BOARD OF TRUSTEES, WESTERN TEAMSTERS WELFARE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WESTERN TEAMSTERS WELFARE TRUST
Measure | Date | Value |
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2022 : WESTERN TEAMSTERS WELFARE TRUST 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-08-31 | $-4,972,228 |
Total unrealized appreciation/depreciation of assets | 2022-08-31 | $-4,972,228 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $36,298,487 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-08-31 | $31,964,267 |
Total income from all sources (including contributions) | 2022-08-31 | $139,922,917 |
Total loss/gain on sale of assets | 2022-08-31 | $6,560 |
Total of all expenses incurred | 2022-08-31 | $152,995,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-08-31 | $148,217,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-08-31 | $152,341,782 |
Value of total assets at end of year | 2022-08-31 | $178,197,091 |
Value of total assets at beginning of year | 2022-08-31 | $186,935,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-08-31 | $4,778,611 |
Total interest from all sources | 2022-08-31 | $184,893 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-08-31 | $2,067,407 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-08-31 | $2,067,407 |
Administrative expenses professional fees incurred | 2022-08-31 | $676,277 |
Was this plan covered by a fidelity bond | 2022-08-31 | Yes |
Value of fidelity bond cover | 2022-08-31 | $2,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-08-31 | No |
Contributions received from participants | 2022-08-31 | $10,673,653 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-08-31 | $1,551,921 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-08-31 | $951,495 |
Other income not declared elsewhere | 2022-08-31 | $4,303,821 |
Administrative expenses (other) incurred | 2022-08-31 | $277,952 |
Liabilities. Value of operating payables at end of year | 2022-08-31 | $1,098,031 |
Liabilities. Value of operating payables at beginning of year | 2022-08-31 | $1,780,636 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
Value of net income/loss | 2022-08-31 | $-13,072,708 |
Value of net assets at end of year (total assets less liabilities) | 2022-08-31 | $141,898,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-08-31 | $154,971,312 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-08-31 | $26,139,369 |
Assets. partnership/joint venture interests at beginning of year | 2022-08-31 | $23,388,739 |
Investment advisory and management fees | 2022-08-31 | $177,732 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-08-31 | $79,458,448 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-08-31 | $82,122,648 |
Income. Interest from US Government securities | 2022-08-31 | $184,893 |
Value of interest in common/collective trusts at end of year | 2022-08-31 | $36,726,958 |
Value of interest in common/collective trusts at beginning of year | 2022-08-31 | $29,877,412 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-08-31 | $722,958 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-08-31 | $740,752 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-08-31 | $740,752 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-08-31 | $87,168,882 |
Asset value of US Government securities at end of year | 2022-08-31 | $20,897,437 |
Asset value of US Government securities at beginning of year | 2022-08-31 | $38,354,533 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-08-31 | $-9,858,864 |
Net investment gain or loss from common/collective trusts | 2022-08-31 | $-4,150,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-08-31 | No |
Contributions received in cash from employer | 2022-08-31 | $141,668,129 |
Employer contributions (assets) at end of year | 2022-08-31 | $12,700,000 |
Employer contributions (assets) at beginning of year | 2022-08-31 | $11,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-08-31 | $61,048,132 |
Contract administrator fees | 2022-08-31 | $3,646,650 |
Liabilities. Value of benefit claims payable at end of year | 2022-08-31 | $35,200,456 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-08-31 | $30,183,631 |
Did the plan have assets held for investment | 2022-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-08-31 | No |
Aggregate proceeds on sale of assets | 2022-08-31 | $78,768,693 |
Aggregate carrying amount (costs) on sale of assets | 2022-08-31 | $78,762,133 |
Opinion of an independent qualified public accountant for this plan | 2022-08-31 | Unqualified |
Accountancy firm name | 2022-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2022-08-31 | 952036255 |
2021 : WESTERN TEAMSTERS WELFARE TRUST 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-08-31 | $607,588 |
Total unrealized appreciation/depreciation of assets | 2021-08-31 | $607,588 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $31,964,267 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-08-31 | $32,745,108 |
Total income from all sources (including contributions) | 2021-08-31 | $151,768,412 |
Total loss/gain on sale of assets | 2021-08-31 | $-313,836 |
Total of all expenses incurred | 2021-08-31 | $142,910,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-08-31 | $138,442,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-08-31 | $136,989,555 |
Value of total assets at end of year | 2021-08-31 | $186,935,579 |
Value of total assets at beginning of year | 2021-08-31 | $178,858,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-08-31 | $4,468,071 |
Total interest from all sources | 2021-08-31 | $739,451 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-08-31 | $1,286,126 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-08-31 | $1,286,126 |
Administrative expenses professional fees incurred | 2021-08-31 | $728,234 |
Was this plan covered by a fidelity bond | 2021-08-31 | Yes |
Value of fidelity bond cover | 2021-08-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-08-31 | No |
Contributions received from participants | 2021-08-31 | $11,099,553 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-08-31 | $951,495 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-08-31 | $590,860 |
Other income not declared elsewhere | 2021-08-31 | $4,890,658 |
Administrative expenses (other) incurred | 2021-08-31 | $173,016 |
Liabilities. Value of operating payables at end of year | 2021-08-31 | $1,780,636 |
Liabilities. Value of operating payables at beginning of year | 2021-08-31 | $2,260,108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
Value of net income/loss | 2021-08-31 | $8,858,147 |
Value of net assets at end of year (total assets less liabilities) | 2021-08-31 | $154,971,312 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-08-31 | $146,113,165 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-08-31 | $23,388,739 |
Assets. partnership/joint venture interests at beginning of year | 2021-08-31 | $22,556,714 |
Investment advisory and management fees | 2021-08-31 | $194,955 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-08-31 | $82,122,648 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-08-31 | $54,369,736 |
Income. Interest from US Government securities | 2021-08-31 | $739,451 |
Value of interest in common/collective trusts at end of year | 2021-08-31 | $29,877,412 |
Value of interest in common/collective trusts at beginning of year | 2021-08-31 | $29,571,656 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-08-31 | $740,752 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-08-31 | $18,594,811 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-08-31 | $18,594,811 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-08-31 | $85,741,010 |
Asset value of US Government securities at end of year | 2021-08-31 | $38,354,533 |
Asset value of US Government securities at beginning of year | 2021-08-31 | $42,174,021 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-08-31 | $7,263,111 |
Net investment gain or loss from common/collective trusts | 2021-08-31 | $305,759 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-08-31 | No |
Contributions received in cash from employer | 2021-08-31 | $125,890,002 |
Employer contributions (assets) at end of year | 2021-08-31 | $11,500,000 |
Employer contributions (assets) at beginning of year | 2021-08-31 | $11,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-08-31 | $52,701,184 |
Contract administrator fees | 2021-08-31 | $3,371,866 |
Liabilities. Value of benefit claims payable at end of year | 2021-08-31 | $30,183,631 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-08-31 | $30,485,000 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-08-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-08-31 | $475 |
Did the plan have assets held for investment | 2021-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-08-31 | No |
Aggregate proceeds on sale of assets | 2021-08-31 | $58,653,365 |
Aggregate carrying amount (costs) on sale of assets | 2021-08-31 | $58,967,201 |
Opinion of an independent qualified public accountant for this plan | 2021-08-31 | Unqualified |
Accountancy firm name | 2021-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2021-08-31 | 952036255 |
2020 : WESTERN TEAMSTERS WELFARE TRUST 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-08-31 | $1,961,825 |
Total unrealized appreciation/depreciation of assets | 2020-08-31 | $1,961,825 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $32,745,108 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-08-31 | $33,883,010 |
Total income from all sources (including contributions) | 2020-08-31 | $149,880,303 |
Total loss/gain on sale of assets | 2020-08-31 | $-260,512 |
