57,025,417 |
| Total income from all sources (including contributions) | 2016-12-31 | $166,125,235 |
| Total loss/gain on sale of assets | 2016-12-31 | $88,275 |
| Total of all expenses incurred | 2016-12-31 | $172,037,676 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $158,030,699 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $164,794,650 |
| Value of total assets at end of year | 2016-12-31 | $51,614,334 |
| Value of total assets at beginning of year | 2016-12-31 | $51,335,120 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $14,006,977 |
| Total interest from all sources | 2016-12-31 | $157,208 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $50,243 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $50,243 |
| Administrative expenses professional fees incurred | 2016-12-31 | $928,959 |
| 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 | $9,487,871 |
| Participant contributions at end of year | 2016-12-31 | $816,952 |
| Participant contributions at beginning of year | 2016-12-31 | $699,902 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $464,088 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $921,050 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $2,060,644 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $3,356,587 |
| Other income not declared elsewhere | 2016-12-31 | $243,584 |
| Administrative expenses (other) incurred | 2016-12-31 | $7,421,246 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $1,511,428 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,709,630 |
| Total non interest bearing cash at end of year | 2016-12-31 | $7,315,756 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $11,196,001 |
| 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 | $-5,912,441 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-11,602,738 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-5,690,297 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $8,085,001 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $8,000,000 |
| Investment advisory and management fees | 2016-12-31 | $87,013 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $9,089,642 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,506,242 |
| Interest earned on other investments | 2016-12-31 | $93,436 |
| Income. Interest from US Government securities | 2016-12-31 | $22,806 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $38,605 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,707,597 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,049,589 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,911,327 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,911,327 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2,361 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $3,619,680 |
| Asset value of US Government securities at end of year | 2016-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $3,987,357 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $529,989 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $272,630 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| 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 | $155,306,779 |
| Employer contributions (assets) at end of year | 2016-12-31 | $15,743,612 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $12,646,016 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $154,411,019 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $4,467,225 |
| Contract administrator fees | 2016-12-31 | $5,569,759 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $59,645,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $51,959,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $342,097 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
| 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 | $9,401,245 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $9,312,970 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2016-12-31 | 952036255 |
| 2015 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-79,650 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-79,650 |
| Total transfer of assets to this plan | 2015-12-31 | $6,166,254 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $57,025,417 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $43,775,314 |
| Total income from all sources (including contributions) | 2015-12-31 | $149,421,917 |
| Total loss/gain on sale of assets | 2015-12-31 | $-37,541 |
| Total of all expenses incurred | 2015-12-31 | $155,874,557 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $143,844,357 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $149,836,041 |
| Value of total assets at end of year | 2015-12-31 | $51,335,120 |
| Value of total assets at beginning of year | 2015-12-31 | $38,371,403 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $12,030,200 |
| Total interest from all sources | 2015-12-31 | $232,477 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $296,877 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $296,877 |
| Administrative expenses professional fees incurred | 2015-12-31 | $1,066,003 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $8,221,206 |
| Participant contributions at end of year | 2015-12-31 | $699,902 |
| Participant contributions at beginning of year | 2015-12-31 | $569,246 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $921,050 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $335,764 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $3,356,587 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $5,878,493 |
| Other income not declared elsewhere | 2015-12-31 | $477,697 |
| Administrative expenses (other) incurred | 2015-12-31 | $6,217,085 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,709,630 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $1,990,357 |
| Total non interest bearing cash at end of year | 2015-12-31 | $11,196,001 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $17,431,434 |
| 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 | $-6,452,640 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-5,690,297 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-5,403,911 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $8,000,000 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
| Investment advisory and management fees | 2015-12-31 | $20,447 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,506,242 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,008,473 |
| Income. Interest from US Government securities | 2015-12-31 | $89,298 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $143,127 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,911,327 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $227,963 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $227,963 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $52 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $140,488,081 |
| Asset value of US Government securities at end of year | 2015-12-31 | $3,987,357 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $2,397,124 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,303,984 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| 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 | $141,614,835 |
| Employer contributions (assets) at end of year | 2015-12-31 | $12,646,016 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $10,131,836 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,356,276 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $4,467,225 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $2,269,563 |
