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CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 401k Plan overview

Plan NameCENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN
Plan identification number 501

CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

CENTRAL STATES, SE & SW AREAS HEALTH & PENSION FUNDS has sponsored the creation of one or more 401k plans.

Company Name:CENTRAL STATES, SE & SW AREAS HEALTH & PENSION FUNDS
Employer identification number (EIN):362154936
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01SUSAN ROGOWSKI SUSAN ROGOWSKI2018-10-01
5012016-01-01SUSAN ROGOWSKI SUSAN ROGOWSKI2017-10-05
5012015-01-01SUSAN ROGOWSKI SUSAN ROGOWSKI2016-10-12
5012014-01-01SUSAN ROGOWSKI SUSAN ROGOWSKI2015-10-14
5012013-01-01SUSAN ROGOWSKI SUSAN ROGOWSKI2014-10-08
5012012-01-01JANICE JANKOWICZ JANICE JANKOWICZ2013-10-07
5012011-01-01SUSAN ROGOWSKI
5012010-01-01SUSAN ROGOWSKI
5012009-01-01SUSAN ROGOWSKI

Plan Statistics for CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN

401k plan membership statisitcs for CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN

Measure Date Value
2022: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01236,488
Total number of active participants reported on line 7a of the Form 55002022-01-01237,668
Total of all active and inactive participants2022-01-01237,668
Total participants2022-01-01237,668
Number of employers contributing to the scheme2022-01-01896
2021: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01230,105
Total number of active participants reported on line 7a of the Form 55002021-01-01236,488
Total of all active and inactive participants2021-01-01236,488
Number of employers contributing to the scheme2021-01-01894
2020: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223,410
Total number of active participants reported on line 7a of the Form 55002020-01-01230,105
Total of all active and inactive participants2020-01-01230,105
Total participants2020-01-01230,105
Number of employers contributing to the scheme2020-01-01904
2019: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01207,200
Total number of active participants reported on line 7a of the Form 55002019-01-01223,410
Total of all active and inactive participants2019-01-01223,410
Total participants2019-01-01223,410
Number of employers contributing to the scheme2019-01-01931
2018: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01199,521
Total number of active participants reported on line 7a of the Form 55002018-01-01207,200
Total of all active and inactive participants2018-01-01207,200
Number of employers contributing to the scheme2018-01-01925
2017: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01196,986
Total number of active participants reported on line 7a of the Form 55002017-01-01199,521
Total of all active and inactive participants2017-01-01199,521
Total participants2017-01-01199,521
Number of employers contributing to the scheme2017-01-01926
2016: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01196,764
Total number of active participants reported on line 7a of the Form 55002016-01-01196,986
Total of all active and inactive participants2016-01-01196,986
Number of employers contributing to the scheme2016-01-01958
2015: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01176,138
Total number of active participants reported on line 7a of the Form 55002015-01-01196,764
Total of all active and inactive participants2015-01-01196,764
Number of employers contributing to the scheme2015-01-011,013
2014: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0195,933
Total number of active participants reported on line 7a of the Form 55002014-01-01176,138
Total of all active and inactive participants2014-01-01176,138
Number of employers contributing to the scheme2014-01-011,065
2013: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0196,284
Total number of active participants reported on line 7a of the Form 55002013-01-0187,895
Number of retired or separated participants receiving benefits2013-01-018,038
Total of all active and inactive participants2013-01-0195,933
Number of employers contributing to the scheme2013-01-011,102
2012: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0197,958
Total number of active participants reported on line 7a of the Form 55002012-01-0187,216
Number of retired or separated participants receiving benefits2012-01-019,068
Total of all active and inactive participants2012-01-0196,284
Number of employers contributing to the scheme2012-01-011,149
2011: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0199,360
Total number of active participants reported on line 7a of the Form 55002011-01-0187,533
Number of retired or separated participants receiving benefits2011-01-0110,425
Total of all active and inactive participants2011-01-0197,958
Number of employers contributing to the scheme2011-01-011,143
2010: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0199,807
Total number of active participants reported on line 7a of the Form 55002010-01-0187,756
Number of retired or separated participants receiving benefits2010-01-0111,604
Total of all active and inactive participants2010-01-0199,360
Number of employers contributing to the scheme2010-01-011,187
2009: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01108,609
Total number of active participants reported on line 7a of the Form 55002009-01-0187,253
Number of retired or separated participants receiving benefits2009-01-0112,554
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0199,807
Total participants2009-01-0199,807
Number of employers contributing to the scheme2009-01-011,205

Financial Data on CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN

Measure Date Value
2022 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-453,371,115
Total unrealized appreciation/depreciation of assets2022-12-31$-453,371,115
Total transfer of assets from this plan2022-12-31$90,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,310,070,954
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$5,004,150,301
Total income from all sources (including contributions)2022-12-31$3,893,158,631
Total loss/gain on sale of assets2022-12-31$-164,121,134
Total of all expenses incurred2022-12-31$3,716,264,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,513,130,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,538,703,863
Value of total assets at end of year2022-12-31$12,055,420,607
Value of total assets at beginning of year2022-12-31$12,662,605,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$203,133,588
Total interest from all sources2022-12-31$138,671,380
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,384,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$986,452
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$5,353,321
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$4,697,491
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$7,468,724
Assets. Other investments not covered elsewhere at end of year2022-12-31$252,384,771
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$103,481,334
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$178,349,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$152,814,380
Assets. Loans (other than to participants) at end of year2022-12-31$1,322,931,531
Assets. Loans (other than to participants) at beginning of year2022-12-31$2,078,449,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,722,935,247
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,443,209,024
Other income not declared elsewhere2022-12-31$916,498
Administrative expenses (other) incurred2022-12-31$191,593,306
Liabilities. Value of operating payables at end of year2022-12-31$47,799,707
Liabilities. Value of operating payables at beginning of year2022-12-31$46,909,277
Total non interest bearing cash at end of year2022-12-31$78,499
Total non interest bearing cash at beginning of year2022-12-31$179,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$176,894,424
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,745,349,653
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,658,455,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$10,553,830
Income. Interest from loans (other than to participants)2022-12-31$3,788,973
Interest earned on other investments2022-12-31$569,281
Income. Interest from US Government securities2022-12-31$52,227,370
Income. Interest from corporate debt instruments2022-12-31$82,085,756