Total of all expenses incurred | 2020-08-31 | $140,145,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-08-31 | $135,879,253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-08-31 | $135,872,296 |
Value of total assets at end of year | 2020-08-31 | $178,858,273 |
Value of total assets at beginning of year | 2020-08-31 | $170,261,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-08-31 | $4,266,743 |
Total interest from all sources | 2020-08-31 | $1,069,375 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-08-31 | $1,295,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-08-31 | $1,295,837 |
Administrative expenses professional fees incurred | 2020-08-31 | $615,206 |
Was this plan covered by a fidelity bond | 2020-08-31 | Yes |
Value of fidelity bond cover | 2020-08-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-08-31 | No |
Contributions received from participants | 2020-08-31 | $11,881,939 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-08-31 | $590,860 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-08-31 | $493,461 |
Other income not declared elsewhere | 2020-08-31 | $4,607,469 |
Administrative expenses (other) incurred | 2020-08-31 | $192,700 |
Liabilities. Value of operating payables at end of year | 2020-08-31 | $2,260,108 |
Liabilities. Value of operating payables at beginning of year | 2020-08-31 | $1,713,010 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Value of net income/loss | 2020-08-31 | $9,734,307 |
Value of net assets at end of year (total assets less liabilities) | 2020-08-31 | $146,113,165 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-08-31 | $136,378,858 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-08-31 | $22,556,714 |
Assets. partnership/joint venture interests at beginning of year | 2020-08-31 | $23,985,517 |
Investment advisory and management fees | 2020-08-31 | $185,216 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-08-31 | $54,369,736 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-08-31 | $48,367,515 |
Income. Interest from US Government securities | 2020-08-31 | $1,039,746 |
Value of interest in common/collective trusts at end of year | 2020-08-31 | $29,571,656 |
Value of interest in common/collective trusts at beginning of year | 2020-08-31 | $28,916,287 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-08-31 | $18,594,811 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-08-31 | $14,293,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-08-31 | $14,293,859 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-08-31 | $29,629 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-08-31 | $86,648,887 |
Asset value of US Government securities at end of year | 2020-08-31 | $42,174,021 |
Asset value of US Government securities at beginning of year | 2020-08-31 | $42,203,136 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-08-31 | $2,688,022 |
Net investment gain or loss from common/collective trusts | 2020-08-31 | $2,645,991 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-08-31 | No |
Contributions received in cash from employer | 2020-08-31 | $123,990,357 |
Employer contributions (assets) at end of year | 2020-08-31 | $11,000,000 |
Employer contributions (assets) at beginning of year | 2020-08-31 | $12,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-08-31 | $49,230,366 |
Contract administrator fees | 2020-08-31 | $3,273,621 |
Liabilities. Value of benefit claims payable at end of year | 2020-08-31 | $30,485,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-08-31 | $32,170,000 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-08-31 | $475 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-08-31 | $2,093 |
Did the plan have assets held for investment | 2020-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-08-31 | No |
Aggregate proceeds on sale of assets | 2020-08-31 | $32,081,560 |
Aggregate carrying amount (costs) on sale of assets | 2020-08-31 | $32,342,072 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-08-31 | Unqualified |
Accountancy firm name | 2020-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2020-08-31 | 952036255 |
2019 : WESTERN TEAMSTERS WELFARE TRUST 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-08-31 | $2,813,158 |
Total unrealized appreciation/depreciation of assets | 2019-08-31 | $2,813,158 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $33,883,010 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-08-31 | $30,354,490 |
Total income from all sources (including contributions) | 2019-08-31 | $158,093,885 |
Total loss/gain on sale of assets | 2019-08-31 | $-47,211 |
Total of all expenses incurred | 2019-08-31 | $152,242,135 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-08-31 | $147,753,168 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-08-31 | $144,565,345 |
Value of total assets at end of year | 2019-08-31 | $170,261,868 |
Value of total assets at beginning of year | 2019-08-31 | $160,881,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-08-31 | $4,488,967 |
Total interest from all sources | 2019-08-31 | $925,462 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-08-31 | $1,736,647 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-08-31 | $1,736,647 |
Administrative expenses professional fees incurred | 2019-08-31 | $703,166 |
Was this plan covered by a fidelity bond | 2019-08-31 | Yes |
Value of fidelity bond cover | 2019-08-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-08-31 | No |
Contributions received from participants | 2019-08-31 | $13,479,768 |
Assets. Other investments not covered elsewhere at end of year | 2019-08-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-08-31 | $26,068,073 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-08-31 | $493,461 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-08-31 | $2,526,580 |
Other income not declared elsewhere | 2019-08-31 | $4,310,913 |
Administrative expenses (other) incurred | 2019-08-31 | $243,022 |
Liabilities. Value of operating payables at end of year | 2019-08-31 | $1,713,010 |
Liabilities. Value of operating payables at beginning of year | 2019-08-31 | $1,779,490 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Value of net income/loss | 2019-08-31 | $5,851,750 |
Value of net assets at end of year (total assets less liabilities) | 2019-08-31 | $136,378,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-08-31 | $130,527,108 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-08-31 | $23,985,517 |
Assets. partnership/joint venture interests at beginning of year | 2019-08-31 | $26,836,130 |
Investment advisory and management fees | 2019-08-31 | $180,252 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-08-31 | $48,367,515 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-08-31 | $57,546,388 |
Income. Interest from US Government securities | 2019-08-31 | $847,219 |
Value of interest in common/collective trusts at end of year | 2019-08-31 | $28,916,287 |
Value of interest in common/collective trusts at beginning of year | 2019-08-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-08-31 | $14,293,859 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-08-31 | $686,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-08-31 | $686,431 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-08-31 | $78,243 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-08-31 | $91,976,181 |
Asset value of US Government securities at end of year | 2019-08-31 | $42,203,136 |
Asset value of US Government securities at beginning of year | 2019-08-31 | $36,211,717 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-08-31 | $941,357 |
Net investment gain or loss from common/collective trusts | 2019-08-31 | $2,848,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-08-31 | No |
Contributions received in cash from employer | 2019-08-31 | $131,085,577 |
Employer contributions (assets) at end of year | 2019-08-31 | $12,000,000 |
Employer contributions (assets) at beginning of year | 2019-08-31 | $11,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-08-31 | $55,776,987 |
Contract administrator fees | 2019-08-31 | $3,362,527 |
Liabilities. Value of benefit claims payable at end of year | 2019-08-31 | $32,170,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-08-31 | $28,575,000 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-08-31 | $2,093 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-08-31 | $6,279 |
Did the plan have assets held for investment | 2019-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-08-31 | No |
Aggregate proceeds on sale of assets | 2019-08-31 | $23,262,596 |
Aggregate carrying amount (costs) on sale of assets | 2019-08-31 | $23,309,807 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-08-31 | Unqualified |
Accountancy firm name | 2019-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2019-08-31 | 952036255 |
2018 : WESTERN TEAMSTERS WELFARE TRUST 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-08-31 | $-671,141 |
Total unrealized appreciation/depreciation of assets | 2018-08-31 | $-671,141 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $30,354,490 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-08-31 | $29,383,644 |
Total income from all sources (including contributions) | 2018-08-31 | $150,181,036 |
Total loss/gain on sale of assets | 2018-08-31 | $77,590 |
Total of all expenses incurred | 2018-08-31 | $144,860,562 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-08-31 | $140,385,218 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-08-31 | $142,390,227 |
Value of total assets at end of year | 2018-08-31 | $160,881,598 |