| Contract administrator fees | 2015-12-31 | $4,726,665 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $51,959,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $35,906,464 |
| 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 | $6,835,281 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $6,872,822 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2015-12-31 | 952036255 |
| 2014 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $28,430 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $28,430 |
| Total transfer of assets from this plan | 2014-12-31 | $1,000,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $43,777,209 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $43,309,919 |
| Total income from all sources (including contributions) | 2014-12-31 | $135,938,597 |
| Total loss/gain on sale of assets | 2014-12-31 | $-4,904 |
| Total of all expenses incurred | 2014-12-31 | $131,388,269 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $120,032,750 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $135,130,202 |
| Value of total assets at end of year | 2014-12-31 | $38,771,548 |
| Value of total assets at beginning of year | 2014-12-31 | $33,753,930 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,355,519 |
| Total interest from all sources | 2014-12-31 | $144,700 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $245,003 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $245,003 |
| Administrative expenses professional fees incurred | 2014-12-31 | $718,043 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $3,709,944 |
| Participant contributions at end of year | 2014-12-31 | $569,246 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $335,764 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $36,193 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $5,878,493 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $4,404,505 |
| Other income not declared elsewhere | 2014-12-31 | $600,218 |
| Administrative expenses (other) incurred | 2014-12-31 | $5,424,817 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $1,990,816 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $490,814 |
| Total non interest bearing cash at end of year | 2014-12-31 | $17,831,579 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $13,559,216 |
| 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 | $4,550,328 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $-5,005,661 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-9,555,989 |
| 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 | $14,415 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,008,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,968,622 |
| Income. Interest from US Government securities | 2014-12-31 | $64,018 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $80,682 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $227,963 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $79,037 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $79,037 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $117,092,554 |
| Asset value of US Government securities at end of year | 2014-12-31 | $2,397,124 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $2,189,763 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-205,052 |
| 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 | $131,420,258 |
| Employer contributions (assets) at end of year | 2014-12-31 | $10,131,836 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $10,462,716 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,940,196 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $2,269,563 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $2,458,383 |
| Contract administrator fees | 2014-12-31 | $5,198,244 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $35,907,900 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $38,414,600 |
| 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 | $2,026,573 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,031,477 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2014-12-31 | 952036255 |
| 2013 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-144,545 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-144,545 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $43,309,919 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $39,995,082 |
| Total income from all sources (including contributions) | 2013-12-31 | $136,830,444 |
| Total loss/gain on sale of assets | 2013-12-31 | $-56,303 |
| Total of all expenses incurred | 2013-12-31 | $133,635,205 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $123,707,724 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $136,629,133 |
| Value of total assets at end of year | 2013-12-31 | $33,753,930 |
| Value of total assets at beginning of year | 2013-12-31 | $27,243,854 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $9,927,481 |
| Total interest from all sources | 2013-12-31 | $152,022 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $235,751 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $235,751 |
| Administrative expenses professional fees incurred | 2013-12-31 | $630,193 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,267,979 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $36,193 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $71,457 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $4,404,505 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $244,137 |
| Other income not declared elsewhere | 2013-12-31 | $212,330 |
| Administrative expenses (other) incurred | 2013-12-31 | $3,279,282 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $490,814 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $434,945 |
| Total non interest bearing cash at end of year | 2013-12-31 | $13,559,216 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $4,222,482 |
| 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 | $3,195,239 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $-9,555,989 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-12,751,228 |
| 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 | $14,251 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,968,622 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,930,815 |
| Income. Interest from US Government securities | 2013-12-31 | $63,591 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $88,431 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $79,037 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $56,636 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $56,636 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $120,422,353 |
| Asset value of US Government securities at end of year | 2013-12-31 | $2,189,763 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $2,187,516 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-197,944 |
| 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 | $134,361,154 |
| Employer contributions (assets) at end of year | 2013-12-31 | $10,462,716 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $13,225,065 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,285,371 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $2,458,383 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $2,549,883 |
| Contract administrator fees | 2013-12-31 | $6,003,755 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $38,414,600 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $39,316,000 |
| 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 | $2,393,281 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $2,449,584 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2013-12-31 | 952036255 |
