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COSTCO EMPLOYEE BENEFITS PROGRAM 401k Plan overview

Plan NameCOSTCO EMPLOYEE BENEFITS PROGRAM
Plan identification number 510

COSTCO EMPLOYEE BENEFITS PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES has sponsored the creation of one or more 401k plans.

Company Name:COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES
Employer identification number (EIN):911223280
NAIC Classification:452300

Additional information about COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1987-05-12
Company Identification Number: 601024674
Legal Registered Office Address: 999 LAKE DR

ISSAQUAH
United States of America (USA)
980278990

More information about COSTCO WHOLESALE CORPORATION AND SUBSIDIARIES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COSTCO EMPLOYEE BENEFITS PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102021-08-30
5102020-08-31
5102019-09-02
5102018-09-03
5102017-09-04
5102016-08-29MONICA SMITH MONICA SMITH2018-06-15
5102015-08-31MONICA SMITH MONICA SMITH2017-06-15
5102014-09-01MONICA SMITH
5102013-09-02MONICA SMITH
5102012-09-03MONICA SMITH
5102011-08-29MONICA SMITH
5102009-08-31MONICA SMITH
5102008-09-01

Plan Statistics for COSTCO EMPLOYEE BENEFITS PROGRAM

401k plan membership statisitcs for COSTCO EMPLOYEE BENEFITS PROGRAM

Measure Date Value
2021: COSTCO EMPLOYEE BENEFITS PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-08-30157,328
Total number of active participants reported on line 7a of the Form 55002021-08-30164,514
Total of all active and inactive participants2021-08-30164,514
Total participants2021-08-30164,514
2020: COSTCO EMPLOYEE BENEFITS PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-08-31150,562
Total number of active participants reported on line 7a of the Form 55002020-08-31157,328
Total of all active and inactive participants2020-08-31157,328
Total participants2020-08-31157,328
2019: COSTCO EMPLOYEE BENEFITS PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-09-02144,567
Total number of active participants reported on line 7a of the Form 55002019-09-02179,430
Total of all active and inactive participants2019-09-02179,430
Total participants2019-09-02179,430
2018: COSTCO EMPLOYEE BENEFITS PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-09-03137,830
Total number of active participants reported on line 7a of the Form 55002018-09-03144,567
Total of all active and inactive participants2018-09-03144,567
Total participants2018-09-03144,567
2017: COSTCO EMPLOYEE BENEFITS PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-09-04129,754
Total number of active participants reported on line 7a of the Form 55002017-09-04137,830
Total of all active and inactive participants2017-09-04137,830
Total participants2017-09-04137,830
2016: COSTCO EMPLOYEE BENEFITS PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-08-29124,729
Total number of active participants reported on line 7a of the Form 55002016-08-29129,754
Total of all active and inactive participants2016-08-29129,754
Total participants2016-08-29129,754
2015: COSTCO EMPLOYEE BENEFITS PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-08-31117,061
Total number of active participants reported on line 7a of the Form 55002015-08-31124,729
Total of all active and inactive participants2015-08-31124,729
Total participants2015-08-31124,729
2014: COSTCO EMPLOYEE BENEFITS PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-09-01111,454
Total number of active participants reported on line 7a of the Form 55002014-09-01117,061
Total of all active and inactive participants2014-09-01117,061
Total participants2014-09-01117,061
2013: COSTCO EMPLOYEE BENEFITS PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-09-02106,299
Total number of active participants reported on line 7a of the Form 55002013-09-02111,454
Total of all active and inactive participants2013-09-02111,454
Total participants2013-09-02111,454
2012: COSTCO EMPLOYEE BENEFITS PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-09-03100,616
Total number of active participants reported on line 7a of the Form 55002012-09-03106,299
Total of all active and inactive participants2012-09-03106,299
Total participants2012-09-03106,299
2011: COSTCO EMPLOYEE BENEFITS PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-08-2997,186
Total number of active participants reported on line 7a of the Form 55002011-08-29100,616
Total of all active and inactive participants2011-08-29100,616
Total participants2011-08-29100,616
Number of participants with account balances2011-08-29100,616
2009: COSTCO EMPLOYEE BENEFITS PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-08-3192,770
Total number of active participants reported on line 7a of the Form 55002009-08-3194,817
Total of all active and inactive participants2009-08-3194,817
Total participants2009-08-3194,817

