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ATI RETIREE HEALTH PLAN 401k Plan overview

Plan NameATI RETIREE HEALTH PLAN
Plan identification number 560

ATI RETIREE HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

ATI, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATI, INC.
Employer identification number (EIN):251792394
NAIC Classification:331110
NAIC Description:Iron and Steel Mills and Ferroalloy Manufacturing

Additional information about ATI, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-12-28
Company Identification Number: 0802357357
Legal Registered Office Address: 116 15TH ST STE 301

PITTSBURGH
United States of America (USA)
15222

More information about ATI, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATI RETIREE HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5602022-01-01
5602021-01-01
5602020-01-01
5602019-01-01
5602018-01-01
5602018-01-01TERRANCE R. BROWN2019-10-01 TERRANCE R. BROWN2019-10-01
5602017-01-01TERRANCE R. BROWN TERRANCE R. BROWN2018-10-03
5602016-01-01TERRANCE R. BROWN TERRANCE R. BROWN2017-10-12
5602015-01-01TERRANCE R. BROWN TERRANCE R,. BROWN2016-10-11
5602014-01-01RICHARD MERCER RICHARD MERCER2015-10-12
5602013-01-01RICHARD MERCER RICHARD MERCER2014-10-13
5602012-01-01RICHARD MERCER RICHARD MERCER2013-10-11
5602011-01-01RICHARD MERCER RICHARD MERCER2012-10-12

Plan Statistics for ATI RETIREE HEALTH PLAN

401k plan membership statisitcs for ATI RETIREE HEALTH PLAN

Measure Date Value
2022: ATI RETIREE HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015
2021: ATI RETIREE HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
2020: ATI RETIREE HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0114
Number of retired or separated participants receiving benefits2020-01-015
Total of all active and inactive participants2020-01-015
2019: ATI RETIREE HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0120
Number of retired or separated participants receiving benefits2019-01-0114
Total of all active and inactive participants2019-01-0114
2018: ATI RETIREE HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0120
Number of retired or separated participants receiving benefits2018-01-0120
Total of all active and inactive participants2018-01-0120
2017: ATI RETIREE HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Number of retired or separated participants receiving benefits2017-01-0120
Total of all active and inactive participants2017-01-0120
2016: ATI RETIREE HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,638
Number of retired or separated participants receiving benefits2016-01-0123
Total of all active and inactive participants2016-01-0123
2015: ATI RETIREE HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,686
Number of retired or separated participants receiving benefits2015-01-014,638
Total of all active and inactive participants2015-01-014,638
2014: ATI RETIREE HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,154
Number of retired or separated participants receiving benefits2014-01-014,686
Total of all active and inactive participants2014-01-014,686
2013: ATI RETIREE HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,794
Number of retired or separated participants receiving benefits2013-01-015,154
Total of all active and inactive participants2013-01-015,154
2012: ATI RETIREE HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,097
Number of retired or separated participants receiving benefits2012-01-014,794
Total of all active and inactive participants2012-01-014,794
2011: ATI RETIREE HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,778
Number of retired or separated participants receiving benefits2011-01-015,097
Total of all active and inactive participants2011-01-015,097

