SEATTLE FIRE FIGHTERS HEALTHCARE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SEATTLE FIRE FIGHTERS HEALTHCARE PLAN
Measure | Date | Value |
---|
2022 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2022 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,263,646 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,263,646 |
Total income from all sources (including contributions) | 2022-12-31 | $24,952,649 |
Total loss/gain on sale of assets | 2022-12-31 | $-442,810 |
Total of all expenses incurred | 2022-12-31 | $24,894,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $23,221,958 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $31,298,276 |
Value of total assets at end of year | 2022-12-31 | $55,504,648 |
Value of total assets at beginning of year | 2022-12-31 | $55,504,648 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,672,817 |
Total interest from all sources | 2022-12-31 | $57,992 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,451,238 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,451,238 |
Administrative expenses professional fees incurred | 2022-12-31 | $307,072 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,580,095 |
Participant contributions at end of year | 2022-12-31 | $335,545 |
Participant contributions at beginning of year | 2022-12-31 | $335,545 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $269,907 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $3,058,529 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $833,416 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $833,416 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $543,456 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $543,456 |
Administrative expenses (other) incurred | 2022-12-31 | $380,022 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $335,546 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $335,546 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $57,874 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $52,241,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $52,241,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $21,175 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $47,192,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $47,192,066 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,477,593 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $4,477,593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $4,477,593 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $57,992 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $448,087 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $448,087 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $3,119,848 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-7,412,047 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $25,448,274 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,217,941 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $2,217,941 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $17,043,581 |
Contract administrator fees | 2022-12-31 | $964,548 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $2,384,644 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $2,384,644 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $10,839,083 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $11,281,893 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2022-12-31 | 910614823 |
2021 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2021 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,263,646 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,800,271 |
Total income from all sources (including contributions) | 2021-12-31 | $30,767,651 |
Total loss/gain on sale of assets | 2021-12-31 | $329,577 |
Total of all expenses incurred | 2021-12-31 | $24,082,991 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $22,546,486 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $29,730,733 |
Value of total assets at end of year | 2021-12-31 | $55,504,648 |
Value of total assets at beginning of year | 2021-12-31 | $48,356,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,536,505 |
Total interest from all sources | 2021-12-31 | $9,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $965,557 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $965,557 |
Administrative expenses professional fees incurred | 2021-12-31 | $256,183 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $5,211,651 |
Participant contributions at end of year | 2021-12-31 | $335,545 |
Participant contributions at beginning of year | 2021-12-31 | $335,545 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $284,105 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $1,665,873 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $833,416 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $886,618 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $543,456 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $112,010 |
Administrative expenses (other) incurred | 2021-12-31 | $314,874 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $335,546 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $256,661 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,684,660 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $52,241,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $45,556,342 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $27,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $47,192,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $40,454,042 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $4,477,593 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $4,561,470 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $4,561,470 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $9,183 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $448,087 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $226,489 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $4,679,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-267,399 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $24,234,977 |
Employer contributions (assets) at end of year | 2021-12-31 | $2,217,941 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,892,449 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $16,200,814 |
Contract administrator fees | 2021-12-31 | $937,948 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $2,384,644 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $2,431,600 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $31,382,401 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $31,052,824 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2021-12-31 | 910614823 |
2020 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2020 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,800,271 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,575,878 |
Total income from all sources (including contributions) | 2020-12-31 | $30,738,226 |
Total loss/gain on sale of assets | 2020-12-31 | $246,419 |
Total of all expenses incurred | 2020-12-31 | $21,837,399 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $20,235,480 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $28,248,580 |
Value of total assets at end of year | 2020-12-31 | $48,356,613 |
Value of total assets at beginning of year | 2020-12-31 | $39,231,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,601,919 |
Total interest from all sources | 2020-12-31 | $8,758 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,176,846 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,176,846 |
Administrative expenses professional fees incurred | 2020-12-31 | $333,741 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,913,846 |
Participant contributions at end of year | 2020-12-31 | $335,545 |
Participant contributions at beginning of year | 2020-12-31 | $299,995 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $319,213 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $2,621,240 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $886,618 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $2,579,533 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $112,010 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $345,712 |
