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UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 401k Plan overview

Plan NameUFCW UNIONS & EMPLOYERS HEALTH & WELFARE
Plan identification number 501

UFCW UNIONS & EMPLOYERS HEALTH & WELFARE Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

BOARD OF TRUSTEES UFCW UNIONS & EMPLOYERS HEALTH & WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES UFCW UNIONS & EMPLOYERS HEALTH & WELFARE FUND
Employer identification number (EIN):581283466
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UFCW UNIONS & EMPLOYERS HEALTH & WELFARE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-05-01STEVE LOMAX2023-02-15 STEVE LOMAX2023-02-15
5012020-05-01STEVE LOMAX2022-02-06 STEVE LOMAX2022-02-06
5012019-05-01STEVE LOMAX2021-02-02 STEVE LOMAX2021-02-02
5012018-05-01STEVE LOMAX2019-11-06 STEVE LOMAX2019-11-06
5012018-05-01STEVE LOMAX2019-11-06 STEVE LOMAX2019-11-06
5012017-05-01
5012016-05-01
5012016-05-01STEVE LOMAX2018-02-14
5012015-05-01
5012015-05-01
5012014-05-01
5012014-05-01
5012013-05-01
5012012-05-01STEVE LOMAX STEVE LOMAX2014-02-14
5012011-05-01STEVE LOMAX STEVE LOMAX2013-02-25
5012010-05-01STEVE LOMAX STEVE LOMAX2012-02-14
5012009-05-01STEVE LOMAX STEVE LOMAX2011-02-11
5012009-05-01STEVE LOMAX STEVE LOMAX2011-02-11
5012009-05-01STEVE LOMAX STEVE LOMAX2011-03-21

Plan Statistics for UFCW UNIONS & EMPLOYERS HEALTH & WELFARE

401k plan membership statisitcs for UFCW UNIONS & EMPLOYERS HEALTH & WELFARE

Measure Date Value
2021: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2021 401k membership
Total participants, beginning-of-year2021-05-0117,162
Total number of active participants reported on line 7a of the Form 55002021-05-0115,600
Total of all active and inactive participants2021-05-0115,600
Number of employers contributing to the scheme2021-05-0115
2020: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2020 401k membership
Total participants, beginning-of-year2020-05-0116,603
Total number of active participants reported on line 7a of the Form 55002020-05-0117,162
Total of all active and inactive participants2020-05-0117,162
Number of employers contributing to the scheme2020-05-0115
2019: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2019 401k membership
Total participants, beginning-of-year2019-05-0116,419
Total number of active participants reported on line 7a of the Form 55002019-05-0116,603
Total of all active and inactive participants2019-05-0116,603
Number of employers contributing to the scheme2019-05-0116
2018: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2018 401k membership
Total participants, beginning-of-year2018-05-0116,868
Total number of active participants reported on line 7a of the Form 55002018-05-0116,419
Total of all active and inactive participants2018-05-0116,419
Number of employers contributing to the scheme2018-05-0119
2017: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2017 401k membership
Total participants, beginning-of-year2017-05-0115,060
Total number of active participants reported on line 7a of the Form 55002017-05-0116,868
Total of all active and inactive participants2017-05-0116,868
Number of employers contributing to the scheme2017-05-0122
2016: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2016 401k membership
Total participants, beginning-of-year2016-05-0115,050
Total number of active participants reported on line 7a of the Form 55002016-05-0115,060
Total of all active and inactive participants2016-05-0115,060
Number of employers contributing to the scheme2016-05-0124
2015: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2015 401k membership
Total participants, beginning-of-year2015-05-0115,378
Total number of active participants reported on line 7a of the Form 55002015-05-0115,614
Total of all active and inactive participants2015-05-0115,614
Number of employers contributing to the scheme2015-05-0124
2014: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2014 401k membership
Total participants, beginning-of-year2014-05-0116,672
Total number of active participants reported on line 7a of the Form 55002014-05-0115,378
Total of all active and inactive participants2014-05-0115,378
Number of employers contributing to the scheme2014-05-0126
2013: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2013 401k membership
Total participants, beginning-of-year2013-05-0117,602
Total number of active participants reported on line 7a of the Form 55002013-05-0116,672
Total of all active and inactive participants2013-05-0116,672
Number of employers contributing to the scheme2013-05-0126
2012: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2012 401k membership
Total participants, beginning-of-year2012-05-0115,855
Total number of active participants reported on line 7a of the Form 55002012-05-0117,602
Total of all active and inactive participants2012-05-0117,602
Number of employers contributing to the scheme2012-05-0125
2011: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2011 401k membership
Total participants, beginning-of-year2011-05-0115,831
Total number of active participants reported on line 7a of the Form 55002011-05-0115,855
Total of all active and inactive participants2011-05-0115,855
Number of employers contributing to the scheme2011-05-0135
2010: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2010 401k membership
Total participants, beginning-of-year2010-05-0115,858
Total number of active participants reported on line 7a of the Form 55002010-05-0115,831
Total of all active and inactive participants2010-05-0115,831
Number of employers contributing to the scheme2010-05-0135
2009: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2009 401k membership
Total participants, beginning-of-year2009-05-0116,421
Total number of active participants reported on line 7a of the Form 55002009-05-0115,858
Total of all active and inactive participants2009-05-0115,858
Total participants2009-05-0115,858
Number of employers contributing to the scheme2009-05-0127

Financial Data on UFCW UNIONS & EMPLOYERS HEALTH & WELFARE

Measure Date Value
2023 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$-11,149
Total unrealized appreciation/depreciation of assets2023-04-30$-11,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$5,304,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$3,488,778
Total income from all sources (including contributions)2023-04-30$115,697,308
Total loss/gain on sale of assets2023-04-30$262
Total of all expenses incurred2023-04-30$112,037,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$107,749,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$115,245,822
Value of total assets at end of year2023-04-30$43,019,694
Value of total assets at beginning of year2023-04-30$37,544,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$4,288,380
Total interest from all sources2023-04-30$297,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Administrative expenses professional fees incurred2023-04-30$692,615
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$1,000,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$9,376,165
Participant contributions at end of year2023-04-30$2,465,697
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-04-30$208,606
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$2,232,366
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$551,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$98,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$200,000
Other income not declared elsewhere2023-04-30$104,098
Administrative expenses (other) incurred2023-04-30$3,569,568
Liabilities. Value of operating payables at end of year2023-04-30$226,494
Liabilities. Value of operating payables at beginning of year2023-04-30$186,778
Total non interest bearing cash at end of year2023-04-30$16,447,630
Total non interest bearing cash at beginning of year2023-04-30$26,951,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$3,659,434