Financial Data on ATI RETIREE HEALTH PLAN

Measure Date Value
2022 : ATI RETIREE HEALTH PLAN 2022 401k financial data
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$24,418
Expenses. Total of all expenses incurred2022-12-31$60,043
Benefits paid (including direct rollovers)2022-12-31$28,222
Total plan assets at end of year2022-12-31$21,023
Total plan assets at beginning of year2022-12-31$56,648
Value of fidelity bond covering the plan2022-12-31$25,000,000
Total contributions received or receivable from participants2022-12-31$30,456
Other income received2022-12-31$-4,973
Net income (gross income less expenses)2022-12-31$-35,625
Net plan assets at end of year (total assets less liabilities)2022-12-31$21,023
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$56,648
Assets. Value of assets in partnership/joint-venture interests2022-12-31$18,885
Total contributions received or receivable from employer(s)2022-12-31$-1,065
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$31,821
2021 : ATI RETIREE HEALTH PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$22,706
Expenses. Total of all expenses incurred2021-12-31$29,391
Benefits paid (including direct rollovers)2021-12-31$26,449
Total plan assets at end of year2021-12-31$56,648
Total plan assets at beginning of year2021-12-31$63,333
Value of fidelity bond covering the plan2021-12-31$25,000,000
Total contributions received or receivable from participants2021-12-31$30,456
Other income received2021-12-31$-4,913
Net income (gross income less expenses)2021-12-31$-6,685
Net plan assets at end of year (total assets less liabilities)2021-12-31$56,648
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$63,333
Assets. Value of assets in partnership/joint-venture interests2021-12-31$54,150
Total contributions received or receivable from employer(s)2021-12-31$-2,837
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,942
2020 : ATI RETIREE HEALTH PLAN 2020 401k financial data
Total income from all sources2020-12-31$39,725
Expenses. Total of all expenses incurred2020-12-31$34,346
Benefits paid (including direct rollovers)2020-12-31$30,016
Total plan assets at end of year2020-12-31$63,333
Total plan assets at beginning of year2020-12-31$57,954
Value of fidelity bond covering the plan2020-12-31$25,000,000
Total contributions received or receivable from participants2020-12-31$30,457
Other income received2020-12-31$7,922
Net income (gross income less expenses)2020-12-31$5,379
Net plan assets at end of year (total assets less liabilities)2020-12-31$63,333
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$57,954
Assets. Value of assets in partnership/joint-venture interests2020-12-31$60,073
Total contributions received or receivable from employer(s)2020-12-31$1,346
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,330
2019 : ATI RETIREE HEALTH PLAN 2019 401k financial data
Total income from all sources2019-12-31$85,298
Expenses. Total of all expenses incurred2019-12-31$99,406
Benefits paid (including direct rollovers)2019-12-31$81,368
Total plan assets at end of year2019-12-31$57,954
Total plan assets at beginning of year2019-12-31$72,062
Value of fidelity bond covering the plan2019-12-31$25,000,000
Total contributions received or receivable from participants2019-12-31$55,495
Other income received2019-12-31$1,042
Net income (gross income less expenses)2019-12-31$-14,108
Net plan assets at end of year (total assets less liabilities)2019-12-31$57,954
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$72,062
Assets. Value of assets in partnership/joint-venture interests2019-12-31$53,071
Total contributions received or receivable from employer(s)2019-12-31$28,761
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$18,038
2018 : ATI RETIREE HEALTH PLAN 2018 401k financial data
Total income from all sources2018-12-31$-54,269
Expenses. Total of all expenses incurred2018-12-31$93,291
Benefits paid (including direct rollovers)2018-12-31$86,435
Total plan assets at end of year2018-12-31$72,062
Total plan assets at beginning of year2018-12-31$219,622
Value of fidelity bond covering the plan2018-12-31$25,000,000
Total contributions received or receivable from participants2018-12-31$79,296
Other income received2018-12-31$-144,144
Net income (gross income less expenses)2018-12-31$-147,560
Net plan assets at end of year (total assets less liabilities)2018-12-31$72,062
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$219,622
Assets. Value of assets in partnership/joint-venture interests2018-12-31$53,075
Total contributions received or receivable from employer(s)2018-12-31$10,579
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$6,856
2017 : ATI RETIREE HEALTH PLAN 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$112,810
Total income from all sources2017-12-31$-98,238
Expenses. Total of all expenses incurred2017-12-31$242,549
Benefits paid (including direct rollovers)2017-12-31$218,720
Total plan assets at end of year2017-12-31$219,622
Total plan assets at beginning of year2017-12-31$673,219
Value of fidelity bond covering the plan2017-12-31$25,000,000
Total contributions received or receivable from participants2017-12-31$56,575
Other income received2017-12-31$-196,864
Net income (gross income less expenses)2017-12-31$-340,787
Net plan assets at end of year (total assets less liabilities)2017-12-31$219,622
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$560,409
Assets. Value of assets in partnership/joint-venture interests2017-12-31$199,458
Total contributions received or receivable from employer(s)2017-12-31$42,051
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$23,829
2016 : ATI RETIREE HEALTH PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$356,817
Total unrealized appreciation/depreciation of assets2016-12-31$356,817
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$112,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,771,720
Total income from all sources (including contributions)2016-12-31$18,225,637
Total loss/gain on sale of assets2016-12-31$-1,171,598
Total of all expenses incurred2016-12-31$18,555,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,228,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,038,375
Value of total assets at end of year2016-12-31$673,219
Value of total assets at beginning of year2016-12-31$2,662,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$326,933
Total interest from all sources2016-12-31$1,927
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,331,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$802,872
Administrative expenses (other) incurred2016-12-31$2,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-330,270
Value of net assets at end of year (total assets less liabilities)2016-12-31$560,409
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$890,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$623,933
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,819,718
Investment advisory and management fees2016-12-31$-1,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$49,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$39,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,706,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$18,228,974
Contract administrator fees2016-12-31$325,462
Liabilities. Value of benefit claims payable at end of year2016-12-31$112,810