Administrative expenses (other) incurred | 2020-12-31 | $331,935 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $256,661 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $167,066 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $8,900,827 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $45,556,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $36,655,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $27,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $40,454,042 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $29,598,990 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $4,561,470 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,704,275 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $3,704,275 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $8,758 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $226,489 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $3,391,420 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,057,623 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $23,015,521 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,892,449 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,048,600 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,222,820 |
Contract administrator fees | 2020-12-31 | $908,743 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $2,431,600 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $2,063,100 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $31,299,243 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $31,052,824 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SCHOEDEL & SCHOEDEL, CPAS PLLC |
Accountancy firm EIN | 2020-12-31 | 910614823 |
2019 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2019 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,575,878 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,575,878 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,850,897 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,850,897 |
Total income from all sources (including contributions) | 2019-12-31 | $28,403,130 |
Total income from all sources (including contributions) | 2019-12-31 | $28,403,130 |
Total loss/gain on sale of assets | 2019-12-31 | $10,703 |
Total loss/gain on sale of assets | 2019-12-31 | $10,703 |
Total of all expenses incurred | 2019-12-31 | $21,549,432 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,126,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $20,126,342 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $26,328,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $26,328,509 |
Value of total assets at end of year | 2019-12-31 | $39,231,393 |
Value of total assets at end of year | 2019-12-31 | $39,231,393 |
Value of total assets at beginning of year | 2019-12-31 | $31,652,714 |
Value of total assets at beginning of year | 2019-12-31 | $31,652,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,423,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,423,090 |
Total interest from all sources | 2019-12-31 | $22,677 |
Total interest from all sources | 2019-12-31 | $22,677 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $828,107 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $828,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $828,107 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $828,107 |
Administrative expenses professional fees incurred | 2019-12-31 | $204,443 |
Administrative expenses professional fees incurred | 2019-12-31 | $204,443 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,616,846 |
Contributions received from participants | 2019-12-31 | $4,616,846 |
Participant contributions at end of year | 2019-12-31 | $299,995 |
Participant contributions at end of year | 2019-12-31 | $299,995 |
Participant contributions at beginning of year | 2019-12-31 | $293,160 |
Participant contributions at beginning of year | 2019-12-31 | $293,160 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $326,334 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $326,334 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $2,716,621 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $2,716,621 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,579,533 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $2,579,533 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $782,754 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $782,754 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $345,607 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $345,607 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $393,535 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $393,535 |
Administrative expenses (other) incurred | 2019-12-31 | $314,005 |
Administrative expenses (other) incurred | 2019-12-31 | $314,005 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $167,171 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $167,171 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $246,136 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $246,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $6,853,698 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $36,655,515 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $36,655,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $29,801,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $29,801,817 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $21,255 |
Investment advisory and management fees | 2019-12-31 | $21,255 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,605,120 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $29,605,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $24,663,378 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $24,663,378 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,698,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,698,145 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,268,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,268,971 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $4,268,971 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $4,268,971 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $22,677 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $22,677 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,411,962 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,411,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,213,134 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,213,134 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $21,385,329 |
Contributions received in cash from employer | 2019-12-31 | $21,385,329 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,048,600 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,048,600 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,644,451 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $1,644,451 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,997,759 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $14,997,759 |
Contract administrator fees | 2019-12-31 | $883,387 |
Contract administrator fees | 2019-12-31 | $883,387 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $2,063,100 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $2,063,100 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,211,226 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,211,226 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $467,000 |
Aggregate proceeds on sale of assets | 2019-12-31 | $467,000 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $456,297 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $456,297 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm name | 2019-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2019-12-31 | 910614823 |
Accountancy firm EIN | 2019-12-31 | 910614823 |
2018 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2018 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,850,897 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,364,604 |
Total income from all sources (including contributions) | 2018-12-31 | $24,372,962 |
Total loss/gain on sale of assets | 2018-12-31 | $56,143 |
Total of all expenses incurred | 2018-12-31 | $19,687,879 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $18,339,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $24,413,835 |
Value of total assets at end of year | 2018-12-31 | $31,652,714 |
Value of total assets at beginning of year | 2018-12-31 | $26,481,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,348,717 |
Total interest from all sources | 2018-12-31 | $3,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $671,268 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $671,268 |
Administrative expenses professional fees incurred | 2018-12-31 | $191,059 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,340,935 |
Participant contributions at end of year | 2018-12-31 | $293,160 |
