BOARD OF TRUSTEES, INLAND EMPIRE IBEW-NECA HEALTH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INLAND EMPIRE IBEW-NECA HEALTH PLAN
Measure | Date | Value |
---|
2022 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2022 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,900,450 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $4,502,401 |
Total income from all sources (including contributions) | 2022-12-31 | $12,435,600 |
Total of all expenses incurred | 2022-12-31 | $10,653,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $10,092,075 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $13,146,590 |
Value of total assets at end of year | 2022-12-31 | $30,052,686 |
Value of total assets at beginning of year | 2022-12-31 | $26,872,456 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $561,344 |
Total interest from all sources | 2022-12-31 | $18,788 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $643,787 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $643,787 |
Administrative expenses professional fees incurred | 2022-12-31 | $156,805 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $667,975 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $291,576 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $191,314 |
Other income not declared elsewhere | 2022-12-31 | $3,964 |
Administrative expenses (other) incurred | 2022-12-31 | $84,151 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $619,393 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $348,582 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $1,782,181 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $24,152,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,370,055 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $24,853,408 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $23,087,151 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,239,545 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,751,816 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,751,816 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $18,788 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $10,092,075 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,377,529 |
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 | $12,478,615 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,668,157 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $842,175 |
Contract administrator fees | 2022-12-31 | $320,388 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $5,281,057 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $4,153,819 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2021 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,502,401 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,960,444 |
Total income from all sources (including contributions) | 2021-12-31 | $11,529,326 |
Total of all expenses incurred | 2021-12-31 | $8,573,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,053,733 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $11,352,961 |
Value of total assets at end of year | 2021-12-31 | $26,872,456 |
Value of total assets at beginning of year | 2021-12-31 | $24,374,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $519,316 |
Total interest from all sources | 2021-12-31 | $1,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $423,144 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $423,144 |
Administrative expenses professional fees incurred | 2021-12-31 | $151,051 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $712,373 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $191,314 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $142,097 |
Other income not declared elsewhere | 2021-12-31 | $9,837 |
Administrative expenses (other) incurred | 2021-12-31 | $65,151 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $348,582 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $446,862 |
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 | $2,956,277 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,370,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $19,413,778 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $23,087,151 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,672,035 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,751,816 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,681,979 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,681,979 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,413 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $8,053,733 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-258,029 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $10,640,588 |
Employer contributions (assets) at end of year | 2021-12-31 | $842,175 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $878,111 |
Contract administrator fees | 2021-12-31 | $303,114 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $4,153,819 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $4,513,582 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2020 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,960,444 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,289,677 |
Total income from all sources (including contributions) | 2020-12-31 | $12,040,746 |
Total of all expenses incurred | 2020-12-31 | $8,695,395 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $8,222,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $11,390,678 |
Value of total assets at end of year | 2020-12-31 | $24,374,222 |
Value of total assets at beginning of year | 2020-12-31 | $20,358,104 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $473,315 |
Total interest from all sources | 2020-12-31 | $2,151 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $415,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $415,526 |
Administrative expenses professional fees incurred | 2020-12-31 | $151,444 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $699,611 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $142,097 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $319,425 |
Other income not declared elsewhere | 2020-12-31 | $1,823 |
Administrative expenses (other) incurred | 2020-12-31 | $68,331 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $446,862 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $227,395 |
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 | $3,345,351 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $19,413,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,068,427 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $20,672,035 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $16,525,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,681,979 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,294,308 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,294,308 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $2,151 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $5,279,820 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $230,568 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $10,691,067 |
Employer contributions (assets) at end of year | 2020-12-31 | $878,111 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,218,431 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,942,260 |
Contract administrator fees | 2020-12-31 | $253,540 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $4,513,582 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $4,062,282 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2019 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,289,677 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,744,871 |
Total income from all sources (including contributions) | 2019-12-31 | $11,969,499 |
Total of all expenses incurred | 2019-12-31 | $8,789,338 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,345,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $11,240,890 |
Value of total assets at end of year | 2019-12-31 | $20,358,104 |
Value of total assets at beginning of year | 2019-12-31 | $16,633,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $443,633 |
Total interest from all sources | 2019-12-31 | $3,940 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $418,704 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $418,704 |
Administrative expenses professional fees incurred | 2019-12-31 | $137,340 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $797,798 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $319,425 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $168,939 |