Value of interest in common/collective trusts at end of year2022-12-31$1,228,005,340
Value of interest in common/collective trusts at beginning of year2022-12-31$1,335,036,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,633,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,238,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,238,575
Asset value of US Government securities at end of year2022-12-31$4,182,180,461
Asset value of US Government securities at beginning of year2022-12-31$3,760,202,592
Net investment gain or loss from common/collective trusts2022-12-31$-184,025,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$152,554,883
Assets. Invements in employer securities at beginning of year2022-12-31$183,226,027
Contributions received in cash from employer2022-12-31$4,531,235,139
Employer contributions (assets) at end of year2022-12-31$461,692,244
Employer contributions (assets) at beginning of year2022-12-31$354,751,322
Income. Dividends from preferred stock2022-12-31$173,082
Income. Dividends from common stock2022-12-31$16,211,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,513,130,619
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$2,672,626,814
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$2,976,570,158
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$649,914,212
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$826,148,972
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$882,242,318
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$817,867,287
Liabilities. Value of benefit claims payable at end of year2022-12-31$539,336,000
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$514,032,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$64,472,895
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$67,941,766
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$66,302,757,332
Aggregate carrying amount (costs) on sale of assets2022-12-31$66,466,878,466
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-12,409,875
Total unrealized appreciation/depreciation of assets2021-12-31$-12,409,875
Total transfer of assets from this plan2021-12-31$1,000,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,004,150,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,263,745,382
Total income from all sources (including contributions)2021-12-31$4,562,717,656
Total loss/gain on sale of assets2021-12-31$-34,540,526
Total of all expenses incurred2021-12-31$3,748,582,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,552,172,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,231,539,358
Value of total assets at end of year2021-12-31$12,662,605,530
Value of total assets at beginning of year2021-12-31$11,108,065,700
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$196,410,426
Total interest from all sources2021-12-31$110,058,524
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,018,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,142,463
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$4,697,491
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$3,699,454
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$10,510,727
Assets. Other investments not covered elsewhere at end of year2021-12-31$103,481,334
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$251,048,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$152,814,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$126,449,217
Assets. Loans (other than to participants) at end of year2021-12-31$2,078,449,607
Assets. Loans (other than to participants) at beginning of year2021-12-31$1,635,617,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,443,209,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,778,444,797
Other income not declared elsewhere2021-12-31$916,075
Administrative expenses (other) incurred2021-12-31$184,165,552
Liabilities. Value of operating payables at end of year2021-12-31$46,909,277
Liabilities. Value of operating payables at beginning of year2021-12-31$49,602,585
Total non interest bearing cash at end of year2021-12-31$179,727
Total non interest bearing cash at beginning of year2021-12-31$409,899
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$814,134,911
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,658,455,229
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,844,320,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$11,102,411
Income. Interest from loans (other than to participants)2021-12-31$2,777,435
Interest earned on other investments2021-12-31$455,423
Income. Interest from US Government securities2021-12-31$32,226,309
Income. Interest from corporate debt instruments2021-12-31$74,599,357
Value of interest in common/collective trusts at end of year2021-12-31$1,335,036,292
Value of interest in common/collective trusts at beginning of year2021-12-31$1,149,639,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,238,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,097,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,097,493
Asset value of US Government securities at end of year2021-12-31$3,760,202,592
Asset value of US Government securities at beginning of year2021-12-31$3,285,983,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-353,513
Net investment gain or loss from common/collective trusts2021-12-31$252,488,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$183,226,027
Assets. Invements in employer securities at beginning of year2021-12-31$185,610,234
Contributions received in cash from employer2021-12-31$4,221,028,631
Employer contributions (assets) at end of year2021-12-31$354,751,322
Employer contributions (assets) at beginning of year2021-12-31$332,762,110
Income. Dividends from preferred stock2021-12-31$172,447
Income. Dividends from common stock2021-12-31$14,846,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,552,172,319
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$2,976,570,158
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$2,694,210,973
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$826,148,972
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$695,704,057
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$817,867,287
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$677,817,172
Liabilities. Value of benefit claims payable at end of year2021-12-31$514,032,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$435,698,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$67,941,766
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$68,015,945
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$60,569,392,282
Aggregate carrying amount (costs) on sale of assets2021-12-31$60,603,932,808
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$171,161,106
Total unrealized appreciation/depreciation of assets2020-12-31$171,161,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,263,745,382
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,689,139,801
Total income from all sources (including contributions)2020-12-31$4,389,913,660
Total loss/gain on sale of assets2020-12-31$4,922,862
Total of all expenses incurred2020-12-31$3,270,580,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,079,046,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,880,317,400
Value of total assets at end of year2020-12-31$11,108,065,700
Value of total assets at beginning of year2020-12-31$9,414,127,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$191,534,042
Total interest from all sources2020-12-31$137,367,161
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$11,474,552
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$889,583
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$3,699,454
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$5,122,835
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,911,502
Assets. Other investments not covered elsewhere at end of year2020-12-31$251,048,838
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$202,843,016
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$126,449,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$86,598,789
Assets. Loans (other than to participants) at end of year2020-12-31$1,635,617,362
Assets. Loans (other than to participants) at beginning of year2020-12-31$1,303,972,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,778,444,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,226,988,902
