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PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 401k Plan overview

Plan NamePUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST
Plan identification number 501

PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS
Employer identification number (EIN):916029124
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-08-01
5012021-08-01
5012020-08-01
5012019-08-01
5012018-08-01
5012017-08-01
5012016-08-01BARRY W SHERMAN JANET I LEWIS2018-05-07
5012015-08-01BARRY W SHERMAN JANET I LEWIS2017-05-09
5012014-08-01BARRY W SHERMAN JANET I LEWIS2016-05-06
5012013-08-01BARRY W SHERMAN JANET I LEWIS2015-04-23
5012012-08-01BARRY W SHERMAN JANET I LEWIS2014-05-06
5012011-08-01BARRY W SHERMAN JANET I LEWIS2013-03-29
5012009-08-01JANET LEWIS BARRY SHERMAN2011-04-22

Plan Statistics for PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST

401k plan membership statisitcs for PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST

Measure Date Value
2021: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2021 401k membership
Total participants, beginning-of-year2021-08-017,122
Total number of active participants reported on line 7a of the Form 55002021-08-016,349
Number of retired or separated participants receiving benefits2021-08-01670
Number of other retired or separated participants entitled to future benefits2021-08-0158
Total of all active and inactive participants2021-08-017,077
Number of employers contributing to the scheme2021-08-01195
2020: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2020 401k membership
Total participants, beginning-of-year2020-08-017,028
Total number of active participants reported on line 7a of the Form 55002020-08-016,331
Number of retired or separated participants receiving benefits2020-08-01734
Number of other retired or separated participants entitled to future benefits2020-08-0157
Total of all active and inactive participants2020-08-017,122
Number of employers contributing to the scheme2020-08-01202
2019: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2019 401k membership
Total participants, beginning-of-year2019-08-017,736
Total number of active participants reported on line 7a of the Form 55002019-08-016,223
Number of retired or separated participants receiving benefits2019-08-01746
Number of other retired or separated participants entitled to future benefits2019-08-0159
Total of all active and inactive participants2019-08-017,028
Number of employers contributing to the scheme2019-08-01171
2018: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2018 401k membership
Total participants, beginning-of-year2018-08-017,180
Total number of active participants reported on line 7a of the Form 55002018-08-016,546
Number of retired or separated participants receiving benefits2018-08-01673
Number of other retired or separated participants entitled to future benefits2018-08-01517
Total of all active and inactive participants2018-08-017,736
Number of employers contributing to the scheme2018-08-01195
2017: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2017 401k membership
Total participants, beginning-of-year2017-08-016,698
Total number of active participants reported on line 7a of the Form 55002017-08-016,052
Number of retired or separated participants receiving benefits2017-08-01659
Number of other retired or separated participants entitled to future benefits2017-08-01469
Total of all active and inactive participants2017-08-017,180
Number of employers contributing to the scheme2017-08-01197
2016: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2016 401k membership
Total participants, beginning-of-year2016-08-016,255
Total number of active participants reported on line 7a of the Form 55002016-08-015,650
Number of retired or separated participants receiving benefits2016-08-01651
Number of other retired or separated participants entitled to future benefits2016-08-01397
Total of all active and inactive participants2016-08-016,698
Number of employers contributing to the scheme2016-08-01200
2015: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2015 401k membership
Total participants, beginning-of-year2015-08-015,651
Total number of active participants reported on line 7a of the Form 55002015-08-015,231
Number of retired or separated participants receiving benefits2015-08-01663
Number of other retired or separated participants entitled to future benefits2015-08-01361
Total of all active and inactive participants2015-08-016,255
Number of employers contributing to the scheme2015-08-01203
2014: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2014 401k membership
Total participants, beginning-of-year2014-08-015,058
Total number of active participants reported on line 7a of the Form 55002014-08-014,648
Number of retired or separated participants receiving benefits2014-08-01673
Number of other retired or separated participants entitled to future benefits2014-08-01330
Total of all active and inactive participants2014-08-015,651
Number of employers contributing to the scheme2014-08-01195
2013: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2013 401k membership
Total participants, beginning-of-year2013-08-014,767
Total number of active participants reported on line 7a of the Form 55002013-08-014,100
Number of retired or separated participants receiving benefits2013-08-01677
Number of other retired or separated participants entitled to future benefits2013-08-01281
Total of all active and inactive participants2013-08-015,058
Number of employers contributing to the scheme2013-08-01188
2012: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2012 401k membership
Total participants, beginning-of-year2012-08-014,598
Total number of active participants reported on line 7a of the Form 55002012-08-013,883
Number of retired or separated participants receiving benefits2012-08-01614
Number of other retired or separated participants entitled to future benefits2012-08-01270
Total of all active and inactive participants2012-08-014,767
Number of employers contributing to the scheme2012-08-01190
2011: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2011 401k membership
Total participants, beginning-of-year2011-08-014,582
Total number of active participants reported on line 7a of the Form 55002011-08-013,778
Number of retired or separated participants receiving benefits2011-08-01589
Number of other retired or separated participants entitled to future benefits2011-08-01231
Total of all active and inactive participants2011-08-014,598
Number of employers contributing to the scheme2011-08-01199
2009: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2009 401k membership
Total participants, beginning-of-year2009-08-014,880
Total number of active participants reported on line 7a of the Form 55002009-08-013,914
Number of retired or separated participants receiving benefits2009-08-01592
Number of other retired or separated participants entitled to future benefits2009-08-01222
Total of all active and inactive participants2009-08-014,728
Number of employers contributing to the scheme2009-08-01204

Financial Data on PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST

Measure Date Value
2022 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-07-31$-1,815,021
Total unrealized appreciation/depreciation of assets2022-07-31$-1,815,021
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$25,086,769
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-07-31$22,198,799
Total income from all sources (including contributions)2022-07-31$124,162,045
Total loss/gain on sale of assets2022-07-31$-149,280
Total of all expenses incurred2022-07-31$129,962,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-07-31$123,182,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-07-31$123,709,594
Value of total assets at end of year2022-07-31$87,862,147
Value of total assets at beginning of year2022-07-31$90,774,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-07-31$6,779,979
Total interest from all sources2022-07-31$598,617
Total dividends received (eg from common stock, registered investment company shares)2022-07-31$1,278,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-07-31$1,278,093
Administrative expenses professional fees incurred2022-07-31$369,486
Was this plan covered by a fidelity bond2022-07-31Yes
Value of fidelity bond cover2022-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-07-31No
Contributions received from participants2022-07-31$4,745,765