Value of net assets at end of year (total assets less liabilities)2023-04-30$37,714,867
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$34,055,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$26,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$3,092,598
Interest earned on other investments2023-04-30$31,858
Income. Interest from US Government securities2023-04-30$223,646
Income. Interest from corporate debt instruments2023-04-30$32,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$24,077
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$25,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$25,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$9,389
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$107,540,888
Asset value of US Government securities at end of year2023-04-30$8,511,283
Asset value of US Government securities at beginning of year2023-04-30$2,707,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$60,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$105,869,657
Employer contributions (assets) at end of year2023-04-30$8,826,972
Employer contributions (assets) at beginning of year2023-04-30$7,307,846
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$1,419,071
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-04-30No
Liabilities. Value of benefit claims payable at end of year2023-04-30$4,980,000
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$3,102,000
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$310,047
Aggregate carrying amount (costs) on sale of assets2023-04-30$309,785
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30CALIBRE CPA GROUP PLLC
Accountancy firm EIN2023-04-30470900880
2022 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$-14,061
Total unrealized appreciation/depreciation of assets2022-04-30$-14,061
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$3,488,778
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$3,956,187
Total income from all sources (including contributions)2022-04-30$98,333,248
Total loss/gain on sale of assets2022-04-30$4,935
Total of all expenses incurred2022-04-30$94,148,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$90,083,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$98,140,751
Value of total assets at end of year2022-04-30$37,544,211
Value of total assets at beginning of year2022-04-30$33,826,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$4,064,948
Total interest from all sources2022-04-30$5,509
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$0
Administrative expenses professional fees incurred2022-04-30$642,437
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$8,185,828
Income. Received or receivable in cash from other sources (including rollovers)2022-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-04-30$293,288
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$551,578
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$1,334,619
Other income not declared elsewhere2022-04-30$196,114
Administrative expenses (other) incurred2022-04-30$174,924
Liabilities. Value of operating payables at end of year2022-04-30$386,778
Liabilities. Value of operating payables at beginning of year2022-04-30$541,187
Total non interest bearing cash at end of year2022-04-30$26,951,956
Total non interest bearing cash at beginning of year2022-04-30$21,432,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$4,185,208
Value of net assets at end of year (total assets less liabilities)2022-04-30$34,055,433
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$29,870,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Investment advisory and management fees2022-04-30$9,232
Income. Interest from US Government securities2022-04-30$3,697
Income. Interest from corporate debt instruments2022-04-30$1,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$25,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$10,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$10,586
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$12
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$24,138,680
Asset value of US Government securities at end of year2022-04-30$2,707,134
Asset value of US Government securities at beginning of year2022-04-30$2,671,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$89,954,923
Employer contributions (assets) at end of year2022-04-30$7,307,846
Employer contributions (assets) at beginning of year2022-04-30$8,323,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$65,651,124
Asset. Corporate debt instrument preferred debt at end of year2022-04-30$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-04-30$53,285
Contract administrator fees2022-04-30$3,238,355
Liabilities. Value of benefit claims payable at end of year2022-04-30$3,102,000
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$3,415,000
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$5,402,184
Aggregate carrying amount (costs) on sale of assets2022-04-30$5,397,249
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2022-04-30205886120
2021 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$-9,626
Total unrealized appreciation/depreciation of assets2021-04-30$-9,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$3,956,187
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$2,328,058
Total income from all sources (including contributions)2021-04-30$102,095,274
Total loss/gain on sale of assets2021-04-30$435
Total of all expenses incurred2021-04-30$91,326,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$87,173,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$101,936,066
Value of total assets at end of year2021-04-30$33,826,412
Value of total assets at beginning of year2021-04-30$21,429,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$4,152,288
Total interest from all sources2021-04-30$18,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Administrative expenses professional fees incurred2021-04-30$809,427
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$7,974,599
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-04-30$666,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$1,334,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$1,447,466
Other income not declared elsewhere2021-04-30$149,821
Administrative expenses (other) incurred2021-04-30$197,712
Liabilities. Value of operating payables at end of year2021-04-30$541,187
Liabilities. Value of operating payables at beginning of year2021-04-30$42,058
Total non interest bearing cash at end of year2021-04-30$21,432,785
Total non interest bearing cash at beginning of year2021-04-30$9,966,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$10,769,097
Value of net assets at end of year (total assets less liabilities)2021-04-30$29,870,225
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$19,101,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Investment advisory and management fees2021-04-30$8,920
Income. Interest from US Government securities2021-04-30$16,250
Income. Interest from corporate debt instruments2021-04-30$2,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$10,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$8,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$8,040
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$328
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$23,436,126
Asset value of US Government securities at end of year2021-04-30$2,671,702
Asset value of US Government securities at beginning of year2021-04-30$2,666,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$93,961,467
Employer contributions (assets) at end of year2021-04-30$8,323,435
Employer contributions (assets) at beginning of year2021-04-30$7,289,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$63,070,996