Other income not declared elsewhere | 2019-12-31 | $2,789 |
Administrative expenses (other) incurred | 2019-12-31 | $74,612 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $227,395 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $194,357 |
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 | $3,180,161 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,068,427 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,888,266 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $16,525,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $12,654,061 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,294,308 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,568,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,568,210 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $3,940 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $5,457,779 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $303,176 |
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 |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $10,443,092 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,218,431 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,241,927 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,887,926 |
Contract administrator fees | 2019-12-31 | $231,681 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,062,282 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $3,550,514 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2019-12-31 | 952036255 |
2018 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2018 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,744,871 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,915,074 |
Total income from all sources (including contributions) | 2018-12-31 | $10,625,564 |
Total of all expenses incurred | 2018-12-31 | $7,623,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,193,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,529,586 |
Value of total assets at end of year | 2018-12-31 | $16,633,137 |
Value of total assets at beginning of year | 2018-12-31 | $13,800,791 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $429,107 |
Total interest from all sources | 2018-12-31 | $3,665 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $320,988 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $320,988 |
Administrative expenses professional fees incurred | 2018-12-31 | $143,689 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $859,204 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $168,939 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $84,527 |
Other income not declared elsewhere | 2018-12-31 | $3,656 |
Administrative expenses (other) incurred | 2018-12-31 | $67,056 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $194,357 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $249,717 |
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 | $3,002,549 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,888,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,885,717 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $12,654,061 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $10,165,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,568,210 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,366,653 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,366,653 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,665 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $5,065,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-232,331 |
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 | $9,670,382 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,241,927 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,184,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,128,044 |
Contract administrator fees | 2018-12-31 | $218,362 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $3,550,514 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $3,665,357 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,915,074 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,755,370 |
Total income from all sources (including contributions) | 2017-12-31 | $10,411,539 |
Total of all expenses incurred | 2017-12-31 | $8,374,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,931,718 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $10,215,859 |
Value of total assets at end of year | 2017-12-31 | $13,800,791 |
Value of total assets at beginning of year | 2017-12-31 | $11,604,534 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $443,268 |
Total interest from all sources | 2017-12-31 | $4,290 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $172,339 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $172,339 |
Administrative expenses professional fees incurred | 2017-12-31 | $161,946 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $840,477 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $84,527 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $218,956 |
Other income not declared elsewhere | 2017-12-31 | $12 |
Administrative expenses (other) incurred | 2017-12-31 | $74,551 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $249,717 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $273,839 |
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 | $2,036,553 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,885,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,849,164 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $10,165,404 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,074,025 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,366,653 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,214,154 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,214,154 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $4,290 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $5,121,742 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $19,039 |
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 | $9,375,382 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,184,207 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,097,399 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,809,976 |
Contract administrator fees | 2017-12-31 | $206,771 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $3,665,357 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $3,481,531 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,755,370 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,402,635 |
Total income from all sources (including contributions) | 2016-12-31 | $11,076,924 |
Total of all expenses incurred | 2016-12-31 | $7,428,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,991,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $10,922,282 |
Value of total assets at end of year | 2016-12-31 | $11,604,534 |
Value of total assets at beginning of year | 2016-12-31 | $8,603,236 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $436,433 |
Total interest from all sources | 2016-12-31 | $3,956 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $105,477 |
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 | $105,477 |
Administrative expenses professional fees incurred | 2016-12-31 | $144,660 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $787,668 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $2,095 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $218,956 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $259,553 |
Other income not declared elsewhere | 2016-12-31 | $82 |
Administrative expenses (other) incurred | 2016-12-31 | $85,847 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $273,839 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $330,900 |
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 | $3,648,563 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,849,164 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,200,601 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,074,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,823,422 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,214,154 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,557,300 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,557,300 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $3,956 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $4,719,930 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $45,127 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $10,132,519 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,097,399 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $962,961 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,271,998 |