Other income not declared elsewhere2020-12-31$914,218
Administrative expenses (other) incurred2020-12-31$180,560,322
Liabilities. Value of operating payables at end of year2020-12-31$49,602,585
Liabilities. Value of operating payables at beginning of year2020-12-31$37,295,899
Total non interest bearing cash at end of year2020-12-31$409,899
Total non interest bearing cash at beginning of year2020-12-31$296,306
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,119,332,695
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,844,320,318
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,724,987,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$1,541,485
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,084,137
Income. Interest from loans (other than to participants)2020-12-31$3,975,237
Interest earned on other investments2020-12-31$397,346
Income. Interest from US Government securities2020-12-31$56,054,802
Income. Interest from corporate debt instruments2020-12-31$76,939,776
Value of interest in common/collective trusts at end of year2020-12-31$1,149,639,197
Value of interest in common/collective trusts at beginning of year2020-12-31$968,043,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,097,493
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$43,004,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$43,004,773
Asset value of US Government securities at end of year2020-12-31$3,285,983,749
Asset value of US Government securities at beginning of year2020-12-31$2,775,314,954
Net investment gain or loss from common/collective trusts2020-12-31$183,756,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$185,610,234
Assets. Invements in employer securities at beginning of year2020-12-31$156,182,107
Contributions received in cash from employer2020-12-31$3,875,405,898
Employer contributions (assets) at end of year2020-12-31$332,762,110
Employer contributions (assets) at beginning of year2020-12-31$308,889,512
Income. Dividends from preferred stock2020-12-31$199,838
Income. Dividends from common stock2020-12-31$11,274,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,079,046,923
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$2,694,210,973
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$2,436,067,647
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$695,704,057
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$528,699,017
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$677,817,172
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$531,876,505
Liabilities. Value of benefit claims payable at end of year2020-12-31$435,698,000
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$424,855,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$68,015,945
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$67,215,879
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$68,263,194,235
Aggregate carrying amount (costs) on sale of assets2020-12-31$68,258,271,373
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$169,888,027
Total unrealized appreciation/depreciation of assets2019-12-31$169,888,027
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,689,139,801
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,172,803,343
Total income from all sources (including contributions)2019-12-31$4,193,417,728
Total loss/gain on sale of assets2019-12-31$47,637,459
Total of all expenses incurred2019-12-31$3,276,740,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,094,383,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,607,954,233
Value of total assets at end of year2019-12-31$9,414,127,424
Value of total assets at beginning of year2019-12-31$7,981,113,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$182,357,586
Total interest from all sources2019-12-31$136,954,398
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,082,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$727,710
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$5,122,835
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$3,969,722
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,683,524
Assets. Other investments not covered elsewhere at end of year2019-12-31$202,843,016
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$43,213,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$86,598,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$132,731,532
Assets. Loans (other than to participants) at end of year2019-12-31$1,303,972,199
Assets. Loans (other than to participants) at beginning of year2019-12-31$1,046,414,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,226,988,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,767,165,629
Other income not declared elsewhere2019-12-31$457,596
Administrative expenses (other) incurred2019-12-31$172,961,029
Liabilities. Value of operating payables at end of year2019-12-31$37,295,899
Liabilities. Value of operating payables at beginning of year2019-12-31$35,254,714
Total non interest bearing cash at end of year2019-12-31$296,306
Total non interest bearing cash at beginning of year2019-12-31$273,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$916,677,045
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,724,987,623
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,808,310,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$8,668,847
Income. Interest from loans (other than to participants)2019-12-31$2,331,161
Interest earned on other investments2019-12-31$185,785
Income. Interest from US Government securities2019-12-31$61,717,712
Income. Interest from corporate debt instruments2019-12-31$72,719,740
Value of interest in common/collective trusts at end of year2019-12-31$968,043,885
Value of interest in common/collective trusts at beginning of year2019-12-31$753,711,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$43,004,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$14,197,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$14,197,980
Asset value of US Government securities at end of year2019-12-31$2,775,314,954
Asset value of US Government securities at beginning of year2019-12-31$2,294,591,018
Net investment gain or loss from common/collective trusts2019-12-31$218,443,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$156,182,107
Assets. Invements in employer securities at beginning of year2019-12-31$154,588,713
Contributions received in cash from employer2019-12-31$3,602,270,709
Employer contributions (assets) at end of year2019-12-31$308,889,512
Employer contributions (assets) at beginning of year2019-12-31$389,630,669
Income. Dividends from preferred stock2019-12-31$325,691
Income. Dividends from common stock2019-12-31$11,756,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,094,383,097
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$2,436,067,647
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,286,001,293
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$528,699,017
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$420,743,849
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$531,876,505
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$397,875,300
Liabilities. Value of benefit claims payable at end of year2019-12-31$424,855,000
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$370,383,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$67,215,879
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$43,170,685
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$68,110,400,570
Aggregate carrying amount (costs) on sale of assets2019-12-31$68,062,763,111
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
2018 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-91,622,047
Total unrealized appreciation/depreciation of assets2018-12-31$-91,622,047
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,172,803,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,273,092,838
Total income from all sources (including contributions)2018-12-31$3,272,529,162
Total loss/gain on sale of assets2018-12-31$-38,045,300
Total of all expenses incurred2018-12-31$2,988,708,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,821,953,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,297,858,306
Value of total assets at end of year2018-12-31$7,981,113,921
Value of total assets at beginning of year2018-12-31$7,797,582,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$166,755,190
Total interest from all sources2018-12-31$112,760,461