| 2012 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $22,227 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $22,227 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $39,995,082 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $39,700,791 |
| Total income from all sources (including contributions) | 2012-12-31 | $135,902,869 |
| Total loss/gain on sale of assets | 2012-12-31 | $10,153 |
| Total of all expenses incurred | 2012-12-31 | $142,888,570 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $132,899,953 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $134,835,759 |
| Value of total assets at end of year | 2012-12-31 | $27,243,854 |
| Value of total assets at beginning of year | 2012-12-31 | $33,935,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,988,617 |
| Total interest from all sources | 2012-12-31 | $229,914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $323,098 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $323,098 |
| Administrative expenses professional fees incurred | 2012-12-31 | $689,858 |
| 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 | $1,792,726 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $129,845,185 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $71,457 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,590,955 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $244,137 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
| Administrative expenses (other) incurred | 2012-12-31 | $3,689,313 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $434,945 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $473,619 |
| Total non interest bearing cash at end of year | 2012-12-31 | $4,222,482 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $5,975,980 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-6,985,701 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $-12,751,228 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-5,765,527 |
| 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 | $19,573 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,930,815 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,426,012 |
| Income. Interest from US Government securities | 2012-12-31 | $93,082 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $136,832 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $56,636 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $190,438 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $190,438 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $3,054,768 |
| Asset value of US Government securities at end of year | 2012-12-31 | $2,187,516 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $2,853,457 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $481,718 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $133,043,033 |
| Employer contributions (assets) at end of year | 2012-12-31 | $13,225,065 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $12,269,774 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $2,549,883 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $2,628,648 |
| Contract administrator fees | 2012-12-31 | $5,589,873 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $39,316,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $39,227,172 |
| 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 | $5,179,802 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $5,169,649 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2012-12-31 | 952036255 |
| 2011 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $160,588 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $160,588 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $39,700,791 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $35,749,053 |
| Total income from all sources (including contributions) | 2011-12-31 | $132,732,066 |
| Total loss/gain on sale of assets | 2011-12-31 | $-80,603 |
| Total of all expenses incurred | 2011-12-31 | $141,527,130 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $131,905,940 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $132,774,314 |
| Value of total assets at end of year | 2011-12-31 | $33,935,264 |
| Value of total assets at beginning of year | 2011-12-31 | $38,778,590 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $9,621,190 |
| Total interest from all sources | 2011-12-31 | $86,947 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $179,979 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $179,979 |
| Administrative expenses professional fees incurred | 2011-12-31 | $537,426 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $1,595,631 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $708,679 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $129,092,373 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $6,590,955 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $826 |
| Other income not declared elsewhere | 2011-12-31 | $-100,347 |
| Administrative expenses (other) incurred | 2011-12-31 | $3,839,410 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $473,619 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $539,953 |
| Total non interest bearing cash at end of year | 2011-12-31 | $5,975,980 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $6,498,374 |
| 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 | $-8,795,064 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $-5,765,527 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,029,537 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $7,623,619 |
| Investment advisory and management fees | 2011-12-31 | $35,643 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,426,012 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,549,002 |
| Income. Interest from US Government securities | 2011-12-31 | $42,528 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $44,270 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $7,573,720 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $190,438 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $149 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $2,813,567 |
| Asset value of US Government securities at end of year | 2011-12-31 | $2,853,457 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-341,467 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $52,655 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| 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 | $130,470,004 |
| Employer contributions (assets) at end of year | 2011-12-31 | $12,269,774 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $9,533,049 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $2,628,648 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
| Contract administrator fees | 2011-12-31 | $5,208,711 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $39,227,172 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $35,209,100 |
| 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 | $8,053,456 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $8,134,059 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | MILLER KAPLAN ARASE LLP |
| Accountancy firm EIN | 2011-12-31 | 952036255 |
| 2010 : UNITED FOOD AND COMMERCIAL WORKERS AND EMPLOYERS ARIZONA HEALTH AND WELFARE TRUST 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $192,560 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $192,560 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $35,749,053 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $33,204,808 |
| Total income from all sources (including contributions) | 2010-12-31 | $123,664,304 |