Contract administrator fees | 2016-12-31 | $205,926 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $3,481,531 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $4,071,735 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,402,635 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,731,409 |
Total income from all sources (including contributions) | 2015-12-31 | $8,888,699 |
Total of all expenses incurred | 2015-12-31 | $8,087,892 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,647,615 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $8,847,555 |
Value of total assets at end of year | 2015-12-31 | $8,603,236 |
Value of total assets at beginning of year | 2015-12-31 | $9,131,203 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $440,277 |
Total interest from all sources | 2015-12-31 | $1,646 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $89,285 |
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 | $89,285 |
Administrative expenses professional fees incurred | 2015-12-31 | $131,275 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $784,983 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $259,553 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $79,728 |
Administrative expenses (other) incurred | 2015-12-31 | $89,070 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $330,900 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $338,824 |
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 | $800,807 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,200,601 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,399,794 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,823,422 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,483,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,557,300 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,867,529 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,867,529 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,646 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $4,290,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-49,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $8,062,572 |
Employer contributions (assets) at end of year | 2015-12-31 | $962,961 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $700,006 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,357,306 |
Contract administrator fees | 2015-12-31 | $219,932 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $4,071,735 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,392,585 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,731,409 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $4,959,376 |
Total income from all sources (including contributions) | 2014-12-31 | $10,399,652 |
Total of all expenses incurred | 2014-12-31 | $10,885,388 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,344,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,327,039 |
Value of total assets at end of year | 2014-12-31 | $9,131,203 |
Value of total assets at beginning of year | 2014-12-31 | $8,844,906 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $540,665 |
Total interest from all sources | 2014-12-31 | $3,487 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $83,497 |
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 | $83,497 |
Administrative expenses professional fees incurred | 2014-12-31 | $130,577 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $744,824 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $79,728 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $34,813 |
Administrative expenses (other) incurred | 2014-12-31 | $179,332 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $338,824 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $237,913 |
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 | $-485,736 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,399,794 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,885,530 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,483,940 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,914,812 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,867,529 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,119,990 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,119,990 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $3,487 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $7,102,301 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-14,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $9,582,215 |
Employer contributions (assets) at end of year | 2014-12-31 | $700,006 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $775,291 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,242,422 |
Contract administrator fees | 2014-12-31 | $230,756 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,392,585 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $4,721,463 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,959,376 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $6,060,679 |
Total income from all sources (including contributions) | 2013-12-31 | $9,181,641 |
Total of all expenses incurred | 2013-12-31 | $8,424,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,994,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $9,160,429 |
Value of total assets at end of year | 2013-12-31 | $8,844,906 |
Value of total assets at beginning of year | 2013-12-31 | $9,189,396 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $429,951 |
Total interest from all sources | 2013-12-31 | $4,415 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $84,491 |
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 | $84,491 |
Administrative expenses professional fees incurred | 2013-12-31 | $143,138 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $716,933 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $34,813 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $41,899 |
Administrative expenses (other) incurred | 2013-12-31 | $53,401 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $237,913 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $948,418 |
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 | $756,813 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,885,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,128,717 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,914,812 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,898,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,119,990 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,032,114 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,032,114 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $4,415 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $5,812,788 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-67,694 |
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 | $8,443,496 |
Employer contributions (assets) at end of year | 2013-12-31 | $775,291 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,217,367 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,182,089 |
Contract administrator fees | 2013-12-31 | $233,412 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $4,721,463 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $5,112,261 |
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 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $6,060,679 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,084,987 |
Total income from all sources (including contributions) | 2012-12-31 | $9,066,610 |
Total loss/gain on sale of assets | 2012-12-31 | $18,823 |
Total of all expenses incurred | 2012-12-31 | $9,445,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,043,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $8,825,431 |
Value of total assets at end of year | 2012-12-31 | $9,189,396 |
Value of total assets at beginning of year | 2012-12-31 | $7,592,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $402,103 |
Total interest from all sources | 2012-12-31 | $3,879 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $111,320 |
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 | $111,320 |
Administrative expenses professional fees incurred | 2012-12-31 | $102,085 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $768,295 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $41,899 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $53,969 |
