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LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 401k Plan overview

Plan NameLABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA
Plan identification number 501

LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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)
  • Other welfare benefit cover

401k Sponsoring company profile

BOARD OF TRUSTEES, LABORERS HEALTH AND WELFARE TRUST has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, LABORERS HEALTH AND WELFARE TRUST
Employer identification number (EIN):516146048
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA

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
5012017-01-01JON PRECIADO ROBERT NORLING2018-10-02
5012016-01-01ROBERT NORLING ARMANDO ESPARZA2017-10-06
5012015-01-01ROBERT NORLING ARMANDO ESPARZA2016-10-13
5012014-01-01ROBERT NORLING ARMANDO ESPARZA2015-10-05
5012013-01-01ARMANDO ESPARZA ROBERT NORLING2014-10-08
5012012-01-01ARMANDO ESPARZA ROBERT NORLING2013-10-09
5012011-01-01ARMANDO ESPARZA ROBERT NORLING2012-09-28
5012010-01-01MIKE QUEVEDO ROBERT NORLING2011-10-19
5012009-01-01MIKE QUEVEDO JOHN CLARKE2010-10-14

Plan Statistics for LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA

401k plan membership statisitcs for LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA

Measure Date Value
2022: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2022 401k membership
Total participants, beginning-of-year2022-01-0120,430
Total number of active participants reported on line 7a of the Form 55002022-01-0121,050
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01844
Total of all active and inactive participants2022-01-0121,894
Total participants2022-01-0121,894
Number of employers contributing to the scheme2022-01-011,861
2021: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2021 401k membership
Total participants, beginning-of-year2021-01-0123,530
Total number of active participants reported on line 7a of the Form 55002021-01-0119,607
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01823
Total of all active and inactive participants2021-01-0120,430
Total participants2021-01-0120,430
Number of employers contributing to the scheme2021-01-011,909
2020: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2020 401k membership
Total participants, beginning-of-year2020-01-0122,687
Total number of active participants reported on line 7a of the Form 55002020-01-0122,681
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01849
Total of all active and inactive participants2020-01-0123,530
Total participants2020-01-0123,530
Number of employers contributing to the scheme2020-01-011,926
2019: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2019 401k membership
Total participants, beginning-of-year2019-01-0120,715
Total number of active participants reported on line 7a of the Form 55002019-01-0121,792
Number of other retired or separated participants entitled to future benefits2019-01-01895
Total of all active and inactive participants2019-01-0122,687
Total participants2019-01-0122,687
Number of employers contributing to the scheme2019-01-011,935
2018: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2018 401k membership
Total participants, beginning-of-year2018-01-0119,253
Total number of active participants reported on line 7a of the Form 55002018-01-0119,822
Number of other retired or separated participants entitled to future benefits2018-01-01893
Total of all active and inactive participants2018-01-0120,715
Total participants2018-01-0120,715
Number of employers contributing to the scheme2018-01-011,898
2017: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2017 401k membership
Total participants, beginning-of-year2017-01-0118,107
Total number of active participants reported on line 7a of the Form 55002017-01-0118,304
Number of other retired or separated participants entitled to future benefits2017-01-01949
Total of all active and inactive participants2017-01-0119,253
Total participants2017-01-0119,253
Number of employers contributing to the scheme2017-01-011,818
2016: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2016 401k membership
Total participants, beginning-of-year2016-01-0115,611
Total number of active participants reported on line 7a of the Form 55002016-01-0117,194
Number of other retired or separated participants entitled to future benefits2016-01-01913
Total of all active and inactive participants2016-01-0118,107
Total participants2016-01-0118,107
Number of employers contributing to the scheme2016-01-011,707
2015: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2015 401k membership
Total participants, beginning-of-year2015-01-0114,777
Total number of active participants reported on line 7a of the Form 55002015-01-0114,657
Number of other retired or separated participants entitled to future benefits2015-01-01954
Total of all active and inactive participants2015-01-0115,611
Total participants2015-01-0115,611
Number of employers contributing to the scheme2015-01-011,726
2014: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2014 401k membership
Total participants, beginning-of-year2014-01-0114,275
Total number of active participants reported on line 7a of the Form 55002014-01-0113,650
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,127
Total of all active and inactive participants2014-01-0114,777
Total participants2014-01-0114,777
Number of employers contributing to the scheme2014-01-011,775
2013: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2013 401k membership
Total participants, beginning-of-year2013-01-0113,183
Total number of active participants reported on line 7a of the Form 55002013-01-0113,130
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,145
Total of all active and inactive participants2013-01-0114,275
Total participants2013-01-0114,275
Number of employers contributing to the scheme2013-01-011,754
2012: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2012 401k membership
Total participants, beginning-of-year2012-01-0112,769
Total number of active participants reported on line 7a of the Form 55002012-01-0112,039
Number of retired or separated participants receiving benefits2012-01-011,144
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0113,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0113,183
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-011,770
2011: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2011 401k membership
Total participants, beginning-of-year2011-01-0112,457
Total number of active participants reported on line 7a of the Form 55002011-01-0111,589
Number of retired or separated participants receiving benefits2011-01-011,180
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0112,769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112,769
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-011,705
2010: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2010 401k membership
Total participants, beginning-of-year2010-01-0113,462
Total number of active participants reported on line 7a of the Form 55002010-01-0111,252
Number of retired or separated participants receiving benefits2010-01-011,205
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0112,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0112,457
Number of participants with account balances2010-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-011,787
2009: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2009 401k membership
Total participants, beginning-of-year2009-01-0115,472
Total number of active participants reported on line 7a of the Form 55002009-01-0112,255
Number of retired or separated participants receiving benefits2009-01-011,207
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0113,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0113,462
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-011,416

Financial Data on LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA

Measure Date Value
2022 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-757,057
Total unrealized appreciation/depreciation of assets2022-12-31$-757,057
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$157,063,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$130,801,893
Total income from all sources (including contributions)2022-12-31$309,847,262
Total loss/gain on sale of assets2022-12-31$-831,214
Total of all expenses incurred2022-12-31$344,881,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$333,797,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$314,134,510
Value of total assets at end of year2022-12-31$191,102,147
Value of total assets at beginning of year2022-12-31$199,874,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,083,815
Total interest from all sources2022-12-31$631,535
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,890,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,890,089
Administrative expenses professional fees incurred2022-12-31$406,888
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,321,865
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$13,283,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,532,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,040,836
Other income not declared elsewhere2022-12-31$3,614,403
Administrative expenses (other) incurred2022-12-31$2,960,258
Liabilities. Value of operating payables at end of year2022-12-31$7,519,508
Liabilities. Value of operating payables at beginning of year2022-12-31$448,754
