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UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST 401k Plan overview

Plan NameUNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST
Plan identification number 503

UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

UNITED EMPLOYERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:UNITED EMPLOYERS ASSOCIATION
Employer identification number (EIN):474239096
NAIC Classification:334410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032016-01-01DAN BLAIR
5032015-07-01DAN BLAIR

Plan Statistics for UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST

401k plan membership statisitcs for UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST

Measure Date Value
2016: UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01438
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01228
2015: UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-010
Total number of active participants reported on line 7a of the Form 55002015-07-01438
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01438

Financial Data on UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST

Measure Date Value
2016 : UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$33,869
Total of all expenses incurred2016-12-31$26,590
Value of total assets at end of year2016-12-31$16,014
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,590
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$15,607
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,877
Other income not declared elsewhere2016-12-31$33,869
Administrative expenses (other) incurred2016-12-31$2,983
Liabilities. Value of operating payables at end of year2016-12-31$8,735
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$12,137
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,279
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,279
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contract administrator fees2016-12-31$8,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
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
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

Form 5500 Responses for UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST

2016: UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: UNITED EMPLOYERS ASSOCIATION GROUP HEALTH TRUST 2015 form 5500 responses
2015-07-01Type of plan entityMulitple employer plan
2015-07-01First time form 5500 has been submittedYes
2015-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

OREGON'S HEALTH CO-OP (National Association of Insurance Commissioners NAIC id number: 15095 )
Policy contract numberLG90010
Policy instance 1
Insurance contract or identification numberLG90010
Number of Individuals Covered437
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,785
Total amount of fees paid to insurance companyUSD $12,705
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $404,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,015
Insurance broker organization code?3
Amount paid for insurance broker fees7655
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameDANIEL SULLIVAN
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 )
Policy contract number20213
Policy instance 2
Insurance contract or identification number20213
Number of Individuals Covered14
Insurance policy start date2015-07-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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