| Total loss/gain on sale of assets | 2010-12-31 | $-441,413 |
| Total of all expenses incurred | 2010-12-31 | $125,607,239 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $116,373,762 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $123,183,519 |
| Value of total assets at end of year | 2010-12-31 | $38,778,590 |
| Value of total assets at beginning of year | 2010-12-31 | $38,177,280 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,233,477 |
| Total interest from all sources | 2010-12-31 | $20 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $58,174 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $58,174 |
| Administrative expenses professional fees incurred | 2010-12-31 | $413,798 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $1,592,923 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $45,649 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $114,313,710 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $826 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $2,600 |
| Other income not declared elsewhere | 2010-12-31 | $202,113 |
| Administrative expenses (other) incurred | 2010-12-31 | $3,593,103 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $539,953 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $461,208 |
| Total non interest bearing cash at end of year | 2010-12-31 | $6,498,374 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $5,707,047 |
| 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 | $-1,942,935 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,029,537 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,972,472 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $7,623,619 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $8,370,359 |
| Investment advisory and management fees | 2010-12-31 | $59,976 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,549,002 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,468,581 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,573,720 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $7,124,863 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $20 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $2,060,052 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $22,247 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $447,084 |
| 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 | $121,544,947 |
| Employer contributions (assets) at end of year | 2010-12-31 | $9,533,049 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $9,503,830 |
| Contract administrator fees | 2010-12-31 | $5,166,600 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $35,209,100 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $32,743,600 |
| 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 | $700,000 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,141,413 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | MILLER, KAPLAN, ARASE & CO., LLP |
| Accountancy firm EIN | 2010-12-31 | 952036255 |
| UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 ) |
| Policy contract number | 141545 |
| Policy instance | 5 |
| Insurance contract or identification number | 141545 | | Number of Individuals Covered | 14188 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $290,754 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL32213 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL32213 | | Number of Individuals Covered | 14402 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $47,553 | | Welfare Benefit Premiums Paid to Carrier | USD $799,223 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,553 | | Insurance broker organization code? | 3 |
|
| ALPHA DENTAL OF ARIZONA, INC. (National Association of Insurance Commissioners NAIC id number: 95366 ) |
| Policy contract number | 78974 |
| Policy instance | 1 |
| Insurance contract or identification number | 78974 | | Number of Individuals Covered | 2200 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $391,416 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SONORTICA DENT ALL GROUP (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | N/A |
| Policy instance | 5 |
| Insurance contract or identification number | N/A | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| ALPHA DENTAL OF ARIZONA, INC. (National Association of Insurance Commissioners NAIC id number: 95366 ) |
| Policy contract number | 78974 |
| Policy instance | 1 |
| Insurance contract or identification number | 78974 | | Number of Individuals Covered | 29183 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $343,864 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL32213 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL32213 | | Number of Individuals Covered | 15229 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $40,851 | | Welfare Benefit Premiums Paid to Carrier | USD $688,386 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,851 | | Insurance broker organization code? | 3 |
|
| HEALTH MANAGEMENT CONCEPTS, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 3 |
| Insurance contract or identification number | SEE FOOTNOTE | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 ) |
| Policy contract number | 141545 |
| Policy instance | 6 |
| Insurance contract or identification number | 141545 | | Number of Individuals Covered | 15171 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $365,820 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ALPHA DENTAL OF ARIZONA, INC. (National Association of Insurance Commissioners NAIC id number: 95366 ) |
| Policy contract number | 78974 |
| Policy instance | 1 |
| Insurance contract or identification number | 78974 | | Number of Individuals Covered | 2401 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $367,035 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL32213 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL32213 | | Number of Individuals Covered | 16281 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $29,480 | | Welfare Benefit Premiums Paid to Carrier | USD $982,664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,480 | | Insurance broker organization code? | 3 |
|
| HEALTH MANAGEMENT CONCEPTS, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 3 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 16281 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,340,553 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 4 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 41095 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,644 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $303,396 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,644 | | Insurance broker organization code? | 3 |
|
| SONORTICA DENT ALL GROUP (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | N/A |
| Policy instance | 6 |
| Insurance contract or identification number | N/A | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 5 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 41083 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $9,333 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $310,481 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,333 | | Insurance broker organization code? | 3 |
|
| ALPHA DENTAL OF ARIZONA, INC. (National Association of Insurance Commissioners NAIC id number: 95366 ) |
| Policy contract number | 78974 |
| Policy instance | 1 |
| Insurance contract or identification number | 78974 | | Number of Individuals Covered | 2408 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $358,154 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SONORTICA DENT ALL GROUP (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | N/A |