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,762,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$779,933
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$3,969,722
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$3,367,181
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,125,025
Assets. Other investments not covered elsewhere at end of year2018-12-31$43,213,897
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$56,056,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$132,731,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$64,882,803
Assets. Loans (other than to participants) at end of year2018-12-31$1,046,414,327
Assets. Loans (other than to participants) at beginning of year2018-12-31$1,135,813,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,767,165,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,835,049,852
Other income not declared elsewhere2018-12-31$73,041
Administrative expenses (other) incurred2018-12-31$157,770,892
Liabilities. Value of operating payables at end of year2018-12-31$35,254,714
Liabilities. Value of operating payables at beginning of year2018-12-31$59,857,986
Total non interest bearing cash at end of year2018-12-31$273,564
Total non interest bearing cash at beginning of year2018-12-31$527,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$283,820,713
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,808,310,578
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,524,489,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$8,204,365
Income. Interest from loans (other than to participants)2018-12-31$2,848,696
Interest earned on other investments2018-12-31$179,359
Income. Interest from US Government securities2018-12-31$44,971,432
Income. Interest from corporate debt instruments2018-12-31$64,729,922
Value of interest in common/collective trusts at end of year2018-12-31$753,711,372
Value of interest in common/collective trusts at beginning of year2018-12-31$802,184,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$14,197,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$13,373,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$13,373,286
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$31,052
Asset value of US Government securities at end of year2018-12-31$2,294,591,018
Asset value of US Government securities at beginning of year2018-12-31$2,193,245,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$52,739
Net investment gain or loss from common/collective trusts2018-12-31$-19,310,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$154,588,713
Assets. Invements in employer securities at beginning of year2018-12-31$166,248,879
Contributions received in cash from employer2018-12-31$3,291,733,281
Employer contributions (assets) at end of year2018-12-31$389,630,669
Employer contributions (assets) at beginning of year2018-12-31$327,934,642
Income. Dividends from preferred stock2018-12-31$253,134
Income. Dividends from common stock2018-12-31$10,509,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,821,953,259
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$2,286,001,293
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,180,272,162
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$420,743,849
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$398,097,089
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$397,875,300
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$437,888,731
Liabilities. Value of benefit claims payable at end of year2018-12-31$370,383,000
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$378,185,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$43,170,685
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$17,689,802
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$46,807,294,350
Aggregate carrying amount (costs) on sale of assets2018-12-31$46,845,339,650
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$60,771,433
Total unrealized appreciation/depreciation of assets2017-12-31$60,771,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,273,092,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,109,803,637
Total income from all sources (including contributions)2017-12-31$3,468,441,982
Total loss/gain on sale of assets2017-12-31$22,446,365
Total of all expenses incurred2017-12-31$2,743,400,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,588,408,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,157,847,847
Value of total assets at end of year2017-12-31$7,797,582,703
Value of total assets at beginning of year2017-12-31$6,909,252,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$154,992,470
Total interest from all sources2017-12-31$80,804,024
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,261,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$583,624
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$3,367,181
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$1,990,950
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,600,515
Assets. Other investments not covered elsewhere at end of year2017-12-31$56,056,113
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$14,928,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$64,882,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$59,042,146
Assets. Loans (other than to participants) at end of year2017-12-31$1,135,813,859
Assets. Loans (other than to participants) at beginning of year2017-12-31$1,208,837,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,835,049,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,674,956,314
Other income not declared elsewhere2017-12-31$15,638
Administrative expenses (other) incurred2017-12-31$146,516,172
Liabilities. Value of operating payables at end of year2017-12-31$59,857,986
Liabilities. Value of operating payables at beginning of year2017-12-31$131,781,323
Total non interest bearing cash at end of year2017-12-31$527,988
Total non interest bearing cash at beginning of year2017-12-31$479,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$725,041,487
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,524,489,865
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,799,448,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$469,732
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$7,892,674
Income. Interest from loans (other than to participants)2017-12-31$2,616,493
Interest earned on other investments2017-12-31$205,446
Income. Interest from US Government securities2017-12-31$28,001,716
Income. Interest from corporate debt instruments2017-12-31$49,960,976
Value of interest in common/collective trusts at end of year2017-12-31$802,184,691
Value of interest in common/collective trusts at beginning of year2017-12-31$689,690,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$13,373,286
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$875,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$875,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$19,393
Asset value of US Government securities at end of year2017-12-31$2,193,245,477
Asset value of US Government securities at beginning of year2017-12-31$2,180,641,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$503,210
Net investment gain or loss from common/collective trusts2017-12-31$135,791,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$166,248,879
Assets. Invements in employer securities at beginning of year2017-12-31$112,971,315
Contributions received in cash from employer2017-12-31$3,152,247,332
Employer contributions (assets) at end of year2017-12-31$327,934,642
Employer contributions (assets) at beginning of year2017-12-31$314,319,513
Income. Dividends from preferred stock2017-12-31$123,405
Income. Dividends from common stock2017-12-31$10,138,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,588,408,025
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,180,272,162
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,399,690,836
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$398,097,089
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$532,093,150
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$437,888,731
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$387,781,499
Liabilities. Value of benefit claims payable at end of year2017-12-31$378,185,000
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$303,066,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$17,689,802