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,771,720
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,171,598
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHNEIDER DOWNS
Accountancy firm EIN2016-12-31251408703
2015 : ATI RETIREE HEALTH PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$185,624
Total unrealized appreciation/depreciation of assets2015-12-31$185,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,771,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$968,016
Total income from all sources (including contributions)2015-12-31$47,973,075
Total loss/gain on sale of assets2015-12-31$-1,100,276
Total of all expenses incurred2015-12-31$49,099,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,389,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$48,886,614
Value of total assets at end of year2015-12-31$2,662,399
Value of total assets at beginning of year2015-12-31$2,985,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$710,301
Total interest from all sources2015-12-31$1,113
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$7,556,134
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$802,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$48,000
Administrative expenses (other) incurred2015-12-31$21,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,126,419
Value of net assets at end of year (total assets less liabilities)2015-12-31$890,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,017,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,819,718
Assets. partnership/joint venture interests at beginning of year2015-12-31$2,913,499
Investment advisory and management fees2015-12-31$6,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$39,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$23,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$41,330,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,389,193
Contract administrator fees2015-12-31$682,253
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,771,720
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$968,016
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$7,636
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,107,912
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHNEIDER DOWNS
Accountancy firm EIN2015-12-31251408703
2014 : ATI RETIREE HEALTH PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$422,624
Total unrealized appreciation/depreciation of assets2014-12-31$422,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$968,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$996,573
Total income from all sources (including contributions)2014-12-31$46,316,862
Total loss/gain on sale of assets2014-12-31$-1,217,112
Total of all expenses incurred2014-12-31$47,278,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$46,098,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$47,109,947
Value of total assets at end of year2014-12-31$2,985,114
Value of total assets at beginning of year2014-12-31$3,975,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,180,874
Total interest from all sources2014-12-31$1,403
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,332,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$48,000
Administrative expenses (other) incurred2014-12-31$28,821
Liabilities. Value of operating payables at beginning of year2014-12-31$20,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-962,087
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,017,098
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,979,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$2,913,499
Assets. partnership/joint venture interests at beginning of year2014-12-31$3,966,033
Investment advisory and management fees2014-12-31$23,938
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$23,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,725
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$39,777,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$46,098,075
Contract administrator fees2014-12-31$1,128,115
Liabilities. Value of benefit claims payable at end of year2014-12-31$968,016
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$975,973
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$167,433
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,384,545
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHNEIDER DOWNS
Accountancy firm EIN2014-12-31251408703
2013 : ATI RETIREE HEALTH PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-344,751
Total unrealized appreciation/depreciation of assets2013-12-31$-344,751
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$996,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$438,065
Total income from all sources (including contributions)2013-12-31$44,168,748
Total loss/gain on sale of assets2013-12-31$-426,803
Total of all expenses incurred2013-12-31$46,920,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$45,667,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$44,938,173
Value of total assets at end of year2013-12-31$3,975,758
Value of total assets at beginning of year2013-12-31$6,169,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,253,335
Total interest from all sources2013-12-31$2,129
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$7,371,176
Administrative expenses (other) incurred2013-12-31$21,150
Liabilities. Value of operating payables at end of year2013-12-31$20,600
Liabilities. Value of operating payables at beginning of year2013-12-31$14,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,751,898
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,979,185
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,731,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$3,966,033
Assets. partnership/joint venture interests at beginning of year2013-12-31$6,143,519
Investment advisory and management fees2013-12-31$26,221
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,629
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$37,566,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$45,667,311
Contract administrator fees2013-12-31$1,205,964
Liabilities. Value of benefit claims payable at end of year2013-12-31$975,973
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$423,565
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$938,527
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,365,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHNEIDER DOWNS
Accountancy firm EIN2013-12-31251408703
2012 : ATI RETIREE HEALTH PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-1,486,584
Total unrealized appreciation/depreciation of assets2012-12-31$-1,486,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$438,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$354,938
Total income from all sources (including contributions)2012-12-31$41,596,130
Total loss/gain on sale of assets2012-12-31$-2,216
Total of all expenses incurred2012-12-31$44,249,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$42,829,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$43,074,709
Value of total assets at end of year2012-12-31$6,169,148
Value of total assets at beginning of year2012-12-31$8,738,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,419,769
Total interest from all sources2012-12-31$10,221
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$7,365,445