Asset. Corporate debt instrument preferred debt at end of year2021-04-30$53,285
Asset. Corporate debt instrument preferred debt at beginning of year2021-04-30$50,450
Contract administrator fees2021-04-30$3,136,229
Liabilities. Value of benefit claims payable at end of year2021-04-30$3,415,000
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$2,286,000
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$4,380,388
Aggregate carrying amount (costs) on sale of assets2021-04-30$4,379,953
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2021-04-30205886120
2020 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$12,055
Total unrealized appreciation/depreciation of assets2020-04-30$12,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$2,328,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$3,634,079
Total income from all sources (including contributions)2020-04-30$93,173,082
Total loss/gain on sale of assets2020-04-30$-10,284
Total of all expenses incurred2020-04-30$89,091,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$84,963,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$92,585,280
Value of total assets at end of year2020-04-30$21,429,186
Value of total assets at beginning of year2020-04-30$18,653,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$4,128,820
Total interest from all sources2020-04-30$62,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Administrative expenses professional fees incurred2020-04-30$717,297
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-04-30$0
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$7,489,261
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-04-30$601,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$1,447,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$1,111,689
Other income not declared elsewhere2020-04-30$523,684
Administrative expenses (other) incurred2020-04-30$267,902
Liabilities. Value of operating payables at end of year2020-04-30$42,058
Liabilities. Value of operating payables at beginning of year2020-04-30$504,079
Total non interest bearing cash at end of year2020-04-30$9,966,954
Total non interest bearing cash at beginning of year2020-04-30$8,068,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$4,081,210
Value of net assets at end of year (total assets less liabilities)2020-04-30$19,101,128
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$15,019,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Investment advisory and management fees2020-04-30$10,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$0
Income. Interest from US Government securities2020-04-30$60,166
Income. Interest from corporate debt instruments2020-04-30$2,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$8,040
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$22,581
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$22,581
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$181
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$22,338,264
Asset value of US Government securities at end of year2020-04-30$2,666,651
Asset value of US Government securities at beginning of year2020-04-30$2,590,033
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$85,096,019
Employer contributions (assets) at end of year2020-04-30$7,289,625
Employer contributions (assets) at beginning of year2020-04-30$6,810,552
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$62,023,178
Asset. Corporate debt instrument preferred debt at end of year2020-04-30$50,450
Asset. Corporate debt instrument preferred debt at beginning of year2020-04-30$50,690
Contract administrator fees2020-04-30$3,133,476
Liabilities. Value of benefit claims payable at end of year2020-04-30$2,286,000
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$3,130,000
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$4,476,832
Aggregate carrying amount (costs) on sale of assets2020-04-30$4,487,116
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2020-04-30205886120
2019 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$-216,072
Total unrealized appreciation/depreciation of assets2019-04-30$-216,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$3,634,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$3,723,313
Total income from all sources (including contributions)2019-04-30$93,603,034
Total loss/gain on sale of assets2019-04-30$289,011
Total of all expenses incurred2019-04-30$101,959,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$98,071,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$93,262,820
Value of total assets at end of year2019-04-30$18,653,997
Value of total assets at beginning of year2019-04-30$27,099,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$3,887,709
Total interest from all sources2019-04-30$65,542
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$31,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Assets. Real estate other than employer real property at beginning of year2019-04-30$0
Administrative expenses professional fees incurred2019-04-30$693,339
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-04-30$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-04-30$1,195,946
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$7,291,977
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-30$565,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$1,111,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$969,081
Other income not declared elsewhere2019-04-30$170,143
Administrative expenses (other) incurred2019-04-30$176,879
Liabilities. Value of operating payables at end of year2019-04-30$504,079
Liabilities. Value of operating payables at beginning of year2019-04-30$337,313
Total non interest bearing cash at end of year2019-04-30$8,068,452
Total non interest bearing cash at beginning of year2019-04-30$8,578,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$-8,356,331
Value of net assets at end of year (total assets less liabilities)2019-04-30$15,019,918
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$23,376,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Investment advisory and management fees2019-04-30$32,146
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$1,999,999
Income. Interest from US Government securities2019-04-30$51,219
Income. Interest from corporate debt instruments2019-04-30$9,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$22,581
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$3,076,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$3,076,468
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$5,195
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$23,095,023
Asset value of US Government securities at end of year2019-04-30$2,590,033
Asset value of US Government securities at beginning of year2019-04-30$3,930,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$85,970,843
Employer contributions (assets) at end of year2019-04-30$6,810,552
Employer contributions (assets) at beginning of year2019-04-30$7,050,532
Income. Dividends from common stock2019-04-30$31,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$74,411,407
Asset. Corporate debt instrument preferred debt at end of year2019-04-30$50,690
Asset. Corporate debt instrument preferred debt at beginning of year2019-04-30$298,425
Contract administrator fees2019-04-30$2,985,345
Liabilities. Value of benefit claims payable at end of year2019-04-30$3,130,000
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$3,386,000
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$15,198,957
Aggregate carrying amount (costs) on sale of assets2019-04-30$14,909,946
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2019-04-30205886120
2018 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$-3,590
Total unrealized appreciation/depreciation of assets2018-04-30$-3,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$3,723,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$5,261,975