Administrative expenses (other) incurred | 2012-12-31 | $50,986 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $948,418 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $246,233 |
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 | $-378,671 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,128,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,507,388 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,898,016 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,610,765 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,032,114 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $219,878 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $219,878 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $3,879 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $6,096,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $107,157 |
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 | $8,057,136 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,217,367 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $707,763 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,946,852 |
Contract administrator fees | 2012-12-31 | $249,032 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $5,112,261 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $3,838,754 |
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 | $2,550,048 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,531,225 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,084,987 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,388,329 |
Total income from all sources (including contributions) | 2011-12-31 | $6,700,455 |
Total loss/gain on sale of assets | 2011-12-31 | $39,156 |
Total of all expenses incurred | 2011-12-31 | $7,794,477 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,392,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,593,328 |
Value of total assets at end of year | 2011-12-31 | $7,592,375 |
Value of total assets at beginning of year | 2011-12-31 | $7,989,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $401,818 |
Total interest from all sources | 2011-12-31 | $1,688 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $141,716 |
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 | $141,716 |
Administrative expenses professional fees incurred | 2011-12-31 | $112,500 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $814,273 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $53,969 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $55,154 |
Other income not declared elsewhere | 2011-12-31 | $44,397 |
Administrative expenses (other) incurred | 2011-12-31 | $56,047 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $246,233 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $199,378 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-1,094,022 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,507,388 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,601,410 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,610,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,049,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $219,878 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $425,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $425,905 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,688 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $4,971,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-119,830 |
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 | $5,779,055 |
Employer contributions (assets) at end of year | 2011-12-31 | $707,763 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $458,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,421,233 |
Contract administrator fees | 2011-12-31 | $233,271 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $3,838,754 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $3,188,951 |
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 | $2,290,000 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $2,250,844 |
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 : INLAND EMPIRE IBEW-NECA HEALTH PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $56,494 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $56,494 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,388,329 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,903,265 |
Total income from all sources (including contributions) | 2010-12-31 | $6,310,306 |
Total of all expenses incurred | 2010-12-31 | $6,612,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $6,257,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,057,432 |
Value of total assets at end of year | 2010-12-31 | $7,989,739 |
Value of total assets at beginning of year | 2010-12-31 | $7,806,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $355,466 |
Total interest from all sources | 2010-12-31 | $5,052 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $113,738 |
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 | $113,738 |
Administrative expenses professional fees incurred | 2010-12-31 | $119,206 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $825,806 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $55,154 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $45,742 |
Other income not declared elsewhere | 2010-12-31 | $77,590 |
Administrative expenses (other) incurred | 2010-12-31 | $43,177 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $199,378 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $221,973 |
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 | $-302,167 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,601,410 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,903,577 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,049,724 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,879,491 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $425,905 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $513,641 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $513,641 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5,052 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $4,298,040 |
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 | $5,231,626 |
Employer contributions (assets) at end of year | 2010-12-31 | $458,956 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $367,968 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,958,967 |
Contract administrator fees | 2010-12-31 | $193,083 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $3,188,951 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $2,681,292 |
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 |
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 |
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 3 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 678 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $99,425 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 2 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 19 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $43,400 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 1 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1003 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $3,197 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,680,227 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,197 | Insurance broker organization code? | 3 |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 6 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 340 | 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 $59,497 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000114-00 |
Policy instance | 5 |
Insurance contract or identification number | 24-000114-00 | Number of Individuals Covered | 719 | Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $34,933 | 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 | HCL18215 |
Policy instance | 4 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 488 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $424,237 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 1 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1013 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,119,208 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000114-00 |
Policy instance | 2 |