Participant contributions at beginning of year | 2018-12-31 | $284,956 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $224,499 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $2,597,763 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $782,754 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,573,905 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $393,535 |
Administrative expenses (other) incurred | 2018-12-31 | $308,596 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $246,136 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $157,030 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $2,722,927 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $4,685,083 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $29,801,817 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $25,116,734 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $24,663,378 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $20,241,343 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $4,268,971 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $34,184 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $34,184 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,612 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $3,557,726 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-771,896 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $19,848,401 |
Employer contributions (assets) at end of year | 2018-12-31 | $1,644,451 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,624,023 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $12,183,673 |
Contract administrator fees | 2018-12-31 | $849,062 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $1,211,226 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $1,207,574 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $2,163,311 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $2,107,168 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2018-12-31 | 910614823 |
2017 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,364,604 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,278,458 |
Total income from all sources (including contributions) | 2017-12-31 | $23,598,865 |
Total loss/gain on sale of assets | 2017-12-31 | $18,502 |
Total of all expenses incurred | 2017-12-31 | $17,305,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $15,896,618 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $22,867,984 |
Value of total assets at end of year | 2017-12-31 | $26,481,338 |
Value of total assets at beginning of year | 2017-12-31 | $20,101,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,408,420 |
Total interest from all sources | 2017-12-31 | $23,319 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $500,291 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $500,291 |
Administrative expenses professional fees incurred | 2017-12-31 | $226,443 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $4,120,967 |
Participant contributions at end of year | 2017-12-31 | $284,956 |
Participant contributions at beginning of year | 2017-12-31 | $251,351 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $297,504 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $1,332,784 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,573,905 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,250,856 |
Administrative expenses (other) incurred | 2017-12-31 | $368,570 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $157,030 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $217,254 |
Total non interest bearing cash at end of year | 2017-12-31 | $2,722,927 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $2,567,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,293,827 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $25,116,734 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,822,907 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $20,241,343 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,485,781 |
Interest earned on other investments | 2017-12-31 | $23,146 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $34,184 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $26,329 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $26,329 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $173 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $2,526,046 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $188,769 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $18,449,513 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,624,023 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,519,230 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $12,037,788 |
Contract administrator fees | 2017-12-31 | $813,407 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $1,207,574 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,061,204 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $163,700 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $145,198 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2017-12-31 | 910614823 |
2016 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $1,278,458 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,719,526 |
Total income from all sources (including contributions) | 2016-12-31 | $22,065,159 |
Total loss/gain on sale of assets | 2016-12-31 | $-199,558 |
Total of all expenses incurred | 2016-12-31 | $17,994,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $16,724,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $21,542,402 |
Value of total assets at end of year | 2016-12-31 | $20,101,365 |
Value of total assets at beginning of year | 2016-12-31 | $17,471,595 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,269,690 |
Total interest from all sources | 2016-12-31 | $151 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $339,517 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $339,517 |
Administrative expenses professional fees incurred | 2016-12-31 | $170,675 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $4,147,981 |
Participant contributions at end of year | 2016-12-31 | $251,351 |
Participant contributions at beginning of year | 2016-12-31 | $263,248 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $114,086 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $1,389,271 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,250,856 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $387,801 |
Administrative expenses (other) incurred | 2016-12-31 | $291,499 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $217,254 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $84,755 |
Total non interest bearing cash at end of year | 2016-12-31 | $2,567,818 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $2,718,563 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $4,070,838 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,822,907 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $14,752,069 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $31 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,485,781 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,763,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $26,329 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $27,416 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $27,416 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $151 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $3,520,398 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $382,647 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $17,280,335 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,519,230 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,311,376 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $11,814,962 |
Contract administrator fees | 2016-12-31 | $807,485 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,061,204 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $2,634,771 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $7,913,174 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $8,112,732 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | SCHOEDEL & SCHOEDEL CPAS, PLLC |
Accountancy firm EIN | 2016-12-31 | 910614823 |
2015 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,719,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,531,591 |
Total income from all sources (including contributions) | 2015-12-31 | $19,959,459 |
Total loss/gain on sale of assets | 2015-12-31 | $-112,096 |
Total of all expenses incurred | 2015-12-31 | $19,259,304 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $18,102,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $19,912,876 |
Value of total assets at end of year | 2015-12-31 | $17,471,595 |
Value of total assets at beginning of year | 2015-12-31 | $15,583,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,157,157 |