Total income from all sources (including contributions)2018-04-30$87,108,542
Total loss/gain on sale of assets2018-04-30$234,565
Total of all expenses incurred2018-04-30$88,096,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$84,888,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$86,506,621
Value of total assets at end of year2018-04-30$27,099,562
Value of total assets at beginning of year2018-04-30$29,625,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$3,207,753
Total interest from all sources2018-04-30$109,061
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$27,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Assets. Real estate other than employer real property at end of year2018-04-30$0
Assets. Real estate other than employer real property at beginning of year2018-04-30$20,340
Administrative expenses professional fees incurred2018-04-30$503,304
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-04-30$1,195,946
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-04-30$2,260,628
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$6,008,112
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-04-30$513,478
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$969,081
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$95,913
Other income not declared elsewhere2018-04-30$234,098
Administrative expenses (other) incurred2018-04-30$269,399
Liabilities. Value of operating payables at end of year2018-04-30$337,313
Liabilities. Value of operating payables at beginning of year2018-04-30$360,975
Total non interest bearing cash at end of year2018-04-30$8,578,196
Total non interest bearing cash at beginning of year2018-04-30$7,781,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-987,633
Value of net assets at end of year (total assets less liabilities)2018-04-30$23,376,249
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$24,363,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Investment advisory and management fees2018-04-30$52,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$1,999,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$2,585,325
Interest earned on other investments2018-04-30$81
Income. Interest from US Government securities2018-04-30$58,031
Income. Interest from corporate debt instruments2018-04-30$48,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$3,076,468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$148,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$148,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$2,428
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$23,026,084
Asset value of US Government securities at end of year2018-04-30$3,930,915
Asset value of US Government securities at beginning of year2018-04-30$8,367,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$80,498,509
Employer contributions (assets) at end of year2018-04-30$7,050,532
Employer contributions (assets) at beginning of year2018-04-30$6,613,878
Income. Dividends from common stock2018-04-30$27,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$61,348,860
Asset. Corporate debt instrument preferred debt at end of year2018-04-30$298,425
Asset. Corporate debt instrument preferred debt at beginning of year2018-04-30$1,752,694
Contract administrator fees2018-04-30$2,382,562
Liabilities. Value of benefit claims payable at end of year2018-04-30$3,386,000
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$4,901,000
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$12,069,679
Aggregate carrying amount (costs) on sale of assets2018-04-30$11,835,114
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2018-04-30205886120
2017 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-04-30$1,713
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$409,330
Total unrealized appreciation/depreciation of assets2017-04-30$411,043
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$5,261,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$2,388,744
Total income from all sources (including contributions)2017-04-30$79,359,774
Total loss/gain on sale of assets2017-04-30$-32,892
Total of all expenses incurred2017-04-30$79,891,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$76,845,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$78,634,601
Value of total assets at end of year2017-04-30$29,625,857
Value of total assets at beginning of year2017-04-30$27,284,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$3,046,221
Total interest from all sources2017-04-30$84,289
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$27,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Assets. Real estate other than employer real property at end of year2017-04-30$20,340
Administrative expenses professional fees incurred2017-04-30$651,908
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$3,795,015
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-04-30$519,376
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$95,913
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$44,859
Other income not declared elsewhere2017-04-30$235,695
Administrative expenses (other) incurred2017-04-30$395,489
Liabilities. Value of operating payables at end of year2017-04-30$360,975
Liabilities. Value of operating payables at beginning of year2017-04-30$336,744
Total non interest bearing cash at end of year2017-04-30$7,781,707
Total non interest bearing cash at beginning of year2017-04-30$6,408,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$-531,885
Value of net assets at end of year (total assets less liabilities)2017-04-30$24,363,882
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$24,895,767
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Investment advisory and management fees2017-04-30$42,508
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$2,585,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$2,567,513
Income. Interest from US Government securities2017-04-30$44,838
Income. Interest from corporate debt instruments2017-04-30$37,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$148,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$145,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$145,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$1,765
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$21,940,049
Asset value of US Government securities at end of year2017-04-30$8,367,145
Asset value of US Government securities at beginning of year2017-04-30$7,740,950
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$74,839,586
Employer contributions (assets) at end of year2017-04-30$6,613,878
Employer contributions (assets) at beginning of year2017-04-30$6,185,108
Income. Dividends from common stock2017-04-30$27,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$54,386,013
Asset. Corporate debt instrument preferred debt at end of year2017-04-30$1,752,694
Asset. Corporate debt instrument preferred debt at beginning of year2017-04-30$2,312,529
Contract administrator fees2017-04-30$1,956,316
Assets. Corporate common stocks other than exployer securities at end of year2017-04-30$2,260,628
Assets. Corporate common stocks other than exployer securities at beginning of year2017-04-30$1,879,086
Liabilities. Value of benefit claims payable at end of year2017-04-30$4,901,000
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$2,052,000
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$5,605,546
Aggregate carrying amount (costs) on sale of assets2017-04-30$5,638,438
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2017-04-30205886120
2016 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$-179,967
Total unrealized appreciation/depreciation of assets2016-04-30$-179,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$2,388,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$2,909,501
Total income from all sources (including contributions)2016-04-30$73,534,974