Value of total assets at beginning of year | 2018-08-31 | $154,590,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-08-31 | $4,475,344 |
Total interest from all sources | 2018-08-31 | $624,093 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-08-31 | $977,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-08-31 | $977,192 |
Administrative expenses professional fees incurred | 2018-08-31 | $708,401 |
Was this plan covered by a fidelity bond | 2018-08-31 | Yes |
Value of fidelity bond cover | 2018-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-08-31 | No |
Contributions received from participants | 2018-08-31 | $15,344,537 |
Assets. Other investments not covered elsewhere at end of year | 2018-08-31 | $26,068,073 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-08-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-08-31 | $2,526,580 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-08-31 | $160,432 |
Other income not declared elsewhere | 2018-08-31 | $6,288,208 |
Administrative expenses (other) incurred | 2018-08-31 | $240,001 |
Liabilities. Value of operating payables at end of year | 2018-08-31 | $1,779,490 |
Liabilities. Value of operating payables at beginning of year | 2018-08-31 | $2,719,573 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Value of net income/loss | 2018-08-31 | $5,320,474 |
Value of net assets at end of year (total assets less liabilities) | 2018-08-31 | $130,527,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-08-31 | $125,206,634 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-08-31 | $26,836,130 |
Assets. partnership/joint venture interests at beginning of year | 2018-08-31 | $27,125,565 |
Investment advisory and management fees | 2018-08-31 | $202,868 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-08-31 | $57,546,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-08-31 | $51,577,504 |
Income. Interest from US Government securities | 2018-08-31 | $599,404 |
Value of interest in common/collective trusts at end of year | 2018-08-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-08-31 | $26,230,991 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-08-31 | $686,431 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-08-31 | $1,001,891 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-08-31 | $1,001,891 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-08-31 | $24,689 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-08-31 | $90,116,526 |
Asset value of US Government securities at end of year | 2018-08-31 | $36,211,717 |
Asset value of US Government securities at beginning of year | 2018-08-31 | $37,981,480 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-08-31 | $657,786 |
Net investment gain or loss from common/collective trusts | 2018-08-31 | $-162,919 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-08-31 | No |
Contributions received in cash from employer | 2018-08-31 | $127,045,690 |
Employer contributions (assets) at end of year | 2018-08-31 | $11,000,000 |
Employer contributions (assets) at beginning of year | 2018-08-31 | $10,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-08-31 | $50,268,692 |
Contract administrator fees | 2018-08-31 | $3,324,074 |
Liabilities. Value of benefit claims payable at end of year | 2018-08-31 | $28,575,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-08-31 | $26,664,071 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-08-31 | $6,279 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-08-31 | $12,415 |
Did the plan have assets held for investment | 2018-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-08-31 | No |
Aggregate proceeds on sale of assets | 2018-08-31 | $10,501,648 |
Aggregate carrying amount (costs) on sale of assets | 2018-08-31 | $10,424,058 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-08-31 | Unqualified |
Accountancy firm name | 2018-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2018-08-31 | 952036255 |
2017 : WESTERN TEAMSTERS WELFARE TRUST 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-08-31 | $373,647 |
Total unrealized appreciation/depreciation of assets | 2017-08-31 | $373,647 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $29,383,644 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $31,969,666 |
Total income from all sources (including contributions) | 2017-08-31 | $145,702,635 |
Total loss/gain on sale of assets | 2017-08-31 | $-22,735 |
Total of all expenses incurred | 2017-08-31 | $139,791,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-08-31 | $135,176,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-08-31 | $138,280,965 |
Value of total assets at end of year | 2017-08-31 | $154,590,278 |
Value of total assets at beginning of year | 2017-08-31 | $151,265,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-08-31 | $4,615,024 |
Total interest from all sources | 2017-08-31 | $555,331 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-08-31 | $949,691 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-08-31 | $949,691 |
Administrative expenses professional fees incurred | 2017-08-31 | $516,118 |
Was this plan covered by a fidelity bond | 2017-08-31 | Yes |
Value of fidelity bond cover | 2017-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-08-31 | No |
Contributions received from participants | 2017-08-31 | $16,760,604 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-08-31 | $160,432 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-08-31 | $349,330 |
Other income not declared elsewhere | 2017-08-31 | $3,169,472 |
Administrative expenses (other) incurred | 2017-08-31 | $507,018 |
Liabilities. Value of operating payables at end of year | 2017-08-31 | $2,719,573 |
Liabilities. Value of operating payables at beginning of year | 2017-08-31 | $2,764,919 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Value of net income/loss | 2017-08-31 | $5,911,021 |
Value of net assets at end of year (total assets less liabilities) | 2017-08-31 | $125,206,634 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-08-31 | $119,295,613 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-08-31 | $27,125,565 |
Assets. partnership/joint venture interests at beginning of year | 2017-08-31 | $27,118,375 |
Investment advisory and management fees | 2017-08-31 | $210,151 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-08-31 | $51,577,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-08-31 | $53,534,915 |
Income. Interest from US Government securities | 2017-08-31 | $517,598 |
Value of interest in common/collective trusts at end of year | 2017-08-31 | $26,230,991 |
Value of interest in common/collective trusts at beginning of year | 2017-08-31 | $26,329,536 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-08-31 | $1,001,891 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-08-31 | $1,426,453 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-08-31 | $1,426,453 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-08-31 | $37,733 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-08-31 | $88,631,763 |
Asset value of US Government securities at end of year | 2017-08-31 | $37,981,480 |
Asset value of US Government securities at beginning of year | 2017-08-31 | $32,606,670 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-08-31 | $1,994,809 |
Net investment gain or loss from common/collective trusts | 2017-08-31 | $401,455 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-08-31 | No |
Contributions received in cash from employer | 2017-08-31 | $121,520,361 |
Employer contributions (assets) at end of year | 2017-08-31 | $10,500,000 |
Employer contributions (assets) at beginning of year | 2017-08-31 | $9,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-08-31 | $46,544,827 |
Contract administrator fees | 2017-08-31 | $3,381,737 |
Liabilities. Value of benefit claims payable at end of year | 2017-08-31 | $26,664,071 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-08-31 | $29,204,747 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-08-31 | $12,415 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-08-31 | $0 |
Did the plan have assets held for investment | 2017-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-08-31 | No |
Aggregate proceeds on sale of assets | 2017-08-31 | $11,860,525 |
Aggregate carrying amount (costs) on sale of assets | 2017-08-31 | $11,883,260 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-08-31 | Unqualified |
Accountancy firm name | 2017-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2017-08-31 | 952036255 |
2016 : WESTERN TEAMSTERS WELFARE TRUST 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-08-31 | $1,274,651 |
Total unrealized appreciation/depreciation of assets | 2016-08-31 | $1,274,651 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $31,969,666 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $31,756,541 |
Total income from all sources (including contributions) | 2016-08-31 | $142,838,114 |
Total loss/gain on sale of assets | 2016-08-31 | $19,844 |
Total of all expenses incurred | 2016-08-31 | $142,849,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-08-31 | $138,195,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-08-31 | $132,113,760 |
Value of total assets at end of year | 2016-08-31 | $151,265,279 |
Value of total assets at beginning of year | 2016-08-31 | $151,063,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-08-31 | $4,653,281 |
Total interest from all sources | 2016-08-31 | $494,914 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-08-31 | $1,945,864 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-08-31 | $1,945,864 |
Administrative expenses professional fees incurred | 2016-08-31 | $391,251 |
