SEIU HEALTH AND WELFARE FUND WELFARE FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022 : SEIU HEALTH AND WELFARE FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-760,005 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-760,005 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,559,844 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $7,804,118 |
| Total income from all sources (including contributions) | 2022-12-31 | $51,719,627 |
| Total loss/gain on sale of assets | 2022-12-31 | $-345,390 |
| Total of all expenses incurred | 2022-12-31 | $53,174,359 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $49,331,844 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $51,209,848 |
| Value of total assets at end of year | 2022-12-31 | $42,204,403 |
| Value of total assets at beginning of year | 2022-12-31 | $44,903,409 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,842,515 |
| Total interest from all sources | 2022-12-31 | $622,387 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $563,755 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $293,445 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,020,610 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $1,788,779 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,463,829 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $2,512,071 |
| Other income not declared elsewhere | 2022-12-31 | $992,787 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,441,415 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $470,315 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $202,847 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,454,732 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $35,644,559 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $37,099,291 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $72,947 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $33,010 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,137,981 |
| Income. Interest from US Government securities | 2022-12-31 | $395,249 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $211,135 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,720,515 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,835,873 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $3,835,873 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $16,003 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $3,397,726 |
| Asset value of US Government securities at end of year | 2022-12-31 | $28,778,606 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $26,323,444 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $50,916,403 |
| Employer contributions (assets) at end of year | 2022-12-31 | $2,770,459 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $4,900,895 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $45,934,118 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $4,879,726 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $6,916,437 |
| Contract administrator fees | 2022-12-31 | $1,764,398 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $4,625,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $5,089,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $1,477 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $91,949,706 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $92,295,096 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2022-12-31 | 470900880 |
| 2021 : SEIU HEALTH AND WELFARE FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-198,265 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-198,265 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,804,118 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,788,399 |
| Total income from all sources (including contributions) | 2021-12-31 | $54,287,659 |
| Total loss/gain on sale of assets | 2021-12-31 | $178,222 |
| Total of all expenses incurred | 2021-12-31 | $54,086,743 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $50,286,911 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $53,291,850 |
| Value of total assets at end of year | 2021-12-31 | $44,903,409 |
| Value of total assets at beginning of year | 2021-12-31 | $43,686,774 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,799,832 |
| Total interest from all sources | 2021-12-31 | $94,156 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $418,955 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $236,459 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $1,788,779 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,625,405 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $2,512,071 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,712,006 |
| Other income not declared elsewhere | 2021-12-31 | $921,696 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,460,030 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $202,847 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $468,493 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $200,916 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $37,099,291 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $36,898,375 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $73,576 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,137,981 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $110,310 |
| Income. Interest from US Government securities | 2021-12-31 | $3,514 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $86,390 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $3,835,873 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,141,025 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,141,025 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $4,252 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $3,670,581 |
| Asset value of US Government securities at end of year | 2021-12-31 | $26,323,444 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $10,143,049 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $53,055,391 |
| Employer contributions (assets) at end of year | 2021-12-31 | $4,900,895 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $4,673,920 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $46,616,330 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $6,916,437 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $23,993,065 |
| Contract administrator fees | 2021-12-31 | $1,847,271 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $5,089,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $4,607,900 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $59,642,258 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $59,464,036 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2021-12-31 | 470900880 |
| 2020 : SEIU HEALTH AND WELFARE FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $93,973 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $93,973 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,788,399 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $8,288,933 |
| Total income from all sources (including contributions) | 2020-12-31 | $54,310,560 |
| Total loss/gain on sale of assets | 2020-12-31 | $156,633 |
| Total of all expenses incurred | 2020-12-31 | $50,306,170 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $46,530,454 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $53,561,297 |
| Value of total assets at end of year | 2020-12-31 | $43,686,774 |
| Value of total assets at beginning of year | 2020-12-31 | $41,182,918 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,775,716 |
| Total interest from all sources | 2020-12-31 | $492,127 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,410 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,410 |
| Administrative expenses professional fees incurred | 2020-12-31 | $392,464 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $145,180 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,625,405 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,450,503 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,712,006 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $536,734 |
| Other income not declared elsewhere | 2020-12-31 | $5,120 |