Total loss/gain on sale of assets2016-04-30$28,767
Total of all expenses incurred2016-04-30$78,732,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$75,860,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$73,156,826
Value of total assets at end of year2016-04-30$27,284,511
Value of total assets at beginning of year2016-04-30$33,002,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$2,871,610
Total interest from all sources2016-04-30$102,247
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$24,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Administrative expenses professional fees incurred2016-04-30$425,828
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$4,218,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$44,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$88,617
Other income not declared elsewhere2016-04-30$402,909
Administrative expenses (other) incurred2016-04-30$2,382,684
Liabilities. Value of operating payables at end of year2016-04-30$336,744
Liabilities. Value of operating payables at beginning of year2016-04-30$622,501
Total non interest bearing cash at end of year2016-04-30$6,408,818
Total non interest bearing cash at beginning of year2016-04-30$6,631,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-5,197,373
Value of net assets at end of year (total assets less liabilities)2016-04-30$24,895,767
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$30,093,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Investment advisory and management fees2016-04-30$63,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$2,567,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$2,595,504
Income. Interest from US Government securities2016-04-30$44,063
Income. Interest from corporate debt instruments2016-04-30$56,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$145,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$1,749,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$1,749,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$1,472
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$20,604,273
Asset value of US Government securities at end of year2016-04-30$7,740,950
Asset value of US Government securities at beginning of year2016-04-30$10,897,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$68,937,918
Employer contributions (assets) at end of year2016-04-30$6,185,108
Employer contributions (assets) at beginning of year2016-04-30$5,613,692
Income. Dividends from common stock2016-04-30$24,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$55,256,464
Asset. Corporate debt instrument preferred debt at end of year2016-04-30$2,312,529
Asset. Corporate debt instrument preferred debt at beginning of year2016-04-30$4,384,382
Assets. Corporate common stocks other than exployer securities at end of year2016-04-30$1,879,086
Assets. Corporate common stocks other than exployer securities at beginning of year2016-04-30$1,042,010
Liabilities. Value of benefit claims payable at end of year2016-04-30$2,052,000
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$2,287,000
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$3,814,344
Aggregate carrying amount (costs) on sale of assets2016-04-30$3,785,577
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2016-04-30205886120
2015 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$150,551
Total unrealized appreciation/depreciation of assets2015-04-30$150,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$2,909,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$2,433,830
Total income from all sources (including contributions)2015-04-30$70,719,600
Total loss/gain on sale of assets2015-04-30$8,827
Total of all expenses incurred2015-04-30$76,917,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$73,588,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$70,265,389
Value of total assets at end of year2015-04-30$33,002,641
Value of total assets at beginning of year2015-04-30$38,724,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$3,328,476
Total interest from all sources2015-04-30$124,186
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$10,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Administrative expenses professional fees incurred2015-04-30$604,971
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$3,612,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$88,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$118,864
Other income not declared elsewhere2015-04-30$160,617
Administrative expenses (other) incurred2015-04-30$2,646,336
Liabilities. Value of operating payables at end of year2015-04-30$622,501
Liabilities. Value of operating payables at beginning of year2015-04-30$465,830
Total non interest bearing cash at end of year2015-04-30$6,631,878
Total non interest bearing cash at beginning of year2015-04-30$2,719,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-6,197,485
Value of net assets at end of year (total assets less liabilities)2015-04-30$30,093,140
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$36,290,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Investment advisory and management fees2015-04-30$75,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$2,595,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$2,539,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$1,749,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$5,041,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$5,041,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$124,186
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$22,276,762
Asset value of US Government securities at end of year2015-04-30$10,897,470
Asset value of US Government securities at beginning of year2015-04-30$19,688,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$66,652,744
Employer contributions (assets) at end of year2015-04-30$5,613,692
Employer contributions (assets) at beginning of year2015-04-30$5,500,043
Income. Dividends from common stock2015-04-30$10,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$51,311,847
Asset. Corporate debt instrument preferred debt at end of year2015-04-30$4,384,382
Asset. Corporate debt instrument preferred debt at beginning of year2015-04-30$3,116,875
Contract administrator fees2015-04-30$1,509
Assets. Corporate common stocks other than exployer securities at end of year2015-04-30$1,042,010
Liabilities. Value of benefit claims payable at end of year2015-04-30$2,287,000
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$1,968,000
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$27,816,453
Aggregate carrying amount (costs) on sale of assets2015-04-30$27,807,626
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2015-04-30205886120
2014 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$-60,685
Total unrealized appreciation/depreciation of assets2014-04-30$-60,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$2,199,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$4,993,514
Total income from all sources (including contributions)2014-04-30$71,771,096
Total loss/gain on sale of assets2014-04-30$-9,738
Total of all expenses incurred2014-04-30$79,901,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$77,309,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$71,494,047
Value of total assets at end of year2014-04-30$38,724,455
Value of total assets at beginning of year2014-04-30$49,649,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$2,592,217
Total interest from all sources2014-04-30$139,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Administrative expenses professional fees incurred2014-04-30$707,503
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$3,888,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$118,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$109,920
Other income not declared elsewhere2014-04-30$207,698