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$5,908,946
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$43,957,659,256
Aggregate carrying amount (costs) on sale of assets2017-12-31$43,935,212,891
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$9,858,787
Total unrealized appreciation/depreciation of assets2016-12-31$9,858,787
Total transfer of assets from this plan2016-12-31$173,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,109,803,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,395,784,211
Total income from all sources (including contributions)2016-12-31$3,404,663,139
Total loss/gain on sale of assets2016-12-31$16,079,363
Total of all expenses incurred2016-12-31$2,660,049,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,508,955,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,226,743,831
Value of total assets at end of year2016-12-31$6,909,252,015
Value of total assets at beginning of year2016-12-31$5,623,619,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$151,094,084
Total interest from all sources2016-12-31$68,288,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$9,263,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$493,352
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$1,990,950
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$1,558,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$32,294
Contributions received from participants2016-12-31$22,475,077
Assets. Other investments not covered elsewhere at end of year2016-12-31$14,928,221
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$92,374,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$59,042,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$42,034,434
Assets. Loans (other than to participants) at end of year2016-12-31$1,208,837,109
Assets. Loans (other than to participants) at beginning of year2016-12-31$575,644,163
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,674,956,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$890,495,999
Other income not declared elsewhere2016-12-31$2,994
Administrative expenses (other) incurred2016-12-31$143,593,629
Liabilities. Value of operating payables at end of year2016-12-31$131,781,323
Liabilities. Value of operating payables at beginning of year2016-12-31$215,731,212
Total non interest bearing cash at end of year2016-12-31$479,947
Total non interest bearing cash at beginning of year2016-12-31$86,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$744,613,359
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,799,448,378
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,227,835,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$556,700
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$7,007,103
Income. Interest from loans (other than to participants)2016-12-31$2,003,988
Interest earned on other investments2016-12-31$37,351
Income. Interest from US Government securities2016-12-31$20,192,446
Income. Interest from corporate debt instruments2016-12-31$46,043,188
Value of interest in common/collective trusts at end of year2016-12-31$689,690,519
Value of interest in common/collective trusts at beginning of year2016-12-31$597,322,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$875,899
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$318,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$318,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$11,828
Asset value of US Government securities at end of year2016-12-31$2,180,641,965
Asset value of US Government securities at beginning of year2016-12-31$1,870,974,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-68,380
Net investment gain or loss from common/collective trusts2016-12-31$74,493,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$112,971,315
Assets. Invements in employer securities at beginning of year2016-12-31$190,269,024
Contributions received in cash from employer2016-12-31$3,204,268,754
Employer contributions (assets) at end of year2016-12-31$314,319,513
Employer contributions (assets) at beginning of year2016-12-31$243,915,757
Income. Dividends from preferred stock2016-12-31$68,113
Income. Dividends from common stock2016-12-31$9,195,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,508,955,696
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,399,690,836
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,320,979,677
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$532,093,150
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$356,498,862
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$387,781,499
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$321,747,491
Liabilities. Value of benefit claims payable at end of year2016-12-31$303,066,000
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$289,557,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$5,908,946
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$9,895,267
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$45,149,571,135
Aggregate carrying amount (costs) on sale of assets2016-12-31$45,133,491,772
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-55,386,745
Total unrealized appreciation/depreciation of assets2015-12-31$-55,386,745
Total transfer of assets from this plan2015-12-31$220,000,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,395,784,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$963,968,342
Total income from all sources (including contributions)2015-12-31$3,071,373,652
Total loss/gain on sale of assets2015-12-31$-5,161,930
Total of all expenses incurred2015-12-31$2,456,220,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,317,171,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,070,833,420
Value of total assets at end of year2015-12-31$5,623,619,230
Value of total assets at beginning of year2015-12-31$4,796,650,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$139,049,323
Total interest from all sources2015-12-31$48,778,432
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,573,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$696,081
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$1,558,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$34,153,997
Assets. Other investments not covered elsewhere at end of year2015-12-31$92,374,119
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$51,833,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$42,034,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$24,630,662
Assets. Loans (other than to participants) at end of year2015-12-31$575,644,163
Assets. Loans (other than to participants) at beginning of year2015-12-31$294,365,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$890,495,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$439,920,242
Other income not declared elsewhere2015-12-31$17,192
Administrative expenses (other) incurred2015-12-31$133,746,962
Liabilities. Value of operating payables at end of year2015-12-31$215,731,212
Liabilities. Value of operating payables at beginning of year2015-12-31$319,958,100
Total non interest bearing cash at end of year2015-12-31$86,643
Total non interest bearing cash at beginning of year2015-12-31$75,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$615,152,810
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,227,835,019
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,832,682,209
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$4,606,280
Income. Interest from loans (other than to participants)2015-12-31$361,495
Interest earned on other investments2015-12-31$3,423
Income. Interest from US Government securities2015-12-31$19,333,310
Income. Interest from corporate debt instruments2015-12-31$29,075,866
Value of interest in common/collective trusts at end of year2015-12-31$597,322,778
Value of interest in common/collective trusts at beginning of year2015-12-31$620,102,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$318,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,338
Asset value of US Government securities at end of year2015-12-31$1,870,974,851
Asset value of US Government securities at beginning of year2015-12-31$2,078,087,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-430,906
Net investment gain or loss from common/collective trusts2015-12-31$10,150,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$190,269,024
Assets. Invements in employer securities at beginning of year2015-12-31$187,866,955