Assets. Other investments not covered elsewhere at end of year2022-07-31$350,018
Assets. Other investments not covered elsewhere at beginning of year2022-07-31$720,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-07-31$332,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-07-31$1,825,238
Other income not declared elsewhere2022-07-31$2,922,857
Administrative expenses (other) incurred2022-07-31$760,441
Liabilities. Value of operating payables at end of year2022-07-31$4,188,585
Liabilities. Value of operating payables at beginning of year2022-07-31$4,793,236
Total non interest bearing cash at end of year2022-07-31$4,186,863
Total non interest bearing cash at beginning of year2022-07-31$6,029,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Value of net income/loss2022-07-31$-5,800,652
Value of net assets at end of year (total assets less liabilities)2022-07-31$62,775,378
Value of net assets at beginning of year (total assets less liabilities)2022-07-31$68,576,030
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-07-31No
Were any leases to which the plan was party in default or uncollectible2022-07-31No
Investment advisory and management fees2022-07-31$95,178
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-07-31$27,711,574
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-07-31$50,264,465
Interest earned on other investments2022-07-31$5,316
Income. Interest from US Government securities2022-07-31$115,493
Income. Interest from corporate debt instruments2022-07-31$438,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-07-31$18,574,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-07-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-07-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-07-31$39,359
Expenses. Payments to insurance carriers foe the provision of benefits2022-07-31$1,424,339
Asset value of US Government securities at end of year2022-07-31$11,913,157
Asset value of US Government securities at beginning of year2022-07-31$8,782,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-07-31$-2,382,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-07-31Yes
Was there a failure to transmit to the plan any participant contributions2022-07-31No
Has the plan failed to provide any benefit when due under the plan2022-07-31No
Contributions received in cash from employer2022-07-31$118,963,829
Employer contributions (assets) at end of year2022-07-31$10,573,640
Employer contributions (assets) at beginning of year2022-07-31$11,173,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-07-31$121,758,379
Asset. Corporate debt instrument preferred debt at end of year2022-07-31$5,856,012
Asset. Corporate debt instrument preferred debt at beginning of year2022-07-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-07-31$8,363,501
Asset. Corporate debt instrument debt (other) at beginning of year2022-07-31$11,978,206
Contract administrator fees2022-07-31$5,554,874
Liabilities. Value of benefit claims payable at end of year2022-07-31$20,898,184
Liabilities. Value of benefit claims payable at beginning of year2022-07-31$17,405,563
Did the plan have assets held for investment2022-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-07-31No
Aggregate proceeds on sale of assets2022-07-31$136,435,910
Aggregate carrying amount (costs) on sale of assets2022-07-31$136,585,190
Opinion of an independent qualified public accountant for this plan2022-07-31Unqualified
Accountancy firm name2022-07-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-07-31410746749
2021 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-07-31$-383,104
Total unrealized appreciation/depreciation of assets2021-07-31$-383,104
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$22,198,799
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-31$22,398,352
Total income from all sources (including contributions)2021-07-31$133,450,567
Total loss/gain on sale of assets2021-07-31$29,887
Total of all expenses incurred2021-07-31$125,637,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-31$119,451,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-31$119,759,960
Value of total assets at end of year2021-07-31$90,774,829
Value of total assets at beginning of year2021-07-31$83,160,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-31$6,185,930
Total interest from all sources2021-07-31$560,539
Total dividends received (eg from common stock, registered investment company shares)2021-07-31$940,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-31$940,613
Administrative expenses professional fees incurred2021-07-31$357,331
Was this plan covered by a fidelity bond2021-07-31Yes
Value of fidelity bond cover2021-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-07-31No
Contributions received from participants2021-07-31$4,822,508
Assets. Other investments not covered elsewhere at end of year2021-07-31$720,588
Assets. Other investments not covered elsewhere at beginning of year2021-07-31$465,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-07-31$1,825,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-07-31$226,827
Other income not declared elsewhere2021-07-31$6,061,874
Administrative expenses (other) incurred2021-07-31$551,763
Liabilities. Value of operating payables at end of year2021-07-31$4,793,236
Liabilities. Value of operating payables at beginning of year2021-07-31$3,854,380
Total non interest bearing cash at end of year2021-07-31$6,029,738
Total non interest bearing cash at beginning of year2021-07-31$1,415,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Value of net income/loss2021-07-31$7,813,454
Value of net assets at end of year (total assets less liabilities)2021-07-31$68,576,030
Value of net assets at beginning of year (total assets less liabilities)2021-07-31$60,762,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-31No
Were any leases to which the plan was party in default or uncollectible2021-07-31No
Investment advisory and management fees2021-07-31$84,116
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-31$50,264,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-31$47,748,375
Interest earned on other investments2021-07-31$32,643
Income. Interest from US Government securities2021-07-31$119,584
Income. Interest from corporate debt instruments2021-07-31$402,719
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-07-31$5,593
Expenses. Payments to insurance carriers foe the provision of benefits2021-07-31$1,091,124
Asset value of US Government securities at end of year2021-07-31$8,782,857
Asset value of US Government securities at beginning of year2021-07-31$8,107,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-31$6,480,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-31Yes
Was there a failure to transmit to the plan any participant contributions2021-07-31No
Has the plan failed to provide any benefit when due under the plan2021-07-31No
Contributions received in cash from employer2021-07-31$114,937,452
Employer contributions (assets) at end of year2021-07-31$11,173,737
Employer contributions (assets) at beginning of year2021-07-31$10,699,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-31$118,360,059
Asset. Corporate debt instrument debt (other) at end of year2021-07-31$11,978,206
Asset. Corporate debt instrument debt (other) at beginning of year2021-07-31$14,497,765
Contract administrator fees2021-07-31$5,192,720
Liabilities. Value of benefit claims payable at end of year2021-07-31$17,405,563
Liabilities. Value of benefit claims payable at beginning of year2021-07-31$18,543,972
Did the plan have assets held for investment2021-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-31No
Aggregate proceeds on sale of assets2021-07-31$146,824,099
Aggregate carrying amount (costs) on sale of assets2021-07-31$146,794,212
Opinion of an independent qualified public accountant for this plan2021-07-31Unqualified
Accountancy firm name2021-07-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-07-31222027092
2020 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-07-31$39,821
Total unrealized appreciation/depreciation of assets2020-07-31$39,821
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$22,398,352
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-07-31$21,029,966
Total income from all sources (including contributions)2020-07-31$117,729,863
Total loss/gain on sale of assets2020-07-31$45,142
Total of all expenses incurred2020-07-31$113,276,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-07-31$107,382,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-07-31$114,276,890