Administrative expenses (other) incurred2014-04-30$1,781,387
Liabilities. Value of operating payables at end of year2014-04-30$231,205
Liabilities. Value of operating payables at beginning of year2014-04-30$1,173,514
Total non interest bearing cash at end of year2014-04-30$2,719,390
Total non interest bearing cash at beginning of year2014-04-30$13,229,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$-8,130,432
Value of net assets at end of year (total assets less liabilities)2014-04-30$36,525,250
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$44,655,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Investment advisory and management fees2014-04-30$103,327
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$2,539,304
Income. Interest from US Government securities2014-04-30$93,888
Income. Interest from corporate debt instruments2014-04-30$45,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$5,041,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$20,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$20,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$884
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$22,247,606
Asset value of US Government securities at end of year2014-04-30$19,688,180
Asset value of US Government securities at beginning of year2014-04-30$27,628,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$67,605,232
Employer contributions (assets) at end of year2014-04-30$5,500,043
Employer contributions (assets) at beginning of year2014-04-30$5,966,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$55,061,705
Asset. Corporate debt instrument preferred debt at end of year2014-04-30$3,116,875
Asset. Corporate debt instrument preferred debt at beginning of year2014-04-30$2,693,138
Liabilities. Value of benefit claims payable at end of year2014-04-30$1,968,000
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$3,820,000
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$41,847,595
Aggregate carrying amount (costs) on sale of assets2014-04-30$41,857,333
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2014-04-30205886120
2013 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$42,711
Total unrealized appreciation/depreciation of assets2013-04-30$42,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$4,993,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$2,058,999
Total income from all sources (including contributions)2013-04-30$75,021,112
Total loss/gain on sale of assets2013-04-30$-19,021
Total of all expenses incurred2013-04-30$75,791,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$72,806,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$74,753,247
Value of total assets at end of year2013-04-30$49,649,196
Value of total assets at beginning of year2013-04-30$47,485,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$2,984,959
Total interest from all sources2013-04-30$104,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$905,729
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$4,163,634
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$109,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$305,222
Other income not declared elsewhere2013-04-30$139,551
Administrative expenses (other) incurred2013-04-30$2,007,918
Liabilities. Value of operating payables at end of year2013-04-30$1,173,514
Liabilities. Value of operating payables at beginning of year2013-04-30$222,999
Total non interest bearing cash at end of year2013-04-30$13,229,988
Total non interest bearing cash at beginning of year2013-04-30$15,753,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$-770,666
Value of net assets at end of year (total assets less liabilities)2013-04-30$44,655,682
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$45,426,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Investment advisory and management fees2013-04-30$70,508
Income. Interest from US Government securities2013-04-30$63,424
Income. Interest from corporate debt instruments2013-04-30$40,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$20,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$10,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$10,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$225
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$20,364,570
Asset value of US Government securities at end of year2013-04-30$30,321,953
Asset value of US Government securities at beginning of year2013-04-30$25,214,801
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$70,589,613
Employer contributions (assets) at end of year2013-04-30$5,966,845
Employer contributions (assets) at beginning of year2013-04-30$6,201,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$52,442,249
Contract administrator fees2013-04-30$804
Liabilities. Value of benefit claims payable at end of year2013-04-30$3,820,000
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$1,836,000
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$22,245,171
Aggregate carrying amount (costs) on sale of assets2013-04-30$22,264,192
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2013-04-30205886120
2012 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-04-30$89,811
Total unrealized appreciation/depreciation of assets2012-04-30$89,811
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$2,058,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$1,595,318
Total income from all sources (including contributions)2012-04-30$76,412,422
Total loss/gain on sale of assets2012-04-30$7,427
Total of all expenses incurred2012-04-30$71,052,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$68,622,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$76,115,219
Value of total assets at end of year2012-04-30$47,485,347
Value of total assets at beginning of year2012-04-30$41,662,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$2,430,404
Total interest from all sources2012-04-30$71,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Administrative expenses professional fees incurred2012-04-30$410,172
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$4,352,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$305,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$289,304
Other income not declared elsewhere2012-04-30$128,666
Administrative expenses (other) incurred2012-04-30$1,963,407
Liabilities. Value of operating payables at end of year2012-04-30$222,999
Liabilities. Value of operating payables at beginning of year2012-04-30$201,318
Total non interest bearing cash at end of year2012-04-30$15,753,698
Total non interest bearing cash at beginning of year2012-04-30$14,872,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$5,359,564
Value of net assets at end of year (total assets less liabilities)2012-04-30$45,426,348
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$40,066,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Investment advisory and management fees2012-04-30$56,128
Income. Interest from US Government securities2012-04-30$58,109
Income. Interest from corporate debt instruments2012-04-30$13,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$10,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$23,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$23,559
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$16,534,471
Asset value of US Government securities at end of year2012-04-30$25,214,801
Asset value of US Government securities at beginning of year2012-04-30$20,058,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$71,763,002
Employer contributions (assets) at end of year2012-04-30$6,201,107
Employer contributions (assets) at beginning of year2012-04-30$6,418,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$52,087,983
Contract administrator fees2012-04-30$697
Liabilities. Value of benefit claims payable at end of year2012-04-30$1,836,000