| Administrative expenses (other) incurred | 2020-12-31 | $1,408,854 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $468,493 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $3,007,703 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $4,004,390 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $36,898,375 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $32,893,985 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $72,408 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $110,310 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $309,798 |
| Income. Interest from US Government securities | 2020-12-31 | $94,824 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $392,451 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,141,025 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,005,030 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,005,030 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $4,852 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $3,647,500 |
| Asset value of US Government securities at end of year | 2020-12-31 | $10,143,049 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $13,134,077 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $53,416,117 |
| Employer contributions (assets) at end of year | 2020-12-31 | $4,673,920 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $3,282,487 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $42,882,954 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $23,993,065 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $20,001,023 |
| Contract administrator fees | 2020-12-31 | $1,901,990 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $4,607,900 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $4,744,496 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $29,496,699 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $29,340,066 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Qualified |
| Accountancy firm name | 2020-12-31 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2020-12-31 | 470900880 |
| 2019 : SEIU HEALTH AND WELFARE FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $184,752 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $184,752 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $184,752 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $184,752 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,288,933 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $8,288,933 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,628,534 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,628,534 |
| Total income from all sources (including contributions) | 2019-12-31 | $48,994,017 |
| Total income from all sources (including contributions) | 2019-12-31 | $48,994,017 |
| Total loss/gain on sale of assets | 2019-12-31 | $64,583 |
| Total loss/gain on sale of assets | 2019-12-31 | $64,583 |
| Total of all expenses incurred | 2019-12-31 | $49,786,984 |
| Total of all expenses incurred | 2019-12-31 | $49,786,984 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $45,868,834 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $45,868,834 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $47,701,287 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $47,701,287 |
| Value of total assets at end of year | 2019-12-31 | $41,182,918 |
| Value of total assets at end of year | 2019-12-31 | $41,182,918 |
| Value of total assets at beginning of year | 2019-12-31 | $40,315,486 |
| Value of total assets at beginning of year | 2019-12-31 | $40,315,486 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,918,150 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,918,150 |
| Total interest from all sources | 2019-12-31 | $1,035,350 |
| Total interest from all sources | 2019-12-31 | $1,035,350 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,045 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $8,045 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $8,045 |
| Administrative expenses professional fees incurred | 2019-12-31 | $363,306 |
| Administrative expenses professional fees incurred | 2019-12-31 | $363,306 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $168,075 |
| Contributions received from participants | 2019-12-31 | $168,075 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,450,503 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,450,503 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $577,268 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $577,268 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $536,734 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $536,734 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $139,312 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $139,312 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,690,429 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,690,429 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,007,703 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $3,007,703 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,804,522 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $2,804,522 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-792,967 |
| Value of net income/loss | 2019-12-31 | $-792,967 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $32,893,985 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $32,893,985 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,686,952 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,686,952 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $71,290 |
| Investment advisory and management fees | 2019-12-31 | $71,290 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $309,798 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $309,798 |
| Income. Interest from US Government securities | 2019-12-31 | $195,644 |
| Income. Interest from US Government securities | 2019-12-31 | $195,644 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $819,545 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $819,545 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,005,030 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,005,030 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,435,212 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,435,212 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,435,212 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,435,212 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $20,161 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $20,161 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $3,257,340 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $3,257,340 |
| Asset value of US Government securities at end of year | 2019-12-31 | $13,134,077 |
| Asset value of US Government securities at end of year | 2019-12-31 | $13,134,077 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $21,184,271 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $21,184,271 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $47,533,212 |
| Contributions received in cash from employer | 2019-12-31 | $47,533,212 |
| Employer contributions (assets) at end of year | 2019-12-31 | $3,282,487 |
| Employer contributions (assets) at end of year | 2019-12-31 | $3,282,487 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $3,139,769 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $3,139,769 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $42,611,494 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $42,611,494 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $20,001,023 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $20,001,023 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $10,978,966 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $10,978,966 |
| Contract administrator fees | 2019-12-31 | $1,793,125 |
| Contract administrator fees | 2019-12-31 | $1,793,125 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,744,496 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $4,744,496 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $3,684,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $3,684,700 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $59,134,925 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $59,134,925 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $59,070,342 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $59,070,342 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | CALIBRE CPA GROUP PLLC |