Total interest from all sources | 2015-12-31 | $4,631 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $217,134 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $217,134 |
Administrative expenses professional fees incurred | 2015-12-31 | $169,509 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $4,035,881 |
Participant contributions at end of year | 2015-12-31 | $263,248 |
Participant contributions at beginning of year | 2015-12-31 | $248,832 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $1,286,377 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $387,801 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,122,413 |
Administrative expenses (other) incurred | 2015-12-31 | $236,883 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $84,755 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $265,020 |
Total non interest bearing cash at end of year | 2015-12-31 | $2,718,563 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,244,003 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $700,155 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $14,752,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,051,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $45 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,763,191 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $11,651,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $27,416 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $32,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $32,016 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $4,631 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $3,423,361 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-63,086 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $15,876,995 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,311,376 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,285,002 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $13,392,409 |
Contract administrator fees | 2015-12-31 | $750,720 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $2,634,771 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $1,266,571 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,067,926 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,180,022 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2015-12-31 | 910614823 |
2014 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,531,591 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $1,350,288 |
Total income from all sources (including contributions) | 2014-12-31 | $18,442,760 |
Total loss/gain on sale of assets | 2014-12-31 | $18,815 |
Total of all expenses incurred | 2014-12-31 | $16,223,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $15,303,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $18,376,707 |
Value of total assets at end of year | 2014-12-31 | $15,583,505 |
Value of total assets at beginning of year | 2014-12-31 | $13,183,305 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $920,153 |
Total interest from all sources | 2014-12-31 | $2,673 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $201,708 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $201,708 |
Administrative expenses professional fees incurred | 2014-12-31 | $168,643 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,875,005 |
Participant contributions at end of year | 2014-12-31 | $248,832 |
Participant contributions at beginning of year | 2014-12-31 | $314,473 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $1,267,497 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,122,413 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $630,686 |
Administrative expenses (other) incurred | 2014-12-31 | $69,057 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $265,020 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $162,610 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,244,003 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $1,763,492 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,218,897 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,051,914 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $11,833,017 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,651,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $9,311,959 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $32,016 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $18,016 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $18,016 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $2,673 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,996,788 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-157,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $14,501,702 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,285,002 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,144,679 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $11,039,425 |
Contract administrator fees | 2014-12-31 | $682,453 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $1,266,571 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,187,678 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $5,000,000 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $4,981,185 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2014-12-31 | 910614823 |
2013 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,350,288 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,287,922 |
Total income from all sources (including contributions) | 2013-12-31 | $16,957,402 |
Total loss/gain on sale of assets | 2013-12-31 | $-2,218 |
Total of all expenses incurred | 2013-12-31 | $14,172,771 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $13,244,110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $16,932,174 |
Value of total assets at end of year | 2013-12-31 | $13,183,305 |
Value of total assets at beginning of year | 2013-12-31 | $10,336,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $928,661 |
Total interest from all sources | 2013-12-31 | $79 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $158,816 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $158,816 |
Administrative expenses professional fees incurred | 2013-12-31 | $178,981 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,214,420 |
Participant contributions at end of year | 2013-12-31 | $314,473 |
Participant contributions at beginning of year | 2013-12-31 | $259,726 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $1,280,561 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $630,686 |
Administrative expenses (other) incurred | 2013-12-31 | $49,345 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $162,610 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $58,748 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,763,492 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $1,814,996 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,784,631 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $11,833,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,048,386 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $9,311,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,170,809 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $18,016 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $12,654 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $12,654 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $79 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $2,702,480 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-131,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $13,717,754 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,144,679 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,078,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,261,069 |
Contract administrator fees | 2013-12-31 | $700,335 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,187,678 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,229,174 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $815,322 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $817,540 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2013-12-31 | 910614823 |
2012 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,287,922 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,789,305 |
Total income from all sources (including contributions) | 2012-12-31 | $17,106,029 |
Total loss/gain on sale of assets | 2012-12-31 | $2,279 |
Total of all expenses incurred | 2012-12-31 | $14,752,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $13,789,799 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $16,775,719 |
Value of total assets at end of year | 2012-12-31 | $10,336,308 |