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$1,394,000
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$18,044,500
Aggregate carrying amount (costs) on sale of assets2012-04-30$18,037,073
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2012-04-30205886120
2011 : UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-04-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$17,993
Total unrealized appreciation/depreciation of assets2011-04-30$17,993
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$1,595,318
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$2,278,062
Total income from all sources (including contributions)2011-04-30$72,752,536
Total loss/gain on sale of assets2011-04-30$2,495
Total of all expenses incurred2011-04-30$66,031,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$63,871,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$72,486,286
Value of total assets at end of year2011-04-30$41,662,102
Value of total assets at beginning of year2011-04-30$35,624,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$2,160,753
Total interest from all sources2011-04-30$66,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Administrative expenses professional fees incurred2011-04-30$548,126
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$4,496,195
Assets. Other investments not covered elsewhere at end of year2011-04-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-04-30$259,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$289,304
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$1,009,781
Other income not declared elsewhere2011-04-30$179,658
Administrative expenses (other) incurred2011-04-30$1,560,417
Liabilities. Value of operating payables at end of year2011-04-30$201,318
Liabilities. Value of operating payables at beginning of year2011-04-30$278,062
Total non interest bearing cash at end of year2011-04-30$14,872,046
Total non interest bearing cash at beginning of year2011-04-30$8,800,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$6,720,684
Value of net assets at end of year (total assets less liabilities)2011-04-30$40,066,784
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$33,346,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$50,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$23,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$3,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$3,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$66,104
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$13,935,239
Asset value of US Government securities at end of year2011-04-30$20,058,473
Asset value of US Government securities at beginning of year2011-04-30$20,005,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$67,990,091
Employer contributions (assets) at end of year2011-04-30$6,418,720
Employer contributions (assets) at beginning of year2011-04-30$5,804,097
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$49,675,913
Contract administrator fees2011-04-30$1,287
Liabilities. Value of benefit claims payable at end of year2011-04-30$1,394,000
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$2,000,000
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$36,010,053
Aggregate carrying amount (costs) on sale of assets2011-04-30$36,007,558
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30DENNIS G. JENKINS, CPA, LLC
Accountancy firm EIN2011-04-30205886120

Form 5500 Responses for UFCW UNIONS & EMPLOYERS HEALTH & WELFARE

2021: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedYes
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Submission has been amendedYes
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedYes
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: UFCW UNIONS & EMPLOYERS HEALTH & WELFARE 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-36
Policy instance 4
Insurance contract or identification number12030-36
Number of Individuals Covered95
Insurance policy start date2023-01-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 8
Insurance contract or identification number6810
Number of Individuals Covered2531
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $15,719,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-018197-00
Policy instance 7
Insurance contract or identification number01-018197-00
Number of Individuals Covered10929
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $614,983
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4,5
Policy instance 6
Insurance contract or identification number12030-4,5
Number of Individuals Covered12015
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-39
Policy instance 5
Insurance contract or identification number12030-39
Number of Individuals Covered1214
Insurance policy start date2023-01-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-34
Policy instance 3
Insurance contract or identification number12030-34
Number of Individuals Covered9099
Insurance policy start date2023-01-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-29
Policy instance 2
Insurance contract or identification number12030-29
Number of Individuals Covered569
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
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 number3334949
Policy instance 1
Insurance contract or identification number3334949
Number of Individuals Covered8790
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,558,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-018197-00
Policy instance 2
Insurance contract or identification number01-018197-00
Number of Individuals Covered12736
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $541,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3334949
Policy instance 4
Insurance contract or identification number3334949
Number of Individuals Covered10138
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 3
Insurance contract or identification number6810
Number of Individuals Covered2823
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $18,322,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered13290
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered15187
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-018197-00
Policy instance 2
Insurance contract or identification number01-018197-00
Number of Individuals Covered12856
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $500,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3334949
Policy instance 4
Insurance contract or identification number3334949
Number of Individuals Covered10494
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 3
Insurance contract or identification number6810
Number of Individuals Covered2863
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $13,267,514
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 number3334949
Policy instance 5
Insurance contract or identification number3334949
Number of Individuals Covered10757
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,220,318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 3
Insurance contract or identification number353986G
Number of Individuals Covered12362
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $744,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 2
Insurance contract or identification number353986G
Number of Individuals Covered12297
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $62,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered16286
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 4
Insurance contract or identification number6810
Number of Individuals Covered3165
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $14,081,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 2
Insurance contract or identification number353986G
Number of Individuals Covered16080
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $66,145
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 number3334949
Policy instance 5
