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CAST & CREW OPEN HEALTH TRUST 401k Plan overview

Plan NameCAST & CREW OPEN HEALTH TRUST
Plan identification number 501

CAST & CREW OPEN HEALTH TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

OPEN HEALTH TRUST has sponsored the creation of one or more 401k plans.

Company Name:OPEN HEALTH TRUST
Employer identification number (EIN):476663415

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAST & CREW OPEN HEALTH TRUST

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
5012017-01-01
5012016-01-012017-10-16
5012015-01-012016-10-17

Plan Statistics for CAST & CREW OPEN HEALTH TRUST

401k plan membership statisitcs for CAST & CREW OPEN HEALTH TRUST

Measure Date Value
2022: CAST & CREW OPEN HEALTH TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-012,516
Total number of active participants reported on line 7a of the Form 55002022-01-012,149
Number of retired or separated participants receiving benefits2022-01-01118
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,267
2021: CAST & CREW OPEN HEALTH TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-012,212
Total number of active participants reported on line 7a of the Form 55002021-01-012,370
Number of retired or separated participants receiving benefits2021-01-01146
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,516
2020: CAST & CREW OPEN HEALTH TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-012,965
Total number of active participants reported on line 7a of the Form 55002020-01-011,996
Number of retired or separated participants receiving benefits2020-01-01216
Total of all active and inactive participants2020-01-012,212
2019: CAST & CREW OPEN HEALTH TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-013,050
Total number of active participants reported on line 7a of the Form 55002019-01-012,740
Number of retired or separated participants receiving benefits2019-01-01225
Total of all active and inactive participants2019-01-012,965
2018: CAST & CREW OPEN HEALTH TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-012,842
Total number of active participants reported on line 7a of the Form 55002018-01-012,823
Number of retired or separated participants receiving benefits2018-01-01227
Total of all active and inactive participants2018-01-013,050
2017: CAST & CREW OPEN HEALTH TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-012,224
Total number of active participants reported on line 7a of the Form 55002017-01-012,683
Number of retired or separated participants receiving benefits2017-01-01159
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,842
2016: CAST & CREW OPEN HEALTH TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-011,040
Total number of active participants reported on line 7a of the Form 55002016-01-012,152
Number of retired or separated participants receiving benefits2016-01-0185
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,237
2015: CAST & CREW OPEN HEALTH TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-011,017
Number of retired or separated participants receiving benefits2015-01-0123
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-011,040