Was this plan covered by a fidelity bond | 2016-08-31 | Yes |
Value of fidelity bond cover | 2016-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-08-31 | No |
Contributions received from participants | 2016-08-31 | $17,762,911 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-08-31 | $349,330 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-08-31 | $341,115 |
Other income not declared elsewhere | 2016-08-31 | $5,213,670 |
Administrative expenses (other) incurred | 2016-08-31 | $612,780 |
Liabilities. Value of operating payables at end of year | 2016-08-31 | $2,764,919 |
Liabilities. Value of operating payables at beginning of year | 2016-08-31 | $3,399,885 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Value of net income/loss | 2016-08-31 | $-11,152 |
Value of net assets at end of year (total assets less liabilities) | 2016-08-31 | $119,295,613 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-08-31 | $119,306,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-08-31 | $27,118,375 |
Assets. partnership/joint venture interests at beginning of year | 2016-08-31 | $25,859,434 |
Investment advisory and management fees | 2016-08-31 | $209,097 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-08-31 | $53,534,915 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-08-31 | $44,018,239 |
Income. Interest from US Government securities | 2016-08-31 | $484,378 |
Value of interest in common/collective trusts at end of year | 2016-08-31 | $26,329,536 |
Value of interest in common/collective trusts at beginning of year | 2016-08-31 | $26,153,185 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-08-31 | $1,426,453 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-08-31 | $7,152,590 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-08-31 | $7,152,590 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-08-31 | $10,536 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-08-31 | $86,895,858 |
Asset value of US Government securities at end of year | 2016-08-31 | $32,606,670 |
Asset value of US Government securities at beginning of year | 2016-08-31 | $38,038,743 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-08-31 | $299,060 |
Net investment gain or loss from common/collective trusts | 2016-08-31 | $1,476,351 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-08-31 | No |
Contributions received in cash from employer | 2016-08-31 | $114,350,849 |
Employer contributions (assets) at end of year | 2016-08-31 | $9,900,000 |
Employer contributions (assets) at beginning of year | 2016-08-31 | $9,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-08-31 | $51,300,127 |
Contract administrator fees | 2016-08-31 | $3,440,153 |
Liabilities. Value of benefit claims payable at end of year | 2016-08-31 | $29,204,747 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-08-31 | $28,356,656 |
Did the plan have assets held for investment | 2016-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-08-31 | No |
Aggregate proceeds on sale of assets | 2016-08-31 | $8,912,680 |
Aggregate carrying amount (costs) on sale of assets | 2016-08-31 | $8,892,836 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-08-31 | Unqualified |
Accountancy firm name | 2016-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2016-08-31 | 952036255 |
2015 : WESTERN TEAMSTERS WELFARE TRUST 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-08-31 | $329,736 |
Total unrealized appreciation/depreciation of assets | 2015-08-31 | $329,736 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $31,756,541 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $29,465,133 |
Total income from all sources (including contributions) | 2015-08-31 | $132,096,729 |
Total loss/gain on sale of assets | 2015-08-31 | $9,730 |
Total of all expenses incurred | 2015-08-31 | $136,991,590 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $132,154,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-08-31 | $127,160,485 |
Value of total assets at end of year | 2015-08-31 | $151,063,306 |
Value of total assets at beginning of year | 2015-08-31 | $153,666,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $4,837,049 |
Total interest from all sources | 2015-08-31 | $481,069 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-08-31 | $1,708,465 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-08-31 | $1,708,465 |
Administrative expenses professional fees incurred | 2015-08-31 | $411,662 |
Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
Value of fidelity bond cover | 2015-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
Contributions received from participants | 2015-08-31 | $19,620,898 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-08-31 | $341,115 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-08-31 | $157,542 |
Other income not declared elsewhere | 2015-08-31 | $3,681,676 |
Administrative expenses (other) incurred | 2015-08-31 | $645,508 |
Liabilities. Value of operating payables at end of year | 2015-08-31 | $3,399,885 |
Liabilities. Value of operating payables at beginning of year | 2015-08-31 | $1,876,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Value of net income/loss | 2015-08-31 | $-4,894,861 |
Value of net assets at end of year (total assets less liabilities) | 2015-08-31 | $119,306,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-08-31 | $124,201,626 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-08-31 | $25,859,434 |
Assets. partnership/joint venture interests at beginning of year | 2015-08-31 | $26,457,106 |
Investment advisory and management fees | 2015-08-31 | $217,844 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-08-31 | $44,018,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-08-31 | $41,633,555 |
Income. Interest from US Government securities | 2015-08-31 | $480,558 |
Value of interest in common/collective trusts at end of year | 2015-08-31 | $26,153,185 |
Value of interest in common/collective trusts at beginning of year | 2015-08-31 | $34,003,324 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-08-31 | $7,152,590 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-08-31 | $4,124,993 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-08-31 | $4,124,993 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-08-31 | $511 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-08-31 | $81,475,929 |
Asset value of US Government securities at end of year | 2015-08-31 | $38,038,743 |
Asset value of US Government securities at beginning of year | 2015-08-31 | $38,564,534 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-08-31 | $-2,024,293 |
Net investment gain or loss from common/collective trusts | 2015-08-31 | $749,861 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
Contributions received in cash from employer | 2015-08-31 | $107,539,587 |
Employer contributions (assets) at end of year | 2015-08-31 | $9,500,000 |
Employer contributions (assets) at beginning of year | 2015-08-31 | $8,725,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $50,678,612 |
Contract administrator fees | 2015-08-31 | $3,562,035 |
Liabilities. Value of benefit claims payable at end of year | 2015-08-31 | $28,356,656 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-08-31 | $27,588,188 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2015-08-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-08-31 | $705 |
Did the plan have assets held for investment | 2015-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
Aggregate proceeds on sale of assets | 2015-08-31 | $7,342,335 |
Aggregate carrying amount (costs) on sale of assets | 2015-08-31 | $7,332,605 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Unqualified |
Accountancy firm name | 2015-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2015-08-31 | 952036255 |
2014 : WESTERN TEAMSTERS WELFARE TRUST 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-08-31 | $980,242 |
Total unrealized appreciation/depreciation of assets | 2014-08-31 | $980,242 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $29,465,133 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $28,910,187 |
Total income from all sources (including contributions) | 2014-08-31 | $129,923,721 |
Total loss/gain on sale of assets | 2014-08-31 | $-520,510 |
Total of all expenses incurred | 2014-08-31 | $128,040,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $123,705,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $120,834,656 |
Value of total assets at end of year | 2014-08-31 | $153,666,759 |
Value of total assets at beginning of year | 2014-08-31 | $151,229,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $4,335,130 |
Total interest from all sources | 2014-08-31 | $1,351,973 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-08-31 | $957,234 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-08-31 | $957,234 |
Administrative expenses professional fees incurred | 2014-08-31 | $385,441 |
Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
Value of fidelity bond cover | 2014-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
Contributions received from participants | 2014-08-31 | $21,213,693 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-08-31 | $157,542 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-08-31 | $540,912 |
Other income not declared elsewhere | 2014-08-31 | $3,490,100 |
Administrative expenses (other) incurred | 2014-08-31 | $300,502 |
Liabilities. Value of operating payables at end of year | 2014-08-31 | $1,876,945 |
Liabilities. Value of operating payables at beginning of year | 2014-08-31 | $2,817,781 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Value of net income/loss | 2014-08-31 | $1,882,796 |