Contributions received in cash from employer2015-12-31$3,036,679,423
Employer contributions (assets) at end of year2015-12-31$243,915,757
Employer contributions (assets) at beginning of year2015-12-31$197,242,036
Income. Dividends from preferred stock2015-12-31$21,449
Income. Dividends from common stock2015-12-31$2,552,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,317,171,519
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,320,979,677
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,331,532,653
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$356,498,862
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$321,747,491
Liabilities. Value of benefit claims payable at end of year2015-12-31$289,557,000
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$204,090,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$9,895,267
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$10,914,422
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$73,993,753,723
Aggregate carrying amount (costs) on sale of assets2015-12-31$73,998,915,653
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,580,743
Total unrealized appreciation/depreciation of assets2014-12-31$6,580,743
Total transfer of assets from this plan2014-12-31$173,468,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,056,712,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$435,279,509
Total income from all sources (including contributions)2014-12-31$3,626,057,744
Total loss/gain on sale of assets2014-12-31$2,949,736
Total of all expenses incurred2014-12-31$1,729,723,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,613,250,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,523,641,899
Value of total assets at end of year2014-12-31$4,796,650,551
Value of total assets at beginning of year2014-12-31$2,452,351,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$116,473,459
Total interest from all sources2014-12-31$22,409,041
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$345,766
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$33,749,972
Assets. Other investments not covered elsewhere at end of year2014-12-31$51,833,723
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$73,918,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$24,630,662
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$54,077,168
Assets. Loans (other than to participants) at end of year2014-12-31$294,365,372
Assets. Loans (other than to participants) at beginning of year2014-12-31$173,323,444
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$439,920,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$208,151,761
Other income not declared elsewhere2014-12-31$4,873
Administrative expenses (other) incurred2014-12-31$114,408,757
Liabilities. Value of operating payables at end of year2014-12-31$319,958,100
Liabilities. Value of operating payables at beginning of year2014-12-31$15,098,748
Total non interest bearing cash at end of year2014-12-31$75,337
Total non interest bearing cash at beginning of year2014-12-31$31,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,896,334,028
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,739,938,209
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,017,072,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,718,936
Income. Interest from loans (other than to participants)2014-12-31$230,810
Income. Interest from US Government securities2014-12-31$13,802,749
Income. Interest from corporate debt instruments2014-12-31$8,373,249
Value of interest in common/collective trusts at end of year2014-12-31$620,102,345
Value of interest in common/collective trusts at beginning of year2014-12-31$533,831,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,233
Asset value of US Government securities at end of year2014-12-31$2,078,087,046
Asset value of US Government securities at beginning of year2014-12-31$1,186,512,399
Net investment gain or loss from common/collective trusts2014-12-31$70,471,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$187,866,955
Assets. Invements in employer securities at beginning of year2014-12-31$67,706,178
Contributions received in cash from employer2014-12-31$3,489,891,927
Employer contributions (assets) at end of year2014-12-31$197,242,036
Employer contributions (assets) at beginning of year2014-12-31$109,214,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,613,250,257
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,331,532,653
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$246,607,607
Liabilities. Value of benefit claims payable at end of year2014-12-31$296,834,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$212,029,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$10,914,422
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$7,128,609
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$81,594,240,464
Aggregate carrying amount (costs) on sale of assets2014-12-31$81,591,290,728
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2014-12-31133891517
2013 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-27,004,575
Total unrealized appreciation/depreciation of assets2013-12-31$-27,004,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$435,279,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$603,081,870
Total income from all sources (including contributions)2013-12-31$1,415,244,394
Total loss/gain on sale of assets2013-12-31$-6,905,989
Total of all expenses incurred2013-12-31$1,196,688,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,119,110,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,282,117,669
Value of total assets at end of year2013-12-31$2,452,351,917
Value of total assets at beginning of year2013-12-31$2,401,598,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$77,578,163
Total interest from all sources2013-12-31$24,067,026
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,165,681
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$38,061,684
Assets. Other investments not covered elsewhere at end of year2013-12-31$73,918,529
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$162,066,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$54,077,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$132,148,587
Assets. Loans (other than to participants) at end of year2013-12-31$173,323,444
Assets. Loans (other than to participants) at beginning of year2013-12-31$251,903,029
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$208,151,761
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$381,190,258
Other income not declared elsewhere2013-12-31$36,332
Administrative expenses (other) incurred2013-12-31$75,572,128
Liabilities. Value of operating payables at end of year2013-12-31$15,098,748
Liabilities. Value of operating payables at beginning of year2013-12-31$13,082,612
Total non interest bearing cash at end of year2013-12-31$31,801
Total non interest bearing cash at beginning of year2013-12-31$337,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$218,556,095
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,017,072,408
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,798,516,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$840,354
Income. Interest from loans (other than to participants)2013-12-31$131,054
Income. Interest from US Government securities2013-12-31$17,465,349
Income. Interest from corporate debt instruments2013-12-31$6,468,338
Value of interest in common/collective trusts at end of year2013-12-31$533,831,409
Value of interest in common/collective trusts at beginning of year2013-12-31$471,390,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,285
Asset value of US Government securities at end of year2013-12-31$1,186,512,399
Asset value of US Government securities at beginning of year2013-12-31$1,071,600,687
Net investment gain or loss from common/collective trusts2013-12-31$142,933,931
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$67,706,178
Assets. Invements in employer securities at beginning of year2013-12-31$53,119,722
Contributions received in cash from employer2013-12-31$1,244,055,985
Employer contributions (assets) at end of year2013-12-31$109,214,773
Employer contributions (assets) at beginning of year2013-12-31$116,419,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,119,110,136
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$246,607,607
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$140,100,730