Insurance contract or identification number | 24-000114-00 | Number of Individuals Covered | 719 | Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $34,933 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 3 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 24 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $35,226 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 4 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 662 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $89,645 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 5 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 371 | 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 $63,417 | 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 | HCL18215 |
Policy instance | 6 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 406 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $19,822 | Welfare Benefit Premiums Paid to Carrier | USD $396,434 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,822 | Insurance broker organization code? | 3 |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 170253 |
Policy instance | 1 |
Insurance contract or identification number | 170253 | Number of Individuals Covered | 369 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,315 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 2 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 679 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $93,043 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 69827S |
Policy instance | 3 |
Insurance contract or identification number | 69827S | Number of Individuals Covered | 24 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $107,245 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 4 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1036 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,420,068 | 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 | HCL18215 |
Policy instance | 5 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 418 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $19,290 | Welfare Benefit Premiums Paid to Carrier | USD $385,815 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,290 | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000114-00 |
Policy instance | 6 |
Insurance contract or identification number | 24-000114-00 | Number of Individuals Covered | 645 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $32,088 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 7 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 449 | 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 $71,566 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 69827S |
Policy instance | 6 |
Insurance contract or identification number | 69827S | Number of Individuals Covered | 24 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $96,075 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000114-00 |
Policy instance | 5 |
Insurance contract or identification number | 24-000114-00 | Number of Individuals Covered | 775 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $34,665 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 170253 |
Policy instance | 3 |
Insurance contract or identification number | 170253 | Number of Individuals Covered | 345 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,506 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 4 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1071 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,443,972 | 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 | HCL18215 |
Policy instance | 2 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 406 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $19,435 | Welfare Benefit Premiums Paid to Carrier | USD $388,708 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,435 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 1 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 653 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $85,455 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 7 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 497 | 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 $75,588 | 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 | HCL18215 |
Policy instance | 1 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 384 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $17,572 | Welfare Benefit Premiums Paid to Carrier | USD $351,478 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,572 | Insurance broker organization code? | 3 |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000114-00 |
Policy instance | 7 |
Insurance contract or identification number | 24-000114-00 | Number of Individuals Covered | 737 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $33,331 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 69827S |
Policy instance | 6 |
Insurance contract or identification number | 69827S | Number of Individuals Covered | 28 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $105,570 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 4 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 631 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $78,144 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 5 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1094 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,444,286 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 170253 |
Policy instance | 3 |
Insurance contract or identification number | 170253 | Number of Individuals Covered | 364 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Welfare Benefit Premiums Paid to Carrier | USD $10,252 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 2 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 534 | 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 $80,885 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 2 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 638 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $79,363 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 24-000114-00 |
Policy instance | 3 |
Insurance contract or identification number | 24-000114-00 | Number of Individuals Covered | 717 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $13,826 | 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 | HCL18215 |
Policy instance | 4 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 754 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $16,075 | Welfare Benefit Premiums Paid to Carrier | USD $321,495 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,075 | Insurance broker organization code? | 3 | Insurance broker name | ONESOURCE STOPLOSS INS. MARKETING |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 5 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1179 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,497,123 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 ) |
Policy contract number | N024L8 |
Policy instance | 6 |
Insurance contract or identification number | N024L8 | Number of Individuals Covered | 745 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-08-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $20,074 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 7 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 583 | 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 $86,106 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 69827S |
Policy instance | 1 |
Insurance contract or identification number | 69827S | Number of Individuals Covered | 27 | Insurance policy start date | 2017-01-20 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $96,937 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 1 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1224 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,447,795 | 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 | HCL18215 |
Policy instance | 7 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 363 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $12,293 | Welfare Benefit Premiums Paid to Carrier | USD $245,848 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,293 | Insurance broker organization code? | 3 | Insurance broker name | ONESOURCE STOPLOSS INS. MARKETING |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 170253 |
Policy instance | 5 |
Insurance contract or identification number | 170253 | Number of Individuals Covered | 787 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,549 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 697 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $75,057 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 3 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 623 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 69827S |