Value of total assets at end of year2020-07-31$83,160,928
Value of total assets at beginning of year2020-07-31$77,338,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-07-31$5,893,693
Total interest from all sources2020-07-31$604,128
Total dividends received (eg from common stock, registered investment company shares)2020-07-31$754,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-07-31$754,136
Administrative expenses professional fees incurred2020-07-31$266,248
Was this plan covered by a fidelity bond2020-07-31Yes
Value of fidelity bond cover2020-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-07-31No
Contributions received from participants2020-07-31$4,805,584
Assets. Other investments not covered elsewhere at end of year2020-07-31$465,330
Assets. Other investments not covered elsewhere at beginning of year2020-07-31$815,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-07-31$226,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-07-31$1,235,747
Other income not declared elsewhere2020-07-31$848,318
Administrative expenses (other) incurred2020-07-31$503,828
Liabilities. Value of operating payables at end of year2020-07-31$3,854,380
Liabilities. Value of operating payables at beginning of year2020-07-31$3,877,034
Total non interest bearing cash at end of year2020-07-31$1,415,917
Total non interest bearing cash at beginning of year2020-07-31$1,054,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Value of net income/loss2020-07-31$4,453,825
Value of net assets at end of year (total assets less liabilities)2020-07-31$60,762,576
Value of net assets at beginning of year (total assets less liabilities)2020-07-31$56,308,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-07-31No
Were any leases to which the plan was party in default or uncollectible2020-07-31No
Investment advisory and management fees2020-07-31$92,854
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-07-31$47,748,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-07-31$42,048,332
Interest earned on other investments2020-07-31$22,558
Income. Interest from US Government securities2020-07-31$169,266
Income. Interest from corporate debt instruments2020-07-31$412,304
Expenses. Payments to insurance carriers foe the provision of benefits2020-07-31$2,598,873
Asset value of US Government securities at end of year2020-07-31$8,107,112
Asset value of US Government securities at beginning of year2020-07-31$8,604,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-07-31$1,161,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-07-31Yes
Was there a failure to transmit to the plan any participant contributions2020-07-31No
Has the plan failed to provide any benefit when due under the plan2020-07-31No
Contributions received in cash from employer2020-07-31$109,471,306
Employer contributions (assets) at end of year2020-07-31$10,699,602
Employer contributions (assets) at beginning of year2020-07-31$9,343,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-07-31$104,783,472
Asset. Corporate debt instrument debt (other) at end of year2020-07-31$14,497,765
Asset. Corporate debt instrument debt (other) at beginning of year2020-07-31$14,236,625
Contract administrator fees2020-07-31$5,030,763
Liabilities. Value of benefit claims payable at end of year2020-07-31$18,543,972
Liabilities. Value of benefit claims payable at beginning of year2020-07-31$17,152,932
Did the plan have assets held for investment2020-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-07-31No
Aggregate proceeds on sale of assets2020-07-31$17,390,142
Aggregate carrying amount (costs) on sale of assets2020-07-31$17,345,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-07-31No
Opinion of an independent qualified public accountant for this plan2020-07-31Unqualified
Accountancy firm name2020-07-31LINDQUIST LLP
Accountancy firm EIN2020-07-31522385296
2019 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-07-31$383,771
Total unrealized appreciation/depreciation of assets2019-07-31$383,771
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$21,029,966
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-07-31$18,474,002
Total income from all sources (including contributions)2019-07-31$118,262,828
Total loss/gain on sale of assets2019-07-31$-87,198
Total of all expenses incurred2019-07-31$112,904,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-07-31$107,526,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-07-31$114,483,473
Value of total assets at end of year2019-07-31$77,338,717
Value of total assets at beginning of year2019-07-31$69,424,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-07-31$5,378,359
Total interest from all sources2019-07-31$556,432
Total dividends received (eg from common stock, registered investment company shares)2019-07-31$981,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-07-31$981,625
Administrative expenses professional fees incurred2019-07-31$244,390
Was this plan covered by a fidelity bond2019-07-31Yes
Value of fidelity bond cover2019-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-07-31No
Contributions received from participants2019-07-31$4,722,110
Assets. Other investments not covered elsewhere at end of year2019-07-31$815,265
Assets. Other investments not covered elsewhere at beginning of year2019-07-31$1,435,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-07-31$1,235,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-07-31$1,271,128
Other income not declared elsewhere2019-07-31$1,531,015
Administrative expenses (other) incurred2019-07-31$500,917
Liabilities. Value of operating payables at end of year2019-07-31$3,877,034
Liabilities. Value of operating payables at beginning of year2019-07-31$3,665,610
Total non interest bearing cash at end of year2019-07-31$1,054,062
Total non interest bearing cash at beginning of year2019-07-31$590,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Value of net income/loss2019-07-31$5,358,443
Value of net assets at end of year (total assets less liabilities)2019-07-31$56,308,751
Value of net assets at beginning of year (total assets less liabilities)2019-07-31$50,950,308
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-07-31No
Were any leases to which the plan was party in default or uncollectible2019-07-31No
Investment advisory and management fees2019-07-31$86,876
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-07-31$42,048,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-07-31$38,203,809
Interest earned on other investments2019-07-31$46,712
Income. Interest from US Government securities2019-07-31$128,865
Income. Interest from corporate debt instruments2019-07-31$380,855
Expenses. Payments to insurance carriers foe the provision of benefits2019-07-31$2,072,694
Asset value of US Government securities at end of year2019-07-31$8,604,946
Asset value of US Government securities at beginning of year2019-07-31$5,279,267
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-07-31$413,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-07-31Yes
Was there a failure to transmit to the plan any participant contributions2019-07-31No
Has the plan failed to provide any benefit when due under the plan2019-07-31No
Contributions received in cash from employer2019-07-31$109,761,363
Employer contributions (assets) at end of year2019-07-31$9,343,740
Employer contributions (assets) at beginning of year2019-07-31$8,737,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-07-31$105,453,332
Asset. Corporate debt instrument debt (other) at end of year2019-07-31$14,236,625
Asset. Corporate debt instrument debt (other) at beginning of year2019-07-31$13,907,137
Contract administrator fees2019-07-31$4,546,176
Liabilities. Value of benefit claims payable at end of year2019-07-31$17,152,932
Liabilities. Value of benefit claims payable at beginning of year2019-07-31$14,808,392
Did the plan have assets held for investment2019-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-07-31No
Aggregate proceeds on sale of assets2019-07-31$19,061,383
Aggregate carrying amount (costs) on sale of assets2019-07-31$19,148,581
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-07-31No
Opinion of an independent qualified public accountant for this plan2019-07-31Unqualified
Accountancy firm name2019-07-31LINDQUIST LLP
Accountancy firm EIN2019-07-31522385296
2018 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-07-31$-314,685