| Accountancy firm name | 2019-12-31 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2019-12-31 | 470900880 |
| Accountancy firm EIN | 2019-12-31 | 470900880 |
| 2018 : SEIU HEALTH AND WELFARE FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $17,683 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $17,683 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,628,534 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,613,066 |
| Total income from all sources (including contributions) | 2018-12-31 | $48,676,173 |
| Total loss/gain on sale of assets | 2018-12-31 | $-197,075 |
| Total of all expenses incurred | 2018-12-31 | $48,837,252 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $45,120,806 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $48,116,758 |
| Value of total assets at end of year | 2018-12-31 | $40,315,486 |
| Value of total assets at beginning of year | 2018-12-31 | $40,461,097 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,716,446 |
| Total interest from all sources | 2018-12-31 | $703,969 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $345,197 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $216,648 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $577,268 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $578,624 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $139,312 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $196,028 |
| Other income not declared elsewhere | 2018-12-31 | $34,838 |
| Administrative expenses (other) incurred | 2018-12-31 | $1,546,051 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $2,804,522 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $2,977,338 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-161,079 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $33,686,952 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $33,848,031 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $69,285 |
| Income. Interest from US Government securities | 2018-12-31 | $572,608 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $95,456 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,435,212 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $8,591,972 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $8,591,972 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $35,905 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $3,577,061 |
| Asset value of US Government securities at end of year | 2018-12-31 | $21,184,271 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $23,902,201 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $47,900,110 |
| Employer contributions (assets) at end of year | 2018-12-31 | $3,139,769 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,669,789 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $41,543,745 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $10,978,966 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $5,718,380 |
| Contract administrator fees | 2018-12-31 | $1,755,913 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $3,684,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $3,439,700 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $131 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $52,634,180 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $52,831,255 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | CALIBRE CPA GROUP PLLC |
| Accountancy firm EIN | 2018-12-31 | 470900880 |
| 2017 : SEIU HEALTH AND WELFARE FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-95,465 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-95,465 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $6,613,066 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $6,799,503 |
| Total income from all sources (including contributions) | 2017-12-31 | $47,895,015 |
| Total loss/gain on sale of assets | 2017-12-31 | $-65,852 |
| Total of all expenses incurred | 2017-12-31 | $44,329,593 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $40,889,384 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $47,463,459 |
| Value of total assets at end of year | 2017-12-31 | $40,461,097 |
| Value of total assets at beginning of year | 2017-12-31 | $37,082,112 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,440,209 |
| Total interest from all sources | 2017-12-31 | $237,527 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $232,687 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $232,687 |
| Administrative expenses professional fees incurred | 2017-12-31 | $385,770 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $165,231 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $578,624 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $429,589 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $196,028 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $955,039 |
| Other income not declared elsewhere | 2017-12-31 | $17,100 |
| Administrative expenses (other) incurred | 2017-12-31 | $1,340,810 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $2,977,338 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $2,535,264 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $3,565,422 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $33,848,031 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,282,609 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $34,259 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $28,409,815 |
| Income. Interest from US Government securities | 2017-12-31 | $171,795 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $41,520 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $8,591,972 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $6,557,055 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $6,557,055 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $24,212 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $2,382,551 |
| Asset value of US Government securities at end of year | 2017-12-31 | $23,902,201 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $105,559 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $47,298,228 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,669,789 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,685,348 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $38,506,833 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $5,718,380 |
| Contract administrator fees | 2017-12-31 | $1,679,370 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $3,439,700 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $3,309,200 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $131 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $305 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $74,088,119 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $74,153,971 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | SALTER & COMPANY, LLC |
| Accountancy firm EIN | 2017-12-31 | 208078757 |
| 2016 : SEIU HEALTH AND WELFARE FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $6,799,503 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $5,629,908 |
| Total income from all sources (including contributions) | 2016-12-31 | $45,867,468 |
| Total of all expenses incurred | 2016-12-31 | $42,688,883 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $38,126,723 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $43,811,250 |
| Value of total assets at end of year | 2016-12-31 | $37,082,112 |
| Value of total assets at beginning of year | 2016-12-31 | $32,733,932 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,562,160 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $344,335 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $344,335 |
| Administrative expenses professional fees incurred | 2016-12-31 | $375,884 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $130,434 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $429,589 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $383,816 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $955,039 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $696,152 |
| Other income not declared elsewhere | 2016-12-31 | $1,698,443 |