Financial Data on COSTCO EMPLOYEE BENEFITS PROGRAM

Measure Date Value
2015 : COSTCO EMPLOYEE BENEFITS PROGRAM 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-08-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-08-30$0
Total income from all sources (including contributions)2015-08-30$865,666,223
Total loss/gain on sale of assets2015-08-30$0
Total of all expenses incurred2015-08-30$976,472,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-08-30$976,472,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-08-30$865,658,717
Value of total assets at end of year2015-08-30$0
Value of total assets at beginning of year2015-08-30$110,806,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-08-30$0
Total interest from all sources2015-08-30$7,506
Total dividends received (eg from common stock, registered investment company shares)2015-08-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-08-30No
Was this plan covered by a fidelity bond2015-08-30Yes
Value of fidelity bond cover2015-08-30$35,000,000
Were there any nonexempt tranactions with any party-in-interest2015-08-30No
Contributions received from participants2015-08-30$118,807,830
Participant contributions at end of year2015-08-30$0
Participant contributions at beginning of year2015-08-30$59,115
Assets. Other investments not covered elsewhere at end of year2015-08-30$0
Assets. Other investments not covered elsewhere at beginning of year2015-08-30$607
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-08-30$59,159,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-30No
Value of net income/loss2015-08-30$-110,806,666
Value of net assets at end of year (total assets less liabilities)2015-08-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-08-30$110,806,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-08-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-08-30No
Were any leases to which the plan was party in default or uncollectible2015-08-30No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-08-30$7,506
Asset value of US Government securities at end of year2015-08-30$0
Asset value of US Government securities at beginning of year2015-08-30$110,746,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-08-30Yes
Was there a failure to transmit to the plan any participant contributions2015-08-30No
Has the plan failed to provide any benefit when due under the plan2015-08-30No
Contributions received in cash from employer2015-08-30$746,850,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-08-30$917,313,207
Did the plan have assets held for investment2015-08-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-08-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-08-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-08-30No
Opinion of an independent qualified public accountant for this plan2015-08-30Unqualified
Accountancy firm name2015-08-30KPMG
Accountancy firm EIN2015-08-30135565207
2014 : COSTCO EMPLOYEE BENEFITS PROGRAM 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-08-31$0
Total income from all sources (including contributions)2014-08-31$953,269,576
Total loss/gain on sale of assets2014-08-31$0
Total of all expenses incurred2014-08-31$948,435,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-08-31$948,435,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-08-31$953,264,678
Value of total assets at end of year2014-08-31$110,806,666
Value of total assets at beginning of year2014-08-31$105,972,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-08-31$0
Total interest from all sources2014-08-31$4,898
Total dividends received (eg from common stock, registered investment company shares)2014-08-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-08-31No
Was this plan covered by a fidelity bond2014-08-31Yes
Value of fidelity bond cover2014-08-31$35,000,000
Were there any nonexempt tranactions with any party-in-interest2014-08-31No
Contributions received from participants2014-08-31$110,264,678
Participant contributions at end of year2014-08-31$59,115
Participant contributions at beginning of year2014-08-31$9,864
Assets. Other investments not covered elsewhere at end of year2014-08-31$607
Assets. Other investments not covered elsewhere at beginning of year2014-08-31$499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-08-31$59,293,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Value of net income/loss2014-08-31$4,834,221
Value of net assets at end of year (total assets less liabilities)2014-08-31$110,806,666
Value of net assets at beginning of year (total assets less liabilities)2014-08-31$105,972,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-08-31No
Were any leases to which the plan was party in default or uncollectible2014-08-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-08-31$110,746,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-08-31$105,962,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-08-31$105,962,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-08-31$4,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-08-31Yes
Was there a failure to transmit to the plan any participant contributions2014-08-31No
Has the plan failed to provide any benefit when due under the plan2014-08-31No
Contributions received in cash from employer2014-08-31$843,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-08-31$889,141,712
Did the plan have assets held for investment2014-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-08-31No
Opinion of an independent qualified public accountant for this plan2014-08-31Unqualified
Accountancy firm name2014-08-31KPMG
Accountancy firm EIN2014-08-31135565207
2013 : COSTCO EMPLOYEE BENEFITS PROGRAM 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-01$0
Total income from all sources (including contributions)2013-09-01$872,718,325
Total loss/gain on sale of assets2013-09-01$0
Total of all expenses incurred2013-09-01$854,733,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-01$854,733,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-01$872,713,025
Value of total assets at end of year2013-09-01$105,972,445
Value of total assets at beginning of year2013-09-01$87,987,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-01$0
Total interest from all sources2013-09-01$5,300
Total dividends received (eg from common stock, registered investment company shares)2013-09-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-01No
Was this plan covered by a fidelity bond2013-09-01Yes
Value of fidelity bond cover2013-09-01$15,000,000
Were there any nonexempt tranactions with any party-in-interest2013-09-01No
Contributions received from participants2013-09-01$97,713,025
Participant contributions at end of year2013-09-01$9,864
Assets. Other investments not covered elsewhere at end of year2013-09-01$499
Assets. Other investments not covered elsewhere at beginning of year2013-09-01$569
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-09-01$53,152,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-01No
Value of net income/loss2013-09-01$17,984,729