Total non interest bearing cash at end of year2022-12-31$12,485,718
Total non interest bearing cash at beginning of year2022-12-31$4,724,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-35,033,929
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,038,724
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,072,653
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
Assets. partnership/joint venture interests at end of year2022-12-31$47,692,855
Assets. partnership/joint venture interests at beginning of year2022-12-31$44,889,937
Investment advisory and management fees2022-12-31$219,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$70,249,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$83,694,645
Income. Interest from US Government securities2022-12-31$73,468
Income. Interest from corporate debt instruments2022-12-31$489,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,417,225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,841,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,841,074
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$68,646
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$127,725,615
Asset value of US Government securities at end of year2022-12-31$9,113,650
Asset value of US Government securities at beginning of year2022-12-31$11,366,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,835,004
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
Contributions received in cash from employer2022-12-31$308,812,645
Employer contributions (assets) at end of year2022-12-31$26,744,582
Employer contributions (assets) at beginning of year2022-12-31$22,114,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$192,788,611
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$10,915,634
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$10,319,405
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$8,949,775
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$10,883,812
Contract administrator fees2022-12-31$7,497,528
Liabilities. Value of benefit claims payable at end of year2022-12-31$149,543,915
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$130,353,139
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$41,519,899
Aggregate carrying amount (costs) on sale of assets2022-12-31$42,351,113
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-3,901,565
Total unrealized appreciation/depreciation of assets2021-12-31$-3,901,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$130,801,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$120,975,720
Total income from all sources (including contributions)2021-12-31$286,170,151
Total loss/gain on sale of assets2021-12-31$4,517,711
Total of all expenses incurred2021-12-31$301,840,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$290,936,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$278,204,196
Value of total assets at end of year2021-12-31$199,874,546
Value of total assets at beginning of year2021-12-31$205,718,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,903,868
Total interest from all sources2021-12-31$458,249
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,299,706
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$406,337
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,768,780
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$5,411,613
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,040,836
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$8,912,169
Other income not declared elsewhere2021-12-31$4,131,691
Administrative expenses (other) incurred2021-12-31$2,995,615
Liabilities. Value of operating payables at end of year2021-12-31$448,754
Liabilities. Value of operating payables at beginning of year2021-12-31$528,854
Total non interest bearing cash at end of year2021-12-31$4,724,394
Total non interest bearing cash at beginning of year2021-12-31$15,438,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-15,670,393
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,072,653
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$84,743,046
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
Assets. partnership/joint venture interests at end of year2021-12-31$44,889,937
Assets. partnership/joint venture interests at beginning of year2021-12-31$28,628,486
Investment advisory and management fees2021-12-31$222,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$83,694,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$112,091,384
Income. Interest from US Government securities2021-12-31$216,862
Income. Interest from corporate debt instruments2021-12-31$239,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,841,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,075,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,075,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,846
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$121,398,619
Asset value of US Government securities at end of year2021-12-31$11,366,397
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$460,163
Net investment gain or loss from common/collective trusts2021-12-31$0
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
Contributions received in cash from employer2021-12-31$273,435,416
Employer contributions (assets) at end of year2021-12-31$22,114,046
Employer contributions (assets) at beginning of year2021-12-31$21,997,102
Income. Dividends from preferred stock2021-12-31$16,392
Income. Dividends from common stock2021-12-31$2,283,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$164,126,444
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$10,319,405
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$10,883,812
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$7,279,154
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$12,576,556
Liabilities. Value of benefit claims payable at end of year2021-12-31$130,353,139
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$120,446,866
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$105,553,900
Aggregate carrying amount (costs) on sale of assets2021-12-31$101,036,189
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-2,025,873
Total unrealized appreciation/depreciation of assets2020-12-31$-2,025,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$120,975,720
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$114,872,357
Total income from all sources (including contributions)2020-12-31$290,174,624
Total loss/gain on sale of assets2020-12-31$12,107,112
Total of all expenses incurred2020-12-31$270,849,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$260,698,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$270,182,756
Value of total assets at end of year2020-12-31$205,718,766
Value of total assets at beginning of year2020-12-31$180,290,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,150,830
Total interest from all sources2020-12-31$1,139,463
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,878,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,673,758
Administrative expenses professional fees incurred2020-12-31$485,152
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,045,359
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$6,249,612
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$8,912,169
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,413,938
Other income not declared elsewhere2020-12-31$3,850,539
Administrative expenses (other) incurred2020-12-31$2,421,296
Liabilities. Value of operating payables at end of year2020-12-31$528,854
Liabilities. Value of operating payables at beginning of year2020-12-31$459,135
Total non interest bearing cash at end of year2020-12-31$15,438,066
Total non interest bearing cash at beginning of year2020-12-31$17,964,512
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$19,325,021
Value of net assets at end of year (total assets less liabilities)2020-12-31$84,743,046
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,418,025
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 default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$28,628,486
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$311,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$112,091,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$62,023,806
Income. Interest from US Government securities2020-12-31$203,879
Income. Interest from corporate debt instruments2020-12-31$893,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,075,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,956,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,956,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$42,349
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$114,920,467
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$15,738,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,042,616
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
Contributions received in cash from employer2020-12-31$265,137,397
Employer contributions (assets) at end of year2020-12-31$21,997,102
Employer contributions (assets) at beginning of year2020-12-31$17,600,728
Income. Dividends from common stock2020-12-31$204,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$139,528,694
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$15,246,266
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$22,265,319
Contract administrator fees2020-12-31$6,932,520
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$12,576,556
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$19,081,061