| Administrative expenses (other) incurred | 2016-12-31 | $2,944,628 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $2,535,264 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,936,756 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $3,178,585 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $30,282,609 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $27,104,024 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $19,719 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $28,409,815 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $27,064,471 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $6,557,055 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $4,737,255 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $4,737,255 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $2,271,022 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $13,440 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $43,680,816 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,685,348 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $547,547 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $35,855,701 |
| Contract administrator fees | 2016-12-31 | $1,221,929 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $3,309,200 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,997,000 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $305 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $843 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | SALTER & COMPANY, LLC |
| Accountancy firm EIN | 2016-12-31 | 208078757 |
| 2015 : SEIU HEALTH AND WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $5,629,908 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,851,689 |
| Total income from all sources (including contributions) | 2015-12-31 | $36,947,765 |
| Total of all expenses incurred | 2015-12-31 | $33,626,602 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $30,675,400 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $36,727,180 |
| Value of total assets at end of year | 2015-12-31 | $32,733,932 |
| Value of total assets at beginning of year | 2015-12-31 | $30,634,550 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,951,202 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $343,616 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $343,616 |
| Administrative expenses professional fees incurred | 2015-12-31 | $421,237 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $127,550 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $383,816 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $240,767 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $696,152 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $825,414 |
| Other income not declared elsewhere | 2015-12-31 | $38,666 |
| Administrative expenses (other) incurred | 2015-12-31 | $1,512,557 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,936,756 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $1,763,113 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $3,321,163 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $27,104,024 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $23,782,861 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $15,115 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $27,064,471 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $24,891,316 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $4,737,255 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $5,057,154 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $5,057,154 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,273,914 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-161,697 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $36,599,630 |
| Employer contributions (assets) at end of year | 2015-12-31 | $547,547 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $443,747 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $29,401,486 |
| Contract administrator fees | 2015-12-31 | $1,002,293 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,997,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $4,263,162 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $843 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $1,566 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | SALTER & COMPANY, LLC |
| Accountancy firm EIN | 2015-12-31 | 208078757 |
| 2014 : SEIU HEALTH AND WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,851,689 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $7,098,453 |
| Total income from all sources (including contributions) | 2014-12-31 | $34,252,975 |
| Total of all expenses incurred | 2014-12-31 | $33,726,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $31,185,507 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $33,797,492 |
| Value of total assets at end of year | 2014-12-31 | $30,634,550 |
| Value of total assets at beginning of year | 2014-12-31 | $30,354,680 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,540,834 |
| Total interest from all sources | 2014-12-31 | $292,241 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $413,594 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $146,895 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $240,767 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $474,723 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $825,414 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $692,078 |
| Other income not declared elsewhere | 2014-12-31 | $232,157 |
| Administrative expenses (other) incurred | 2014-12-31 | $1,114,805 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $1,763,113 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $2,290,404 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $526,634 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $23,782,861 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $23,256,227 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $9,425 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $24,891,316 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $24,676,765 |
| Interest earned on other investments | 2014-12-31 | $0 |
| Income. Interest from US Government securities | 2014-12-31 | $292,241 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,057,154 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,262,392 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,262,392 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-68,915 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $33,650,597 |
| Employer contributions (assets) at end of year | 2014-12-31 | $443,747 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $938,254 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $31,185,507 |
| Contract administrator fees | 2014-12-31 | $1,003,010 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $4,263,162 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $4,115,971 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $1,566 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $2,546 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2014-12-31 | 470900880 |
| 2013 : SEIU HEALTH AND WELFARE FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $7,098,453 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,654,951 |
| Total income from all sources (including contributions) | 2013-12-31 | $31,742,850 |
| Total of all expenses incurred | 2013-12-31 | $31,455,301 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $28,576,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $31,190,254 |
| Value of total assets at end of year | 2013-12-31 | $30,354,680 |
| Value of total assets at beginning of year | 2013-12-31 | $27,623,629 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,879,098 |
| Total interest from all sources | 2013-12-31 | $322,210 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $604,869 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $189,116 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $474,723 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $362,035 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $692,078 |