Value of total assets at beginning of year | 2012-12-31 | $8,483,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $962,434 |
Total interest from all sources | 2012-12-31 | $127 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $148,422 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $148,422 |
Administrative expenses professional fees incurred | 2012-12-31 | $214,771 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,881,753 |
Participant contributions at end of year | 2012-12-31 | $259,726 |
Participant contributions at beginning of year | 2012-12-31 | $240,008 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $1,260,451 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $193,572 |
Administrative expenses (other) incurred | 2012-12-31 | $74,416 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $58,748 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $10,505 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,814,996 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,170,253 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,353,796 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,048,386 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,694,590 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,170,809 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,650,626 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $12,654 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,166,779 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,166,779 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $127 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $3,327,445 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $179,482 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $12,893,966 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,078,123 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,062,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,201,903 |
Contract administrator fees | 2012-12-31 | $673,247 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,229,174 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,778,800 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $440,500 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $438,221 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2012-12-31 | 910614823 |
2011 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-131,082 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-131,082 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,789,305 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,150,688 |
Total income from all sources (including contributions) | 2011-12-31 | $15,723,975 |
Total loss/gain on sale of assets | 2011-12-31 | $10,358 |
Total of all expenses incurred | 2011-12-31 | $15,963,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $14,704,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $15,706,863 |
Value of total assets at end of year | 2011-12-31 | $8,483,895 |
Value of total assets at beginning of year | 2011-12-31 | $8,084,606 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,258,598 |
Total interest from all sources | 2011-12-31 | $78 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $137,758 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $137,758 |
Administrative expenses professional fees incurred | 2011-12-31 | $182,688 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $120,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,670,247 |
Participant contributions at end of year | 2011-12-31 | $240,008 |
Participant contributions at beginning of year | 2011-12-31 | $292,264 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $1,388,905 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $193,572 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,617,773 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $939 |
Administrative expenses (other) incurred | 2011-12-31 | $72,829 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $10,505 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $81,749 |
Total non interest bearing cash at end of year | 2011-12-31 | $1,170,253 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-239,328 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,694,590 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,933,918 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,650,626 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,683,592 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,166,779 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,495,084 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,495,084 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $78 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $3,066,279 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $12,036,616 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,062,657 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $995,893 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $10,249,521 |
Contract administrator fees | 2011-12-31 | $1,003,081 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,778,800 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,068,000 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $1,008,000 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $997,642 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2011-12-31 | 910614823 |
2010 : SEATTLE FIRE FIGHTERS HEALTHCARE PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-663 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-663 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,150,688 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,429,400 |
Total income from all sources (including contributions) | 2010-12-31 | $14,953,537 |
Total loss/gain on sale of assets | 2010-12-31 | $32,965 |
Total of all expenses incurred | 2010-12-31 | $13,417,306 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,187,520 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $14,841,670 |
Value of total assets at end of year | 2010-12-31 | $8,084,606 |
Value of total assets at beginning of year | 2010-12-31 | $6,827,087 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,229,786 |
Total interest from all sources | 2010-12-31 | $7,943 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $71,622 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $71,622 |
Administrative expenses professional fees incurred | 2010-12-31 | $170,201 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $120,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,694,860 |
Participant contributions at end of year | 2010-12-31 | $292,264 |
Participant contributions at beginning of year | 2010-12-31 | $214,327 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,617,773 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,080,335 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $939 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $6,853 |
Administrative expenses (other) incurred | 2010-12-31 | $56,828 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $81,749 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $51,247 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $25,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,536,231 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,933,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,397,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,683,592 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,579,500 |
Interest earned on other investments | 2010-12-31 | $2,775 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,495,084 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,007,302 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,007,302 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5,168 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $3,650,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $11,146,810 |
Employer contributions (assets) at end of year | 2010-12-31 | $995,893 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $919,950 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $8,537,207 |
Contract administrator fees | 2010-12-31 | $1,002,757 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,068,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,371,300 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,665,000 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,632,035 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
Accountancy firm EIN | 2010-12-31 | 910614823 |
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10251 |
Policy instance | 5 |