Total unrealized appreciation/depreciation of assets2018-07-31$-314,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$18,474,002
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-07-31$17,949,708
Total income from all sources (including contributions)2018-07-31$106,503,352
Total loss/gain on sale of assets2018-07-31$-119,233
Total of all expenses incurred2018-07-31$101,781,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-07-31$96,677,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-07-31$103,703,600
Value of total assets at end of year2018-07-31$69,424,310
Value of total assets at beginning of year2018-07-31$64,177,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-07-31$5,104,008
Total interest from all sources2018-07-31$509,854
Total dividends received (eg from common stock, registered investment company shares)2018-07-31$675,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-07-31$675,274
Administrative expenses professional fees incurred2018-07-31$335,639
Was this plan covered by a fidelity bond2018-07-31Yes
Value of fidelity bond cover2018-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-07-31No
Contributions received from participants2018-07-31$5,522,054
Assets. Other investments not covered elsewhere at end of year2018-07-31$1,435,172
Assets. Other investments not covered elsewhere at beginning of year2018-07-31$398,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-07-31$1,271,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-07-31$413,684
Other income not declared elsewhere2018-07-31$1,196,456
Administrative expenses (other) incurred2018-07-31$452,914
Liabilities. Value of operating payables at end of year2018-07-31$3,665,610
Liabilities. Value of operating payables at beginning of year2018-07-31$3,550,194
Total non interest bearing cash at end of year2018-07-31$590,624
Total non interest bearing cash at beginning of year2018-07-31$1,295,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Value of net income/loss2018-07-31$4,722,239
Value of net assets at end of year (total assets less liabilities)2018-07-31$50,950,308
Value of net assets at beginning of year (total assets less liabilities)2018-07-31$46,228,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-07-31No
Were any leases to which the plan was party in default or uncollectible2018-07-31No
Investment advisory and management fees2018-07-31$80,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-07-31$38,203,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-07-31$38,607,064
Interest earned on other investments2018-07-31$30,188
Income. Interest from US Government securities2018-07-31$60,949
Income. Interest from corporate debt instruments2018-07-31$418,717
Expenses. Payments to insurance carriers foe the provision of benefits2018-07-31$2,237,317
Asset value of US Government securities at end of year2018-07-31$5,279,267
Asset value of US Government securities at beginning of year2018-07-31$5,370,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-07-31$852,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-07-31Yes
Was there a failure to transmit to the plan any participant contributions2018-07-31No
Has the plan failed to provide any benefit when due under the plan2018-07-31No
Contributions received in cash from employer2018-07-31$98,181,546
Employer contributions (assets) at end of year2018-07-31$8,737,173
Employer contributions (assets) at beginning of year2018-07-31$6,852,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-07-31$94,439,788
Asset. Corporate debt instrument debt (other) at end of year2018-07-31$13,907,137
Asset. Corporate debt instrument debt (other) at beginning of year2018-07-31$11,239,749
Contract administrator fees2018-07-31$4,234,677
Liabilities. Value of benefit claims payable at end of year2018-07-31$14,808,392
Liabilities. Value of benefit claims payable at beginning of year2018-07-31$14,399,514
Did the plan have assets held for investment2018-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-07-31No
Aggregate proceeds on sale of assets2018-07-31$15,788,579
Aggregate carrying amount (costs) on sale of assets2018-07-31$15,907,812
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-07-31No
Opinion of an independent qualified public accountant for this plan2018-07-31Unqualified
Accountancy firm name2018-07-31LINDQUIST LLP
Accountancy firm EIN2018-07-31522385296
2017 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-07-31$-76,418
Total unrealized appreciation/depreciation of assets2017-07-31$-76,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$17,949,708
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-31$13,417,307
Total income from all sources (including contributions)2017-07-31$96,210,216
Total loss/gain on sale of assets2017-07-31$-71,108
Total of all expenses incurred2017-07-31$85,538,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-31$80,667,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-31$93,359,538
Value of total assets at end of year2017-07-31$64,177,777
Value of total assets at beginning of year2017-07-31$48,973,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-31$4,871,119
Total interest from all sources2017-07-31$370,742
Total dividends received (eg from common stock, registered investment company shares)2017-07-31$359,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-07-31$359,868
Administrative expenses professional fees incurred2017-07-31$353,764
Was this plan covered by a fidelity bond2017-07-31Yes
Value of fidelity bond cover2017-07-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-07-31No
Contributions received from participants2017-07-31$5,453,850
Assets. Other investments not covered elsewhere at end of year2017-07-31$398,518
Assets. Other investments not covered elsewhere at beginning of year2017-07-31$1,031,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-07-31$413,684
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-07-31$686,812
Other income not declared elsewhere2017-07-31$1,594,333
Administrative expenses (other) incurred2017-07-31$547,038
Liabilities. Value of operating payables at end of year2017-07-31$3,550,194
Liabilities. Value of operating payables at beginning of year2017-07-31$3,556,480
Total non interest bearing cash at end of year2017-07-31$1,295,772
Total non interest bearing cash at beginning of year2017-07-31$938,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Value of net income/loss2017-07-31$10,671,495
Value of net assets at end of year (total assets less liabilities)2017-07-31$46,228,069
Value of net assets at beginning of year (total assets less liabilities)2017-07-31$35,556,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-31No
Were any leases to which the plan was party in default or uncollectible2017-07-31No
Investment advisory and management fees2017-07-31$74,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-31$38,607,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-31$22,794,850
Interest earned on other investments2017-07-31$15,599
Income. Interest from US Government securities2017-07-31$68,933
Income. Interest from corporate debt instruments2017-07-31$286,210
Expenses. Payments to insurance carriers foe the provision of benefits2017-07-31$2,264,171
Asset value of US Government securities at end of year2017-07-31$5,370,070
Asset value of US Government securities at beginning of year2017-07-31$6,599,033
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-31$673,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-31Yes
Was there a failure to transmit to the plan any participant contributions2017-07-31No
Has the plan failed to provide any benefit when due under the plan2017-07-31No
Contributions received in cash from employer2017-07-31$87,905,688
Employer contributions (assets) at end of year2017-07-31$6,852,920
Employer contributions (assets) at beginning of year2017-07-31$7,053,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-31$78,403,431
Asset. Corporate debt instrument debt (other) at end of year2017-07-31$11,239,749
Asset. Corporate debt instrument debt (other) at beginning of year2017-07-31$9,870,197
Contract administrator fees2017-07-31$3,895,430
Liabilities. Value of benefit claims payable at end of year2017-07-31$14,399,514
Liabilities. Value of benefit claims payable at beginning of year2017-07-31$9,860,827
Did the plan have assets held for investment2017-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-31No
Aggregate proceeds on sale of assets2017-07-31$13,111,410