| Policy instance | 7 |
| Insurance contract or identification number | N/A | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| HEALTH MANAGEMENT CONCEPTS, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 3 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 16433 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,354,058 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 16649 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Other welfare benefits provided | MEDICAL INFORMATION | | Welfare Benefit Premiums Paid to Carrier | USD $500,836 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL32213 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL32213 | | Number of Individuals Covered | 14919 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $45,838 | | Welfare Benefit Premiums Paid to Carrier | USD $1,527,934 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $45,838 | | Insurance broker organization code? | 3 |
|
| HEALTH MANAGEMENT CONCEPTS, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 4 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 16624 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,335,505 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 5 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 16624 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Other welfare benefits provided | MEDICAL INFORMATION | | Welfare Benefit Premiums Paid to Carrier | USD $507,285 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 6 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 41560 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $9,443 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $315,543 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,537 | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3217660 |
| Policy instance | 2 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 1128 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-05-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $210,396 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL32213 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL32213 | | Number of Individuals Covered | 16624 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $43,903 | | Welfare Benefit Premiums Paid to Carrier | USD $1,419,528 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,903 | | Insurance broker organization code? | 3 |
|
| ALPHA DENTAL OF ARIZONA, INC. (National Association of Insurance Commissioners NAIC id number: 95366 ) |
| Policy contract number | 78974 |
| Policy instance | 1 |
| Insurance contract or identification number | 78974 | | Number of Individuals Covered | 2428 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $214,044 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SONORTICA DENT ALL GROUP (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | N/A |
| Policy instance | 8 |
| Insurance contract or identification number | N/A | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| SONORTICA DENT ALL GROUP (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | N/A |
| Policy instance | 7 |
| Insurance contract or identification number | N/A | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3217660 |
| Policy instance | 1 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 1371 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $483,818 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 5 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 41308 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $8,549 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $325,394 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,549 | | Insurance broker organization code? | 3 | | Insurance broker name | GORDON WILLIAMSON |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 16532 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Other welfare benefits provided | MEDICAL INFORMATION | | Welfare Benefit Premiums Paid to Carrier | USD $493,038 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HEALTH MANAGEMENT CONCEPTS, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 3 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 16523 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,297,998 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 2 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 16438 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $68,985 | | Welfare Benefit Premiums Paid to Carrier | USD $1,379,701 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $68,985 | | Insurance broker organization code? | 3 | | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3217660 |
| Policy instance | 1 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 1000 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | (PREPAID DENTAL) | | Welfare Benefit Premiums Paid to Carrier | USD $344,259 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 3 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 22918 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,890 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $262,009 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,890 | | Insurance broker organization code? | 3 | | Insurance broker name | GORDON WILLIAMSON |
|
| HEALTH MANAGEMENT CONCEPTS, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 2 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 16255 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,211,988 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 17200 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Other welfare benefits provided | MEDICAL AND PHARMACEUTICAL ANALYSIS | | Welfare Benefit Premiums Paid to Carrier | USD $510,522 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCL19235 |
| Policy instance | 5 |
| Insurance contract or identification number | HCCL19235 | | Number of Individuals Covered | 9953 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $31,038 | | Welfare Benefit Premiums Paid to Carrier | USD $620,758 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31,038 | | Insurance broker organization code? | 3 | | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 6 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 1566 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2015-12-31 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $22,251 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | SL10028 A&B |
| Policy instance | 7 |
| Insurance contract or identification number | SL10028 A&B | | Number of Individuals Covered | 1566 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2015-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $337,174 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SONORTICA DENT ALL GROUP (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | N/A |
| Policy instance | 8 |
| Insurance contract or identification number | N/A | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| SONORTICA DENT ALL GROUP (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | N/A |
| Policy instance | 6 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 153 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2014-12-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCL19235 |
| Policy instance | 5 |