Value of net assets at end of year (total assets less liabilities)2013-09-01$105,972,445
Value of net assets at beginning of year (total assets less liabilities)2013-09-01$87,987,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-01No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-01No
Were any leases to which the plan was party in default or uncollectible2013-09-01No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-01$105,962,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-01$87,987,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-01$87,987,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-01$5,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-01Yes
Was there a failure to transmit to the plan any participant contributions2013-09-01No
Has the plan failed to provide any benefit when due under the plan2013-09-01No
Contributions received in cash from employer2013-09-01$775,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-01$801,581,161
Did the plan have assets held for investment2013-09-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-01No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-01No
Opinion of an independent qualified public accountant for this plan2013-09-01Unqualified
Accountancy firm name2013-09-01KPMG
Accountancy firm EIN2013-09-01135565207
2012 : COSTCO EMPLOYEE BENEFITS PROGRAM 2012 401k financial data
Total transfer of assets from this plan2012-09-02$7,575,536
Total income from all sources (including contributions)2012-09-02$798,882,087
Total of all expenses incurred2012-09-02$791,886,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-02$791,886,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-02$798,875,678
Value of total assets at end of year2012-09-02$87,987,716
Value of total assets at beginning of year2012-09-02$88,567,776
Total interest from all sources2012-09-02$6,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-02No
Was this plan covered by a fidelity bond2012-09-02Yes
Value of fidelity bond cover2012-09-02$15,000,000
Were there any nonexempt tranactions with any party-in-interest2012-09-02No
Contributions received from participants2012-09-02$88,875,678
Participant contributions at beginning of year2012-09-02$61,467
Assets. Other investments not covered elsewhere at end of year2012-09-02$569
Assets. Other investments not covered elsewhere at beginning of year2012-09-02$570
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-09-02$50,234,869
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-09-02$7,575,536
Total non interest bearing cash at end of year2012-09-02$0
Total non interest bearing cash at beginning of year2012-09-02$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-02No
Value of net income/loss2012-09-02$6,995,476
Value of net assets at end of year (total assets less liabilities)2012-09-02$87,987,716
Value of net assets at beginning of year (total assets less liabilities)2012-09-02$88,567,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-02No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-02No
Were any leases to which the plan was party in default or uncollectible2012-09-02No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-02$87,987,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-02$80,930,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-02$80,930,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-02$6,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-02Yes
Was there a failure to transmit to the plan any participant contributions2012-09-02No
Has the plan failed to provide any benefit when due under the plan2012-09-02No
Contributions received in cash from employer2012-09-02$710,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-02$741,651,742
Did the plan have assets held for investment2012-09-02Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-02No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-02No
Opinion of an independent qualified public accountant for this plan2012-09-02Unqualified
Accountancy firm name2012-09-02KPMG
Accountancy firm EIN2012-09-02135565207
2011 : COSTCO EMPLOYEE BENEFITS PROGRAM 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-28$0
Total income from all sources (including contributions)2011-08-28$747,248,967
Total of all expenses incurred2011-08-28$739,843,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-28$739,843,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-28$747,232,790
Value of total assets at end of year2011-08-28$88,567,776
Value of total assets at beginning of year2011-08-28$81,162,713
Total interest from all sources2011-08-28$16,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-08-28No
Was this plan covered by a fidelity bond2011-08-28Yes
Value of fidelity bond cover2011-08-28$15,000,000
Were there any nonexempt tranactions with any party-in-interest2011-08-28No
Contributions received from participants2011-08-28$109,355,017
Participant contributions at end of year2011-08-28$61,467
Participant contributions at beginning of year2011-08-28$23,772
Assets. Other investments not covered elsewhere at end of year2011-08-28$570
Assets. Other investments not covered elsewhere at beginning of year2011-08-28$3,244
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-08-28$47,854,250
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-28$7,575,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-28$6,292,400
Total non interest bearing cash at end of year2011-08-28$0
Total non interest bearing cash at beginning of year2011-08-28$75,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-28No
Value of net income/loss2011-08-28$7,405,063
Value of net assets at end of year (total assets less liabilities)2011-08-28$88,567,776
Value of net assets at beginning of year (total assets less liabilities)2011-08-28$81,162,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-28No
Were any leases to which the plan was party in default or uncollectible2011-08-28No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-28$80,930,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-28$74,768,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-28$74,768,126
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-28$16,177
Expenses. Payments to insurance carriers foe the provision of benefits2011-08-28$41,405,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-28Yes
Was there a failure to transmit to the plan any participant contributions2011-08-28No
Has the plan failed to provide any benefit when due under the plan2011-08-28No
Contributions received in cash from employer2011-08-28$637,877,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-28$650,583,669
Liabilities. Value of benefit claims payable at end of year2011-08-28$0
Liabilities. Value of benefit claims payable at beginning of year2011-08-28$0
Did the plan have assets held for investment2011-08-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-28No
Opinion of an independent qualified public accountant for this plan2011-08-28Unqualified
Accountancy firm name2011-08-28KPMG
Accountancy firm EIN2011-08-28135565207