Value of net assets at end of year (total assets less liabilities) | 2014-08-31 | $124,201,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-08-31 | $122,318,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-08-31 | $26,457,106 |
Assets. partnership/joint venture interests at beginning of year | 2014-08-31 | $0 |
Investment advisory and management fees | 2014-08-31 | $260,349 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-08-31 | $41,633,555 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-08-31 | $40,658,517 |
Income. Interest from US Government securities | 2014-08-31 | $1,351,303 |
Value of interest in common/collective trusts at end of year | 2014-08-31 | $34,003,324 |
Value of interest in common/collective trusts at beginning of year | 2014-08-31 | $33,640,517 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-08-31 | $4,124,993 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-08-31 | $3,312,307 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-08-31 | $3,312,307 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-08-31 | $670 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-08-31 | $79,675,853 |
Asset value of US Government securities at end of year | 2014-08-31 | $38,564,534 |
Asset value of US Government securities at beginning of year | 2014-08-31 | $65,075,202 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-08-31 | $1,067,219 |
Net investment gain or loss from common/collective trusts | 2014-08-31 | $1,762,807 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
Contributions received in cash from employer | 2014-08-31 | $99,620,963 |
Employer contributions (assets) at end of year | 2014-08-31 | $8,725,000 |
Employer contributions (assets) at beginning of year | 2014-08-31 | $8,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $44,029,942 |
Contract administrator fees | 2014-08-31 | $3,388,838 |
Liabilities. Value of benefit claims payable at end of year | 2014-08-31 | $27,588,188 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-08-31 | $26,092,406 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2014-08-31 | $705 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-08-31 | $1,562 |
Did the plan have assets held for investment | 2014-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
Aggregate proceeds on sale of assets | 2014-08-31 | $33,453,207 |
Aggregate carrying amount (costs) on sale of assets | 2014-08-31 | $33,973,717 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Unqualified |
Accountancy firm name | 2014-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2014-08-31 | 952036255 |
2013 : WESTERN TEAMSTERS WELFARE TRUST 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-08-31 | $-1,174,261 |
Total unrealized appreciation/depreciation of assets | 2013-08-31 | $-1,174,261 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $28,910,187 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $23,187,195 |
Total income from all sources (including contributions) | 2013-08-31 | $113,447,719 |
Total loss/gain on sale of assets | 2013-08-31 | $-1,150,302 |
Total of all expenses incurred | 2013-08-31 | $120,262,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $116,202,474 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $111,503,136 |
Value of total assets at end of year | 2013-08-31 | $151,229,017 |
Value of total assets at beginning of year | 2013-08-31 | $152,321,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $4,060,313 |
Total interest from all sources | 2013-08-31 | $1,760,756 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-08-31 | $2,064,740 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-08-31 | $2,064,740 |
Administrative expenses professional fees incurred | 2013-08-31 | $369,060 |
Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
Value of fidelity bond cover | 2013-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
Contributions received from participants | 2013-08-31 | $23,675,471 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-08-31 | $540,912 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-08-31 | $682,892 |
Other income not declared elsewhere | 2013-08-31 | $3,441,345 |
Administrative expenses (other) incurred | 2013-08-31 | $371,818 |
Liabilities. Value of operating payables at end of year | 2013-08-31 | $2,817,781 |
Liabilities. Value of operating payables at beginning of year | 2013-08-31 | $3,352,076 |
Total non interest bearing cash at end of year | 2013-08-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-08-31 | $1,924 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Value of net income/loss | 2013-08-31 | $-6,815,068 |
Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $122,318,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-08-31 | $129,133,898 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
Investment advisory and management fees | 2013-08-31 | $281,976 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-08-31 | $40,658,517 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-08-31 | $40,698,120 |
Income. Interest from US Government securities | 2013-08-31 | $1,760,161 |
Value of interest in common/collective trusts at end of year | 2013-08-31 | $33,640,517 |
Value of interest in common/collective trusts at beginning of year | 2013-08-31 | $33,033,274 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-08-31 | $3,312,307 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-08-31 | $3,084,824 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-08-31 | $3,084,824 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-08-31 | $595 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-08-31 | $72,755,719 |
Asset value of US Government securities at end of year | 2013-08-31 | $65,075,202 |
Asset value of US Government securities at beginning of year | 2013-08-31 | $67,925,436 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-08-31 | $-2,604,938 |
Net investment gain or loss from common/collective trusts | 2013-08-31 | $-392,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
Contributions received in cash from employer | 2013-08-31 | $87,827,665 |
Employer contributions (assets) at end of year | 2013-08-31 | $8,000,000 |
Employer contributions (assets) at beginning of year | 2013-08-31 | $6,893,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $43,446,755 |
Contract administrator fees | 2013-08-31 | $3,037,459 |
Liabilities. Value of benefit claims payable at end of year | 2013-08-31 | $26,092,406 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-08-31 | $19,835,119 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-08-31 | $1,562 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-08-31 | $1,623 |
Did the plan have assets held for investment | 2013-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
Aggregate proceeds on sale of assets | 2013-08-31 | $44,474,114 |
Aggregate carrying amount (costs) on sale of assets | 2013-08-31 | $45,624,416 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Unqualified |
Accountancy firm name | 2013-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2013-08-31 | 952036255 |
2012 : WESTERN TEAMSTERS WELFARE TRUST 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-08-31 | $416,281 |
Total unrealized appreciation/depreciation of assets | 2012-08-31 | $416,281 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $23,187,195 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $21,929,428 |
Total income from all sources (including contributions) | 2012-08-31 | $115,882,251 |
Total loss/gain on sale of assets | 2012-08-31 | $-537,024 |
Total of all expenses incurred | 2012-08-31 | $107,815,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $103,735,737 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $106,641,757 |
Value of total assets at end of year | 2012-08-31 | $152,321,093 |
Value of total assets at beginning of year | 2012-08-31 | $142,996,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $4,079,439 |
Total interest from all sources | 2012-08-31 | $1,507,422 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-08-31 | $1,073,124 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-08-31 | $1,073,124 |
Administrative expenses professional fees incurred | 2012-08-31 | $461,528 |
Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
Value of fidelity bond cover | 2012-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
Contributions received from participants | 2012-08-31 | $26,160,362 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-08-31 | $682,892 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-08-31 | $1,112,608 |
Other income not declared elsewhere | 2012-08-31 | $3,113,753 |
Administrative expenses (other) incurred | 2012-08-31 | $394,744 |
Liabilities. Value of operating payables at end of year | 2012-08-31 | $3,352,076 |
Liabilities. Value of operating payables at beginning of year | 2012-08-31 | $2,303,466 |
Total non interest bearing cash at end of year | 2012-08-31 | $1,924 |
Total non interest bearing cash at beginning of year | 2012-08-31 | $34,264 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Value of net income/loss | 2012-08-31 | $8,067,075 |
Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $129,133,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-08-31 | $121,066,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
Investment advisory and management fees | 2012-08-31 | $251,264 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-08-31 | $40,698,120 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-08-31 | $10,000,000 |
Income. Interest from US Government securities | 2012-08-31 | $1,506,824 |
Value of interest in common/collective trusts at end of year | 2012-08-31 | $33,033,274 |