Liabilities. Value of benefit claims payable at end of year2013-12-31$212,029,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$208,809,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$7,128,609
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$2,511,978
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$33,796,686,773
Aggregate carrying amount (costs) on sale of assets2013-12-31$33,803,592,762
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2013-12-31133891517
2012 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-4,642,038
Total unrealized appreciation/depreciation of assets2012-12-31$-4,642,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$603,081,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$551,736,935
Total income from all sources (including contributions)2012-12-31$1,322,127,748
Total loss/gain on sale of assets2012-12-31$-732,478
Total of all expenses incurred2012-12-31$1,168,293,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,097,410,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,228,391,908
Value of total assets at end of year2012-12-31$2,401,598,183
Value of total assets at beginning of year2012-12-31$2,196,418,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,882,159
Total interest from all sources2012-12-31$29,348,592
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,143,180
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$43,470,460
Assets. Other investments not covered elsewhere at end of year2012-12-31$162,066,425
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$68,039,432
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$132,148,587
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$118,341,762
Assets. Loans (other than to participants) at end of year2012-12-31$251,903,029
Assets. Loans (other than to participants) at beginning of year2012-12-31$228,049,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$381,190,258
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$320,727,754
Other income not declared elsewhere2012-12-31$813,929
Administrative expenses (other) incurred2012-12-31$69,000,959
Liabilities. Value of operating payables at end of year2012-12-31$13,082,612
Liabilities. Value of operating payables at beginning of year2012-12-31$13,135,181
Total non interest bearing cash at end of year2012-12-31$337,197
Total non interest bearing cash at beginning of year2012-12-31$192,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$153,834,726
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,798,516,313
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,644,681,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$738,020
Income. Interest from loans (other than to participants)2012-12-31$75,998
Income. Interest from US Government securities2012-12-31$23,497,566
Income. Interest from corporate debt instruments2012-12-31$5,772,835
Value of interest in common/collective trusts at end of year2012-12-31$471,390,522
Value of interest in common/collective trusts at beginning of year2012-12-31$447,449,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,484,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,484,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,193
Asset value of US Government securities at end of year2012-12-31$1,071,600,687
Asset value of US Government securities at beginning of year2012-12-31$976,163,695
Net investment gain or loss from common/collective trusts2012-12-31$68,947,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$53,119,722
Assets. Invements in employer securities at beginning of year2012-12-31$34,518,577
Contributions received in cash from employer2012-12-31$1,184,921,448
Employer contributions (assets) at end of year2012-12-31$116,419,306
Employer contributions (assets) at beginning of year2012-12-31$110,947,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,097,410,863
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$140,100,730
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$207,035,652
Liabilities. Value of benefit claims payable at end of year2012-12-31$208,809,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$217,874,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$2,511,978
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,195,464
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$35,525,588,970
Aggregate carrying amount (costs) on sale of assets2012-12-31$35,526,321,448
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2012-12-31133891517
2011 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$16,595,784
Total unrealized appreciation/depreciation of assets2011-12-31$16,595,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$551,736,935
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$562,218,752
Total income from all sources (including contributions)2011-12-31$1,262,618,558
Total loss/gain on sale of assets2011-12-31$2,360,650
Total of all expenses incurred2011-12-31$1,113,367,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,044,262,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,201,583,572
Value of total assets at end of year2011-12-31$2,196,418,522
Value of total assets at beginning of year2011-12-31$2,057,649,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$69,104,693
Total interest from all sources2011-12-31$33,311,861
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$420,779
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$50,916,862
Assets. Other investments not covered elsewhere at end of year2011-12-31$68,039,432
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$47,430,470
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$118,341,762
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$32,442,743
Assets. Loans (other than to participants) at end of year2011-12-31$228,049,443
Assets. Loans (other than to participants) at beginning of year2011-12-31$305,637,922
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$320,727,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$347,141,281
Other income not declared elsewhere2011-12-31$122
Administrative expenses (other) incurred2011-12-31$67,966,336
Liabilities. Value of operating payables at end of year2011-12-31$13,135,181
Liabilities. Value of operating payables at beginning of year2011-12-31$11,605,471
Total non interest bearing cash at end of year2011-12-31$192,912
Total non interest bearing cash at beginning of year2011-12-31$466,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$149,251,017
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,644,681,587
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,495,430,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$717,578
Income. Interest from loans (other than to participants)2011-12-31$165,559
Income. Interest from US Government securities2011-12-31$25,538,248
Income. Interest from corporate debt instruments2011-12-31$7,606,592
Value of interest in common/collective trusts at end of year2011-12-31$447,449,533
Value of interest in common/collective trusts at beginning of year2011-12-31$401,972,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,484,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,462
Asset value of US Government securities at end of year2011-12-31$976,163,695
Asset value of US Government securities at beginning of year2011-12-31$888,055,308
Net investment gain or loss from common/collective trusts2011-12-31$8,766,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$34,518,577
Assets. Invements in employer securities at beginning of year2011-12-31$5,741,710
Contributions received in cash from employer2011-12-31$1,150,666,710
Employer contributions (assets) at end of year2011-12-31$110,947,180
Employer contributions (assets) at beginning of year2011-12-31$88,164,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,044,262,848
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$207,035,652
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$285,051,343
Liabilities. Value of benefit claims payable at end of year2011-12-31$217,874,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$203,472,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,195,464
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$2,685,941
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$25,991,093,028
Aggregate carrying amount (costs) on sale of assets2011-12-31$25,988,732,378
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DELOITTE & TOUCHE, LLP