Insurance contract or identification number | SL10251 | Number of Individuals Covered | 997 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $17,904 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $895,181 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,904 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 1013 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $3,000 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $151,462 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,000 | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 17 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $112 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $131,513 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $112 | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 101 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $675 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $700,794 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $675 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 955 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $18,629 | Total amount of fees paid to insurance company | USD $8,919 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,629 | Amount paid for insurance broker fees | 8919 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 | Number of Individuals Covered | 955 | Commission paid to Insurance Broker | USD $16,988 | Amount paid for insurance broker fees | 9768 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 127 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $708 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $940,217 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $708 | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 13 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $117 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $131,215 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $117 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 981 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,868 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $143,143 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,868 | Insurance broker organization code? | 3 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10251 |
Policy instance | 5 |
Insurance contract or identification number | SL10251 | Number of Individuals Covered | 946 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $16,738 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $836,748 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,738 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2021-10-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 955 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $15,431 | Total amount of fees paid to insurance company | USD $10,618 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,431 | Amount paid for insurance broker fees | 10618 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 132 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $857 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $783,845 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $857 | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 18 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $145 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $141,829 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $145 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 1011 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,603 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $129,955 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,603 | Insurance broker organization code? | 3 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10251 |
Policy instance | 5 |
Insurance contract or identification number | SL10251 | Number of Individuals Covered | 1012 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $16,929 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $846,702 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,929 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | |
Policy instance | 6 |
Insurance policy start date | 2020-10-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contracts With Unallocated Funds Deposit Administration | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 955 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $16,988 | Total amount of fees paid to insurance company | USD $8,919 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,988 | Amount paid for insurance broker fees | 8919 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 161 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $929 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $922,111 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $929 | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 27 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $152 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $193,970 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $152 | Insurance broker organization code? | 3 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10251 |
Policy instance | 5 |
Insurance contract or identification number | SL10251 | Number of Individuals Covered | 981 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $860,900 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 1001 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,736 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $149,147 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,736 | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 184 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $772 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,012,657 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $772 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 955 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $18,226 | Total amount of fees paid to insurance company | USD $10,518 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,226 | Amount paid for insurance broker fees | 10518 | Insurance broker organization code? | 3 |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 40 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $221,839 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 990 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $2,253 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $137,190 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,253 | Insurance broker organization code? | 3 |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10251 |
Policy instance | 5 |
Insurance contract or identification number | SL10251 | Number of Individuals Covered | 966 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $940,035 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10251 |
Policy instance | 5 |
Insurance contract or identification number | SL10251 | Number of Individuals Covered | 942 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $925,396 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 975 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $2,024 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $110,508 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,024 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 40 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $29 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $212,194 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 221 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,211 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,152,125 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,211 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 974 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $15,161 | Total amount of fees paid to insurance company | USD $10,025 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,161 | Amount paid for insurance broker fees | 10025 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | RL EVANS COMPANY INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 960 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $16,739 | Total amount of fees paid to insurance company | USD $8,806 | Long Term Disability Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid in cash? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,739 | Amount paid for insurance broker fees | 8806 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | RL EVANS COMPANY INC |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 46 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $187 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $216,732 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $187 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 964 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,159 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $108,328 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,159 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 10010410 |