Aggregate carrying amount (costs) on sale of assets2017-07-31$13,182,518
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-31No
Opinion of an independent qualified public accountant for this plan2017-07-31Unqualified
Accountancy firm name2017-07-31LINDQUIST LLP
Accountancy firm EIN2017-07-31522385296
2016 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-07-31$139,391
Total unrealized appreciation/depreciation of assets2016-07-31$139,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$13,417,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-07-31$11,957,640
Total income from all sources (including contributions)2016-07-31$85,321,354
Total loss/gain on sale of assets2016-07-31$-54,373
Total of all expenses incurred2016-07-31$72,451,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-07-31$67,789,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-07-31$83,576,991
Value of total assets at end of year2016-07-31$48,973,881
Value of total assets at beginning of year2016-07-31$34,644,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-07-31$4,662,635
Total interest from all sources2016-07-31$299,444
Total dividends received (eg from common stock, registered investment company shares)2016-07-31$138,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-07-31$138,070
Administrative expenses professional fees incurred2016-07-31$340,366
Was this plan covered by a fidelity bond2016-07-31Yes
Value of fidelity bond cover2016-07-31$500,000
If this is an individual account plan, was there a blackout period2016-07-31No
Were there any nonexempt tranactions with any party-in-interest2016-07-31No
Contributions received from participants2016-07-31$5,478,817
Assets. Other investments not covered elsewhere at end of year2016-07-31$1,031,276
Assets. Other investments not covered elsewhere at beginning of year2016-07-31$569,934
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-07-31$686,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-07-31$865,294
Other income not declared elsewhere2016-07-31$1,050,427
Administrative expenses (other) incurred2016-07-31$756,953
Liabilities. Value of operating payables at end of year2016-07-31$3,556,480
Liabilities. Value of operating payables at beginning of year2016-07-31$2,336,761
Total non interest bearing cash at end of year2016-07-31$938,708
Total non interest bearing cash at beginning of year2016-07-31$454,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Value of net income/loss2016-07-31$12,869,436
Value of net assets at end of year (total assets less liabilities)2016-07-31$35,556,574
Value of net assets at beginning of year (total assets less liabilities)2016-07-31$22,687,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-07-31No
Were any leases to which the plan was party in default or uncollectible2016-07-31No
Investment advisory and management fees2016-07-31$63,683
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-07-31$22,794,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-07-31$14,333,410
Interest earned on other investments2016-07-31$17,131
Income. Interest from US Government securities2016-07-31$64,471
Income. Interest from corporate debt instruments2016-07-31$217,842
Expenses. Payments to insurance carriers foe the provision of benefits2016-07-31$1,830,545
Asset value of US Government securities at end of year2016-07-31$6,599,033
Asset value of US Government securities at beginning of year2016-07-31$5,301,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-07-31$171,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-07-31Yes
Was there a failure to transmit to the plan any participant contributions2016-07-31No
Has the plan failed to provide any benefit when due under the plan2016-07-31No
Contributions received in cash from employer2016-07-31$78,098,174
Employer contributions (assets) at end of year2016-07-31$7,053,005
Employer contributions (assets) at beginning of year2016-07-31$6,618,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-07-31$65,958,738
Asset. Corporate debt instrument debt (other) at end of year2016-07-31$9,870,197
Asset. Corporate debt instrument debt (other) at beginning of year2016-07-31$6,502,068
Contract administrator fees2016-07-31$3,501,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-07-31No
Liabilities. Value of benefit claims payable at end of year2016-07-31$9,860,827
Liabilities. Value of benefit claims payable at beginning of year2016-07-31$9,620,879
Did the plan have assets held for investment2016-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-07-31No
Aggregate proceeds on sale of assets2016-07-31$7,866,453
Aggregate carrying amount (costs) on sale of assets2016-07-31$7,920,826
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-07-31No
Opinion of an independent qualified public accountant for this plan2016-07-31Unqualified
Accountancy firm name2016-07-31LINDQUIST LLP
Accountancy firm EIN2016-07-31522385296
2015 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-07-31$-105,954
Total unrealized appreciation/depreciation of assets2015-07-31$-105,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$11,957,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-07-31$10,150,268
Total income from all sources (including contributions)2015-07-31$76,811,218
Total loss/gain on sale of assets2015-07-31$-17,535
Total of all expenses incurred2015-07-31$71,148,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-07-31$66,518,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-07-31$75,358,819
Value of total assets at end of year2015-07-31$34,644,778
Value of total assets at beginning of year2015-07-31$27,174,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-07-31$4,629,970
Total interest from all sources2015-07-31$284,677
Total dividends received (eg from common stock, registered investment company shares)2015-07-31$136,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-07-31$136,012
Administrative expenses professional fees incurred2015-07-31$334,284
Was this plan covered by a fidelity bond2015-07-31Yes
Value of fidelity bond cover2015-07-31$500,000
If this is an individual account plan, was there a blackout period2015-07-31No
Were there any nonexempt tranactions with any party-in-interest2015-07-31No
Contributions received from participants2015-07-31$5,597,723
Assets. Other investments not covered elsewhere at end of year2015-07-31$569,934
Assets. Other investments not covered elsewhere at beginning of year2015-07-31$1,038,917
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-07-31$865,294
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-07-31$1,382,478
Other income not declared elsewhere2015-07-31$1,121,931
Administrative expenses (other) incurred2015-07-31$1,350,827
Liabilities. Value of operating payables at end of year2015-07-31$2,336,761
Liabilities. Value of operating payables at beginning of year2015-07-31$2,303,988
Total non interest bearing cash at end of year2015-07-31$454,336
Total non interest bearing cash at beginning of year2015-07-31$994,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Value of net income/loss2015-07-31$5,662,586
Value of net assets at end of year (total assets less liabilities)2015-07-31$22,687,138
Value of net assets at beginning of year (total assets less liabilities)2015-07-31$17,024,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-07-31No
Were any leases to which the plan was party in default or uncollectible2015-07-31No
Investment advisory and management fees2015-07-31$57,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-07-31$14,333,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-07-31$7,823,947
Interest earned on other investments2015-07-31$15,769
Income. Interest from US Government securities2015-07-31$57,380
Income. Interest from corporate debt instruments2015-07-31$211,528
Expenses. Payments to insurance carriers foe the provision of benefits2015-07-31$1,627,710
Asset value of US Government securities at end of year2015-07-31$5,301,086
Asset value of US Government securities at beginning of year2015-07-31$2,601,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-07-31$33,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-07-31Yes
Was there a failure to transmit to the plan any participant contributions2015-07-31No
Has the plan failed to provide any benefit when due under the plan2015-07-31No
Contributions received in cash from employer2015-07-31$69,761,096
Employer contributions (assets) at end of year2015-07-31$6,618,650
Employer contributions (assets) at beginning of year2015-07-31$5,420,713