Financial Data on CAST & CREW OPEN HEALTH TRUST

Measure Date Value
2022 : CAST & CREW OPEN HEALTH TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$11,846,898
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,136,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,077,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,846,898
Value of total assets at end of year2022-12-31$6,754,436
Value of total assets at beginning of year2022-12-31$4,043,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$58,156
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$923,595
Administrative expenses (other) incurred2022-12-31$58,156
Total non interest bearing cash at end of year2022-12-31$6,754,436
Total non interest bearing cash at beginning of year2022-12-31$4,043,580
Value of net income/loss2022-12-31$2,710,856
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,754,436
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,043,580
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
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$9,077,886
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$10,923,303
Did the plan have assets held for investment2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : CAST & CREW OPEN HEALTH TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,079,322
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,305,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,262,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$12,079,322
Value of total assets at end of year2021-12-31$4,043,580
Value of total assets at beginning of year2021-12-31$2,269,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,704
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$42,704
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,045,139
Total non interest bearing cash at end of year2021-12-31$4,043,580
Total non interest bearing cash at beginning of year2021-12-31$2,269,909
Value of net income/loss2021-12-31$1,773,671
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,043,580
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,269,909
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
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$10,262,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,034,183
Did the plan have assets held for investment2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CAST & CREW OPEN HEALTH TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,637,092
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,407,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,296,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,637,092
Value of total assets at end of year2020-12-31$2,269,909
Value of total assets at beginning of year2020-12-31$1,039,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$110,384
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$80,377
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,207,003
Administrative expenses (other) incurred2020-12-31$30,007
Total non interest bearing cash at end of year2020-12-31$2,269,909
Total non interest bearing cash at beginning of year2020-12-31$1,039,830
Value of net income/loss2020-12-31$1,230,079
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,269,909
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,039,830
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$12,296,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,430,089
Did the plan have assets held for investment2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CAST & CREW OPEN HEALTH TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,837,243
Total income from all sources (including contributions)2019-12-31$14,837,243
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$13,950,483
Total of all expenses incurred2019-12-31$13,950,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,539,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,539,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,837,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,837,243
Value of total assets at end of year2019-12-31$1,039,830
Value of total assets at end of year2019-12-31$1,039,830
Value of total assets at beginning of year2019-12-31$153,070
Value of total assets at beginning of year2019-12-31$153,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$411,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$411,145
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$128,129
Administrative expenses professional fees incurred2019-12-31$128,129
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,260,370
Contributions received from participants2019-12-31$1,260,370
Administrative expenses (other) incurred2019-12-31$11,164
Administrative expenses (other) incurred2019-12-31$11,164
Total non interest bearing cash at end of year2019-12-31$1,039,830
Total non interest bearing cash at end of year2019-12-31$1,039,830
Total non interest bearing cash at beginning of year2019-12-31$153,070
Total non interest bearing cash at beginning of year2019-12-31$153,070
Value of net income/loss2019-12-31$886,760
Value of net income/loss2019-12-31$886,760
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,039,830
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,070
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$153,070
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$13,539,338
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$13,539,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,576,873
Contributions received in cash from employer2019-12-31$13,576,873
Contract administrator fees2019-12-31$271,852
Contract administrator fees2019-12-31$271,852
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : CAST & CREW OPEN HEALTH TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$15,340,772
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$15,582,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$14,404,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,340,772
Value of total assets at end of year2018-12-31$153,070
Value of total assets at beginning of year2018-12-31$394,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,177,590
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$175,977
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,353,323
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$630,000
Administrative expenses (other) incurred2018-12-31$9,657
Total non interest bearing cash at end of year2018-12-31$153,070
Total non interest bearing cash at beginning of year2018-12-31$394,549
Value of net income/loss2018-12-31$-241,479
Value of net assets at end of year (total assets less liabilities)2018-12-31$153,070
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$394,549
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
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$13,774,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$13,987,449
Contract administrator fees2018-12-31$991,956
Did the plan have assets held for investment2018-12-31No
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CAST & CREW OPEN HEALTH TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$13,958,119
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$14,753,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,548,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$12,691,159
Value of total assets at end of year2017-12-31$394,549
Value of total assets at beginning of year2017-12-31$1,189,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,204,382
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
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$1,054,382
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$844,621
Other income not declared elsewhere2017-12-31$1,266,960
Administrative expenses (other) incurred2017-12-31$1,150,000
Total non interest bearing cash at end of year2017-12-31$394,549
Total non interest bearing cash at beginning of year2017-12-31$1,189,450
Value of net income/loss2017-12-31$-794,901
Value of net assets at end of year (total assets less liabilities)2017-12-31$394,549
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,189,450
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$12,548,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,846,538
Did the plan have assets held for investment2017-12-31No
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 name2017-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2017-12-31133891517
2016 : CAST & CREW OPEN HEALTH TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$9,030,543
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,209,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,359,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,030,543
Value of total assets at end of year2016-12-31$1,189,450
Value of total assets at beginning of year2016-12-31$368,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$850,661
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$74,225
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$634,866
Administrative expenses (other) incurred2016-12-31$6,238
Total non interest bearing cash at end of year2016-12-31$1,189,450
Total non interest bearing cash at beginning of year2016-12-31$368,722
Value of net income/loss2016-12-31$820,728
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,189,450
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$368,722
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
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$7,359,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$8,395,677
Contract administrator fees2016-12-31$770,198
Did the plan have assets held for investment2016-12-31No
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 name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : CAST & CREW OPEN HEALTH TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,830,870
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,462,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,054,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,830,870
Value of total assets at end of year2015-12-31$368,722
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$407,616
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$69,468
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$165,867
Administrative expenses (other) incurred2015-12-31$19,776
Total non interest bearing cash at end of year2015-12-31$368,722
Total non interest bearing cash at beginning of year2015-12-31$0
Value of net income/loss2015-12-31$368,722
Value of net assets at end of year (total assets less liabilities)2015-12-31$368,722
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
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
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,054,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,665,003
Contract administrator fees2015-12-31$318,372
Did the plan have assets held for investment2015-12-31No
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325

Form 5500 Responses for CAST & CREW OPEN HEALTH TRUST

2022: CAST & CREW OPEN HEALTH TRUST 2022 form 5500 responses
2022-01-01Type of plan entityDFE (Diect Filing Entity)
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CAST & CREW OPEN HEALTH TRUST 2021 form 5500 responses
2021-01-01Type of plan entityDFE (Diect Filing Entity)
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CAST & CREW OPEN HEALTH TRUST 2020 form 5500 responses
2020-01-01Type of plan entityDFE (Diect Filing Entity)
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CAST & CREW OPEN HEALTH TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CAST & CREW OPEN HEALTH TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
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 planNo
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: CAST & CREW OPEN HEALTH TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CAST & CREW OPEN HEALTH TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CAST & CREW OPEN HEALTH TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 1
Insurance contract or identification numberG0360
Number of Individuals Covered2267
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $510,299
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $9,077,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $510,299
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 1
Insurance contract or identification numberG0360
Number of Individuals Covered2516
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $386,864
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $10,262,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $386,949
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 1
Insurance contract or identification numberG0360
Number of Individuals Covered2212
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $586,092
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $12,296,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $586,111
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 1
Insurance contract or identification numberG0360
Number of Individuals Covered2965
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $683,626
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $13,539,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $656,562
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 1
Insurance contract or identification numberG0360
Number of Individuals Covered3050
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $765,369
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $13,774,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $245,040
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 1
Insurance contract or identification numberG0360
Number of Individuals Covered2842
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $660,905
Total amount of fees paid to insurance companyUSD $65,643
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 BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $12,548,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330,597
Insurance broker organization code?3
Amount paid for insurance broker fees65643
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker nameMILES ORGANIZATION INC.
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberG0360
Policy instance 1
Insurance contract or identification numberG0360
Number of Individuals Covered1040
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $157,551
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 BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $3,485,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $110,286
Insurance broker organization code?3
Insurance broker nameJOSEPH E HENEHAN FIN. AND INSURANCE

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