| Insurance contract or identification number | HCCL19235 | | Number of Individuals Covered | 9957 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $29,471 | | Welfare Benefit Premiums Paid to Carrier | USD $589,415 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,471 | | Insurance broker organization code? | 3 | | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 14937 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Other welfare benefits provided | MEDICAL AND PHARMACEUTICAL ANALYSIS | | Welfare Benefit Premiums Paid to Carrier | USD $422,755 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 3 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 34343 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $8,252 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $273,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,252 | | Insurance broker organization code? | 3 | | Insurance broker name | GORDON WILLIAMSON |
|
| APS HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52492 ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 2 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 14937 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,149,568 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3217660 |
| Policy instance | 1 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 1003 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | (PREPAID DENTAL) | | Welfare Benefit Premiums Paid to Carrier | USD $400,765 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 15671 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Other welfare benefits provided | MEDICAL AND PHARMACEUTICAL ANALYSIS | | Welfare Benefit Premiums Paid to Carrier | USD $485,960 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3217660 |
| Policy instance | 1 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 1157 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | (PREPAID DENTAL) | | Welfare Benefit Premiums Paid to Carrier | USD $436,245 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| APS HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52492 ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 2 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 15671 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,389,941 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 3 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 38213 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $8,318 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $295,050 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,318 | | Insurance broker organization code? | 3 | | Insurance broker name | GORDON WILLIAMSON |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCL19235 |
| Policy instance | 5 |
| Insurance contract or identification number | HCCL19235 | | Number of Individuals Covered | 9738 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $33,892 | | Welfare Benefit Premiums Paid to Carrier | USD $677,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,892 | | Insurance broker organization code? | 3 | | Insurance broker name | STOP LOSS INSURANCE SERVICES, INC. |
|
| APS HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52492 ) |
| Policy contract number | 524292 |
| Policy instance | 2 |
| Insurance contract or identification number | 524292 | | Number of Individuals Covered | 18338 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,383,480 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 18338 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Other welfare benefits provided | MEDICAL AND PHARMACEUTICAL ANALYSIS | | Welfare Benefit Premiums Paid to Carrier | USD $555,660 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 3 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 46453 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $10,422 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $371,893 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,422 | | Insurance broker organization code? | 3 | | Insurance broker name | GORDON WILLIAMSON |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCCL19235 |
| Policy instance | 5 |
| Insurance contract or identification number | HCCL19235 | | Number of Individuals Covered | 9528 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $33,052 | | Welfare Benefit Premiums Paid to Carrier | USD $661,037 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,052 | | Insurance broker organization code? | 3 | | Insurance broker name | STOP LOSS INSURANCE SERVCIES, INC. |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3217660 |
| Policy instance | 1 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 294 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | (PREPAID DENTAL) | | Welfare Benefit Premiums Paid to Carrier | USD $108,324 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
| Policy contract number | SEE FOOTNOTE |
| Policy instance | 5 |
| Insurance contract or identification number | SEE FOOTNOTE | | Number of Individuals Covered | 9309 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Welfare Benefit Premiums Paid to Carrier | USD $457,376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | 3217660 |
| Policy instance | 1 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 287 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | (PREPAID DENTAL) | | Welfare Benefit Premiums Paid to Carrier | USD $100,170 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| APS HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52492 ) |
| Policy contract number | 524292 |
| Policy instance | 2 |
| Insurance contract or identification number | 524292 | | Number of Individuals Covered | 19437 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,250,678 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 3 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 48883 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $12,161 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $404,715 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 24000 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Other welfare benefits provided | MEDICAL AND PHARMACEUTICAL ANALYSIS | | Welfare Benefit Premiums Paid to Carrier | USD $588,319 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| APS HEALTHCARE (National Association of Insurance Commissioners NAIC id number: 52492 ) |
| Policy contract number | 524292 |
| Policy instance | 2 |
| Insurance contract or identification number | 524292 | | Number of Individuals Covered | 20445 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | EAP AND DISEASE MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $880,771 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0137597 |
| Policy instance | 3 |
| Insurance contract or identification number | 0137597 | | Number of Individuals Covered | 49475 | | Insurance policy start date | 2009-06-01 | | Insurance policy end date | 2010-05-31 | | Total amount of commissions paid to insurance broker | USD $12,154 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $405,804 |
|
| MEDEXPERT INTERNATIONAL, INC. (National Association of Insurance Commissioners NAIC id number: ** ) |
| Policy contract number | N/A |
| Policy instance | 4 |
| Insurance contract or identification number | N/A | | Number of Individuals Covered | 20607 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | MEDICAL AND PHARMACEUTICAL ANALYSIS | | Welfare Benefit Premiums Paid to Carrier | USD $605,841 |
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| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | 3217660 |
| Policy instance | 1 |
| Insurance contract or identification number | 3217660 | | Number of Individuals Covered | 321 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $131,653 |
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