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-07-31$64,890,952
Asset. Corporate debt instrument debt (other) at end of year2015-07-31$6,502,068
Asset. Corporate debt instrument debt (other) at beginning of year2015-07-31$7,912,575
Contract administrator fees2015-07-31$2,887,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-07-31No
Liabilities. Value of benefit claims payable at end of year2015-07-31$9,620,879
Liabilities. Value of benefit claims payable at beginning of year2015-07-31$7,846,280
Did the plan have assets held for investment2015-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-07-31No
Aggregate proceeds on sale of assets2015-07-31$8,316,340
Aggregate carrying amount (costs) on sale of assets2015-07-31$8,333,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-07-31No
Opinion of an independent qualified public accountant for this plan2015-07-31Unqualified
Accountancy firm name2015-07-31LINDQUIST LLP
Accountancy firm EIN2015-07-31522385296
2014 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-07-31$-41,548
Total unrealized appreciation/depreciation of assets2014-07-31$-41,548
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$10,150,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-07-31$8,961,274
Total income from all sources (including contributions)2014-07-31$61,642,108
Total loss/gain on sale of assets2014-07-31$-30,081
Total of all expenses incurred2014-07-31$70,284,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-07-31$67,265,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-07-31$57,998,348
Value of total assets at end of year2014-07-31$27,174,820
Value of total assets at beginning of year2014-07-31$34,628,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-07-31$3,019,170
Total interest from all sources2014-07-31$280,510
Total dividends received (eg from common stock, registered investment company shares)2014-07-31$230,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-07-31$230,509
Administrative expenses professional fees incurred2014-07-31$401,016
Was this plan covered by a fidelity bond2014-07-31Yes
Value of fidelity bond cover2014-07-31$500,000
If this is an individual account plan, was there a blackout period2014-07-31No
Were there any nonexempt tranactions with any party-in-interest2014-07-31No
Contributions received from participants2014-07-31$5,326,323
Assets. Other investments not covered elsewhere at end of year2014-07-31$1,038,917
Assets. Other investments not covered elsewhere at beginning of year2014-07-31$933,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-07-31$1,382,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-07-31$846,065
Other income not declared elsewhere2014-07-31$2,448,121
Administrative expenses (other) incurred2014-07-31$752,083
Liabilities. Value of operating payables at end of year2014-07-31$2,303,988
Liabilities. Value of operating payables at beginning of year2014-07-31$1,829,167
Total non interest bearing cash at end of year2014-07-31$994,562
Total non interest bearing cash at beginning of year2014-07-31$441,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Value of net income/loss2014-07-31$-8,642,353
Value of net assets at end of year (total assets less liabilities)2014-07-31$17,024,552
Value of net assets at beginning of year (total assets less liabilities)2014-07-31$25,666,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-07-31No
Were any leases to which the plan was party in default or uncollectible2014-07-31No
Investment advisory and management fees2014-07-31$56,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-07-31$7,823,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-07-31$18,463,827
Interest earned on other investments2014-07-31$18,078
Income. Interest from US Government securities2014-07-31$55,179
Income. Interest from corporate debt instruments2014-07-31$207,253
Expenses. Payments to insurance carriers foe the provision of benefits2014-07-31$1,312,461
Asset value of US Government securities at end of year2014-07-31$2,601,628
Asset value of US Government securities at beginning of year2014-07-31$3,468,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-07-31$756,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-07-31Yes
Was there a failure to transmit to the plan any participant contributions2014-07-31No
Has the plan failed to provide any benefit when due under the plan2014-07-31No
Contributions received in cash from employer2014-07-31$52,672,025
Employer contributions (assets) at end of year2014-07-31$5,420,713
Employer contributions (assets) at beginning of year2014-07-31$4,147,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-07-31$65,952,830
Asset. Corporate debt instrument debt (other) at end of year2014-07-31$7,912,575
Asset. Corporate debt instrument debt (other) at beginning of year2014-07-31$6,327,527
Contract administrator fees2014-07-31$1,809,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-07-31No
Liabilities. Value of benefit claims payable at end of year2014-07-31$7,846,280
Liabilities. Value of benefit claims payable at beginning of year2014-07-31$7,132,107
Did the plan have assets held for investment2014-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-07-31No
Aggregate proceeds on sale of assets2014-07-31$10,014,598
Aggregate carrying amount (costs) on sale of assets2014-07-31$10,044,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-07-31No
Opinion of an independent qualified public accountant for this plan2014-07-31Unqualified
Accountancy firm name2014-07-31LINDQUIST LLP
Accountancy firm EIN2014-07-31522385296
2013 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-07-31$-185,011
Total unrealized appreciation/depreciation of assets2013-07-31$-185,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$8,961,274
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-07-31$7,821,045
Total income from all sources (including contributions)2013-07-31$56,416,079
Total loss/gain on sale of assets2013-07-31$-63,679
Total of all expenses incurred2013-07-31$63,982,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-07-31$61,224,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-07-31$53,998,258
Value of total assets at end of year2013-07-31$34,628,179
Value of total assets at beginning of year2013-07-31$41,054,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-07-31$2,757,831
Total interest from all sources2013-07-31$360,659
Total dividends received (eg from common stock, registered investment company shares)2013-07-31$735,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-07-31$735,673
Administrative expenses professional fees incurred2013-07-31$279,981
Was this plan covered by a fidelity bond2013-07-31Yes
Value of fidelity bond cover2013-07-31$500,000
If this is an individual account plan, was there a blackout period2013-07-31No
Were there any nonexempt tranactions with any party-in-interest2013-07-31No
Contributions received from participants2013-07-31$4,102,141
Assets. Other investments not covered elsewhere at end of year2013-07-31$933,223
Assets. Other investments not covered elsewhere at beginning of year2013-07-31$700,889
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-07-31$846,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-07-31$986,984
Other income not declared elsewhere2013-07-31$879,047
Administrative expenses (other) incurred2013-07-31$694,506
Liabilities. Value of operating payables at end of year2013-07-31$1,829,167
Liabilities. Value of operating payables at beginning of year2013-07-31$2,125,737
Total non interest bearing cash at end of year2013-07-31$441,207
Total non interest bearing cash at beginning of year2013-07-31$1,030,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Value of net income/loss2013-07-31$-7,566,096
Value of net assets at end of year (total assets less liabilities)2013-07-31$25,666,905
Value of net assets at beginning of year (total assets less liabilities)2013-07-31$33,233,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-07-31No
Were any leases to which the plan was party in default or uncollectible2013-07-31No
Investment advisory and management fees2013-07-31$54,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-07-31$18,463,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-07-31$22,319,550
Interest earned on other investments2013-07-31$16,487
Income. Interest from US Government securities2013-07-31$82,293
Income. Interest from corporate debt instruments2013-07-31$261,879