Value of interest in common/collective trusts at beginning of year | 2012-08-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-08-31 | $3,084,824 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-08-31 | $92,904,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-08-31 | $92,904,147 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-08-31 | $598 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-08-31 | $68,228,655 |
Asset value of US Government securities at end of year | 2012-08-31 | $67,925,436 |
Asset value of US Government securities at beginning of year | 2012-08-31 | $32,189,540 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-08-31 | $1,624,927 |
Net investment gain or loss from common/collective trusts | 2012-08-31 | $2,042,011 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
Contributions received in cash from employer | 2012-08-31 | $80,481,395 |
Employer contributions (assets) at end of year | 2012-08-31 | $6,893,000 |
Employer contributions (assets) at beginning of year | 2012-08-31 | $6,750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $35,507,082 |
Contract administrator fees | 2012-08-31 | $2,971,903 |
Liabilities. Value of benefit claims payable at end of year | 2012-08-31 | $19,835,119 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-08-31 | $19,625,962 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2012-08-31 | $1,623 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-08-31 | $5,692 |
Did the plan have assets held for investment | 2012-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
Aggregate proceeds on sale of assets | 2012-08-31 | $38,460,369 |
Aggregate carrying amount (costs) on sale of assets | 2012-08-31 | $38,997,393 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Unqualified |
Accountancy firm name | 2012-08-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2012-08-31 | 952036255 |
2011 : WESTERN TEAMSTERS WELFARE TRUST 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-08-31 | $179,591 |
Total unrealized appreciation/depreciation of assets | 2011-08-31 | $179,591 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $21,929,428 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $29,768,714 |
Total income from all sources (including contributions) | 2011-08-31 | $107,592,416 |
Total loss/gain on sale of assets | 2011-08-31 | $-479,444 |
Total of all expenses incurred | 2011-08-31 | $108,984,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $104,954,209 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $103,130,219 |
Value of total assets at end of year | 2011-08-31 | $142,996,251 |
Value of total assets at beginning of year | 2011-08-31 | $152,227,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $4,030,192 |
Total interest from all sources | 2011-08-31 | $1,849,221 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-08-31 | $983 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-08-31 | $983 |
Administrative expenses professional fees incurred | 2011-08-31 | $339,977 |
Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
Value of fidelity bond cover | 2011-08-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
Contributions received from participants | 2011-08-31 | $26,249,509 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-08-31 | $1,112,608 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-08-31 | $1,690,452 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-08-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-08-31 | $6,000,000 |
Other income not declared elsewhere | 2011-08-31 | $2,911,846 |
Administrative expenses (other) incurred | 2011-08-31 | $492,169 |
Liabilities. Value of operating payables at end of year | 2011-08-31 | $2,303,466 |
Liabilities. Value of operating payables at beginning of year | 2011-08-31 | $2,290,570 |
Total non interest bearing cash at end of year | 2011-08-31 | $34,264 |
Total non interest bearing cash at beginning of year | 2011-08-31 | $23,651 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Value of net income/loss | 2011-08-31 | $-1,391,985 |
Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $121,066,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-08-31 | $122,458,808 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
Investment advisory and management fees | 2011-08-31 | $227,332 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-08-31 | $10,000,000 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-08-31 | $0 |
Income. Interest from US Government securities | 2011-08-31 | $1,848,065 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-08-31 | $92,904,147 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-08-31 | $8,780,267 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-08-31 | $8,780,267 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-08-31 | $1,156 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-08-31 | $67,949,505 |
Asset value of US Government securities at end of year | 2011-08-31 | $32,189,540 |
Asset value of US Government securities at beginning of year | 2011-08-31 | $135,488,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
Contributions received in cash from employer | 2011-08-31 | $76,880,710 |
Employer contributions (assets) at end of year | 2011-08-31 | $6,750,000 |
Employer contributions (assets) at beginning of year | 2011-08-31 | $6,235,908 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $37,004,704 |
Contract administrator fees | 2011-08-31 | $2,970,714 |
Liabilities. Value of benefit claims payable at end of year | 2011-08-31 | $19,625,962 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-08-31 | $21,478,144 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2011-08-31 | $5,692 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-08-31 | $9,155 |
Did the plan have assets held for investment | 2011-08-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
Aggregate proceeds on sale of assets | 2011-08-31 | $133,000,000 |
Aggregate carrying amount (costs) on sale of assets | 2011-08-31 | $133,479,444 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Unqualified |
Accountancy firm name | 2011-08-31 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2011-08-31 | 952036255 |
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 006713 |
Policy instance | 19 |
Insurance contract or identification number | 006713 | Number of Individuals Covered | 120 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $751,537 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080000 |
Policy instance | 1 |
Insurance contract or identification number | 0080000 | Number of Individuals Covered | 130 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,065,352 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | L02950 |
Policy instance | 2 |
Insurance contract or identification number | L02950 | Number of Individuals Covered | 360 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,161,756 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | A0000040 |
Policy instance | 3 |
Insurance contract or identification number | A0000040 | Number of Individuals Covered | 31 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $465,245 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | A0000041 |
Policy instance | 4 |
Insurance contract or identification number | A0000041 | Number of Individuals Covered | 547 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $465,245 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | A0006563 |
Policy instance | 5 |
Insurance contract or identification number | A0006563 | Number of Individuals Covered | 161 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $850,466 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 143866 |
Policy instance | 6 |
Insurance contract or identification number | 143866 | Number of Individuals Covered | 136 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $626,218 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1899 |
Policy instance | 7 |
Insurance contract or identification number | 1899 | Number of Individuals Covered | 202 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,333,664 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 100255 |
Policy instance | 8 |
Insurance contract or identification number | 100255 | Number of Individuals Covered | 1074 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
Policy contract number | 3 |
Policy instance | 10 |
Insurance contract or identification number | 3 | Number of Individuals Covered | 1477 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,572,587 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 006705 |
Policy instance | 18 |
Insurance contract or identification number | 006705 | Number of Individuals Covered | 52 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $293,289 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 667159 |
Policy instance | 17 |
Insurance contract or identification number | 667159 | Number of Individuals Covered | 21 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $85,210 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95090 ) |
Policy contract number | 092152 |
Policy instance | 16 |
Insurance contract or identification number | 092152 | Number of Individuals Covered | 108 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $530,950 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 ) |
Policy contract number | 060421 |
Policy instance | 15 |
Insurance contract or identification number | 060421 | Number of Individuals Covered | 160 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Welfare Benefit Premiums Paid to Carrier | USD $843,817 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080400 |