Liabilities. Value of benefit claims payable at end of year2020-12-31$120,446,866
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$114,413,222
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$228,035,472
Aggregate carrying amount (costs) on sale of assets2020-12-31$215,928,360
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,402,462
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$6,402,462
Total unrealized appreciation/depreciation of assets2019-12-31$6,402,462
Total unrealized appreciation/depreciation of assets2019-12-31$6,402,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$114,872,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$114,872,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$102,827,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$102,827,564
Total income from all sources (including contributions)2019-12-31$263,858,010
Total income from all sources (including contributions)2019-12-31$263,858,010
Total loss/gain on sale of assets2019-12-31$2,124,014
Total loss/gain on sale of assets2019-12-31$2,124,014
Total of all expenses incurred2019-12-31$266,187,068
Total of all expenses incurred2019-12-31$266,187,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$255,702,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$255,702,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$243,151,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$243,151,458
Value of total assets at end of year2019-12-31$180,290,382
Value of total assets at end of year2019-12-31$180,290,382
Value of total assets at beginning of year2019-12-31$170,574,647
Value of total assets at beginning of year2019-12-31$170,574,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,484,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,484,259
Total interest from all sources2019-12-31$2,057,877
Total interest from all sources2019-12-31$2,057,877
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,990,134
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,990,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,790,992
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,790,992
Administrative expenses professional fees incurred2019-12-31$422,740
Administrative expenses professional fees incurred2019-12-31$422,740
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
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$5,259,475
Contributions received from participants2019-12-31$5,259,475
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$10,255,908
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$10,255,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,413,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$19,386,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$19,386,941
Other income not declared elsewhere2019-12-31$1,896,467
Other income not declared elsewhere2019-12-31$1,896,467
Administrative expenses (other) incurred2019-12-31$2,740,231
Administrative expenses (other) incurred2019-12-31$2,740,231
Liabilities. Value of operating payables at end of year2019-12-31$459,135
Liabilities. Value of operating payables at end of year2019-12-31$459,135
Liabilities. Value of operating payables at beginning of year2019-12-31$515,275
Liabilities. Value of operating payables at beginning of year2019-12-31$515,275
Total non interest bearing cash at end of year2019-12-31$17,964,512
Total non interest bearing cash at beginning of year2019-12-31$-2,016,802
Total non interest bearing cash at beginning of year2019-12-31$-2,016,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-2,329,058
Value of net income/loss2019-12-31$-2,329,058
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,418,025
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,418,025
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,747,083
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$67,747,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31Yes
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31Yes
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
Investment advisory and management fees2019-12-31$388,768
Investment advisory and management fees2019-12-31$388,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$62,023,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,997,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,997,216
Income. Interest from US Government securities2019-12-31$521,696
Income. Interest from US Government securities2019-12-31$521,696
Income. Interest from corporate debt instruments2019-12-31$1,371,514
Income. Interest from corporate debt instruments2019-12-31$1,371,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,956,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,975,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,975,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,975,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,975,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$164,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$164,667
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$103,780,647
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$103,780,647
Asset value of US Government securities at end of year2019-12-31$15,738,109
Asset value of US Government securities at end of year2019-12-31$15,738,109
Asset value of US Government securities at beginning of year2019-12-31$17,491,073
Asset value of US Government securities at beginning of year2019-12-31$17,491,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,235,598
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,235,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$237,891,983
Contributions received in cash from employer2019-12-31$237,891,983
Employer contributions (assets) at end of year2019-12-31$17,600,728
Employer contributions (assets) at beginning of year2019-12-31$16,805,877
Employer contributions (assets) at beginning of year2019-12-31$16,805,877
Income. Dividends from common stock2019-12-31$199,142
Income. Dividends from common stock2019-12-31$199,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,666,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$141,666,254
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$15,246,266
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$17,254,886
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$17,254,886
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$22,265,319
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$21,733,866
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$21,733,866
Contract administrator fees2019-12-31$6,932,520
Contract administrator fees2019-12-31$6,932,520
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$19,081,061
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$15,946,310
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$15,946,310
Liabilities. Value of benefit claims payable at end of year2019-12-31$114,413,222
Liabilities. Value of benefit claims payable at end of year2019-12-31$114,413,222
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$102,312,289
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$102,312,289
Did the plan have assets held for investment2019-12-31Yes
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
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
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$272,168,758
Aggregate proceeds on sale of assets2019-12-31$272,168,758
Aggregate carrying amount (costs) on sale of assets2019-12-31$270,044,744
Aggregate carrying amount (costs) on sale of assets2019-12-31$270,044,744
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,360,674
Total unrealized appreciation/depreciation of assets2018-12-31$-3,360,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$102,827,564
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$94,983,922
Total income from all sources (including contributions)2018-12-31$222,839,713
Total loss/gain on sale of assets2018-12-31$-540,684
Total of all expenses incurred2018-12-31$239,690,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$229,413,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$221,356,570
Value of total assets at end of year2018-12-31$170,574,647
Value of total assets at beginning of year2018-12-31$179,581,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,276,837
Total interest from all sources2018-12-31$2,131,671
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,053,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,857,687
Administrative expenses professional fees incurred2018-12-31$404,747
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,028,622
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$7,433,169
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$19,386,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$16,487,160
Other income not declared elsewhere2018-12-31$4,807,437
Administrative expenses (other) incurred2018-12-31$2,549,142
Liabilities. Value of operating payables at end of year2018-12-31$515,275
Liabilities. Value of operating payables at beginning of year2018-12-31$2,468,797
Total non interest bearing cash at end of year2018-12-31$-2,016,802
Total non interest bearing cash at beginning of year2018-12-31$1,433,348
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,850,424
Value of net assets at end of year (total assets less liabilities)2018-12-31$67,747,083
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$84,597,507
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$390,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$56,997,216