Expenses. Payments to insurance carriers foe the provision of benefits2013-07-31$1,369,268
Asset value of US Government securities at end of year2013-07-31$3,468,913
Asset value of US Government securities at beginning of year2013-07-31$4,479,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-07-31$691,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-07-31Yes
Was there a failure to transmit to the plan any participant contributions2013-07-31No
Has the plan failed to provide any benefit when due under the plan2013-07-31No
Contributions received in cash from employer2013-07-31$49,896,117
Employer contributions (assets) at end of year2013-07-31$4,147,417
Employer contributions (assets) at beginning of year2013-07-31$4,201,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-07-31$59,855,076
Asset. Corporate debt instrument debt (other) at end of year2013-07-31$6,327,527
Asset. Corporate debt instrument debt (other) at beginning of year2013-07-31$7,335,095
Contract administrator fees2013-07-31$1,728,834
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-07-31No
Liabilities. Value of benefit claims payable at end of year2013-07-31$7,132,107
Liabilities. Value of benefit claims payable at beginning of year2013-07-31$5,695,308
Did the plan have assets held for investment2013-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-07-31No
Aggregate proceeds on sale of assets2013-07-31$12,561,455
Aggregate carrying amount (costs) on sale of assets2013-07-31$12,625,134
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-07-31No
Opinion of an independent qualified public accountant for this plan2013-07-31Unqualified
Accountancy firm name2013-07-31LINDQUIST LLP
Accountancy firm EIN2013-07-31522385296
2012 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-07-31$-14,908
Total unrealized appreciation/depreciation of assets2012-07-31$-14,908
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$7,821,045
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-07-31$7,727,478
Total income from all sources (including contributions)2012-07-31$51,691,364
Total loss/gain on sale of assets2012-07-31$-98,552
Total of all expenses incurred2012-07-31$59,476,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-07-31$56,871,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-07-31$48,611,103
Value of total assets at end of year2012-07-31$41,054,046
Value of total assets at beginning of year2012-07-31$48,745,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-07-31$2,604,639
Total interest from all sources2012-07-31$848,397
Total dividends received (eg from common stock, registered investment company shares)2012-07-31$670,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-07-31$670,342
Administrative expenses professional fees incurred2012-07-31$226,009
Was this plan covered by a fidelity bond2012-07-31Yes
Value of fidelity bond cover2012-07-31$500,000
If this is an individual account plan, was there a blackout period2012-07-31No
Were there any nonexempt tranactions with any party-in-interest2012-07-31No
Contributions received from participants2012-07-31$4,131,643
Assets. Other investments not covered elsewhere at end of year2012-07-31$700,889
Assets. Other investments not covered elsewhere at beginning of year2012-07-31$2,130,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-07-31$986,984
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-07-31$1,403,430
Other income not declared elsewhere2012-07-31$1,339,619
Administrative expenses (other) incurred2012-07-31$637,195
Liabilities. Value of operating payables at end of year2012-07-31$2,125,737
Liabilities. Value of operating payables at beginning of year2012-07-31$1,558,511
Total non interest bearing cash at end of year2012-07-31$1,030,506
Total non interest bearing cash at beginning of year2012-07-31$327,841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Value of net income/loss2012-07-31$-7,784,729
Value of net assets at end of year (total assets less liabilities)2012-07-31$33,233,001
Value of net assets at beginning of year (total assets less liabilities)2012-07-31$41,017,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-07-31No
Were any leases to which the plan was party in default or uncollectible2012-07-31No
Investment advisory and management fees2012-07-31$67,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-07-31$22,319,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-07-31$21,714,470
Interest earned on other investments2012-07-31$57,361
Income. Interest from US Government securities2012-07-31$192,447
Income. Interest from corporate debt instruments2012-07-31$598,589
Expenses. Payments to insurance carriers foe the provision of benefits2012-07-31$1,262,855
Asset value of US Government securities at end of year2012-07-31$4,479,743
Asset value of US Government securities at beginning of year2012-07-31$5,853,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-07-31$335,363
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-07-31Yes
Was there a failure to transmit to the plan any participant contributions2012-07-31No
Has the plan failed to provide any benefit when due under the plan2012-07-31No
Contributions received in cash from employer2012-07-31$44,479,460
Employer contributions (assets) at end of year2012-07-31$4,201,279
Employer contributions (assets) at beginning of year2012-07-31$4,182,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-07-31$55,608,599
Asset. Corporate debt instrument debt (other) at end of year2012-07-31$7,335,095
Asset. Corporate debt instrument debt (other) at beginning of year2012-07-31$13,132,000
Contract administrator fees2012-07-31$1,673,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-07-31No
Liabilities. Value of benefit claims payable at end of year2012-07-31$5,695,308
Liabilities. Value of benefit claims payable at beginning of year2012-07-31$6,168,967
Did the plan have assets held for investment2012-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-07-31No
Aggregate proceeds on sale of assets2012-07-31$18,442,971
Aggregate carrying amount (costs) on sale of assets2012-07-31$18,541,523
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-07-31No
Opinion of an independent qualified public accountant for this plan2012-07-31Unqualified
Accountancy firm name2012-07-31LINDQUIST LLP
Accountancy firm EIN2012-07-31522385296
2011 : PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-07-31$56,604
Total unrealized appreciation/depreciation of assets2011-07-31$56,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$7,727,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-31$7,831,086
Total income from all sources (including contributions)2011-07-31$54,244,742
Total loss/gain on sale of assets2011-07-31$-107,825
Total of all expenses incurred2011-07-31$55,904,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-31$53,303,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-31$48,894,792
Value of total assets at end of year2011-07-31$48,745,208
Value of total assets at beginning of year2011-07-31$50,508,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-31$2,601,020
Total interest from all sources2011-07-31$1,307,252
Total dividends received (eg from common stock, registered investment company shares)2011-07-31$507,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-07-31$507,589
Administrative expenses professional fees incurred2011-07-31$230,378
Was this plan covered by a fidelity bond2011-07-31Yes
Value of fidelity bond cover2011-07-31$500,000
If this is an individual account plan, was there a blackout period2011-07-31No
Were there any nonexempt tranactions with any party-in-interest2011-07-31No
Contributions received from participants2011-07-31$4,183,145
Assets. Other investments not covered elsewhere at end of year2011-07-31$2,130,680
Assets. Other investments not covered elsewhere at beginning of year2011-07-31$2,826,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-07-31$1,403,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-07-31$1,512,736
Other income not declared elsewhere2011-07-31$2,279,936
Administrative expenses (other) incurred2011-07-31$628,611
Liabilities. Value of operating payables at end of year2011-07-31$1,558,511
Liabilities. Value of operating payables at beginning of year2011-07-31$1,680,615
Total non interest bearing cash at end of year2011-07-31$327,841
Total non interest bearing cash at beginning of year2011-07-31$400,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Value of net income/loss2011-07-31$-1,659,568