Policy instance | 14 |
Insurance contract or identification number | 0080400 | Number of Individuals Covered | 119 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $953,316 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 100460 |
Policy instance | 13 |
Insurance contract or identification number | 100460 | Number of Individuals Covered | 4876 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,032,932 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1898 |
Policy instance | 12 |
Insurance contract or identification number | 1898 | Number of Individuals Covered | 331 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,538,493 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 939 |
Policy instance | 11 |
Insurance contract or identification number | 939 | Number of Individuals Covered | 1328 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,518,242 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 ) |
Policy contract number | G1007414-1001 |
Policy instance | 9 |
Insurance contract or identification number | G1007414-1001 | Number of Individuals Covered | 1549 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,225,340 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR007775 |
Policy instance | 5 |
Insurance contract or identification number | GR007775 | Number of Individuals Covered | 161 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $852,123 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | A0000041 |
Policy instance | 4 |
Insurance contract or identification number | A0000041 | Number of Individuals Covered | 596 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,595,834 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | A0000040 |
Policy instance | 3 |
Insurance contract or identification number | A0000040 | Number of Individuals Covered | 29 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $454,917 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | L02950 |
Policy instance | 2 |
Insurance contract or identification number | L02950 | Number of Individuals Covered | 355 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,018,515 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080000 |
Policy instance | 1 |
Insurance contract or identification number | 0080000 | Number of Individuals Covered | 144 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,123,389 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 939 |
Policy instance | 11 |
Insurance contract or identification number | 939 | Number of Individuals Covered | 1347 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,826,524 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 717401 |
Policy instance | 6 |
Insurance contract or identification number | 717401 | Number of Individuals Covered | 225 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,864,889 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1899 |
Policy instance | 7 |
Insurance contract or identification number | 1899 | Number of Individuals Covered | 217 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,228,933 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 100255 |
Policy instance | 8 |
Insurance contract or identification number | 100255 | Number of Individuals Covered | 724 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080400 |
Policy instance | 14 |
Insurance contract or identification number | 0080400 | Number of Individuals Covered | 124 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $984,890 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 100460 |
Policy instance | 13 |
Insurance contract or identification number | 100460 | Number of Individuals Covered | 4956 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,021,829 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1898 |
Policy instance | 12 |
Insurance contract or identification number | 1898 | Number of Individuals Covered | 350 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,119,864 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
Policy contract number | 3 |
Policy instance | 10 |
Insurance contract or identification number | 3 | Number of Individuals Covered | 1478 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,081,307 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 ) |
Policy contract number | G1007414-1001 |
Policy instance | 9 |
Insurance contract or identification number | G1007414-1001 | Number of Individuals Covered | 1338 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,420,670 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR000588 |
Policy instance | 4 |
Insurance contract or identification number | GR000588 | Number of Individuals Covered | 87 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $443,076 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR007775 |
Policy instance | 5 |
Insurance contract or identification number | GR007775 | Number of Individuals Covered | 171 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $860,162 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 717401 |
Policy instance | 6 |
Insurance contract or identification number | 717401 | Number of Individuals Covered | 250 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,121,093 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1899 |
Policy instance | 7 |
Insurance contract or identification number | 1899 | Number of Individuals Covered | 199 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,016,113 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 100255 |
Policy instance | 8 |
Insurance contract or identification number | 100255 | Number of Individuals Covered | 506 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 ) |
Policy contract number | G1007414-1001 |
Policy instance | 9 |
Insurance contract or identification number | G1007414-1001 | Number of Individuals Covered | 1399 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,457,755 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
Policy contract number | 3 |
Policy instance | 10 |
Insurance contract or identification number | 3 | Number of Individuals Covered | 1619 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,520,659 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 939 |
Policy instance | 11 |
Insurance contract or identification number | 939 | Number of Individuals Covered | 1355 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,998,465 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1898 |
Policy instance | 12 |
Insurance contract or identification number | 1898 | Number of Individuals Covered | 403 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,302,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 100460 |
Policy instance | 13 |
Insurance contract or identification number | 100460 | Number of Individuals Covered | 5426 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,247,140 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTHCARE SERVICES (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR000590 |
Policy instance | 3 |
Insurance contract or identification number | GR000590 | Number of Individuals Covered | 591 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,362,218 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | L02950 |
Policy instance | 2 |
Insurance contract or identification number | L02950 | Number of Individuals Covered | 376 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,796,477 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080000 |
Policy instance | 1 |
Insurance contract or identification number | 0080000 | Number of Individuals Covered | 144 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,040,702 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080400 |
Policy instance | 14 |
Insurance contract or identification number | 0080400 | Number of Individuals Covered | 132 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,182,077 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 006705 |
Policy instance | 10 |
Insurance contract or identification number | 006705 | Number of Individuals Covered | 114 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $346,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 006713 |
Policy instance | 9 |
Insurance contract or identification number | 006713 | Number of Individuals Covered | 114 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $865,545 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 143866 |
Policy instance | 8 |
Insurance contract or identification number | 143866 | Number of Individuals Covered | 156 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $903,511 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 717401 |
Policy instance | 7 |
Insurance contract or identification number | 717401 | Number of Individuals Covered | 1301 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,227,041 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95090 ) |
Policy contract number | 092152 |
Policy instance | 6 |
Insurance contract or identification number | 092152 | Number of Individuals Covered | 114 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $642,651 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR007775 |
Policy instance | 5 |
Insurance contract or identification number | GR007775 | Number of Individuals Covered | 187 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $845,808 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR000588 |
Policy instance | 4 |
Insurance contract or identification number | GR000588 | Number of Individuals Covered | 44 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $463,369 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
PRESBYTERIAN HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR000590 |