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$58,747,374
Income. Interest from US Government securities2018-12-31$538,221
Income. Interest from corporate debt instruments2018-12-31$1,521,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,975,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,339,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,339,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$72,437
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$92,814,080
Asset value of US Government securities at end of year2018-12-31$17,491,073
Asset value of US Government securities at beginning of year2018-12-31$23,018,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,607,846
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
Contributions received in cash from employer2018-12-31$216,327,948
Employer contributions (assets) at end of year2018-12-31$16,805,877
Employer contributions (assets) at beginning of year2018-12-31$17,081,927
Income. Dividends from common stock2018-12-31$195,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$129,166,051
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$17,254,886
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$17,524,085
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$21,733,866
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$21,831,694
Contract administrator fees2018-12-31$6,932,520
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$15,946,310
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$17,117,539
Liabilities. Value of benefit claims payable at end of year2018-12-31$102,312,289
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$92,515,125
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$239,812,694
Aggregate carrying amount (costs) on sale of assets2018-12-31$240,353,378
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,254,167
Total unrealized appreciation/depreciation of assets2017-12-31$1,254,167
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$94,983,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$88,545,315
Total income from all sources (including contributions)2017-12-31$216,547,282
Total loss/gain on sale of assets2017-12-31$4,295,046
Total of all expenses incurred2017-12-31$216,504,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$206,201,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$201,756,793
Value of total assets at end of year2017-12-31$179,581,429
Value of total assets at beginning of year2017-12-31$173,100,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,302,871
Total interest from all sources2017-12-31$2,172,589
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,362,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,153,488
Administrative expenses professional fees incurred2017-12-31$401,344
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,502,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$6,216,568
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$16,487,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$14,199,881
Other income not declared elsewhere2017-12-31$2,512,499
Administrative expenses (other) incurred2017-12-31$2,876,900
Liabilities. Value of operating payables at end of year2017-12-31$2,468,797
Liabilities. Value of operating payables at beginning of year2017-12-31$2,579,928
Total non interest bearing cash at end of year2017-12-31$1,433,348
Total non interest bearing cash at beginning of year2017-12-31$7,939,350
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$42,598
Value of net assets at end of year (total assets less liabilities)2017-12-31$84,597,507
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$84,554,909
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 default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$422,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$58,747,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,249,880
Income. Interest from US Government securities2017-12-31$588,513
Income. Interest from corporate debt instruments2017-12-31$1,541,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,339,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4,547,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4,547,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42,089
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$83,060,354
Asset value of US Government securities at end of year2017-12-31$23,018,416
Asset value of US Government securities at beginning of year2017-12-31$23,213,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,194,006
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
Contributions received in cash from employer2017-12-31$196,254,274
Employer contributions (assets) at end of year2017-12-31$17,081,927
Employer contributions (assets) at beginning of year2017-12-31$15,646,726
Income. Dividends from common stock2017-12-31$208,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$116,924,891
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$17,524,085
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$22,778,949
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$21,831,694
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$22,218,837
Contract administrator fees2017-12-31$6,602,400
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$17,117,539
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$17,302,396
Liabilities. Value of benefit claims payable at end of year2017-12-31$92,515,125
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$85,965,387
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$2,805
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$216,008,072
Aggregate carrying amount (costs) on sale of assets2017-12-31$211,713,026
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,747,787
Total unrealized appreciation/depreciation of assets2016-12-31$1,747,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$88,545,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,323,969
Total income from all sources (including contributions)2016-12-31$196,397,795
Total loss/gain on sale of assets2016-12-31$1,029,608
Total of all expenses incurred2016-12-31$199,599,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$189,581,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$186,730,389
Value of total assets at end of year2016-12-31$173,100,224
Value of total assets at beginning of year2016-12-31$163,080,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,018,326
Total interest from all sources2016-12-31$2,173,796
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,199,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,933,206
Administrative expenses professional fees incurred2016-12-31$411,330
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$5,338,664
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$9,351,047
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$14,199,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$15,952,816
Other income not declared elsewhere2016-12-31$1,886,963
Administrative expenses (other) incurred2016-12-31$2,606,996
Liabilities. Value of operating payables at end of year2016-12-31$2,579,928
Liabilities. Value of operating payables at beginning of year2016-12-31$2,532,914
Total non interest bearing cash at end of year2016-12-31$7,939,350
Total non interest bearing cash at beginning of year2016-12-31$5,631,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-3,201,703
Value of net assets at end of year (total assets less liabilities)2016-12-31$84,554,909
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$87,756,612
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
Investment advisory and management fees2016-12-31$397,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$45,249,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$42,336,873
Income. Interest from US Government securities2016-12-31$384,735
Income. Interest from corporate debt instruments2016-12-31$1,772,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4,547,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,224,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,224,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$16,590
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$74,031,194
Asset value of US Government securities at end of year2016-12-31$23,213,878
Asset value of US Government securities at beginning of year2016-12-31$19,326,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$629,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$181,391,725
Employer contributions (assets) at end of year2016-12-31$15,646,726
Employer contributions (assets) at beginning of year2016-12-31$13,834,022
Income. Dividends from common stock2016-12-31$266,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$106,198,931
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$22,778,949
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$18,720,045
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$22,218,837
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$25,292,885
Contract administrator fees2016-12-31$6,602,400
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$17,302,396
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$14,752,680
Liabilities. Value of benefit claims payable at end of year2016-12-31$85,965,387
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$72,791,055
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$2,805
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$9,539