Accountancy firm EIN2011-12-31133891517
2010 : CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,627,256
Total unrealized appreciation/depreciation of assets2010-12-31$7,627,256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$562,218,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$608,390,822
Total income from all sources (including contributions)2010-12-31$1,228,940,205
Total loss/gain on sale of assets2010-12-31$480,782
Total of all expenses incurred2010-12-31$1,022,118,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$955,763,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,134,495,042
Value of total assets at end of year2010-12-31$2,057,649,322
Value of total assets at beginning of year2010-12-31$1,896,999,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66,354,861
Total interest from all sources2010-12-31$28,953,611
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$581,871
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$60,923,454
Assets. Other investments not covered elsewhere at end of year2010-12-31$47,430,470
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$88,732,996
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$32,442,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$54,344,718
Assets. Loans (other than to participants) at end of year2010-12-31$305,637,922
Assets. Loans (other than to participants) at beginning of year2010-12-31$335,954,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$347,141,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$402,663,835
Other income not declared elsewhere2010-12-31$21,963
Administrative expenses (other) incurred2010-12-31$65,139,454
Liabilities. Value of operating payables at end of year2010-12-31$11,605,471
Liabilities. Value of operating payables at beginning of year2010-12-31$11,541,987
Total non interest bearing cash at end of year2010-12-31$466,511
Total non interest bearing cash at beginning of year2010-12-31$501,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$206,821,977
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,495,430,570
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,288,608,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$633,536
Income. Interest from loans (other than to participants)2010-12-31$234,574
Income. Interest from US Government securities2010-12-31$20,467,836
Income. Interest from corporate debt instruments2010-12-31$8,245,302
Value of interest in common/collective trusts at end of year2010-12-31$401,972,823
Value of interest in common/collective trusts at beginning of year2010-12-31$348,549,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$44,266,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$44,266,187
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$5,899
Asset value of US Government securities at end of year2010-12-31$888,055,308
Asset value of US Government securities at beginning of year2010-12-31$602,201,730
Net investment gain or loss from common/collective trusts2010-12-31$57,361,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$5,741,710
Assets. Invements in employer securities at beginning of year2010-12-31$31,459,624
Contributions received in cash from employer2010-12-31$1,073,571,588
Employer contributions (assets) at end of year2010-12-31$88,164,551
Employer contributions (assets) at beginning of year2010-12-31$84,785,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$955,763,367
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$285,051,343
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$303,763,929
Liabilities. Value of benefit claims payable at end of year2010-12-31$203,472,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$194,185,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$2,685,941
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$2,438,304
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$23,346,263,617
Aggregate carrying amount (costs) on sale of assets2010-12-31$23,345,782,835
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN

2022: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS HEALTH AND WELFARE PLAN ACTIVE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20198
Policy instance 3
Insurance contract or identification number20198
Number of Individuals Covered49
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $360,685
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 number604146
Policy instance 2
Insurance contract or identification number604146
Number of Individuals Covered284
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,503,621
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 number231658
Policy instance 1
Insurance contract or identification number231658
Number of Individuals Covered1916
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,356,888
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 number604146
Policy instance 3
Insurance contract or identification number604146
Number of Individuals Covered302
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,875,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20198
Policy instance 2
Insurance contract or identification number20198
Number of Individuals Covered62
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $590,895
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 number231658
Policy instance 1
Insurance contract or identification number231658
Number of Individuals Covered2152
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,397,340
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 number604146
Policy instance 2
Insurance contract or identification number604146
Number of Individuals Covered373
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,065,326
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 number231658
Policy instance 3
Insurance contract or identification number231658
Number of Individuals Covered2371
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,751,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20198
Policy instance 1
Insurance contract or identification number20198
Number of Individuals Covered90
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $599,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20198
Policy instance 3
Insurance contract or identification number20198
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $464,336
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 number231658
Policy instance 2
Insurance contract or identification number231658
Number of Individuals Covered2233
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,194,874
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 number604146
Policy instance 1
Insurance contract or identification number604146
Number of Individuals Covered399
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,857,081
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20198
Policy instance 3
Insurance contract or identification number20198
Number of Individuals Covered72
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number604146
Policy instance 2
Insurance contract or identification number604146
Number of Individuals Covered370
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number231658
Policy instance 1
Insurance contract or identification number231658
Number of Individuals Covered2208
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number604146
Policy instance 3
Insurance contract or identification number604146
Number of Individuals Covered369
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number231658
Policy instance 2
Insurance contract or identification number231658
Number of Individuals Covered2092
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20198
Policy instance 1
Insurance contract or identification number20198
Number of Individuals Covered87
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number231658
Policy instance 3
Insurance contract or identification number231658
Number of Individuals Covered1373
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number604146
Policy instance 2
Insurance contract or identification number604146
Number of Individuals Covered308
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20198
Policy instance 1
Insurance contract or identification number20198
Number of Individuals Covered113
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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