Insurance contract or identification number3334949
Number of Individuals Covered11571
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,232,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered18048
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 3
Insurance contract or identification number353986G
Number of Individuals Covered16146
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $784,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 4
Insurance contract or identification number6810
Number of Individuals Covered3320
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $14,389,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 2
Insurance contract or identification number353986G
Number of Individuals Covered15221
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 3
Insurance contract or identification number353986G
Number of Individuals Covered15299
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 4
Insurance contract or identification number6810
Number of Individuals Covered3484
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number3334949
Policy instance 5
Insurance contract or identification number3334949
Number of Individuals Covered11003
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,923,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered19286
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered18213
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 2
Insurance contract or identification number353986G
Number of Individuals Covered13745
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA6178
Policy instance 3
Insurance contract or identification numberGA6178
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 5
Insurance contract or identification number353986G
Number of Individuals Covered13844
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 6
Insurance contract or identification number6810
Number of Individuals Covered3253
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number3334949
Policy instance 4
Insurance contract or identification number3334949
Number of Individuals Covered67369
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,519,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 2
Insurance contract or identification number353986G
Number of Individuals Covered13751
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA6178
Policy instance 3
Insurance contract or identification numberGA6178
Number of Individuals Covered8111
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered18369
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 5
Insurance contract or identification number353986G
Number of Individuals Covered13860
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 6
Insurance contract or identification number6810
Insurance policy start date2014-03-01
Insurance policy end date2015-02-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number3334949
Policy instance 4
Insurance contract or identification number3334949
Number of Individuals Covered10600
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,506,962
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered142
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 6
Insurance contract or identification number6810
Number of Individuals Covered3721
Insurance policy start date2013-03-01
Insurance policy end date2014-02-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA6178,6179,
Policy instance 5
Insurance contract or identification numberGA6178,6179,
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 3
Insurance contract or identification number353986G
Number of Individuals Covered14612
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $82,113
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 4
Insurance contract or identification number353986G
Number of Individuals Covered14906
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $983,014
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3334949
Policy instance 2
Insurance contract or identification number3334949
Number of Individuals Covered11397
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,342,045
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 3
Insurance contract or identification number353986G
Number of Individuals Covered15500
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $71,729
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 6
Insurance contract or identification number6810
Number of Individuals Covered6810
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386 & G0385
Policy instance 5
Insurance contract or identification numberG0386 & G0385
Number of Individuals Covered9370
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 4
Insurance contract or identification number353986G
Number of Individuals Covered15789
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $858,625
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3334949
Policy instance 2
Insurance contract or identification number3334949
Number of Individuals Covered11769
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,327,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-4/5
Policy instance 1
Insurance contract or identification number12030-4/5
Number of Individuals Covered20436
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 5
Insurance contract or identification number6810
Number of Individuals Covered2706
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386
Policy instance 4
Insurance contract or identification numberG0386
Number of Individuals Covered9538
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 3
Insurance contract or identification number353986G
Number of Individuals Covered15247
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $933,368
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 2
Insurance contract or identification number353986G
Number of Individuals Covered14960
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedADD-BAS
Welfare Benefit Premiums Paid to CarrierUSD $77,965
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-04
Policy instance 1
Insurance contract or identification number12030-04
Number of Individuals Covered21445
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,154,992
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986G
Policy instance 1
Insurance contract or identification number353986G
Number of Individuals Covered15512
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $57,449
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract numberGA03805
Policy instance 7
Insurance contract or identification numberGA03805
Number of Individuals Covered21440
Insurance policy start date2010-05-01
Insurance policy end date2010-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,103,820
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386, G0385
Policy instance 6
Insurance contract or identification numberG0386, G0385
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-04
Policy instance 5
Insurance contract or identification number12030-04
Insurance policy start date2010-03-30
Insurance policy end date2010-04-30
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number353986-G
Policy instance 4
Insurance contract or identification number353986-G
Number of Individuals Covered15795
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $834,748
KAISER FOUNDATION HEALTH PLAN OF GEORGIA INC. (National Association of Insurance Commissioners NAIC id number: 96237 )
Policy contract number6810
Policy instance 3
Insurance contract or identification number6810
Number of Individuals Covered3042
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number12030-05
Policy instance 2
Insurance contract or identification number12030-05
Number of Individuals Covered20800
Insurance policy start date2010-03-30
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,150,317

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