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$196,626,145
Aggregate carrying amount (costs) on sale of assets2016-12-31$195,596,537
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,505,673
Total unrealized appreciation/depreciation of assets2015-12-31$-3,505,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$75,323,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$64,476,114
Total income from all sources (including contributions)2015-12-31$169,412,493
Total loss/gain on sale of assets2015-12-31$1,310,370
Total of all expenses incurred2015-12-31$174,065,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$163,919,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$167,202,970
Value of total assets at end of year2015-12-31$163,080,581
Value of total assets at beginning of year2015-12-31$156,885,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,145,805
Total interest from all sources2015-12-31$2,111,252
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,327,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,116,090
Administrative expenses professional fees incurred2015-12-31$592,386
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,696,434
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$8,412,241
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$15,952,816
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$7,971,195
Other income not declared elsewhere2015-12-31$1,625,814
Administrative expenses (other) incurred2015-12-31$2,517,633
Liabilities. Value of operating payables at end of year2015-12-31$2,532,914
Liabilities. Value of operating payables at beginning of year2015-12-31$1,979,625
Total non interest bearing cash at end of year2015-12-31$5,631,016
Total non interest bearing cash at beginning of year2015-12-31$4,157,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,652,976
Value of net assets at end of year (total assets less liabilities)2015-12-31$87,756,612
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$92,409,588
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$380,566
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$42,336,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,880,089
Interest earned on other investments2015-12-31$382,672
Income. Interest from US Government securities2015-12-31$365,260
Income. Interest from corporate debt instruments2015-12-31$1,355,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,224,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,837,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,837,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8,163
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$65,506,549
Asset value of US Government securities at end of year2015-12-31$19,326,695
Asset value of US Government securities at beginning of year2015-12-31$21,929,295
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,659,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$161,506,536
Employer contributions (assets) at end of year2015-12-31$13,834,022
Employer contributions (assets) at beginning of year2015-12-31$10,362,919
Income. Dividends from common stock2015-12-31$210,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$90,000,874
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$18,720,045
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$26,519,305
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$25,292,885
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$17,683,997
Contract administrator fees2015-12-31$6,655,220
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$14,752,680
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$16,527,628
Liabilities. Value of benefit claims payable at end of year2015-12-31$72,791,055
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$62,496,489
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$9,539
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$16,272
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$232,469,149
Aggregate carrying amount (costs) on sale of assets2015-12-31$231,158,779
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-428,072
Total unrealized appreciation/depreciation of assets2014-12-31$-428,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$64,476,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$60,543,428
Total income from all sources (including contributions)2014-12-31$162,125,885
Total loss/gain on sale of assets2014-12-31$3,409,053
Total of all expenses incurred2014-12-31$165,702,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$155,676,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$153,326,615
Value of total assets at end of year2014-12-31$156,885,702
Value of total assets at beginning of year2014-12-31$156,530,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,026,734
Total interest from all sources2014-12-31$2,180,798
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,328,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,922,518
Administrative expenses professional fees incurred2014-12-31$694,076
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,895,820
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$7,008,477
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$7,971,195
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$11,168,890
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$36,608,276
Other income not declared elsewhere2014-12-31$1,238,071
Administrative expenses (other) incurred2014-12-31$2,857,707
Liabilities. Value of operating payables at end of year2014-12-31$1,979,625
Liabilities. Value of operating payables at beginning of year2014-12-31$2,032,640
Total non interest bearing cash at end of year2014-12-31$4,157,553
Total non interest bearing cash at beginning of year2014-12-31$3,736,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,577,100
Value of net assets at end of year (total assets less liabilities)2014-12-31$92,409,588
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$95,986,688
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$358,345
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,880,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$42,886,366
Interest earned on other investments2014-12-31$607,888
Income. Interest from US Government securities2014-12-31$264,985
Income. Interest from corporate debt instruments2014-12-31$1,302,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,837,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$9,164,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$9,164,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,417
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$60,809,750
Asset value of US Government securities at end of year2014-12-31$21,929,295
Asset value of US Government securities at beginning of year2014-12-31$13,542,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$71,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$147,430,795
Employer contributions (assets) at end of year2014-12-31$10,362,919
Employer contributions (assets) at beginning of year2014-12-31$10,935,668
Income. Dividends from common stock2014-12-31$405,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$87,858,024
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$26,519,305
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$16,186,023
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$17,683,997
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$30,246,168
Contract administrator fees2014-12-31$6,116,606
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$16,527,628
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$18,640,395
Liabilities. Value of benefit claims payable at end of year2014-12-31$62,496,489
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$21,902,512
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$16,272
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$23,006
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$267,895,545
Aggregate carrying amount (costs) on sale of assets2014-12-31$264,486,492
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 name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,663,551
Total unrealized appreciation/depreciation of assets2013-12-31$1,663,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,543,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$51,062,197
Total income from all sources (including contributions)2013-12-31$155,779,004
Total loss/gain on sale of assets2013-12-31$-272,093
Total of all expenses incurred2013-12-31$156,466,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$146,572,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$149,103,692
Value of total assets at end of year2013-12-31$156,530,116
Value of total assets at beginning of year2013-12-31$147,736,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,894,119
Total interest from all sources2013-12-31$2,127,831
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,830,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,602,792
Administrative expenses professional fees incurred2013-12-31$604,131
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,278,347
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,773,485
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$11,168,890
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$11,557,075
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$36,608,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$32,478,204
Other income not declared elsewhere2013-12-31$2,361,671