Value of net assets at end of year (total assets less liabilities)2011-07-31$41,017,730
Value of net assets at beginning of year (total assets less liabilities)2011-07-31$42,677,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-31No
Were any leases to which the plan was party in default or uncollectible2011-07-31No
Investment advisory and management fees2011-07-31$85,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-07-31$21,714,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-07-31$15,727,446
Interest earned on other investments2011-07-31$85,198
Income. Interest from US Government securities2011-07-31$322,587
Income. Interest from corporate debt instruments2011-07-31$899,467
Expenses. Payments to insurance carriers foe the provision of benefits2011-07-31$1,201,264
Asset value of US Government securities at end of year2011-07-31$5,853,805
Asset value of US Government securities at beginning of year2011-07-31$8,020,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-07-31$1,306,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-31Yes
Was there a failure to transmit to the plan any participant contributions2011-07-31No
Has the plan failed to provide any benefit when due under the plan2011-07-31No
Contributions received in cash from employer2011-07-31$44,711,647
Employer contributions (assets) at end of year2011-07-31$4,182,982
Employer contributions (assets) at beginning of year2011-07-31$3,794,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-31$52,102,026
Asset. Corporate debt instrument debt (other) at end of year2011-07-31$13,132,000
Asset. Corporate debt instrument debt (other) at beginning of year2011-07-31$18,225,464
Contract administrator fees2011-07-31$1,656,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-07-31No
Liabilities. Value of benefit claims payable at end of year2011-07-31$6,168,967
Liabilities. Value of benefit claims payable at beginning of year2011-07-31$6,150,471
Did the plan have assets held for investment2011-07-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-31No
Aggregate proceeds on sale of assets2011-07-31$69,748,511
Aggregate carrying amount (costs) on sale of assets2011-07-31$69,856,336
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-31No
Opinion of an independent qualified public accountant for this plan2011-07-31Unqualified
Accountancy firm name2011-07-31LINDQUIST LLP
Accountancy firm EIN2011-07-31522385296

Form 5500 Responses for PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST

2021: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2021 form 5500 responses
2021-08-01Type of plan entityMulti-employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planYes
2021-08-01Plan funding arrangement – TrustYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement - TrustYes
2020: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2020 form 5500 responses
2020-08-01Type of plan entityMulti-employer plan
2020-08-01Plan is a collectively bargained planYes
2020-08-01Plan funding arrangement – TrustYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement - TrustYes
2019: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2019 form 5500 responses
2019-08-01Type of plan entityMulti-employer plan
2019-08-01Plan is a collectively bargained planYes
2019-08-01Plan funding arrangement – TrustYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement - TrustYes
2018: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2018 form 5500 responses
2018-08-01Type of plan entityMulti-employer plan
2018-08-01Plan is a collectively bargained planYes
2018-08-01Plan funding arrangement – TrustYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement - TrustYes
2017: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2017 form 5500 responses
2017-08-01Type of plan entityMulti-employer plan
2017-08-01Plan is a collectively bargained planYes
2017-08-01Plan funding arrangement – TrustYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement - TrustYes
2016: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2016 form 5500 responses
2016-08-01Type of plan entityMulti-employer plan
2016-08-01Plan is a collectively bargained planYes
2016-08-01Plan funding arrangement – TrustYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement - TrustYes
2015: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2015 form 5500 responses
2015-08-01Type of plan entityMulti-employer plan
2015-08-01Plan is a collectively bargained planYes
2015-08-01Plan funding arrangement – TrustYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement - TrustYes
2014: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2014 form 5500 responses
2014-08-01Type of plan entityMulti-employer plan
2014-08-01Plan is a collectively bargained planYes
2014-08-01Plan funding arrangement – TrustYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement - TrustYes
2013: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2013 form 5500 responses
2013-08-01Type of plan entityMulti-employer plan
2013-08-01Plan is a collectively bargained planYes
2013-08-01Plan funding arrangement – TrustYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement - TrustYes
2012: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2012 form 5500 responses
2012-08-01Type of plan entityMulti-employer plan
2012-08-01Plan is a collectively bargained planYes
2012-08-01Plan funding arrangement – TrustYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement - TrustYes
2011: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2011 form 5500 responses
2011-08-01Type of plan entityMulti-employer plan
2011-08-01Plan is a collectively bargained planYes
2011-08-01Plan funding arrangement – TrustYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement - TrustYes
2009: PUGET SOUND ELECTRICAL WORKERS HEALTHCARE TRUST 2009 form 5500 responses
2009-08-01Type of plan entityMulti-employer plan
2009-08-01This submission is the final filingNo
2009-08-01Plan is a collectively bargained planYes
2009-08-01Plan funding arrangement – TrustYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number948002
Policy instance 2
Insurance contract or identification number948002
Number of Individuals Covered16537
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $597,424
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 numberWA 05347W
Policy instance 1
Insurance contract or identification numberWA 05347W
Number of Individuals Covered6379
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $826,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0001601
Policy instance 2
Insurance contract or identification numberNWES0001601
Number of Individuals Covered6798
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $294,310
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 numberWA 05347W
Policy instance 1
Insurance contract or identification numberWA 05347W
Number of Individuals Covered6262
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $795,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0001601
Policy instance 2
Insurance contract or identification numberNWES0001601
Number of Individuals Covered6609
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,525,012
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 numberWA 05347W
Policy instance 1
Insurance contract or identification numberWA 05347W
Number of Individuals Covered6222
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,074,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0001600
Policy instance 2
Insurance contract or identification numberNWES0001600
Number of Individuals Covered6394
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,326,431
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 numberWA 05347W
Policy instance 1
Insurance contract or identification numberWA 05347W
Number of Individuals Covered6045
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $297,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract number33A2ES000042301
Policy instance 2
Insurance contract or identification number33A2ES000042301
Number of Individuals Covered5793
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,554,940
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 numberWA 05347W
Policy instance 1
Insurance contract or identification numberWA 05347W
Number of Individuals Covered5543
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?Yes
Welfare Benefit Premiums Paid to CarrierUSD $256,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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