Policy instance | 3 |
Insurance contract or identification number | GR000590 | Number of Individuals Covered | 589 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,533,560 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 008000 |
Policy instance | 1 |
Insurance contract or identification number | 008000 | Number of Individuals Covered | 151 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,138,010 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 ) |
Policy contract number | 060421 |
Policy instance | 11 |
Insurance contract or identification number | 060421 | Number of Individuals Covered | 114 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,011,277 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1899 |
Policy instance | 12 |
Insurance contract or identification number | 1899 | Number of Individuals Covered | 197 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $996,802 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
Policy contract number | 69372-3 |
Policy instance | 20 |
Insurance contract or identification number | 69372-3 | Number of Individuals Covered | 5941 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $383,363 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080400 |
Policy instance | 21 |
Insurance contract or identification number | 0080400 | Number of Individuals Covered | 150 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,041,551 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 667159 |
Policy instance | 19 |
Insurance contract or identification number | 667159 | Number of Individuals Covered | 114 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $114,075 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1898 |
Policy instance | 17 |
Insurance contract or identification number | 1898 | Number of Individuals Covered | 430 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,292,459 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 939 |
Policy instance | 16 |
Insurance contract or identification number | 939 | Number of Individuals Covered | 1371 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,707,305 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
Policy contract number | 3 |
Policy instance | 15 |
Insurance contract or identification number | 3 | Number of Individuals Covered | 1775 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,953,373 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | L02950 |
Policy instance | 2 |
Insurance contract or identification number | L02950 | Number of Individuals Covered | 378 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,674,911 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 100255 |
Policy instance | 13 |
Insurance contract or identification number | 100255 | Number of Individuals Covered | 458 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $72,900 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 100460 |
Policy instance | 18 |
Insurance contract or identification number | 100460 | Number of Individuals Covered | 5278 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $25,637,497 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 ) |
Policy contract number | G1007414-1001 |
Policy instance | 14 |
Insurance contract or identification number | G1007414-1001 | Number of Individuals Covered | 1408 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,547,033 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE OF ARIZONA (National Association of Insurance Commissioners NAIC id number: 96016 ) |
Policy contract number | 060421 |
Policy instance | 11 |
Insurance contract or identification number | 060421 | Number of Individuals Covered | 178 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $986,635 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE OF OREGON, INC. (National Association of Insurance Commissioners NAIC id number: 95893 ) |
Policy contract number | 006705 |
Policy instance | 10 |
Insurance contract or identification number | 006705 | Number of Individuals Covered | 64 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $360,252 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE OF WASHINGTON, INC. (National Association of Insurance Commissioners NAIC id number: 48038 ) |
Policy contract number | 006713 |
Policy instance | 9 |
Insurance contract or identification number | 006713 | Number of Individuals Covered | 131 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $827,493 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITED HEALTHCARE OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 143866 |
Policy instance | 8 |
Insurance contract or identification number | 143866 | Number of Individuals Covered | 164 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $806,083 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 717401 |
Policy instance | 7 |
Insurance contract or identification number | 717401 | Number of Individuals Covered | 1748 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,269,099 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95090 ) |
Policy contract number | 092152 |
Policy instance | 6 |
Insurance contract or identification number | 092152 | Number of Individuals Covered | 111 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $600,682 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRESBYTERIAN HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR007775 |
Policy instance | 5 |
Insurance contract or identification number | GR007775 | Number of Individuals Covered | 181 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $749,108 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRESBYTERIAN HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR000590 |
Policy instance | 3 |
Insurance contract or identification number | GR000590 | Number of Individuals Covered | 580 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,759,763 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | L02950 |
Policy instance | 2 |
Insurance contract or identification number | L02950 | Number of Individuals Covered | 371 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,502,672 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRESBYTERIAN HEALTH PLAN INC. (National Association of Insurance Commissioners NAIC id number: 95330 ) |
Policy contract number | GR000588 |
Policy instance | 4 |
Insurance contract or identification number | GR000588 | Number of Individuals Covered | 34 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $378,284 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080400 |
Policy instance | 12 |
Insurance contract or identification number | 0080400 | Number of Individuals Covered | 152 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $971,579 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
Policy contract number | 69372-3 |
Policy instance | 21 |
Insurance contract or identification number | 69372-3 | Number of Individuals Covered | 5930 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $222,698 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 667159 |
Policy instance | 20 |
Insurance contract or identification number | 667159 | Number of Individuals Covered | 27 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $107,642 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 100460 |
Policy instance | 19 |
Insurance contract or identification number | 100460 | Number of Individuals Covered | 5495 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,074,343 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1898 |
Policy instance | 18 |
Insurance contract or identification number | 1898 | Number of Individuals Covered | 505 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,389,848 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
Policy contract number | 939 |
Policy instance | 17 |
Insurance contract or identification number | 939 | Number of Individuals Covered | 1420 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,894,769 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
KAISER FOUNDATION HEALTH PLAN OF COLORADO (National Association of Insurance Commissioners NAIC id number: 95669 ) |
Policy contract number | 3 |
Policy instance | 16 |
Insurance contract or identification number | 3 | Number of Individuals Covered | 1832 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,129,564 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SELECTHEALTH (National Association of Insurance Commissioners NAIC id number: 95153 ) |
Policy contract number | G1007414-1001 |
Policy instance | 15 |
Insurance contract or identification number | G1007414-1001 | Number of Individuals Covered | 1409 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,121,958 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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LIBERTY DENTAL PLAN OF CALIFORNIA, INC (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 100255 |
Policy instance | 14 |
Insurance contract or identification number | 100255 | Number of Individuals Covered | 347 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $67,509 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 1899 |
Policy instance | 13 |
Insurance contract or identification number | 1899 | Number of Individuals Covered | 196 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,033,940 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 ) |
Policy contract number | 0080000 |
Policy instance | 1 |
Insurance contract or identification number | 0080000 | Number of Individuals Covered | 177 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,230,370 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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