Administrative expenses (other) incurred2013-12-31$2,903,841
Liabilities. Value of operating payables at end of year2013-12-31$2,032,640
Liabilities. Value of operating payables at beginning of year2013-12-31$2,055,133
Total non interest bearing cash at end of year2013-12-31$3,736,384
Total non interest bearing cash at beginning of year2013-12-31$560,006
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-687,658
Value of net assets at end of year (total assets less liabilities)2013-12-31$95,986,688
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,674,346
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$309,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$42,886,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,569,495
Interest earned on other investments2013-12-31$593,263
Income. Interest from US Government securities2013-12-31$156,388
Income. Interest from corporate debt instruments2013-12-31$1,374,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$9,164,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$19,674,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$19,674,161
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,671
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$59,673,772
Asset value of US Government securities at end of year2013-12-31$13,542,277
Asset value of US Government securities at beginning of year2013-12-31$9,729,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,035,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$142,825,345
Employer contributions (assets) at end of year2013-12-31$10,935,668
Employer contributions (assets) at beginning of year2013-12-31$10,376,917
Income. Dividends from common stock2013-12-31$227,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$85,125,286
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$16,186,023
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$19,890,752
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$30,246,168
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$24,324,528
Contract administrator fees2013-12-31$6,076,866
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$18,640,395
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,024,018
Liabilities. Value of benefit claims payable at end of year2013-12-31$21,902,512
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$16,266,360
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$23,006
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$29,739
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$456,260,511
Aggregate carrying amount (costs) on sale of assets2013-12-31$456,532,604
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$262,500
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 name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,663,082
Total unrealized appreciation/depreciation of assets2012-12-31$1,663,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$51,062,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$51,823,243
Total income from all sources (including contributions)2012-12-31$151,637,456
Total loss/gain on sale of assets2012-12-31$1,646,120
Total of all expenses incurred2012-12-31$131,892,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$122,143,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$140,100,344
Value of total assets at end of year2012-12-31$147,736,543
Value of total assets at beginning of year2012-12-31$128,752,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,748,608
Total interest from all sources2012-12-31$2,231,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,922,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,796,746
Administrative expenses professional fees incurred2012-12-31$709,805
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$6,326,717
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,555,429
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$11,557,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,958,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$32,478,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,657,546
Other income not declared elsewhere2012-12-31$1,253,686
Administrative expenses (other) incurred2012-12-31$2,721,075
Liabilities. Value of operating payables at end of year2012-12-31$2,055,133
Liabilities. Value of operating payables at beginning of year2012-12-31$1,996,866
Total non interest bearing cash at end of year2012-12-31$560,006
Total non interest bearing cash at beginning of year2012-12-31$-630,646
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$19,745,405
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,674,346
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$76,928,941
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$223,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$41,569,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,052,494
Interest earned on other investments2012-12-31$113,561
Income. Interest from US Government securities2012-12-31$149,718
Income. Interest from corporate debt instruments2012-12-31$1,915,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$19,674,161
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$18,560,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$18,560,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$53,298
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$48,120,815
Asset value of US Government securities at end of year2012-12-31$9,729,852
Asset value of US Government securities at beginning of year2012-12-31$4,241,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,820,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$133,773,627
Employer contributions (assets) at end of year2012-12-31$10,376,917
Employer contributions (assets) at beginning of year2012-12-31$10,304,650
Income. Dividends from common stock2012-12-31$125,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$72,467,199
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$19,890,752
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$16,770,327
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$24,324,528
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$27,506,173
Contract administrator fees2012-12-31$6,093,732
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,024,018
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,969,008
Liabilities. Value of benefit claims payable at end of year2012-12-31$16,266,360
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,168,831
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$29,739
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$18,714
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$294,452,124
Aggregate carrying amount (costs) on sale of assets2012-12-31$292,806,004
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$262,500
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-2,320,789
Total unrealized appreciation/depreciation of assets2011-12-31$-2,320,789
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$51,823,243
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$50,348,065
Total income from all sources (including contributions)2011-12-31$127,700,580
Total loss/gain on sale of assets2011-12-31$2,241,385
Total of all expenses incurred2011-12-31$127,833,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$118,434,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$121,676,953
Value of total assets at end of year2011-12-31$128,752,184
Value of total assets at beginning of year2011-12-31$127,409,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,399,549
Total interest from all sources2011-12-31$2,587,981
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,812,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,737,799
Administrative expenses professional fees incurred2011-12-31$777,845
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$6,512,655
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$1,321,068
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,958,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$11,846,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,657,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$30,546,692
Other income not declared elsewhere2011-12-31$1,863,308
Administrative expenses (other) incurred2011-12-31$2,682,574
Liabilities. Value of operating payables at end of year2011-12-31$1,996,866
Liabilities. Value of operating payables at beginning of year2011-12-31$3,985,782
Total non interest bearing cash at end of year2011-12-31$-630,646
Total non interest bearing cash at beginning of year2011-12-31$-50,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-132,982
Value of net assets at end of year (total assets less liabilities)2011-12-31$76,928,941
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$77,061,923
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$208,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,052,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,975,312
Interest earned on other investments2011-12-31$133,888
Income. Interest from US Government securities2011-12-31$275,626
Income. Interest from corporate debt instruments2011-12-31$2,171,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$18,560,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,421,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,421,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$7,120
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$45,011,067