Form 5500 Responses for COSTCO EMPLOYEE BENEFITS PROGRAM

2021: COSTCO EMPLOYEE BENEFITS PROGRAM 2021 form 5500 responses
2021-08-30Type of plan entitySingle employer plan
2021-08-30Submission has been amendedNo
2021-08-30This submission is the final filingNo
2021-08-30This return/report is a short plan year return/report (less than 12 months)Yes
2021-08-30Plan is a collectively bargained planNo
2021-08-30Plan funding arrangement – General assets of the sponsorYes
2021-08-30Plan benefit arrangement – General assets of the sponsorYes
2020: COSTCO EMPLOYEE BENEFITS PROGRAM 2020 form 5500 responses
2020-08-31Type of plan entitySingle employer plan
2020-08-31Submission has been amendedNo
2020-08-31This submission is the final filingNo
2020-08-31This return/report is a short plan year return/report (less than 12 months)Yes
2020-08-31Plan is a collectively bargained planNo
2020-08-31Plan funding arrangement – General assets of the sponsorYes
2020-08-31Plan benefit arrangement – General assets of the sponsorYes
2019: COSTCO EMPLOYEE BENEFITS PROGRAM 2019 form 5500 responses
2019-09-02Type of plan entitySingle employer plan
2019-09-02Submission has been amendedNo
2019-09-02This submission is the final filingNo
2019-09-02This return/report is a short plan year return/report (less than 12 months)Yes
2019-09-02Plan is a collectively bargained planNo
2019-09-02Plan funding arrangement – General assets of the sponsorYes
2019-09-02Plan benefit arrangement – General assets of the sponsorYes
2018: COSTCO EMPLOYEE BENEFITS PROGRAM 2018 form 5500 responses
2018-09-03Type of plan entitySingle employer plan
2018-09-03Submission has been amendedNo
2018-09-03This submission is the final filingNo
2018-09-03This return/report is a short plan year return/report (less than 12 months)Yes
2018-09-03Plan is a collectively bargained planNo
2018-09-03Plan funding arrangement – General assets of the sponsorYes
2018-09-03Plan benefit arrangement – General assets of the sponsorYes
2017: COSTCO EMPLOYEE BENEFITS PROGRAM 2017 form 5500 responses
2017-09-04Type of plan entitySingle employer plan
2017-09-04Submission has been amendedNo
2017-09-04This submission is the final filingNo
2017-09-04This return/report is a short plan year return/report (less than 12 months)Yes
2017-09-04Plan is a collectively bargained planNo
2017-09-04Plan funding arrangement – General assets of the sponsorYes
2017-09-04Plan benefit arrangement – General assets of the sponsorYes
2016: COSTCO EMPLOYEE BENEFITS PROGRAM 2016 form 5500 responses
2016-08-29Type of plan entitySingle employer plan
2016-08-29Submission has been amendedNo
2016-08-29This submission is the final filingNo
2016-08-29This return/report is a short plan year return/report (less than 12 months)No
2016-08-29Plan is a collectively bargained planNo
2016-08-29Plan funding arrangement – General assets of the sponsorYes
2016-08-29Plan benefit arrangement – General assets of the sponsorYes
2015: COSTCO EMPLOYEE BENEFITS PROGRAM 2015 form 5500 responses
2015-08-31Type of plan entitySingle employer plan
2015-08-31Submission has been amendedNo
2015-08-31This submission is the final filingNo
2015-08-31This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-31Plan is a collectively bargained planNo
2015-08-31Plan funding arrangement – General assets of the sponsorYes
2015-08-31Plan benefit arrangement – General assets of the sponsorYes
2014: COSTCO EMPLOYEE BENEFITS PROGRAM 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement - TrustYes
2013: COSTCO EMPLOYEE BENEFITS PROGRAM 2013 form 5500 responses
2013-09-02Type of plan entitySingle employer plan
2013-09-02Submission has been amendedNo
2013-09-02This submission is the final filingNo