| Other income not declared elsewhere | 2013-12-31 | $455,303 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,152,007 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $2,290,404 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $1,688,471 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $-725,764 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $287,549 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $23,256,227 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $22,968,678 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $7,813 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $24,676,765 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,587,509 |
| Interest earned on other investments | 2013-12-31 | $122 |
| Income. Interest from US Government securities | 2013-12-31 | $322,088 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,262,392 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,826,913 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,826,913 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-224,917 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $31,001,138 |
| Employer contributions (assets) at end of year | 2013-12-31 | $938,254 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $570,242 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $28,576,203 |
| Contract administrator fees | 2013-12-31 | $1,114,409 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $4,115,971 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $2,966,480 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $2,546 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $2,694 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2013-12-31 | 470900880 |
| 2012 : SEIU HEALTH AND WELFARE FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,654,951 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,295,286 |
| Total income from all sources (including contributions) | 2012-12-31 | $31,612,303 |
| Total of all expenses incurred | 2012-12-31 | $27,630,773 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $25,139,835 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $30,674,108 |
| Value of total assets at end of year | 2012-12-31 | $27,623,629 |
| Value of total assets at beginning of year | 2012-12-31 | $23,282,434 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,490,938 |
| Total interest from all sources | 2012-12-31 | $353,277 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $355,410 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $239,178 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $362,035 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $233,146 |
| Other income not declared elsewhere | 2012-12-31 | $514,106 |
| Administrative expenses (other) incurred | 2012-12-31 | $1,098,270 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,688,471 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,704,185 |
| Total non interest bearing cash at end of year | 2012-12-31 | $-725,764 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $-285,660 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $3,981,530 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $22,968,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $18,987,148 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $7,732 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,587,509 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $21,176,546 |
| Interest earned on other investments | 2012-12-31 | $2,497 |
| Income. Interest from US Government securities | 2012-12-31 | $350,780 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,826,913 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,516,427 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,516,427 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $70,812 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $30,434,930 |
| Employer contributions (assets) at end of year | 2012-12-31 | $570,242 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $616,944 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $25,139,835 |
| Contract administrator fees | 2012-12-31 | $1,029,526 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $2,966,480 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $2,591,101 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $2,694 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $25,031 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2012-12-31 | 470900880 |
| 2011 : SEIU HEALTH AND WELFARE FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,295,286 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,247,955 |
| Total income from all sources (including contributions) | 2011-12-31 | $29,893,296 |
| Total loss/gain on sale of assets | 2011-12-31 | $-66,340 |
| Total of all expenses incurred | 2011-12-31 | $25,992,589 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $22,959,121 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $29,340,163 |
| Value of total assets at end of year | 2011-12-31 | $23,282,434 |
| Value of total assets at beginning of year | 2011-12-31 | $19,334,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,033,468 |
| Total interest from all sources | 2011-12-31 | $415,444 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $409,113 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $354,864 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $233,146 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $690,726 |
| Other income not declared elsewhere | 2011-12-31 | $281,323 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,321,148 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,704,185 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,476,335 |
| Total non interest bearing cash at end of year | 2011-12-31 | $-285,660 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $-459,513 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $3,900,707 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $18,987,148 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $15,086,441 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $41,476 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $21,176,546 |
| Interest earned on other investments | 2011-12-31 | $3,518 |
| Income. Interest from US Government securities | 2011-12-31 | $407,489 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $4,437 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,516,427 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,127,773 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,127,773 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $15,898,936 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-77,294 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $28,985,299 |
| Employer contributions (assets) at end of year | 2011-12-31 | $616,944 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $1,053,565 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $22,959,121 |
| Contract administrator fees | 2011-12-31 | $1,261,731 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $2,591,101 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $2,771,620 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $25,031 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $22,909 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $86,636,016 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $86,702,356 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2011-12-31 | 470900880 |
| 2010 : SEIU HEALTH AND WELFARE FUND 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-1,417 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-1,417 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,247,955 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,063,043 |
| Total income from all sources (including contributions) | 2010-12-31 | $21,690,648 |
| Total of all expenses incurred | 2010-12-31 | $21,326,175 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $19,285,321 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $21,169,916 |
| Value of total assets at end of year | 2010-12-31 | $19,334,396 |
| Value of total assets at beginning of year | 2010-12-31 | $20,785,011 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,040,854 |
| Total interest from all sources | 2010-12-31 | $384,864 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $515,934 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $608,647 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $690,726 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,379,056 |