Policy instance | 2 |
Insurance contract or identification number | 69827S | Number of Individuals Covered | 25 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $89,842 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 6 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 626 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $94,124 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTH NET (National Association of Insurance Commissioners NAIC id number: 00623 ) |
Policy contract number | 698275 |
Policy instance | 6 |
Insurance contract or identification number | 698275 | Number of Individuals Covered | 27 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $78,207 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 8 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 778 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $79,339 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 5 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 292 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 ) |
Policy contract number | 170253 |
Policy instance | 4 |
Insurance contract or identification number | 170253 | Number of Individuals Covered | 785 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,921 | 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 | HCL18215 |
Policy instance | 2 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 332 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $10,358 | Welfare Benefit Premiums Paid to Carrier | USD $207,163 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,358 | Insurance broker organization code? | 3 | Insurance broker name | ONESOURCE STOPLOSS INS. MARKETING |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 3 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 631 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $98,682 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 004262 |
Policy instance | 1 |
Insurance contract or identification number | 004262 | Number of Individuals Covered | 0 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,286 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 7 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1329 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,073,244 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 6 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1279 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,990,880 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 5 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 288 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL18215 |
Policy instance | 4 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 338 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $9,058 | Welfare Benefit Premiums Paid to Carrier | USD $181,056 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,058 | Insurance broker organization code? | 3 | Insurance broker name | ONE SOURCE STOPLOSS INS. MARKETING |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 004262 |
Policy instance | 3 |
Insurance contract or identification number | 004262 | Number of Individuals Covered | 33 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $124,428 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 2 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 646 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $95,578 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 1 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 775 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $75,682 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 6 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 277 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 004262 |
Policy instance | 5 |
Insurance contract or identification number | 004262 | Number of Individuals Covered | 34 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $114,195 | 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 | HCL18215 |
Policy instance | 1 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 343 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $7,823 | Welfare Benefit Premiums Paid to Carrier | USD $156,565 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,823 | Insurance broker organization code? | 3 | Insurance broker name | ONE SOURCE STOPLOSS INS. MARKETING |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 744 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $69,971 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 3 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 599 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $91,373 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 2 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1250 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,656,500 | 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 | HCL18215 |
Policy instance | 7 |
Insurance contract or identification number | HCL18215 | Number of Individuals Covered | 311 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $6,420 | Welfare Benefit Premiums Paid to Carrier | USD $128,397 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 6 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 581 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $92,945 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 004262 |
Policy instance | 5 |
Insurance contract or identification number | 004262 | Number of Individuals Covered | 36 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $99,649 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | SEE FOOTNOTE |
Policy instance | 4 |
Insurance contract or identification number | SEE FOOTNOTE | Number of Individuals Covered | 697 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2011-12-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D; DEPENDENT LIFE | Welfare Benefit Premiums Paid to Carrier | USD $54,998 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 3 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1161 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,910,368 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 633873 |
Policy instance | 2 |
Insurance contract or identification number | 633873 | Number of Individuals Covered | 671 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-01-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 1 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 242 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED CONCORDIA DENTAL PLANS OF CALIFORNIA, INC. (National Association of Insurance Commissioners NAIC id number: 95789 ) |
Policy contract number | 740121-000 |
Policy instance | 2 |
Insurance contract or identification number | 740121-000 | Number of Individuals Covered | 505 | 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 $85,713 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 633873 |
Policy instance | 4 |
Insurance contract or identification number | 633873 | Number of Individuals Covered | 658 | 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 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 004262 |
Policy instance | 3 |
Insurance contract or identification number | 004262 | Number of Individuals Covered | 39 | 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 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $104,140 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 00115548 |
Policy instance | 5 |
Insurance contract or identification number | 00115548 | Number of Individuals Covered | 206 | 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 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 112464 |
Policy instance | 6 |
Insurance contract or identification number | 112464 | Number of Individuals Covered | 1038 | 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 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,107,130 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 9960-5610 |
Policy instance | 1 |
Insurance contract or identification number | 9960-5610 | Number of Individuals Covered | 216 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $6,019 | Total amount of fees paid to insurance company | USD $15,039 | Welfare Benefit Premiums Paid to Carrier | USD $120,310 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,019 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | COMMISSION OVERRIDE TO GREENWOOD INTERNATIONAL | Insurance broker organization code? | 3 | Insurance broker name | STARR GLOBAL ACCIDENT & HEALTH |
|