2013-09-02This return/report is a short plan year return/report (less than 12 months)Yes
2013-09-02Plan is a collectively bargained planNo
2013-09-02Plan funding arrangement – TrustYes
2013-09-02Plan benefit arrangement - TrustYes
2012: COSTCO EMPLOYEE BENEFITS PROGRAM 2012 form 5500 responses
2012-09-03Type of plan entitySingle employer plan
2012-09-03Submission has been amendedNo
2012-09-03This submission is the final filingNo
2012-09-03This return/report is a short plan year return/report (less than 12 months)Yes
2012-09-03Plan is a collectively bargained planNo
2012-09-03Plan funding arrangement – TrustYes
2012-09-03Plan benefit arrangement - TrustYes
2011: COSTCO EMPLOYEE BENEFITS PROGRAM 2011 form 5500 responses
2011-08-29Type of plan entitySingle employer plan
2011-08-29Submission has been amendedNo
2011-08-29This submission is the final filingNo
2011-08-29This return/report is a short plan year return/report (less than 12 months)No
2011-08-29Plan is a collectively bargained planNo
2011-08-29Plan funding arrangement – TrustYes
2011-08-29Plan benefit arrangement - TrustYes
2009: COSTCO EMPLOYEE BENEFITS PROGRAM 2009 form 5500 responses
2009-08-31Type of plan entitySingle employer plan
2009-08-31Submission has been amendedNo
2009-08-31This submission is the final filingNo
2009-08-31This return/report is a short plan year return/report (less than 12 months)No
2009-08-31Plan is a collectively bargained planNo
2009-08-31Plan funding arrangement – TrustYes
2009-08-31Plan benefit arrangement – InsuranceYes
2009-08-31Plan benefit arrangement - TrustYes
2008: COSTCO EMPLOYEE BENEFITS PROGRAM 2008 form 5500 responses
2008-09-01Type of plan entitySingle employer plan
2008-09-01Submission has been amendedYes
2008-09-01This submission is the final filingNo
2008-09-01This return/report is a short plan year return/report (less than 12 months)No
2008-09-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number553880
Policy instance 1
Insurance contract or identification number553880
Number of Individuals Covered99999
Insurance policy start date2010-09-01
Insurance policy end date2011-09-01
Total amount of commissions paid to insurance brokerUSD $717,124
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL SHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $39,363,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number464901
Policy instance 2
Insurance contract or identification number464901
Number of Individuals Covered3868
Insurance policy start date2010-09-01
Insurance policy end date2011-09-01
Total amount of commissions paid to insurance brokerUSD $10,194
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTD NY
Welfare Benefit Premiums Paid to CarrierUSD $582,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number554394
Policy instance 3
Insurance contract or identification number554394
Number of Individuals Covered2291
Insurance policy start date2010-09-01
Insurance policy end date2011-09-01
Total amount of commissions paid to insurance brokerUSD $18,278
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSHORT TERM DISABILITY - HAWAII
Welfare Benefit Premiums Paid to CarrierUSD $812,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number554392
Policy instance 4
Insurance contract or identification number554392
Number of Individuals Covered4492
Insurance policy start date2010-09-01
Insurance policy end date2011-09-01
Total amount of commissions paid to insurance brokerUSD $14,084
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYER PAID NY STD
Welfare Benefit Premiums Paid to CarrierUSD $625,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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