Policy instance | 5 |
Insurance contract or identification number | 10010410 | Number of Individuals Covered | 0 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,169 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 ) |
Policy contract number | SL10251 |
Policy instance | 6 |
Insurance contract or identification number | SL10251 | Number of Individuals Covered | 927 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $824,182 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 257 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,180 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,215,127 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,180 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 926 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $13,881 | Total amount of fees paid to insurance company | USD $9,431 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid in cash? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,881 | Amount paid for insurance broker fees | 9431 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | RL EVANS COMPANY INC |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 306 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,354 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,170,010 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,354 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 36 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $148 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $143,016 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $148 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 952 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,104 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $106,635 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,104 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 10010410 |
Policy instance | 5 |
Insurance contract or identification number | 10010410 | Number of Individuals Covered | 2728 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $837,845 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 10010410 |
Policy instance | 5 |
Insurance contract or identification number | 10010410 | Number of Individuals Covered | 886 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $753,265 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 25 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $108 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $186,074 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $108 | Insurance broker organization code? | 3 | Insurance broker name | DIMARTINO ASSOCIATES, INC. |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 355 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,619 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,397,260 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,619 | Insurance broker organization code? | 3 | Insurance broker name | DIMARTINO ASSOCIATES, INC. |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 940 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $13,811 | Total amount of fees paid to insurance company | USD $8,525 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Were dividends or retroactive rate refunds paid as a credit? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,811 | Amount paid for insurance broker fees | 8525 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | RL EVANS COMPANY INC |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 953 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,836 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $99,965 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,836 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 962 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,999 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $99,959 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,999 | Insurance broker organization code? | 3 | Insurance broker name | BROWN & BROWN OF WASHINGTON, INC. |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 936 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $13,602 | Total amount of fees paid to insurance company | USD $8,434 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,602 | Amount paid for insurance broker fees | 8434 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | RL EVANS COMPANY INC |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 23 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $138 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $138,000 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $138 | Insurance broker organization code? | 3 | Insurance broker name | DIMARTINO ASSOCIATES, INC. |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 345 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,139 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,265,895 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,139 | Insurance broker organization code? | 3 | Insurance broker name | DIMARTINO ASSOCIATES, INC. |
|
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 ) |
Policy contract number | 10010410 |
Policy instance | 5 |
Insurance contract or identification number | 10010410 | Number of Individuals Covered | 918 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $714,546 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 365 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,289 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,188,856 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 944 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $15,869 | Total amount of fees paid to insurance company | USD $8,471 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL16684 |
Policy instance | 5 |
Insurance contract or identification number | HCL16684 | Number of Individuals Covered | 943 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $7,094 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $535,741 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 969 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,914 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $95,719 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 32 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $148 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $148,349 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242500 |
Policy instance | 3 |
Insurance contract or identification number | 1242500 | Number of Individuals Covered | 47 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $77 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $183,804 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $77 | Insurance broker name | DIMARTINO ASSOCIATES, INC. |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
Policy contract number | 12322051 |
Policy instance | 4 |
Insurance contract or identification number | 12322051 | Number of Individuals Covered | 986 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,944 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $97,244 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,446 | Insurance broker organization code? | 3 | Insurance broker name | DIMARTINO ASSOCIATES, INC. |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 1242400 |
Policy instance | 2 |
Insurance contract or identification number | 1242400 | Number of Individuals Covered | 349 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $658 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,134,792 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $658 | Insurance broker name | DIMARTINO ASSOCIATES, INC. |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 635757 |
Policy instance | 1 |
Insurance contract or identification number | 635757 | Number of Individuals Covered | 968 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $14,658 | Total amount of fees paid to insurance company | USD $9,124 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,658 | Amount paid for insurance broker fees | 9124 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | RL EVANS COMPANY INC |
|
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL16684 |
Policy instance | 5 |
Insurance contract or identification number | HCL16684 | Number of Individuals Covered | 977 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $553,697 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|