Asset value of US Government securities at end of year2011-12-31$4,241,974
Asset value of US Government securities at beginning of year2011-12-31$7,775,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-160,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$115,164,298
Employer contributions (assets) at end of year2011-12-31$10,304,650
Employer contributions (assets) at beginning of year2011-12-31$7,909,783
Income. Dividends from common stock2011-12-31$74,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$72,101,878
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$16,770,327
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$35,613,962
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$27,506,173
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$13,335,045
Contract administrator fees2011-12-31$5,730,537
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,969,008
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,582,684
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,168,831
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$15,815,591
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$18,714
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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$308,583,241
Aggregate carrying amount (costs) on sale of assets2011-12-31$306,341,856
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 name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$442,512
Total unrealized appreciation/depreciation of assets2010-12-31$442,512
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,348,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,335,765
Total income from all sources (including contributions)2010-12-31$111,044,103
Total loss/gain on sale of assets2010-12-31$2,696,819
Total of all expenses incurred2010-12-31$122,507,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$112,812,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$98,733,912
Value of total assets at end of year2010-12-31$127,409,988
Value of total assets at beginning of year2010-12-31$138,861,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,694,593
Total interest from all sources2010-12-31$2,520,948
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,185,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,082,950
Administrative expenses professional fees incurred2010-12-31$881,288
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$152,615
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,174,563
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$1,235,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$11,846,345
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,599,698
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$30,546,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$29,507,208
Other income not declared elsewhere2010-12-31$3,453,242
Administrative expenses (other) incurred2010-12-31$2,767,896
Liabilities. Value of operating payables at end of year2010-12-31$3,985,782
Liabilities. Value of operating payables at beginning of year2010-12-31$4,138,542
Total non interest bearing cash at end of year2010-12-31$-50,171
Total non interest bearing cash at beginning of year2010-12-31$1,228,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-11,463,363
Value of net assets at end of year (total assets less liabilities)2010-12-31$77,061,923
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$88,525,286
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$262,593
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,975,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,255,816
Interest earned on other investments2010-12-31$174,348
Income. Interest from US Government securities2010-12-31$256,104
Income. Interest from corporate debt instruments2010-12-31$2,064,902
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,421,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,535,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,535,184
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$25,594
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$44,332,513
Asset value of US Government securities at end of year2010-12-31$7,775,732
Asset value of US Government securities at beginning of year2010-12-31$5,727,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,010,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$91,559,349
Employer contributions (assets) at end of year2010-12-31$7,909,783
Employer contributions (assets) at beginning of year2010-12-31$7,112,053
Income. Dividends from common stock2010-12-31$102,855
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$67,245,088
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$35,613,962
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$32,516,701
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$13,335,045
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$13,504,768
Contract administrator fees2010-12-31$5,782,816
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$6,582,684
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$11,227,811
Liabilities. Value of benefit claims payable at end of year2010-12-31$15,815,591
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$16,690,015
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$295,108,340
Aggregate carrying amount (costs) on sale of assets2010-12-31$292,411,521
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 name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA

2022: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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 – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LABORERS HEALTH AND WELFARE TRUST FUND FOR SOUTHERN CALIFORNIA 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3339, C4602
Policy instance 4
Insurance contract or identification numberG3339, C4602
Number of Individuals Covered24596
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $632,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 3
Insurance contract or identification number75419
Number of Individuals Covered7679
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,269,790
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 number115155
Policy instance 2
Insurance contract or identification number115155
Number of Individuals Covered25247
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,458,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 1
Insurance contract or identification number244
Number of Individuals Covered977
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,533,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number807870G
Policy instance 1
Insurance contract or identification number807870G
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $213
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $213
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number115155
Policy instance 2
Insurance contract or identification number115155
Number of Individuals Covered24783
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $118,522,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberG3339, C4602
Policy instance 3
Insurance contract or identification numberG3339, C4602
Number of Individuals Covered23186
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $349,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 4
Insurance contract or identification number244
Number of Individuals Covered883
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,286,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 5
Insurance contract or identification number75419
Number of Individuals Covered7678
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,237,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9244
Policy instance 1
Insurance contract or identification number9244
Number of Individuals Covered16
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,282
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 number115155
Policy instance 2
Insurance contract or identification number115155
Number of Individuals Covered25064
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $112,658,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 3
Insurance contract or identification number75419
Number of Individuals Covered7965
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,307,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 4
Insurance contract or identification number244
Number of Individuals Covered835
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,263,680
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number807870G
Policy instance 5
Insurance contract or identification number807870G
Number of Individuals Covered21052
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,642
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $448,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,642
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 1
Insurance contract or identification number244
Number of Individuals Covered903
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,141,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9244
Policy instance 2
Insurance contract or identification number9244
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,388
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number807870G
Policy instance 3
Insurance contract or identification number807870G
Number of Individuals Covered20690
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,701
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $460,291