Administrative expenses (other) incurred2012-12-31$3,000
Liabilities. Value of operating payables at end of year2012-12-31$14,500
Liabilities. Value of operating payables at beginning of year2012-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,652,971
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,731,083
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,384,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$6,143,519
Assets. partnership/joint venture interests at beginning of year2012-12-31$8,689,982
Investment advisory and management fees2012-12-31$148,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,629
Value of interest in common/collective trusts at beginning of year2012-12-31$49,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$10,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$35,709,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$42,829,332
Contract administrator fees2012-12-31$1,268,639
Liabilities. Value of benefit claims payable at end of year2012-12-31$423,565
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$353,338
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$155,902
Aggregate carrying amount (costs) on sale of assets2012-12-31$158,118
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2012-12-31346565596
2011 : ATI RETIREE HEALTH PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-363,596
Total unrealized appreciation/depreciation of assets2011-12-31$-363,596
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$354,938
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$909,279
Total income from all sources (including contributions)2011-12-31$38,799,356
Total loss/gain on sale of assets2011-12-31$1,056,439
Total of all expenses incurred2011-12-31$43,040,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,526,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$38,103,945
Value of total assets at end of year2011-12-31$8,738,992
Value of total assets at beginning of year2011-12-31$13,534,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,514,404
Total interest from all sources2011-12-31$1,536
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,619,911
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$83,500
Other income not declared elsewhere2011-12-31$604
Administrative expenses (other) incurred2011-12-31$13,262
Liabilities. Value of operating payables at end of year2011-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,241,528
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,384,054
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,625,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$8,689,982
Assets. partnership/joint venture interests at beginning of year2011-12-31$12,525,602
Investment advisory and management fees2011-12-31$235,352
Value of interest in common/collective trusts at end of year2011-12-31$49,010
Value of interest in common/collective trusts at beginning of year2011-12-31$925,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$35,484,034
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,526,480
Contract administrator fees2011-12-31$1,265,790
Liabilities. Value of benefit claims payable at end of year2011-12-31$353,338
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$909,279
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,778,637
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,722,198
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2011-12-31346565596
2010 : ATI RETIREE HEALTH PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-352,768
Total unrealized appreciation/depreciation of assets2010-12-31$-352,768
Total transfer of assets to this plan2010-12-31$17,726,490
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$909,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$35,401,336
Total loss/gain on sale of assets2010-12-31$522,872
Total of all expenses incurred2010-12-31$40,502,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$38,937,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$35,141,509
Value of total assets at end of year2010-12-31$13,534,861
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,565,072
Total interest from all sources2010-12-31$15,662
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,525,939
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$83,500
Other income not declared elsewhere2010-12-31$1,244
Administrative expenses (other) incurred2010-12-31$14,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-5,100,908
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,625,582
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$12,525,602
Investment advisory and management fees2010-12-31$268,559
Value of interest in common/collective trusts at end of year2010-12-31$925,759
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$72,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$32,615,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$38,937,172
Contract administrator fees2010-12-31$1,281,638
Liabilities. Value of benefit claims payable at end of year2010-12-31$909,279
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$2,281,057
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,758,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31ERNST & YOUNG, LLP
Accountancy firm EIN2010-12-31346565596

Form 5500 Responses for ATI RETIREE HEALTH PLAN

2022: ATI RETIREE HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: ATI RETIREE HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: ATI RETIREE HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: ATI RETIREE HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: ATI RETIREE HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: ATI RETIREE HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: ATI RETIREE HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: ATI RETIREE HEALTH PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: ATI RETIREE HEALTH PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: ATI RETIREE HEALTH PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: ATI RETIREE HEALTH PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: ATI RETIREE HEALTH PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered11
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $47,407
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered10
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $45,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered4934
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $24,883,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered4852
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,350,921
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered4817
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,678,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered5327
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $20,402,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered4827
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $18,329,871
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number013980
Policy instance 1
Insurance contract or identification number013980
Number of Individuals Covered4947
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,630,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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