| Other income not declared elsewhere | 2010-12-31 | $137,285 |
| Administrative expenses (other) incurred | 2010-12-31 | $207,244 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,476,335 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $4,095,603 |
| Total non interest bearing cash at end of year | 2010-12-31 | $-459,513 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $-302,316 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $364,473 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $15,086,441 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,721,968 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $42,831 |
| Income. Interest from US Government securities | 2010-12-31 | $382,636 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $2,228 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,127,773 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,971,620 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,971,620 |
| Asset value of US Government securities at end of year | 2010-12-31 | $15,898,936 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $16,434,812 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $20,561,269 |
| Employer contributions (assets) at end of year | 2010-12-31 | $1,053,565 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,032,251 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $19,285,321 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $246,971 |
| Contract administrator fees | 2010-12-31 | $1,274,845 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $2,771,620 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,967,440 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $22,909 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $22,617 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | CALIBRE CPA GROUP, PLLC |
| Accountancy firm EIN | 2010-12-31 | 470900880 |
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 103153 |
| Policy instance | 6 |
| Insurance contract or identification number | 103153 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $501,989 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1126 |
| Policy instance | 5 |
| Insurance contract or identification number | SL1126 | | Number of Individuals Covered | 4804 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $284,642 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0006X480 |
| Policy instance | 4 |
| Insurance contract or identification number | 0006X480 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,294 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,264 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1294 | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 183134 |
| Policy instance | 3 |
| Insurance contract or identification number | 183134 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $160,323 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 804 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $56,868 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 889 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $58,582 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $158,689 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 183134 |
| Policy instance | 3 |
| Insurance contract or identification number | 183134 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0006X480 |
| Policy instance | 4 |
| Insurance contract or identification number | 0006X480 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,893 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,495 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1893 | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1126 |
| Policy instance | 5 |
| Insurance contract or identification number | SL1126 | | Number of Individuals Covered | 5184 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $308,366 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 103153 |
| Policy instance | 6 |
| Insurance contract or identification number | 103153 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $402,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 659 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $58,252 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $162,912 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 183134 |
| Policy instance | 3 |
| Insurance contract or identification number | 183134 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0006X480 |
| Policy instance | 4 |
| Insurance contract or identification number | 0006X480 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,799 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,987 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1799 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1126 |
| Policy instance | 5 |
| Insurance contract or identification number | SL1126 | | Number of Individuals Covered | 5572 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $325,170 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 103153 |
| Policy instance | 6 |
| Insurance contract or identification number | 103153 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $332,829 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 103153 |
| Policy instance | 6 |
| Insurance contract or identification number | 103153 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $334,350 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | SL1126 |
| Policy instance | 5 |
| Insurance contract or identification number | SL1126 | | Number of Individuals Covered | 5498 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $285,753 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0006X480 |
| Policy instance | 4 |
| Insurance contract or identification number | 0006X480 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,819 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,791 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,819 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 183134 |
| Policy instance | 3 |
| Insurance contract or identification number | 183134 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705 | | Number of Individuals Covered | 26 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $126,635 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 828 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $49,676 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26NA02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26NA02 | | Number of Individuals Covered | 1009 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $62,298 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $137,921 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2463862 |
| Policy instance | 3 |
| Insurance contract or identification number | 2463862 | | Number of Individuals Covered | 4067 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $552,986 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF THE DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 04146 |
| Policy instance | 4 |
| Insurance contract or identification number | 04146 | | Number of Individuals Covered | 1279 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $683,070 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | 67089 |
| Policy instance | 5 |
| Insurance contract or identification number | 67089 | | Number of Individuals Covered | 2003 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF THE DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 05735 |
| Policy instance | 6 |
| Insurance contract or identification number | 05735 | | Number of Individuals Covered | 5219 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $853,177 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 183134 |
| Policy instance | 7 |
| Insurance contract or identification number | 183134 | | Number of Individuals Covered | 914 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0006X480 |
| Policy instance | 8 |
| Insurance contract or identification number | 0006X480 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,461 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,001 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,461 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 183134 |