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,701
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 4
Insurance contract or identification number75419
Number of Individuals Covered8043
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,262,782
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 number115155
Policy instance 5
Insurance contract or identification number115155
Number of Individuals Covered24672
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,197,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0055575
Policy instance 1
Insurance contract or identification number0055575
Number of Individuals Covered37718
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,276
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,276
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number115155
Policy instance 2
Insurance contract or identification number115155
Number of Individuals Covered22989
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,339,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9244
Policy instance 4
Insurance contract or identification number9244
Number of Individuals Covered7
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,925
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 3
Insurance contract or identification number75419
Number of Individuals Covered7801
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,204,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 5
Insurance contract or identification number244
Number of Individuals Covered742
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $998,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 5
Insurance contract or identification number75419
Number of Individuals Covered6226
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,180,567
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 number115155
Policy instance 4
Insurance contract or identification number115155
Number of Individuals Covered21528
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,360,674
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0055575
Policy instance 3
Insurance contract or identification number0055575
Number of Individuals Covered34790
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,162
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,162
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameOXFORD RISK MANAGEMENT & INS. SVCS.
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 2
Insurance contract or identification number244
Number of Individuals Covered619
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $828,443
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9244
Policy instance 1
Insurance contract or identification number9244
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,079
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 2
Insurance contract or identification number75419
Number of Individuals Covered2200
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,024,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0055575
Policy instance 1
Insurance contract or identification number0055575
Number of Individuals Covered27278
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,950
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,950
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameOXFORD RISK MANAGEMENT & INS. SVCS.
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number115155
Policy instance 3
Insurance contract or identification number115155
Number of Individuals Covered18320
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,320,721
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9244
Policy instance 4
Insurance contract or identification number9244
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 5
Insurance contract or identification number244
Number of Individuals Covered406
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $439,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 4
Insurance contract or identification number75419
Number of Individuals Covered2354
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,091,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number9244
Policy instance 2
Insurance contract or identification number9244
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,558
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 number115155
Policy instance 5
Insurance contract or identification number115155
Number of Individuals Covered17469
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,541,232
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 1
Insurance contract or identification number244
Number of Individuals Covered345
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $385,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0055575
Policy instance 3
Insurance contract or identification number0055575
Number of Individuals Covered12928
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,693
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,693
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameOXFORD RISK MANAGEMENT & INS. SVCS.
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 2
Insurance contract or identification number244
Number of Individuals Covered300
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $338,566
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 number115155
Policy instance 1
Insurance contract or identification number115155
Number of Individuals Covered15791
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,028,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number75419
Policy instance 4
Insurance contract or identification number75419
Number of Individuals Covered2439
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,122,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number055575
Policy instance 3
Insurance contract or identification number055575
Number of Individuals Covered13307
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,408
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,408
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameOXFORD RISK MANAGEMENT & INS. SVCS.
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 1
Insurance contract or identification number244
Number of Individuals Covered276
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $303,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number05419
Policy instance 4
Insurance contract or identification number05419
Number of Individuals Covered2516
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,233,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number055575
Policy instance 3
Insurance contract or identification number055575
Number of Individuals Covered12127
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,799
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,799
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameOXFORD RISK MANAGEMENT & INS. SVCS.
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number115155
Policy instance 2
Insurance contract or identification number115155
Number of Individuals Covered15341
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,766,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 5
Insurance contract or identification number244
Number of Individuals Covered261
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $246,058
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 number115155
Policy instance 4
Insurance contract or identification number115155
Number of Individuals Covered4550
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,733,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number055575
Policy instance 3
Insurance contract or identification number055575
Number of Individuals Covered11527
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,749
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number170008
Policy instance 2
Insurance contract or identification number170008
Number of Individuals Covered8020
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,322,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number05419
Policy instance 1
Insurance contract or identification number05419
Number of Individuals Covered2522
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,063,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number170008
Policy instance 4
Insurance contract or identification number170008
Number of Individuals Covered7694
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,063,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIMNSA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number244
Policy instance 3
Insurance contract or identification number244
Number of Individuals Covered205
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $208,092
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number05419
Policy instance 2
Insurance contract or identification number05419
Number of Individuals Covered2564
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,204,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number055575
Policy instance 1
Insurance contract or identification number055575
Number of Individuals Covered10919
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,181
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract number115155
Policy instance 5
Insurance contract or identification number115155
Number of Individuals Covered4467
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,540,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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