| Policy instance | 7 |
| Insurance contract or identification number | 183134 | | Number of Individuals Covered | 938 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF THE DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 05735 |
| Policy instance | 6 |
| Insurance contract or identification number | 05735 | | Number of Individuals Covered | 4945 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $781,675 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | 67089 |
| Policy instance | 5 |
| Insurance contract or identification number | 67089 | | Number of Individuals Covered | 2468 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF THE DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 04146 |
| Policy instance | 4 |
| Insurance contract or identification number | 04146 | | Number of Individuals Covered | 1442 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $806,265 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2463862 |
| Policy instance | 3 |
| Insurance contract or identification number | 2463862 | | Number of Individuals Covered | 3870 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $478,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $171,920 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26NA02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26NA02 | | Number of Individuals Covered | 1159 | | Insurance policy start date | 2016-05-01 | | Insurance policy end date | 2017-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $72,368 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 ) |
| Policy contract number | 10007301 |
| Policy instance | 5 |
| Insurance contract or identification number | 10007301 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $85,394 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 ) |
| Policy contract number | 04146 |
| Policy instance | 4 |
| Insurance contract or identification number | 04146 | | Number of Individuals Covered | 1526 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $798,785 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2463862 |
| Policy instance | 3 |
| Insurance contract or identification number | 2463862 | | Number of Individuals Covered | 5850 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $633,535 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705 | | Number of Individuals Covered | 44 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $208,003 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26NA02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26NA02 | | Number of Individuals Covered | 990 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $69,544 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 ) |
| Policy contract number | 05735 |
| Policy instance | 6 |
| Insurance contract or identification number | 05735 | | Number of Individuals Covered | 4475 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $738,424 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 ) |
| Policy contract number | 04146 |
| Policy instance | 4 |
| Insurance contract or identification number | 04146 | | Number of Individuals Covered | 1569 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $827,557 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| WISCONSIN PHYSICIANS SERVICE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 53139 ) |
| Policy contract number | 10007301 |
| Policy instance | 5 |
| Insurance contract or identification number | 10007301 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $84,013 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 ) |
| Policy contract number | 05735 |
| Policy instance | 6 |
| Insurance contract or identification number | 05735 | | Number of Individuals Covered | 4549 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $708,206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705-1 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705-1 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $196,284 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 990 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $69,544 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2463862 |
| Policy instance | 3 |
| Insurance contract or identification number | 2463862 | | Number of Individuals Covered | 6074 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,643,089 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 2463862 |
| Policy instance | 3 |
| Insurance contract or identification number | 2463862 | | Number of Individuals Covered | 1936 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $860,027 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705-1 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705-1 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $179,957 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 1044 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,873 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 ) |
| Policy contract number | 04146 |
| Policy instance | 4 |
| Insurance contract or identification number | 04146 | | Number of Individuals Covered | 1606 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $876,416 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | 2463863 |
| Policy instance | 3 |
| Insurance contract or identification number | 2463863 | | Number of Individuals Covered | 4497 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $750,450 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705-1 |
| Policy instance | 2 |
| Insurance contract or identification number | 6705-1 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $259,862 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 1099 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $47,340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 1055 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,382 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 ) |
| Policy contract number | 5830 |
| Policy instance | 2 |
| Insurance contract or identification number | 5830 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $260,429 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705-1 |
| Policy instance | 3 |
| Insurance contract or identification number | 6705-1 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $255,894 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | 2463863 |
| Policy instance | 4 |
| Insurance contract or identification number | 2463863 | | Number of Individuals Covered | 2970 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $691,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 12329 ) |
| Policy contract number | 5735 |
| Policy instance | 5 |
| Insurance contract or identification number | 5735 | | Number of Individuals Covered | 4109 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $97,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EXRK |
| Policy instance | 4 |
| Insurance contract or identification number | EXRK | | Number of Individuals Covered | 2856 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | INDIVIDUAL EXCESS RISK | | Welfare Benefit Premiums Paid to Carrier | USD $570,204 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMALGAMATED LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 60216 ) |
| Policy contract number | 26AN02 |
| Policy instance | 1 |
| Insurance contract or identification number | 26AN02 | | Number of Individuals Covered | 1082 | | Insurance policy start date | 2010-05-01 | | Insurance policy end date | 2011-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,576 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF THE DISTRICT OF COLUMBIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 5830 |
| Policy instance | 2 |
| Insurance contract or identification number | 5830 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $88,176 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KAISER FOUNDATION HEALTH PLANS OF MID-ATLANTIC (National Association of Insurance Commissioners NAIC id number: 95639 ) |
| Policy contract number | 6705-1 |
| Policy instance | 3 |
| Insurance contract or identification number | 6705-1 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $217,146 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
